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Hostelworld Share Discussion Threads
Showing 26 to 49 of 50 messages
|ANyone know why it zipped up to 222 then back down again? Trump's comments on Euro strength? But HSW takes euros, dollars, pounds which should cancel each other out, right?|
|Seller at 204 taken out this morning, quiet board and up on volume is good.
LONDON (Alliance News) - Analysts were pleased with Hostelworld Group's trading update after the online hostel booking platform said its full-year results will be in line with the board's expectations, following a challenging year.
The company said it delivered 21% growth in bookings in its flagship Hostelworld brand in the second half of 2016, resulting in 18% growth in the year on the whole.
Including the smaller Hostelbookers and Hostels.com brands, overall bookings rose by 2% in the second half, but fell by 1% in the full year.
"The return to group-level volume growth in H2 is the stand-out highlight from Hostelworld's trading statement. In what was a difficult year for the travel space at large, we think this development will be well-received by the market," said Davy analyst Ross Harvey.
In May 2016, the company said trading in the second quarter of 2016 has been below its expectations following "recent geopolitical events" in Europe.
Harvey said the challenging 2016 meant the group's share de-rated to 10.6 times forward price-earnings, which he believes is overdone, considering the good momentum going into 2017.
Numis analyst Wyn Ellis believes Hostelworld managed to negotiate a tricky year well, with cashflow still strong and a solid balance sheet.
Numis maintained its Buy rating and 300.00 pence price target. Davy has an Outperform rating. Both Numis and Davy act as brokers to the company.|
|Down low enough to make it worth a punt before results? 213p for the divvy seems good to me|
|some heavy volume going through today|
|Yes, all very good. Worth £2 at least.|
|Positive reaction to Update from Mkts|
|Plenty of buying today. Looks keen to break out.|
|the great irish take away, looks like it floated at top of mkt|
|500k buy. Someone's confident.|
|thinking of buying but want to check dividend yield as can't see that clearly agree good b/s etc so could be a good buy as young people want to travel all the time|
|Very bullish writeup in the IC tonight should see this open pretty well in the morning (barring referendum shock).|
|I was tempted into this share but this one chart scares me slightly:
What these shows is that web traffic to both websites is significantly down from this time last yet.|
|An interesting view on Hostelworld, a decent dividend 7% could come next year, I think stock reaction is overdone
|Never easy to time your 'in' on a falling stock. Easy to be proven wrong with a further fall and what appears cheap can always be cheaper.
My worry with these is the softness in Europe could continue all summer as I don't see the Americans rushing to go backpacking round Europe in the current climate.
Plus we are one terror attack away from further impact on the shares! (A big question for travel companies is is this a new 'normal' environment we're in now or is it truly an 'exceptional'?)
I've looked at the business in detail previously and it's a great company - they have a monopoly on hostel travel and the way their booking system links / is integrated with the hostel makes it a good defensive play (no bad debt, so cash generative, #1 market leader etc). I can see them dominating this space for a long time.
I've also used both of the websites as a customer (a number of years back) and see the value of the proposition.
In my mind, the question is more around the market and short-term growth which is a lot more difficult to predict and uncertain. Will wait a bit longer before taking a position.|
|There was more trouble for investors in Neil Woodford-backed Hostelworld. Late last month, the hostel owner warned that trading has been hit be ‘recent geopolitical events’. Bookings in Europe in particular were disappointing.
The shares fell 11.9 per cent or 20.25p to 149.75p yesterday – taking losses since its mid-April peak of 299.75p to 50 per cent.
Woodford holds a 22 per cent stake in the company, which listed at 185p last year, through Woodford Investment Management.
Read more: http://www.thisismoney.co.uk/money/markets/article-3635821/MARKET-REPORT-Slump-City-recruiter-SThree-banks-stop-hiring-energy-markets-remain-weak.html#ixzz4BFuwgopJ
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|Yes that's seems wise, I've learnt my lessons on topping up to average down on losers. Glad I took the small loss on these.|
|Looks like I got in a bit early. Agreed - looks even more interesting. Not inclined to double-up on a losing position though.|
|Hmm dropped to a more reasonable level now. Could be worth dipping ones toe but a bit nervous about another profit warning so could be a bit early ...|
|Good luck topvest, fall seems way overdone imv.|
|Token director purchases (in the context of how much they trousered at float). Another Woodford flop like UTW that will gradually drift down|
|HSW/Hostelworld Andy McCue former chief executive of Paddy Power has joined other directors in buying shares
|Director buy and Woodford.....hTTp://bit.ly/1Y0uIYp|
|HW has a dominant position in a stable and growing market.
As per previous emails, I thought market value was wrong and a long way above float price. At this price, I will have another look.
Not sure AirBNB will radically change hostel market.
Also, don't agree with PE vs public market characterisation. No one is complaining about PE on Fevertree board (c. 4x above float price by PE). That said, if warning came after sale of locked in equity, it does not look great. Did management sell any of their locked up equity?|