||EPS - Basic
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|Travel & Leisure
Hostelworld Share Discussion Threads
Showing 26 to 49 of 50 messages
|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
Follow us: @MailOnline on Twitter | DailyMail on Facebook|
|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?|
|price to earnings?|
|Watch out here all holders. I used to know the H&F MD who bought this rubbish back in 2009. I remember talking to him about it at the time and the emphasis he placed on what a great marketeer the CEO was. He did not make him sound like the person I would want to invest in. Knowing the H&F MD as I do you can be absolutely sure that this was dressed up to within an inch of its life for sale.
The supposedly revolutionary aspect to this business was that it had registered literally hundreds of thousands of IP addresses (think of the annual fees) so that any search returned Hostelworld/Web Reservations. I'm afraid I have no idea whether this is standard practice but it seemed like an elaborate and expensive strategy and certainly was explained to me in the context that this wasn't entirely ethical.
Don't be deceived by the WPCT holding. Mr Patient has had some absolute pups sold to him by assorted snake-oil salesman and the size of his holding has had very little influence on whether the price stabilised in those companies (e.g. UTW).
Having been an FD for one of Mr Woodford's ill-advised investments in tech I would have no doubt that the H&F guy ran rings round him on this one.
How many gap-year backpackers are there wanting to stay in hostels rather than with AirB&B hosts anyway? This business will gradually dwindle until it will likely be taken private again by another PE bloodsucker. Rinse and repeat written all over it.|