Share Name Share Symbol Market Type Share ISIN Share Description
Action Hotels LSE:AHCG London Ordinary Share JE00BFZD1492 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 19.50p 18.00p 21.00p 19.75p 19.50p 19.50p 25,595 14:00:24
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 43.0 -5.1 -2.8 - 28.79

Action Hotels Share Discussion Threads

Showing 176 to 199 of 200 messages
Chat Pages: 8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
18/3/2018
12:28
My take/interpretation on latest bit of news out in few months: Agree Charts are poooor...Not much demand for shares until growth is proven again. Al Sabah family now have 72% of the company as of 25th March having bought 7% from Blakenny LLP at 23p. Float in December 2013 was 64p and raised £30.5m. Market cap c25m now at 19p. Financial Issues: The trading update in terms of sales was in expected lower range, but the operating profits were impacted notably. The execution costs on development pipeline is in short term are not brilliant with high depreciation costs, interest bill, etc. The final also likely also excluded a $1.2m rent waiver. So overall wrong direction but manageable via current structures. The company has 2276 rooms and looking to add Melbourne (376 rooms) from April 2018, and Oloya Riyadh and Dubai Creek in 2019 and adding 336 rooms approx so in 2020 will have c3000 rooms. The key value until the piepline is complete is NAV is still estimated at 109p. If the company/assets were for sale would they achieve this? Probability looks positive in this regards, but low probability of this occuring in short term in terms of a sale (even single units). More likely the Al Sabah family buy out minority shareholders at a low price if Melbourne opens well, and this is not get reflected on the OMV share price. It looks like the company by focusing resources on less developments, reducing dividends will be able to complete the confirmed pipeline within existing financial resources. If Melbourne can get a stable high occupancy rate as other australian properties this increase in rooms could move the needle in a positive direction with continuing contributions from other recently opened hotels increasing sales. The busines model and split of locations looks still to be intact at a local operating level. The group also needs to be considered on a property NAV level over long time period for a fairer valuation, but this question if this feasible with corporate structure. Am retaining my small holding which has no influence on AHCG, as a potential turn on 12 month view is there and also trust in CEO and keep in touch with travel market . Will not increase further till get further information from formal results, melbourne hotel opening, and more clarity with management/al sabah family on strategy in terms of long term financing now significant scale ane execution risks subside.
jpmorgan
08/3/2018
08:52
Not a good update
tsmith2
14/12/2017
23:49
Dire chart
its the oxman
03/10/2017
22:20
Interim results out. Quick thoughts. NAV: GBP 1.06 (Down from 1.09) LTV 55% (Up from 51%. Some interest rate reductions in loans in USD and AUD) which management looking to reduce further. Pipeline: Small room additions in H2, and around 10%+ increase in 2018-2019 onward to target of 3000+ rooms including a new hotel in Australia counterbalancing middle east growth on more balanced basis in terms of rooms. Trading: Drop in revenues linked to economic challenges and politics in middle east but model looks sustainable with the challenges of downturn, but trading looks more buoyant in Australia. With the fine tuning on the pipeline of hotels, and continuing efforts to reduce the interest rate on loans the company looks to be moving ahead steadily. The NAV leaves a significant margin of safety in a buoyant market, but trading challenges in middle east are of concern. CEO bought a notable level of shares recently. Will continue to monitor/hold as long term have positive view on travel market in middle east/Australia and business model.
jpmorgan
04/6/2017
12:25
Quick thoughts and review on this one as not looked at for a while. Notable director buy and larger than normal volume over last couple of days moving the price a little higher. With a dedicated FD and on-going moves to minimise interest bill the next 6-12 should be interesting with scaling out of business model this year. The business model looks to be in intact but opaque in many ways in terms of results (and comparison figures). Trading will determine success in LTM and share price.
jpmorgan
02/5/2017
14:08
Would buy a company if finance costs are rising faster than operating profits?
walbrock82
02/5/2017
12:53
Interesting info, horrible spread 35-39p
its the oxman
26/4/2017
21:56
Yes, may be best to wait if no catalyst as it may drift lower. Tempting though.
its the oxman
26/4/2017
11:54
It a hotel company in growth phase. When it stops expanding thats when you will see value but it is a share for 5 years time, It could be interesting as a buy now for 2022
hybrasil
25/4/2017
21:02
Watching but what will stop the fall. Bit of disaster for shareholders so far. Do you see any catalysts for change?
its the oxman
25/4/2017
17:45
I am about to buy here. Anyone else watching?
hybrasil
02/3/2017
19:40
And still it falls
hybrasil
16/9/2016
07:50
It's the banks that are winning here. Debt rising quickly. Interest costs up from 2.9m to 5.7m.
sleveen
12/9/2016
13:07
Proactive Investors is here: http://tinyurl.com/z9ma2vf
sophiegb
18/4/2016
15:24
Video interview with Alain Debare http://tinyurl.com/zqvcwx6 Action Hotels PLC (LON:AHCG) is well on track to hit its targets after the completion of its tenth and largest hotel to date pushed total room count to just under 2,000. The Brisbane property opened in March and broke even after the first month. In its full year results for the period ending December 2015, the group saw a 30% increase in rooms, 92% since listing and Alain Debare, chief executive, tells Proactive he is “really pleased with the results and the growth” He says the company is “clearly benefiting from the strong demand for economy and mid-market hotels” in Australia, while in the Middle East there is a “massive demand” for Action’s hotels, as it is the “only one addressing the gap in economy and mid-market hotels in the region”.
proactivest
30/3/2016
10:26
The thread on this company has gone quiet. Looks to be delivering on strategy from last update. 1561 rooms currently, and 908 rooms scheduled in 2016 to be added. Significantly below NAV, est - 40%. Business model looks tangible and real with growth from 330 rooms in 2008 and revenues with large proportion based on a Freehold basis. Significant shareholder family who have a controlling stake and commercial history over many decades. 2 Year lock in finished in Q4 2014, so they could now takeover, or grow as currently. 2015 Results due out in April. Am I missing something obvious as looks like a long term growth story? JPM
jpmorgan
15/2/2016
16:17
It was 70% in my header when thread began.. No chance of him being outvoted on anything.
m.t.glass
15/2/2016
11:29
according to http://www.directorsholdings.com/company/details/?epic=ahcg the chariman own 65% of the company (44m£) .. that is a lot
cascudi
17/7/2015
11:15
Video interview with CEO Alain Debare http://tinyurl.com/ne8ah3m The chief executive of Action Hotels (LON:AHCG), Alain Debare, says the company remains on track to open 16 hotels and 2,820 rooms by 2017. “There’s a lot of focus on making sure we get these hotel deals complete on time and to budget,” said the CEO. “But we’re on track to meet that target. Today the firm told investors that adjusted gross operating profit was up 11% at US$11mln in the six months to June 30. Earnings before interest, tax and depreciation advanced 14% to US$8.7mln on total revenues of US$21.6mln. Its three and four star chain, which is focused on the Middle East and Australia, said occupancy rates at mature operations were above 80%.
proactivest
18/6/2015
20:01
http://www.constructionweekonline.com/article-34094-under-supply-of-budget-hotels-in-saudi-arabia/ Lengthy reference to Action Hotels including interview comments.
m.t.glass
01/6/2015
21:36
Odd: an RNS today to tell us that shareholders were told on the 11th of may that the AGM would be held on the 28 May.
gnnmartin
11/5/2015
10:07
Market Cap: £86m; Current Price: 58.5p •Finals slightly below but dividend in line •Revenue was +26% to $38m on the back of a 9% increase in the average daily rate (ADR) to $113, a 5% increase in revenue per available room (RevPAR) to $84 and average occupancy increased by 1% to 78% on a l-f-l basis YoY. Although a commendable performance where Adjusted EBITDA increased by 34% YoY to $11.3m this was c.6.5% below consensus for FY14. Final dividend increased by 126% to 1.45p taking the total to 2.17p and in line with expectations and points to a dividend yield of c.3.7% at the current price. •1Q15 has started well where ADR was +3% YoY to $111 though marginally below the FY14 ADR of $113 we ascribe this to seasonality and expect ADR to increase throughout the year. Revenue was +22% compared to the same period in the prior year. Consensus is looking for c.57% YoY revenue growth which implies the business has a lot to do in the remainder of the year in order to meet forecasts for FY15. •The group also appointed a new CFO, Krish Sundaresan, who comes with a wealth of experience in senior finance positions at international companies in the Middle East, Singapore, Japan, Australia and India. These are also key areas of expansion for the group. NORTHLAND CAPITAL PARTNERS VIEW: The hotel portfolio continues to expand in high growth regions though the share price is not particularly undemanding at c. 18x FY14 EV/EBITDA in our view. Finals are slightly below expectations though the business still produced a strong performance and finally an improving dividend at current price levels implies a yield closer to 4% which should attract attention.
dros1
30/4/2015
15:38
Good point MT. The share is certainly struggling to gain traction. I am not a fan of the scale myself. Looking at the trades I wouldn't be surprised to see it squeezed down to 53/56. However there may be a turn on it from that point as we may get some buying into results.
mach100
30/4/2015
15:24
The main negative concern for me is the relationship between the listed company and the unlisted holding company. The relationship may be perfectly OK - or may be one in which the holding company creams off money when selling property to the listed company - in which case the listed company doesn't flourish.
m.t.glass
Chat Pages: 8  7  6  5  4  3  2  1
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