Action Hotels Share Discussion Threads

[liamnich04] 11/4/2014 09:52

I could be wrong here, but I can't believe how "off the radar" this seems, judging by online activity - i.e forums, trades executed etc

This company seems to have it all

"break even accross the groups portfolio at 33%"

and acheiving 78% for the year

fantastic

Pipeline looks incredible

[philanderer] 11/4/2014 08:51

Director purchase @ 75.25p

[liamnich04] 11/4/2014 08:33

How was the presentation?

[philanderer] 10/4/2014 20:13

FWIW

Shareprofits.com

'Buy Action Hotels at a 76p offer'

thursday april 10th

[philanderer] 10/4/2014 16:30

And me :-)

looks a positive one anyway.

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Action Hotels PLC (LON:AHCG) had their "positive" rating reaffirmed by Edison Group in a research note issued on Thursday, Analyst Ratings.Net reports.

[m.t.glass] 10/4/2014 14:27

Book in at Action Hotels

Small cap offers way to benefit from overseas branded growth

The market has yet to recognise the high quality of earnings enjoyed by Action Hotels (ACHG:AIM) which is facilitating overseas expansion for big-name leisure groups including Whitbread (WTB), Accor (AC:PAR) and InterContinental Hotels (IHG). The ...


(Shares Mag subscribers only. Excludes me)

[m.t.glass] 10/4/2014 08:43

None that I've spotted yet. But I'm not skilled at scrutinising accounts. With a bit of luck, attendees at this evening's presentation will ask enough questions to find out.

[richtea1701] 09/4/2014 22:56

MT Glass - taking a look at these - it all looks quite good - any skeletons on the cupboard?

[philanderer] 09/4/2014 20:43

Edison Investment Research:

[m.t.glass] 09/4/2014 10:09

I have upped my stake this morning.

[sammy_smith] 09/4/2014 09:07

LISTEN: Action Hotels (AHCG) - Preliminary results

Click the link below to listen

[philanderer] 08/4/2014 22:35

Thanks for the IC note MTG.

A very small top up for me today.

[m.t.glass] 08/4/2014 16:00

Action Hotels gears up for growth

In its maiden results as a public company, Aim-newcomer Action Hotels (AHCG) has announced ambitious plans to expand across the Middle East. In December - the same month it floated - the group opened a Holiday Inn in Oman, its sixth establishment. It has eight more projects in the pipeline, all fully funded by the IPO proceeds, which will more than double the total room count to 2,500 by 2016.

Action's business model is to develop, own and manage mid-range hotels across the Middle East and Australia using third-party brands - the Holiday Inn name is licensed from InterContinental Hotels Group (IHG). The company says it is filling a market gap, as most hotel development in the Middle East is concentrated on the luxury market. Three are set to open this year in Bahrain and the UAE. In February, Action signed a deal with Whitbread, owners of Premier Inn, to develop the brand across the Middle East.

All hotels broke even last year, occupancy levels grew, underlying revenue per available room rose 10 per cent to $82 (£49) and the underlying cash profit grew 3 per cent to $9.1m. The numbers are skewed by the change in capital structure, but broker FinnCap expects the group to just break-even at the pre-tax level this year.

(IC)


IC VIEW:

A pipeline of sealed hotel deals practically guarantees double-digit top-line growth this year and next, with equally strong earnings growth. Trading at a 3 per cent premium to this year's forecast book value, the shares are worth keeping an eye on. Hold.


By Julia Bradshaw,
08 April 2014

Share this article

[m.t.glass] 08/4/2014 15:50

Thanks Phil.

The 67% shareholder is waiving his dividend entitlement. That's nice of him ;o)

[philanderer] 08/4/2014 15:30

Katie Shelton, Director of Communications at Action Hotels (LON:AHCG) tells Proactiveinvestors the company saw growth in all key metrics in 2013 and will focus on delivering the hotels' pipeline in 2014.

video:

[philanderer] 08/4/2014 09:01

RNS for thursday`s presentation..

'Action Hotels to present at Proactive Investors Forum on Thursday 10 April 2014'

Action Hotels plc, a company focused on developing and managing branded economy and midscale hotels in the undersupplied markets of the Middle East and in Australia, will be presenting at the Proactive Investors One2One Forum on Thursday 10th April 2014.

The event will be held at the Chesterfield Mayfair Hotel, 35 Charles Street, Mayfair, W1J 5EB in the Charles Suite (on the 1st Floor).

[philanderer] 07/4/2014 20:06

Dan Coatsworth ‏@SharesMagDan

Sanlam ups price target for Action Hotels from 70p to 96p. Says there is scope for property revaluations. I'm talking to #AHCG mgmt today


Dan Coatsworth
@SharesMagDan
Financial Journalist. I write about mining, support services, leisure & media. All views my own
London, UK · sharesmagazine.co.uk

[philanderer] 07/4/2014 19:56

Here we go...

The group's broker finnCap, which formally initiated coverage this morning, reckons the stock is worth 110p.

Analyst Guy Hewitt told investors: "Action is developing and operating economy hotels in the undersupplied Middle East markets.

"Partnering with leading global brand owners [such as] Accor, IHG, Whitbread provides substantial marketing clout and brand loyalty which, coupled with management's operating and local expertise, is already producing strong returns."

finnCap Ltd ‏@finnCap

@finnCap's Guy Hewett initiates coverage on Action Hotels plc (#AIM:AHCG) today

[philanderer] 07/4/2014 16:43

Something from FinnCap...

House broker FinnCap noted that the company was operating in an undersupplied market, with branded economy hotels accounting for only 22% of the Middle East, compared to 64% of the US market and 48% of Europe.

'We forecast net asset value (NAV) to grow by 61% over the next three years and value the shares at our 2016E forecast NAV of 110p.'

- See more at:

[m.t.glass] 07/4/2014 16:09

posted elsewhere by dreamcatcher:


Proactive investor -

Sanlam has upgraded its price target for Action Hotels (LON:AHCG) to 96p from 70p. 'Action is well placed to build a significant portfolio of hotels in the region, with the group on track for an additional 1,500 rooms (150% growth) over the next 2/3 years. The recommendation also rises to 'buy' from hold'.

[m.t.glass] 07/4/2014 13:44

good to hear ;o)
I am sticking with my present stake, but watching to add sometime.

[m.t.glass] 07/4/2014 10:41

2 April 2014: ".... The emirate is trying to diversify its hotel offering. The government introduced an incentive last year to build more three- and four-star hotels. A 10 per cent municipality fee will be waived for five years for newly developed three- and four-star hotels that expect to operate before June 2017
Also, government land will be allocated for the development of hotels in this segment.."





Perfect timing for Action Hotels to press ahead!

[philanderer] 07/4/2014 10:25

About time new broker finnCap started earning their fees ;-)