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Share Name Share Symbol Market Type Share ISIN Share Description
Hostelworld Group Plc LSE:HSW London Ordinary Share GB00BYYN4225 ORD EUR0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.10 0.17% 60.00 58.80 59.90 60.40 59.20 59.20 27,031 15:35:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 68.3 2.5 7.4 7.6 69

Hostelworld Share Discussion Threads

Showing 701 to 725 of 775 messages
Chat Pages: 31  30  29  28  27  26  25  24  23  22  21  20  Older
DateSubjectAuthorDiscuss
24/3/2020
15:43
Interesting news yesterday about Airbnb allegedly being interested in acquiring distressed businesses.
thomshrike
24/3/2020
09:47
Surprised this one is off its lows. Travel companies
john09
21/3/2020
20:59
See you in 2024
onjohn
21/3/2020
19:36
Whilst this virus has trashed the share price at present, the majority of people using this site are young and being young generally worry a lot less than most, as soon as theres a sign of the virus reversing the bookings will start up and then ramp up to overdrive a few months later, we may be 8 months down the line from now but stay strong and hold it will work out well IMO.
beerboy2
13/3/2020
21:53
There will be no revenues. Wake up
john09
13/3/2020
21:38
Marketing costs are 40-45% of revenues. There is a lot of room for adjustment of their cost base during the tough times.
thomshrike
13/3/2020
20:43
That is sufficient to keep the business alive on life support, all but essential staff go, it is a good brand that will survive, maybe give them some time to tinker with the business model without scrutiny!
bookbroker
13/3/2020
20:08
Yes they’ve got the cash. They’ll be no bookings . They’ll survive but its worth cash only imo
john09
13/3/2020
20:03
full tourist lockdown now likely (IMO) to apply to all of Europe and much of the rest of the back-packer world- Do HSW have enough cash to survive for say the next year on what may well be minimal revenue - No current debt a great advantage but what would be cost of mothballing for a number of months?
pugugly
13/3/2020
19:18
I sold at 65p today for a loss of 60 pence per share. Global Travel will be ruined for 6 months I can see this going to cash value or around 20p. Another RNS will be forthcoming, airports are empty and counr]tries are only just closing travel
john09
13/3/2020
18:16
they have about £15m in net cash and no debt, which will see them through what could be a prolonged period of reduced bookings. problem is that any reduction in sales goes straight to the bottom line, so profits can easily be wiped out like this. but equally, this will be affecting all rivals too. the valuation has dropped so far now that all the risk is more than priced in IMO.
m_kerr
05/3/2020
18:18
They have to batten down the hatches for the next few months, this is a platform for booking beds essentially, cash is king here, look at Safestay, what chance have they got except for the assets.
bookbroker
05/3/2020
18:09
Hostelworld takes a pummelling, is there any way back? New article from Investor's Champion hxxps://www.investorschampion.com/channel/blog/hostelworld-takes-a-pummelling-is-there-any-way-back Trying to return a travel business to growth amid rising pressure from climate change activists and with the looming threat of the coronavirus seems a little overwhelming...
investorschampion
05/3/2020
15:50
hxxps://ruinmyweek.com/trending/hungover-students-quarantined-for-coronavirus-flight/
onjohn
05/3/2020
12:25
Wonder if floor at 60p will hold
onjohn
04/3/2020
19:31
That's only on a relatively small part of Italy. Also many people that decide not to go to Italy will just go elsewhere where there are also hostels. I lived in Singapore in 2003, during SARS. That year I went to Malaysia, Thailand, Vietnam, Laos, Indonesia, Hong Kong, Myanmar, Sri Lanka and the Maldives. True story, it was so cheap to travel!
thomshrike
04/3/2020
19:10
Italy under lockdown: ‘My town is shocked and scared’ Residents of northern towns describe life under quarantine cant see people wanting to revisit for a year
middlesboroughfc
04/3/2020
18:58
Absolutely. I was due to be in Italy all of last week. I will go later on in the year instead. Whether the hostels (not my market) will have availability (due to the volume of re-booking) is another question...
elsa7878
04/3/2020
18:55
One more thing: keep in mind that the current run-rate of bookings decline does not mean that that differential is necessarily lost for good. E.g. if I cancelled my booking for next week in Italy, yes, that is lost. But if last year 100 people booked in February a week in Italy in the following summer and only, say, 20 did the same this year because they decided to wait and see... well, maybe those people could actually end up doing that booking when the situation looks better in May or June. So we could see a surge in bookings when the situation normalizes, due to those longer term booking decisions that have been postponed.
thomshrike
04/3/2020
18:50
wonder if the 90p floor will hold
middlesboroughfc
04/3/2020
18:31
Impossible to believe that they will make any sort of acquisition until there is some clarity over Covid. I agree on the M&A strategy, just not now (and nothing to do with Covid). 100% agree there is the potential for some sharp rallies in a lot of stocks, particularly those in the leisure and tourism sector. Think this will shake out some players too leaving the survivors to prosper even more. The whole market needed this since our central bankers have decided that Darwinism is old school. Whatever you invest in, balance sheet strength is going to be key going forward for a while.
elsa7878
04/3/2020
18:15
I disagree that 2H2019 numbers were poor. Instead they show that management strategy is working, by showing bookings growth in Q4 when initial guidance was for that to happen in 2020. Also the roadmap was always for the company to take market share in 2021 only. There is a large set of initiatives to be launched in 2020, where trials were promising. Their product is arguably getting much better. Also the company was effective at offsetting CPC inflation with less dependence in paid marketing and reduction of other costs. It is apparent as well that the roadmap continued to be on track in 2020 until the virus hit. The jury's out with regard to the success of their M&A strategy. At least, listening to the CEO presentation, it did make sense: adjacent platforms, same targeted cohort, potential for cross-selling, potential for reducing customer acquisition cost, etc. As long as acquisitions are immediately accretive, which management promised they would be. Also management ended up saying that the leverage limit would be reached only if a particularly appealing opportunity would be available. Especially under the virus backdrop, I would expect the company to be much more conservative than that. Anyway, future performance will ultimately depend on the virus. If it spreads in the US, expect underperformance; if the situation is globally tamed, expect a massive rally.
thomshrike
04/3/2020
17:54
I'm inclined to agree. Fix your own roof first. If covid-19 continues to spread they'll need their cash to ride this out.
elsa7878
04/3/2020
17:40
glad i didn't invest here. it's a poor set of numbers, but they do have a resilient business model. the risk profile has changed for the worse now that they will pouring money money into acquisitions, and taking on debt. i think their strategy to prioritise fixing the core business, ahead of short term dividends is the right one, but you can't ignore the fact that they have lost market share, allowing competitors to make inroads, and both revenue and profits have reduced substantially.
m_kerr
04/3/2020
15:25
It's clearly about timing. Long term buyers buying on further weakness and warnings will bear huge gains imo. I don't think the US has bottomed so just trying to nip in and out of things at the moment. You don't know if you're going to wake up to DOW up 1000 or down 1000 atm so have to tread carefully and manage the risk or you end up getting clobbered (short or long) with gaps.
sphere25
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