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From: | "Mark Roylance" <malarki@ihug.co.nz> |
Date: | Mon, 1 Oct 2001 15:35:21 +1200 |
Reading about the SGI for the first time, I note
that I am not the only one who picked THL as a viable growth
prospect.
I am interested in who, if anyone, has retained THL
in their portfolio and whether the bargain basement prices have encouraged any
buying.
With dire predictions coming from all sides
regarding the imminent 10%+ fall in tourism revenues, are there any opinions on
how well THL will weather the storm, with their Australian assets only just
coming into line, and much of the South Island attractions highly reliant on the
ready spending US tourists.
After first buying in at 290, and then lifting my
holding at 150 on September 8th, I'm trying to gauge where I think the
company might go in the next 6-12 months rather than wondering at my exquisite
timing.
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