Member Info for jaysleno

Well firstly you have to understand the background and mind set of the founders of Action Group and Action Hotels. AHCG was founded by the Kuwait royal family who as absolute monarchs are Kuwait's government. The Kuwaiti rulers have learned a long time ago to ensure good relations with the western powers and ensure security in the region it must provide western powers an incentive monetary or investment. Hence why GCC nations are quickly moving to western models of ownerships and allowing unprecedented levels of foreign direct investment which 30 years ago would had been unthinkable. Coming more specifically to AHCG its a part of the bigger picture of developing the GCC regions infrastructure to facilitate economic growth. AHCG got listed in the LSE to as mentioned above. Action Groups related party transactions with Action Hotels are nothing to worry about. As the purpose of both entities conception was to create economic growth but as AHCG has been listed on LSE and its shareholders are primarily after capital growth and profit the owners of Action Group hence allow Action Hotels more favourable terms to please the qoute western powers. Which for me and you as shareholders is good.

http://otp.investis.com/clients/uk/actionhotel/rns/regulatory-story.aspx?cid=749&newsid=464689

This is a great opportune time to buy into Action Hotels as news is pending/ imminent on pipeline execution of 2014 hotel openings. I am guessing as this is really the last trading week before holiday close news should come in about opening for "Premier Inn Sharjah, Ibis Seef & Premier Inn Areb Tower" which AHCG states on their website should open in 2014. My guess is that "premier inn Sharjah" is the most likely to open first on time by end of 2014 and the other two Ibis Seef & Premier Inn Areb Tower will open before Feb 2015. It would be better to finish a hotel properly rather than rush and open it early is my opinion. As AHCG hotels usually break-even after the first month, once these hotels are running AHCG Net Asset Value should increase by a third hence the share price should follow suite accordingly from 64 today to over 85 at least. I have noticed some in this board someone has commented on geo-instability in the area where AHCG operates? I can definitely say this is not a issue as the United States Fifth Fleet is permanently based in Qatar as part of a long standing United States security contract for GCC region which includes Qatar and Dubai etc. Hence going to war with GCC nation would be de facto like going to war with the United States. The International Monetary Fund (IMF) has retained its robust growth forecast of 4.5 per cent in 2014 and 2015 for GCC countries despite risks arising from a potential slide in oil prices. Specifically for AHCG tourist numbers are projected to double reaching 136 million by 2020 compared to 54 million in 2008. The region is seeing phenomenal growth in stopover traffic, rapidly expanding low-cost carriers, inter-regional travel. Increased airport capacity and a growing middle class that is fuelling the demand for budget hotels. In addition, a lot of local and international companies are cutting down on their annual travelling budgets and seeking affordable accommodation. However, existing hotel stock in the Middle East, including the UAE, is predominantly geared towards luxury and up-market accommodation leaving a huge gap and opportunity for budget hotels that we are keen to develop. Action Hotels is a smart choice for investors offering strong investment opportunity because of lower construction and operating costs and quick and high return on investment. For me this is definitely a under rated stock hence a strong buy!

I was here first!

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Im bullish on dixons as I'm guessing due to them selling specialized and highend goods they still have a solid place in the high street. I've notice over the years Argos going more budget. So with the big players left there ain't much competition since comet went into liquidation which was a shame as I like shoping in comet.