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Marriott Vacations Worldwide Corp T.VAC


Primary Symbol: VAC

Marriott Vacations Worldwide Corporation is a global vacation company that offers vacation ownership, exchange, rental and resort and property management, along with related businesses, products, and services. The Company's segments include Vacation Ownership, and Exchange & Third-Party Management. The Vacation Ownership segment develops, markets, sells, finances, rents, and manages vacation ownership and related products under its licensed brands. Its brands include Marriott Vacation Club, Sheraton Vacation Club, Westin Vacation Club, Grand Residences by Marriott, The Ritz-Carlton Residences and Hyatt Vacation Club. The Exchange & Third-Party Management segment is comprised of the Interval International and Aqua-Aston businesses. The Interval International business offers a variety of membership programs and travel related products and the Aqua-Aston business provides property management and rental services to property owners at approximately 25 resorts and lodging properties.


NYSE:VAC - Post by User

Post by cypress44on Aug 22, 2015 9:08am
326 Views
Post# 24042553

Be realistic

Be realisticWith the problem news from Scivac and a global slowdown due to china etc, scivac has a real issue. To let such a massive drop occur either shows they are incompetent regarding investor relation, they don’t care, or the valuation was way off, whichever, it is not good for shareholders.
 
Correct, they will have to do a share consolidation to list in the US,  but it needs to be well above this price, nearer towards $1, which means a 400% increase from here (champagne!)……..hmmm!

assuming they could get there, a 5:1 rollback gives them an amiable listing price of +/-£5. Currently at 25c, if they only get a 100% increase to 50c they it would need a 10:1 rollback to $5.
 
Assuming a listing is well received and marketing takes them to US$10 per share that is a massive difference in return, even bearing in mind that original LVN shareholders have a current 9c per share uplift due to 50% new LVN shares given, one has to be realistic on what to expect.  
 
having been on this board for many years, old LVN shareholders now Scivac, purchases varied from 25c to well over 60c, now if you are in the upper range your return after a rollback is minimal and after so many years, even more so as the share price in this environment could get to 20c.  The only bright light is that the number of shares traded daily in minimal to the outstanding amount.
 
Thoughts?

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