Now looking at Tourism Holding (THL) into more details, as they are expected to do more collaborations with Camplify.
One part of THL which is doing really well at the moment is RVSC (RV Super Center). I guess it is probably the main reason why THL increased its sales of goods by 60 % (to 229 m) in FY 21. In their last annual report, THL mentions that RVSC has seen significant growth, both in their physical location and their online stores. It seems that RVSC has 3 main businesses : sales of RV, RV servicing (including private servicing) and retail business.
At this stage, I am not sure how Camplify and RVSC can work together, but it seems clear that Camplify owners are probably interested by what RVSC can bring both in terms of services and products (specialised for RV).
CHL Price at posting:
$4.72 Sentiment: Buy Disclosure: Held
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