Ann: 2021 Annual Meeting Address, page-4

I think THL and ATL will perform very well over the next year.
caravans and camper van sales are booming around the world as it is an easier way to travel without the red tape requirements of aeroplane travel.
I also believe these 2 post Covid-19 recovery / tourism stocks have far more share price upside compared to most airline and cruise line stock that raised capital via share placements to survive the pandemic.
THL and ATL market capitalisation are still only 50% (approx) of pre covid levels whereas most other tourism stocks are trading at 100% of pre covid market capitalisation.