For a long time this has been a quality stock with a stable and...

For a long time this has been a quality stock with a stable and competent team of managers. Once all the lockdowns are finished and interstate travel resumes then there will be pent up demand for ongoing local tourism. Some key catalysts are 1. The boom in caravan sales must translate into increased caravan site occupancy 2. The residential real estate trend of people leaving major cities and relocating to the country, ideally beachside, bodes well for the retirement housing market 3. The need for retirees to release some capital from there expensive city houses to fund retirement. With 300 homes already contracted for this coming year all I can see is upside from a very blue chip company.