Primary Recommendations

Hostelworld - Eyes 18x increase in total addressable market; €20m firepower for M&A

July 2025

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

In the online travel space, On The Beach, 266p, has been turning heads ever since I named it one of my New Year NAPs for 2024, following my main write-up in TMI at 175p back in March 2023. Initially focused on a 19m-strong UK customer base chasing sun, sand and premium beach holidays, OTB has since supercharged its Total Addressable Market to 48m by adding a broad suite of global city breaks and new offerings in Ireland. This is a clear growth story in motion - expanding into new destinations and poised to scale internationally. Management has already set its sights on more than doubling Total Transaction Value from £1.2bn to £2.5bn over the medium term. Now, similar tailwinds are beginning to lift Hostelworld, a youth-focused OTA ...

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LSL Property Services - Property services firm halves cost base after switch to franchise model

Hostelworld - EBITDA margins rocket from 20% to 24% (March 2025)

Hostelworld - Bank debt, which peaked at €21.2m, now paid off (December 2024)

Hostelworld - Net debt drops to €2.6m (October 2024)

Hostelworld - Results beat even upgraded guidance (May 2024)

Hostelworld - Results beat forecasts, debt down (March 2024)

Hostelworld - Blow-out 43% bookings growth drives upgrades (December 2023)

Hostelworld - New social platform drives 50% forecast upgrade (October 2023)

Hostelworld (October 2022)

Hostelworld (October 2021)

Hostelworld (May 2021)

Hostelworld (March 2021)

Hostelworld (October 2020)

Hostelworld (August 2020)

Hostelworld (May 2020)

Hostelworld (April 2020)

Hostelworld (October 2019)

Hostelworld (June 2019)

Hostelword (November 2018)

Hostelworld (July 2018)

Hostelworld (March 2018)

Hostelworld - 10% rise in bookings (October 2017)

Hostelworld - Largest online provider of hostel accommodation enjoying rapid growth (June 2017)

Hostelworld - Online disruptor for hostels enjoying strong margin growth (May 2017)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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