Points International: An OTA-Like Growth Business With 73% Upside [Seeking Alpha]
Points.com Inc. - Common Shares (PCOM)
Last points.com inc. - common shares earnings: 8/9 04:14 pm
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US:NASDAQ Investor Relations:
investor.points.com
Company Research
Source: Seeking Alpha
Summary Points International – Investment Thesis (11 October 2018) Points International (Nasdaq: PCOM ) is a tech company with similarities to Booking Holdings (Priceline) and Expedia. It serves the travel industry’s largest loyalty programs through a software-like model. PCOM is on track to grow ebitda 35%+ in 2018 and I expect will trade at 2019E EV/FCF of 7.3x. In a volatile macro environment PCOM has the capacity to buy up to 10% of the company back every year. The elevator pitch : PCOM operates in the loyalty industry with an unfair advantage in airline loyalty programs. They work with: 7/10 largest airlines in North America, 2/10 largest airlines in Europe and 2/10 largest airlines in AMEA (Emirates was on-boarded this year). As for industry size, the addressable market is estimated by PCOM to be $50+B/year in value of points/miles issued and sold by North American loyalty programs alone. (Source: Company presentation ) PCOM’s Core business is the re
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