I truly believe Home Away is in play, and there may be several suitors that would be a great strategic fit. This is a profitable company with great fundamentals, and would allow a PCLN, EXPE, TRIP, etc. access to a new growth opportunity. Just my opinion.
"Since there is no other game in town"....exactly....which is why I was thinking there may be ongoing negotiations and interest from others in the travel space. Home Away has a very valuable asset of happy, repeat clients. So your idea to increase prices is a good one, and I'm sure the CEO (who is very impressive by the way, if you watched the recent videos) is considering that.
On another note, UBS is starting AWAY with a buy today, so that should help the stock break out of its recent range. This is a great story that so far has gone unnoticed, which has given investors a chance to accumulate.