On The Beach Share Discussion Threads

[johnpolonius] 20/2/2017 15:27

is there anybody out there? am I the only person tracking this share?

[johnpolonius] 13/2/2017 12:06

good question, likewise I was impressed with figures etc, and the FT 'buy' rating a month ago.... It seems they have a 'technology platform' which enables them to give more choice to a customer... But I am a beginner, so what do I know? But I am already ahead with this one, going nicely. :)

[dgwinterbottom] 13/2/2017 10:54

I have been looking at taking a small initial position in OTB given the figures and TA etc but I am struggling to figure what it is that sets them apart from the Thomas Cook/TUI boys in what is a small margin industry. Could someone please explain what their difference is from the other players in the business, many thanks

[aishah] 16/12/2016 09:16

90 days lock-in for Inflexion before they can sell more. And it looks like they intend to repeat this to scale down their large holding.

[ali47fish] 16/12/2016 09:01

sorry what is rince and repeat-for this one i remind you techinvest is buya nd expectations are supposed to be at the top of the range!

[aishah] 16/12/2016 08:25

Clearly Inflexion want out. 23% holding left to go. Rinse and repeat as i said earlier.dyor

[ali47fish] 16/12/2016 08:07

after the bookbuild and the share price down when should one reenter? anyone please?

[aishah] 07/12/2016 14:19

Creditable performance given the issues in the travel sector. Also Inflexion hasn't offloaded anymore. But can OTB keep the pace up?

[aishah] 14/10/2016 09:16

See posts 53 and 78. They off loaded at 215p last time:

5 August 2016

Further to yesterday's announcement, Inflexion announces that, subject to completion, it has sold in aggregate 10 million ordinary shares in OTB at a price of 215 pence per share (the "Placing"), raising aggregate gross proceeds of approximately GBP21.5 million.

Following completion of the Placing, Inflexion will hold 38,432,801 ordinary shares in the Company, representing approximately 29.5% of the Company's issued share capital. The remainder of OTB shares held by Inflexion following the Placing will be subject to a lock-up which ends 90 days after completion of the Placing (subject to waiver by Numis and to certain customary exceptions).

[ali47fish] 14/10/2016 09:07

what's inflexion aisha

[aishah] 05/10/2016 08:30

Only a month to go before Inflexion can sell again. Pound tanking, they said the lates mkt won't recover. Chart not healthy either. dyor

[grity] 04/10/2016 23:32

These looking tempting at this price
Stop 1.65

[aishah] 12/8/2016 09:53

Tui warns Britons of rise in cost of post-Brexit package holidays

CEO unveils rise in UK bookings but says fall in sterling’s value after EU referendum vote will raise prices in 2017

[aishah] 12/8/2016 09:43

Price now below 20,50 and 200 SMAs

[nw99] 12/8/2016 06:13

Travel operator TUI Group today declared that there has been no slowdown in UK holiday bookings in the wake of June's shock Brexit vote.

[nw99] 05/8/2016 12:53

Bargain time to buy more

[aishah] 05/8/2016 08:35

Not surprised by Inflexion selling down - See post 53. Lock-up only 90 days from this one. So rinse and repeat then? dyor

[rambutan2] 04/8/2016 18:19

Inflexion reducing:



Outcome was sold 10m at 215p:

[nw99] 29/7/2016 15:36

On The Beach Is "Structural Winner", Berenberg Says

[nw99] 28/7/2016 12:14

Rocket ship today

[nw99] 28/7/2016 08:13

Resistance on charts around 280

[nw99] 27/7/2016 13:37

All looking good

[aishah] 27/7/2016 08:37

As per SCSW review in June issue:
'OTB says the “late booking”’; market in particular will be stronger than usual this year and it is seeing a shift in bookings away from Turkey/Egypt to Western Europe. That should drive H2 booking rates.'

Now they are expecting a much weaker lates mkt.

dyor

[aishah] 27/7/2016 08:20

As previously stated, the Board had anticipated a strong "lates" market as summer approached. These factors have and continue to impact the "lates" market and we now expect a weaker outcome in this segment, resulting in significantly fewer consumers travelling this year.