Share Name Share Symbol Market Type Share ISIN Share Description
On The Beach Group LSE:OTB London Ordinary Share GB00BYM1K758 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +7.00p +1.66% 428.50p 425.00p 426.50p 427.50p 420.50p 421.50p 118,148 16:35:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 83.6 21.1 13.8 31.1 561.52

On The Beach Share Discussion Threads

Showing 401 to 425 of 425 messages
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
DateSubjectAuthorDiscuss
24/9/2018
18:43
Drop today possibly due to Thomas Cook.
discodave4
20/8/2018
13:22
Hi Andy,I know the market is not rational (most of the time), but not putting any faith in it. As with anybody, just trying to predict what may happen here price action wise.We will see I suppose.All the best.DD
discodave4
20/8/2018
12:42
Dave you are putting an enormous amount of faith in the market being rational!
andyj
19/8/2018
10:53
Thanks andyj.Had my eye on these from the Monarch dip, felt circa 460 could be a decent price, then with weak sterling and the UK heat wave obviously decided to wait.Broadly in line IMO is a slight miss, so appreciate it was better than expected but a 15% rise in sp, seems an overreaction to me. The recent acquisition may generate 1p eps (rough guess based on the last EBITDA), so this had zero influence on the share price action IMO.What's people's views on earnings? I have about 20p, so doubt this will break £5 (PE 25) with potential Brexit headwind on the horizon and the continued slump in sterling.......but wtfdik.DD
discodave4
19/8/2018
07:59
Disco Dave, I agree with what the last poster said. Bear in mind that the fall from 650 was initially due to the effect of Monarch Airlines collapsing. That reaction was compounded by the hot summer and and rivals posting declining revenues. The market assumed, and began to price in, that OTB would also issue a profit warning. How much of that is priced in is impossible to foretell, hence the huge risk in spread betting on any RNS. In terms of the next few months the bulls will argue both factors were exceptional and will not be repeated, that the business model is resilient and the lowest share price is now behind us.Bears will have one eye on the Brexit negotiations. A no deal could certainly complicate the business model, but the unknown will prevent significant rises. I expect it to settle between 450 and 530 until two factors are decided, the Brexit deal and updates on their market share.
andyj
17/8/2018
08:58
Thanks pireric,Agree with your points, just think the reaction was ott and be interesting to see which way it decides to go over the next few months.........I was waiting for £4 to buy some.
discodave4
16/8/2018
20:30
2 things IMO 1) accretive acquisition, I haven't seen figures but maybe 5%+ accretion? 2) this derated big time over the last 2 months as people were worried about summer bookings. Even broadly in line is good enough to restore some of that derating. It did get quite cheap and I almost bought
pireric
16/8/2018
19:31
Hi andyj,Can I ask, would you honestly have expected a 15% rise on the back of them saying they are only broadly in line?.Understand why it went up, even though IMO it was a mild profit warning, but that aside I can't fathom why so much. Just trying to learn and understand a bit more about interpreting such news and anticipating market reaction (for placing spread bets on the back of RNS's).DDps not short or long although on my long watch list.
discodave4
16/8/2018
11:12
Its the reminder about the impressive flexibility of their business model. Bookings are down as we knew, but they simply reduce costs accordingly and the results are not going to be far away.
andyj
16/8/2018
09:22
Broadly inline in pr speak is below expectations. Nice acquisition but surprised at the share price reaction, guess the market was expecting a more significant profit warning.
discodave4
08/8/2018
15:44
Ive got a couple of buy orders at around 4 quid.
hibberts
08/8/2018
15:13
Nearly 20% further down since you posted that. I'm very tempted to go for the falling knife as the interims in May were reasonably positive.
dr know
31/7/2018
08:38
October is a long time to wait for news. All the while the share price is taking a bashing.
genieuk2003
31/7/2018
07:42
Thomas Cook cautions ‘the sustained period of hot weather in June and July has led to a delay in customer bookings in the Tour Operator, restricting our ability to drive margins in the 'lates' market. Based on our current view, we now expect growth in full year underlying operating profit to be at the lower end of market expectations.’
aishah
28/7/2018
11:01
I am not an expert in internet stocks or the travel industry but met OTB's management at the last AGM and got the impression that they knew what they were doing in a fast-changing industry. After a 30% fall in the share price I am tempted to increase my stake. But the change of chairman is a slight worry. On paper at least, the new chairman Lee Ginsberg, a former CFO of Domino’s Pizza, does not appear to have the same entrepreneurial background as Richard Segal, the outgoing chairman. In addition he owns just 16,300 shares compared with Segal’s 406,680. More important, however, are concerns about how OTB’s revenues are faring in the face of a long hot UK Summer which must have depressed demand for overseas holidays, the impact of Ryanair’s problems on OTB’s customers, and fears about how the various shades of Brexit will affect the company. On past form will have to wait another 2 ½ months before OTB is scheduled to issue its year end trading update which should give an indication of how well this company can cope with far from ideal conditions. Would welcome any thoughts from better informed investors.
bottomfisher
25/7/2018
18:27
Starting to cheap. Stocko has fwd p/e of 18 at this price and a 0.85 peg. I’m starting to get tempted to buy back in....
mauricemonkey
25/7/2018
13:43
This is really starting to weaken. Are people never going to go on holiday again? Tough company as very little trading visibility.
trytotakeiteasy
21/7/2018
12:09
The stability of the weather in the UK and the World Cup must surely have impacted on their trading. The question is how much?An opportunity to buy for the longer term may well be coming.
andyj
19/7/2018
20:00
Stepped out for a 40% return having held for a while. Back on watchlist now.
aishah
19/7/2018
14:08
Thefartingcommie, my expectations were exceeded and I sold for over 50% profit. My post above is simply based on the May 18 interims and the v hot UK summer where I suspect impulse & short term bookings will suffer. I could be wrong, simply my opinion. Personally, I think OTB is a very good business that may well fall back a touch later into 2018 but has a very good future.
amencorner
19/7/2018
12:08
....ladettes/ladieessss fwiw...30th Nov 2017 share price 408p.... 9th May 2018 share price 640p ...56% increase in barely 7 months?....really??...(what IS your level of expectation..I would be genuinely interested to hear;)...) ....this is merely a bit of of unwinding/consolidation...
thefartingcommie
19/7/2018
10:24
If you look at the H1 to H2 gaps for the past two years and then compare that to H1 v expectation for 2018, even in May the stretch looked appreciably higher than usual and challenging. Chuck in the brilliant summer of June/July + more to come, & I reckon a miss could well be on the cards at the next trading update; just my opinion; DYOR.
amencorner
19/7/2018
09:59
Chart looking weak with price below 200SMA
aishah
19/7/2018
08:47
Peel Hunt reiterate BUY and 650p target
aishah
18/7/2018
21:59
I believe these will turn out to be one offs however I would not want to call a bottom on the share price until this seasons numbers have been reported or a positive trading stmt issued.
edwards9
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