On The Beach Share Discussion Threads

[ddav] 20/4/2018 14:49

Flaming June !

[its the oxman] 18/4/2018 14:48

About time we broke 600p

[columbarius] 30/3/2018 18:28

I bought a holiday using the 'on the beach' platform and within a week the company selling the accommodation part of the holiday had gone bust. I don't think I'll lose out due to the ATOL protection but it's put me off using the site again. The company knew it was going bust as they tried to squeeze a bigger deposit out of me but I declined.

[ddav] 26/3/2018 12:45

Sold half of mine and bought KAPE --- Cyber Security

[malcolmmm] 27/2/2018 09:31

Also sold half of mine for a good profit ,up almost 65% on the rest. Also bought into Dart Group which is highly ranked on Stockopedia and a strong buy on Fat Prophets who also recommended OTB.
Dart Group PLC is a leisure travel and distribution, and logistics company. The Company is engaged in the provision of air travel organizer licensing (ATOL) licensed package holidays by its tour operator, Jet2holidays Limited, and scheduled leisure flights by its airline, Jet2.com Limited (Jet2.com). It distributes temperature-controlled and ambient products on

[rainbow23] 25/2/2018 14:50

Do shareholders get a holiday discount?

[its the oxman] 23/2/2018 10:52

Reaching out for 600p. And any bid would need to be well north of that.

[lomax99] 20/2/2018 09:54

Certainly hope not!

[rustle2] 20/2/2018 09:17

Langton Capital morning e-mail:
On The Beach, the online travel agent, has been linked with a potential takeover bid although no statement was been made to the stock exchange on Monday morning. Rumours speculate of a potential bid from a US travel giant such as Expedia.

[jgoold] 19/2/2018 09:54

Nice rise supported by decent volume today

[its the oxman] 02/2/2018 13:05

Superstrong 542p. Any views out there.

[its the oxman] 31/1/2018 08:51

..and so it starts, the climb to 600p hopefully.

[its the oxman] 22/1/2018 12:54

Trading statement soon, could get us through 500p

[davr0s] 05/1/2018 13:33

New highs - very bullish. I've added

[its the oxman] 05/1/2018 13:18

Sold a third of my holding 490p. Hopefully I will live to regret it as the remainder powers ahead over 2018. Lots of stocks pushing higher but this certainly looks well set for further significant growth. Good luck everyone.

[aishah] 04/1/2018 22:47

One of Peel Hunt's growth picks for 2018:

The holiday website has a structural cost advantage relative to its main tour operator competitors, which is helping it to increase market share and further reduce holiday costs. It has continued to invest and should benefit from moving into new markets.

[mauricemonkey] 27/12/2017 15:48

Decent rise today :)
Seeing plenty of OTB adverts on tellybox the last few days - lets hope they're effective :)

[its the oxman] 08/12/2017 15:43

Bit of wider market strength and reckon we could move to test 500p.

[aishah] 03/12/2017 09:46

The firms are alleged to have worked together to pick up stock on the cheap. If the FCA proves its case, they could be fined up to 10% of their worldwide revenue.
They could also face damages claims, although victims could struggle to quantify their losses. Shares in On the Beach fell in the months after listing, but have more than doubled in price since. River and Mercantile, Hargreave Hale and Newton bought sizeable stakes in On the Beach at the listing. The company said it knew “absolutely nothing about this matter” until contacted by The Sunday Times.

Let's hope the FCA do the right thing and punish these funds if the allegations are proven. Future looks good for this disrupter imo.

[bigbigdave] 03/12/2017 07:47

Travel agent On the Beach at the centre of share-rigging probe

The £240m float of the online holiday company On the Beach is at the heart of the City watchdog’s probe into alleged rigging of share prices by a clutch of Britain’s best-known fund managers.

[andyt7] 30/11/2017 19:24

So glad I didn't sell when some of the directors did - they must surely be kicking themselves! There must be more growth potential here - with the weather in this country (and in other N European countries in which OTB operates) people will always want their beach holidays and will be prepared to put up with a certain amount of currency fluctuation. Further expansion must be on the cards and if OTB increases its market share, as it surely must, then it could become a bid target?

[walbrock82] 30/11/2017 14:16

The company reported good results with group sales rising by 17.2% to £83.6m, as net profit grew by 26% to £18m. Faster profit growth means increases in margins. The company dividend grew by 27% to 2.8 pence from 2.2 pence, but the yield is a little over 1.5% and its net earnings cover dividend four times over.

It should increase dividend further provided there is no sudden disruptions and unexpected outcomes.

To read more of On the Beach, which includes the following topic:

1). How the company is understating operating cash profit of £25m and instead report £36.57m;
2). On the Beach in numbers;
3). Operating profit trend;
4). Turnover trend;
5). Risks and Outlook.

So, click for full analysis.

[che7win] 30/11/2017 10:24

Numis 552p buy target:

Date Broker Recommendation Price Old target price New target price Notes
30 Nov 17 Numis Buy 434.38 552.00 552.00 Reiterates
30 Nov 17 Peel Hunt Buy 434.38 500.00 500.00 Reiterates

[its the oxman] 30/11/2017 09:02

Will be interesting to see where the share price and forecast/targets go over the next week or so. Still looks modestly rated compared to many growth stocks.

[aishah] 30/11/2017 08:58

Surprised at the muted mkt reaction, so added at the open.