On The Beach Share Discussion Threads

[john09] 30/6/2020 17:01

Greece news will knock this

[john09] 24/6/2020 08:12

TUI confirm holidays to 8 destinations from 11th July. Then by august at 50% capacity

Sounds promising

[john09] 24/6/2020 07:57

Managing Director of TUI going to talk on Sky News about the summer season in around 5 minutes

[john09] 19/6/2020 14:30

Still looks good this. It’s missing one of those boom days recently.

[john09] 16/6/2020 08:07

Expecting a good day here

[john09] 15/6/2020 16:28

Up trend intact . Could end up being a huge beneficiary of the travel fallout this

[john09] 12/6/2020 08:29

Airlines bouncing this will follow

[john09] 11/6/2020 15:07

TUI have moved back holidays fro July 1st to Jul 10th

[john09] 08/6/2020 11:59

This rally seems to show now sign of abating. I am in here for 25,000. £4 in short order targeted

[nw99] 26/5/2020 08:17

325 target here

[njones01] 23/5/2020 20:21

My mistake. Thought I was commenting in chart Dart forum. I'm new to these forums. Appreciate the correction.

[pallys] 22/5/2020 18:04

Why would the share placement be oversubscribed? it's not even at a market price discount - just based on the day before closing price?

[njones01] 22/5/2020 15:55

Sound financial management! Will be massively over subscribed.

[jason_scrap] 22/5/2020 15:16

"OTB have very strong financial governance to weather the storm...." oh yeah I see, nothing says strong financial position like a placing!! Haha. Final cash grab that

[nw99] 22/5/2020 12:24

Superb stock this

[zouppy] 22/5/2020 08:25

Well done Numis and Peel Hunt. Shows there is appetite even in tough sectors if the business model is sound.

[paleje] 22/5/2020 08:02

Excellent placing, great management.

[nw99] 21/5/2020 19:03

Huge buying opportunity at any discount

[zouppy] 21/5/2020 18:23

Crickey - I hope they do better than that. 5% discount? Above 230p surely.

[kemche] 21/5/2020 18:13

Price? 180-200 should do it.

[nw99] 21/5/2020 17:04

Placing as well

[nw99] 21/5/2020 16:09

NIce move up

[nw99] 18/5/2020 14:18

250 breaks the downtrend

[jason_scrap] 15/5/2020 08:01

Why renegotiate the banking facilities then...? Just for the sake of it..? 8% of turnover is 11.2m. With no income that 4m cash that actually belongs to them isn't going to last long... likely to now be trading insolvent. The longer we're shut down the more they're burning through that credit facility, which they will be using to pay the monthly RCF costs along with the other overheads. What happens when we're out of lockdown, life or business won't go back to normal for years to come. Airlines, holiday companies, hotel chains etc all hitting the wall... what you think is going to happen to OTB...? Are they going to thrive? No. They will have to spend a fortune on marketing with cash they do not have so they'll borrow more, then they'll be forced to slash they're margins to the point of no return. Which may potentially benefit the consumer but not the company, what happens when they then raise they're prices to catch up on the then mounting debt pile...? They lose customers. There is nothing unique about they're business model, I fear others will likely replicate it coming out of this or the holiday majors like TUI will ram they're own prices up to save they're own skin... OTB will get squeezed out. Sorry to raining on your parade but the writing really is on the wall here