On The Beach Share Discussion Threads

[bull19] 15/7/2021 10:40

Scsw actually noted burn off not being a concern (I guess in contrast to traditional bricks and mortar type agents), due to their low overheads

[john09] 15/7/2021 10:27

All time high is only 650p ish. And theres been 1 it 2 placing since. There’s no upside in this for time being

[john09] 15/7/2021 10:26

I want to buy also but 2021 is a write off hence the price is heading south. There are now catalysts for this for the foreseeable i wiould stand back and wait .

[boonkoh] 15/7/2021 08:46

Indeed... Wouldn't be surprised at all if OTB announce an extension of their off-sale period to cover Sep and Oct as well. Seeing that the govt is refusing to budge from its chaotic traffic light system.If they don't sell hols for Sep and Oct, then they'll need to raise more funding as cash burn is so much greater for winter months, seasonally.

[pugugly] 15/7/2021 06:42

SCSW bought at 326p - So instant loss - Possibly a timing problem but with more countries being added to the Orange list and massive uncertainty about new varients of the virus, one (imo) to watch but not buy at the moment - Like gambling on booking an overseas holiday at the moment.

Placing 7 July 330 pence per Placing Share (the "Placing Price"). Numis did a good job - The Placing Price represents a discount of approximately 5.0% to the closing share price of 347.5 pence on 6 July 2021.

So cannot fault SCSW but blindsided by virus surge -

[jojaken] 15/7/2021 01:21

I'm surprised by the timing of their tip for OTB given the ever worsening state of the holiday season. Could you please let us know if they had anything new to say to justify their tip? TIA

[lomax99] 13/7/2021 08:49

Back in here with an initial position.

[iandippie] 12/7/2021 13:18

Tipped by SCSW over the weekend and added to their own portfolio too. They rarely get it wrong.

[nw99] 12/7/2021 08:07

A good recovery play I would think buy and hold

[sunburst] 10/7/2021 10:46

recovery play?

[scepticalinvestor] 15/6/2021 07:15

ouch, poor shareholders. 30% down on open? who would buy this at such a hugely overvalued price?

[onjohn] 13/6/2021 09:57

warns soon

[mauricemonkey] 10/6/2021 13:35

Those advertising commitments are worth something - they can sell them back into the advertising market so I wouldn't have thought they will be stung for the full cost.

[boonkoh] 08/6/2021 22:23

Indeed. ATL advertising is committed and will blow a hole in the budget.But credit where credit is due. At least they suspended all sales of hols starting before Sep. While all other tour providers now incurring negative goodwill with customers as well as having to spend extra bringing them back, refunds, call centre staff, etc etc.

[boonkoh] 12/5/2021 18:20

Interesting to see the big volume today and the share price rise.And then the shocker of an announcement after hours. Downgrades to current year forecast coming.

[middlesboroughfc] 09/5/2021 15:12

Green light stuff will wallop this tomorrow

[peterninefive] 22/3/2021 09:13

How about Government saying travel from May 17th OK then Ben Wallace on tv yesterday saying don't travel this year. Confused Government never helps anyone.

[middlesboroughfc] 22/3/2021 08:36

hatfullofsky17 Mar '21 - 12:04 - 547 of 551
0 0 0
Any news around that would cause this drop ?
john0917 Mar '21 - 12:05 - 548 of 551
0 1 0
Covid? Lol



Wat dat

[boonkoh] 17/3/2021 15:10

Site traffic levels still far below Mar 2019 levels. The surge of holiday demand hasn't materialised yet. May still come. But the evidence isn't there yet we'll get a good amount of summer bookings for overseas holidays.

[bigtitt] 17/3/2021 12:34

Probably doubt over astra zeneca vaccine safety causing insecurity in foreign travel

[john09] 17/3/2021 12:05

Covid? Lol

[hatfullofsky] 17/3/2021 12:04

Any news around that would cause this drop ?