On The Beach Share Discussion Threads

[bigbigdave] 10/5/2017 07:06

Acquisition, immediately earnings enhancing

[malcolmmm] 09/5/2017 16:53

very nice indeedy .

[ch27] 09/5/2017 16:17

Nice upward movement today.

[its the oxman] 09/5/2017 15:43

400p soon ?

[kemche] 09/5/2017 08:29

Results anticipated......

[malcolmmm] 09/5/2017 08:28

I will be on the beach at this rate in a 5star resort

[aishah] 08/5/2017 11:38

Top stocks for May

Paul Summers: On The Beach

My pick is online travel agent On the Beach (LSE:OTB). Since hitting a low of 177p last July, this undeniably cyclical stock has climbed a very encouraging 86%.

February's encouraging trading update revealed a 20% year-on-year rise in revenue for the four months to the end of January. On the Beach's board also stated its belief that the company was "well positioned to generate strong growth" in 2017 -- something reflected in the stock's low PEG ratio of just 0.76.

With a net cash position, flexible business model, decent free cashflow and far higher operating margins than larger operators, I'm optimistic that shares in this disruptive small cap will continue climbing both before and after half-year results on 11th May.

hxxp://www.i i i.co.uk/articles/409595/top-stocks-may

[malcolmmm] 05/5/2017 20:26

A number of investment brokers have recently updated their price targets on shares of On The Beach Group (LON:OTB). According to the latest broker reports outstanding on Friday 5th of May, 4 analysts have a rating of “strong buy”, 0 analysts “buy”, 0 analysts “neutral”;, 0 analysts “sell” and 0 analysts “strong sell”.

[its the oxman] 02/5/2017 08:30

Trend is your friend. Creeping up.

[aishah] 30/4/2017 20:34

Agree with sentiments. Hold Medica but would like to add more here. Growth forecasts look very good. Pound getting stronger should help too. Dyor.

[its the oxman] 30/4/2017 13:40

Yes added myself 334p. Should of acted earlier as kept thinking about it and price has crept up slightly. But in the end the likely gains over next few years look too compelling to ignore.

[nurdin] 29/4/2017 15:22

I hold Medica,but I am more inclined to add to my OTB holding.Look very cheap

[malcolmmm] 29/4/2017 11:07

No mention of OTB but they like it a lot and so do Fat Prophets who have some very good in depth analysis on them and have added OTB to their UK portfolio.
Medica has been added to the SCSW portfolio by selling a portfolio stock which is unusual so I expect a jump in those come Tuesday.

[nurdin] 29/4/2017 08:18

SCSW out today.They clearly changed their minds since the last issue where they stated the next issue was due on 6 May.Ah well...

No mention of OTB by the way....

[malcolmmm] 28/4/2017 17:01

Yep, SCSW hinted strongly that they were anxious to buy Medica and OTB , perhaps they sold part of other stock in their growth portfolio for the purchase

[essential] 28/4/2017 14:51

Yep scsw out tomorrow. I think Otb or medica could be added to growth portfolio

[aishah] 28/4/2017 13:59

Not according to website -

STAF likely to be sold to make way for OTB?

[nurdin] 28/4/2017 13:38

SCSW out 6 May.

[bennodean] 28/4/2017 12:24

But what will they have sold?

[aishah] 28/4/2017 11:11

Hitting new highs here. SCSW out tomorrow. Wouldn't be surprised if they've added it to their portfolio. From last issue:

"Numis recently upgraded its forecast to £27m pretax profit (eps 17.3p) for the year to end September, lifting to £35m (eps 22.2p) and £42.8m (eps 27p) for the next two years.

Ahead of reporting interims on 11 May, OTB has already said that sales for the latest four months to end January were up 20% year-on-year, which if sustained online would alone lead to further forecast upgrades but OTB has said it sees a stronger second half. I think the shares will be hitting a new peak before results on 11 May, which will undoubtedly create excitement and draw the attention of investors to a company doing better than many probably realise on a valuation that is too low for a market disruptor. Keep buying."

[nurdin] 28/4/2017 09:21

"Following a successful trial and testing period, the Group has now fully launched its international proposition, www.ebeach, into its second market, Norway."

Anyone got the url please?

[its the oxman] 27/4/2017 08:16

Trying to push higher, news flow not far away now.

[ayl30] 26/4/2017 12:24

More for me today, reckon they will have done well on bookings this year