On The Beach Share Discussion Threads

[simmsc] 06/6/2024 05:46

I'm regularly in Asia (once every 2 months) and often stay in the same Marriott, and usually at least once meet up with the MD who runs this Marriott and have a chat with him. At some point we got on to the topic of investments and i mentioned that i had a holding in OTB (and mentioned to him that they are now also focusing on the premium end of the market). He then winced at me and said he is still seeing a lot of weakness from the "European" consumer (he didn't mention the UK specifically to be clear) and that the third largest German agent had just gone bust (and that quite a few agents owe them large amounts of money and some difficult conversations are currently taking place with those agents) and he then concluded that he in general still had concerns about the premium end of the holiday market.


Just sharing as this is first hand info (directly from the horses mouth), but of course it is just one persons opinion (and no reference was made to the UK travel sector).

[zam1] 05/6/2024 20:10

Strange up it went 47 and then back to where it started.I think this will break upwards this summer.

[ianio5691] 03/6/2024 13:22

Feels like this is about to recover nicely.

[adamb1978] 31/5/2024 07:35

haha, good spot Dodger!

Anyway, I've added a few more here at 141p this week. I have relatively strict position size limits but the recent pull back gave a gap for me to add some more.

[dodger777] 30/5/2024 07:32

Halfpenny, have to laugh at how you edited your posts because you were caught out posting negative here while on the morning posting the opposite on the easyJet website. Your lies easily get caught out with anyone with half a brain.🤡

[halfpenny] 30/5/2024 06:51

Value for money is high on the list with there service levels better than competitors.

Demand is increasing as the good news spreads . Many Experience and friends have been fantastic with further bookings as demand increases.

Future Brighter as Service and Demand Increases

[weaverbeever] 29/5/2024 18:04

OTB on one show tonight. Getting a kicking for bad service.

[halfpenny] 29/5/2024 15:16

Its all about buying low EZJ at good value with OTB recent Rally makes it Interesting ...

Recent move on Broker BUY with Target 180p.

Expect a rally as numbers back the Target Price.

Could All turn about with Holiday news as people get away from Election Noise!!!

[zam1] 29/5/2024 14:23

Unlikely to test 126It has found support around 138More likely to go up from here I think

[adamb1978] 29/5/2024 14:23

Thats quite funny Dodger - good find!!!

[dodger777] 29/5/2024 14:06

On the easyJet board just this morning you said.. ‘ Adding more as Holidays are Booming’ and now you are say this lol 🙄

[halfpenny] 29/5/2024 14:05

Testing lows gives a chance to add more.

So How Low is the Low to be tested??

[halfpenny] 29/5/2024 14:03

May test 140p then off to the races...towards 180p

[wburton619] 29/5/2024 13:49

Airlines are struggling? News to everyone considering how well they have been doing. If anything holidays have been taking off

[halfpenny] 29/5/2024 12:28

May test the lows as Airlines are Struggling.

140p looks a Support level as profit takers move in on recent rally after broker upgrade.

Future brighter as Sun Shines

[zam1] 29/5/2024 12:12

Yes looking good for summer.

[bigbigdave] 29/5/2024 06:07

BERENBERG RAISES ON THE BEACH GROUP TO 'BUY' (HOLD) - PRICE TARGET 180 PENCE

[alotto] 26/5/2024 11:30

Soz wrong board

[alotto] 26/5/2024 11:30

I bought shares in Dell early last year

[hamhamham1] 26/5/2024 11:09

Will look into ecel more but initially looks sound (profitable - better PE than here, no real debt, but only £400k cash EoY?), it's just the sector that concerns me, doors and windows, so many end up in administration (3 biggies in last 12 months?), whilst that's good for lower competition, it looks a hard industry to be in long term? Anyway will have another looky, and what do I know? :) and the share price will no doubt treble if I don't invest, urghhh :)

[simmsc] 25/5/2024 16:11

Hamham ... I weighed up between wix and ecel ... And went for ecel. Ecel is a much higher quality company and it's on a lower pe. Recovery potential stronger i think. (End of off topic). I hold otb too, hence watching this board..

[alotto] 24/5/2024 14:45

Thanks Ham. I'll look into it more :)