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OTB On The Beach Group Plc

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Share Name Share Symbol Market Type Share ISIN Share Description
On The Beach Group Plc LSE:OTB London Ordinary Share GB00BYM1K758 ORD 1P
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.0% 0.00 -
Bid Price Offer Price High Price Low Price Open Price
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel Agencies 144.10 1.60 1.00 116.00 0.00
Last Trade Time Trade Type Trade Size Trade Price Currency
- 0 GBX

On The Beach (OTB) Latest News

On The Beach (OTB) Discussions and Chat

On The Beach Forums and Chat

Date Time Title Posts
21/9/202314:51OTB - Sun, Sand and... Shares1,453

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On The Beach (OTB) Most Recent Trades

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On The Beach (OTB) Top Chat Posts

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Posted at 09/8/2023 11:01 by aishah
SCSW (scsw.co.uk) published an update on OTB in their June issue:

"During the month I met again with OntheBeach’s (OTB; 102p) chief executive and founder, Simon Cooper and Shaun Morton, presently finance director, who will soon move into the top job. They are clearly excited by OTB’s short term prospects. It’s quite astonishing to witness the shares languishing at their lows following the release of the  latest H1 results as the market has become apprehensive about investments the company is currently making in marketing, travel perks and overhead expenses.

Cooper had flagged this to investors last year when he had said there was an unprecedented opportunity to go after market share in premium mainstream, long-haul and B2B where there were gaps left by Thomas Cook and the others. But the prevailing market gloom, where most small caps have taken a dive and investors have experienced losses, has led many to not look beyond headlines. This is where patience is needed. Within 12 months, Cooper says OTB will be reporting sales that are 50-60% bigger than they were pre-Covid with the group almost returning to its all time record profits.

Brokers forecast that for the year that starts on 1 October, pretax profit is set to climb to £31.4m (eps 15.4p), from the £22m (10.7p) expected this year. That puts the shares on a prospective PE of 6.6. If the company does what is expected and stays near the current share price, a trade buyer will step in pretty quickly; I think investors should grab this share with both hands."

Editor finishes off with:
"H2 will see less spent on advertising and so whereas H1 advertising spend was 53% of sales, by the year end it goes to the more usual 35-45% range. In addition, H2 comparatives also get easier. H1 was against tough comps as holiday travel had opened up in the last two months of H1 last year but the airline and airport disruption in H2 last year will now make this year’s H2 look optically much stronger. A sitting duck to a predator on a PE of 6.6. Buy"

Travel sector seems to be recovering well from the pandemic. Major shareholders have around 40%. I've added here. As usual dyor
Posted at 01/8/2023 19:24 by darrin1471
OTB, EZJ and JET2 are all down around 10% over the last month. Over 12 months OTB are down 13% EZJ up 14% and JET2 up 25%.
EZJ and JET2 are both expanding their UK holidays into Europe and like OTB are online only.
Easyjet, Tui and Jet2 all have their own planes. When they have high passenger loadings they have less spare capacity available to sell to OTB.
What was surprising was the OTB rally from £1 to £1.90. I have posted multiple times here that I think OTB has a fair value of £1 and nobody has given a reason why it should be higher.
Current downtrend since YTD highs continues the trend line going back to the high in March 2021
I hold no position in OTB at the moment but may try a small trade for a bounce back to 50ma. I think low 80's is a better entry point towards the end of the month.
Posted at 21/6/2023 06:47 by mrnumpty
One theory is that the share price of OTB has been helped down by big players , although I cannot substantiate that . Another theory is that brokers had previously failed to understand the cost of the investments made by OTB for the advertising campaign and in order to strengthen its IT capabilities , etc . Anyway , it seems that Numis has reduced its forecasts to eps of 10.7p for full year 2023 ( p/e of 9.4 ) , and to 15.4p for full year 2024 ( p/e of 6.6 ) . There have been suggestions that , at the current price , OTB could be the subject of a take-over - if so , look at the price of Lookers , the car dealership . Lookers PLC , I believe , specialise in selling used cars , and many of those will be purchased via a loan , so it might be said that Lookers is just as susceptible to the increase in interest rates as OTB and , whilst owning a car might be more essential than a holiday , the low price of Lookers has attracted a bid .
Posted at 07/6/2023 15:33 by highlands
Try looking for a package holiday for a few different destinations via different sites, and you will realise why OTB share price is where it is.Ideally, pretend to be a customer who has never heard of OTB and enter a search via Google and other search engines that people would most likely use.
Posted at 16/5/2023 13:18 by mrnumpty
I’m rather repeating what I wrote here recently , so apologies . Anyway , the share price of OTB fell to £ 1.54.6 on 20th March 2020 . At that time , we had been horrified to see the Pandemic starting in northern Italy , before spreading outwards . It was just three days later that Johnson inflicted the first Lockdown on us , and the world appeared to be falling apart : we did not know what was going to happen , we didn’t know that vaccines would be developed in extra fast time , and we didn’t know that , eventually , three years later , the world would return to some semblance of normality . So , given the much more benign environment for OTB , it seems more than bizarre that the share price fell this morning to only two thirds of what it was on 20/3/2020 . Again , many thanks to ‘ Undervalued ‘ for your intelligent comments here today .
Posted at 15/5/2023 07:56 by mrnumpty
Perhaps the reason for the recent fall in the share price of OTB is that a share tip sheet recently , when the price was about at its peak , told subscribers to take profits in what it stated is an uncertain market . Given that OTB shares are fairly tightly held , I suggest that the sales by subscribers to the tip sheet then set off stop losses , causing further sales . Although the tip sheet did not specifically name OTB , it was obvious that it was referring to OTB . Another of the tips which had previously done very well ( Yu Group ) suffered a similar drop in its share price .
Posted at 14/5/2023 12:09 by darrin1471
OTB share price peaked in May 2018 and had fallen around 40% by the time TC went bust in Sept 2019 which then boosted many travel stocks. OTB was 30% off its peak when covid arrived.
Why was OTB share price so high in 2018. IMO because it was a growth stock taking market share from established travel agents and companies like TC.
OTB is now a more mature business and I would argue that their market share is a target of other businesses hence their move upmarket and to intercontinental destinations. Airlines like Easyjet and Jet2 are increasing the percentage of flights that are part of a holiday package. It is easier to set up specialist holiday companies focusing on interest holidays like walking. Booking your own holiday direct has never been easier. The OTB business model has low barriers to entry.
Where is the growth coming from? Is the market getting bigger, or are they taking market share and from whom?
My argument would therefor be that OTB is a mature stock now rather than a growth stock and the valuation should be compared to other mature travel companies.
For comparison Jet2 has a mkt cap of £2.6b with £1.12b of their "own cash". For the year just ended in March the forecast is for revenue of £5b and profits of £400m
Posted at 14/5/2023 08:59 by mrnumpty
Trader . Thanks for providing clarification , based on factual information , in responding to my post here about the share price . Another factor which suggests to me that the share price is too low is that , two months ago , OTB had net cash of £ 64.5 million ( ie the company’s own money , as distinct from its customer’s deposits , which are held in a separate , ring-fenced account ) . That sum , if it hasn’t changed since , equates to almost a third of OTB’s current market cap . In addition to the £ 64.5 million , OTB has access to an un-drawn bank facility of £ 60 million , which doesn’t expire until the end of 2025 .
Posted at 14/5/2023 02:48 by trader465
Pre-Covid (2019) the OTB share price was around 450p with 131m shares in issue giving a market cap of £589m, during Covid OTB share count has risen from 131m to 167m shares in issue, so a recovery to the pre-Covid market cap of £589m with the new count of 167m shares in issue would give us a target share price of 350p or target upside of 184% after the dilution.
Posted at 24/1/2023 08:43 by suffolkjim
OTB share price seems to be weirdly mirroring TUI almost like they’re in a race.
I’d rather be in OTB
On The Beach share price data is direct from the London Stock Exchange
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