Updates & Ideas

On the Beach - Extremely cheap on ex-cash prospective PE of 5.5

July 2024

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Not only have overseas holidays survived the cost of living crisis but they could be subject to a second boom this summer if figures from the Met Office are to be believed. It has revealed the sixth wettest April on record and is predicting 50 days of rain between the start of June and end of August. One beneficiary could be On The Beach, one of the UK’s largest online travel agents (OTA). On The Beach has essentially refreshed the online concept pioneered by lastminute.com over two decades ago - helping “time poor” consumers find the holiday of their dreams without needing to put in the grunt work. The company is an internet-only travel agent with a focus on beach holidays and its systems can dynamically pull all the various p ...

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Capital Group - Growth of higher margin labs business should re-rate shares

Hunting - Big order from KOC

OntheBeach (December 2024)

On the Beach (April 2024)

On the Beach (March 2024)

On the Beach - Full year profit “at the top end of the range” (November 2023)

OntheBeach (July 2023)

On the Beach - Very encouraging meeting with CEO and founder; upgrades likely (March 2023)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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