Primary Recommendations

On the Beach - Very encouraging meeting with CEO and founder; upgrades likely

March 2023

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.

Shares in online travel agent On The Beach (OTB), which helps customers book beach holidays in popular destinations such as Spain, The Canaries, The Algarve, Dubai and Malta, have risen 47% since I made them a New Year Nap for 2023. But having again met with CEO Simon Cooper as well as CFO Sean Morton, I believe they could move considerably higher still. In spite of the gloomy headlines, even a monkey throwing darts at a Financial Times list of travel shares couldn’t fail to make money as operators such as Ryanair, Easyjet, Jet2 and TUI have all headed north after reporting strengthening demand for Easter and summer holidays bookings, driven by consumers desperate to secure that “revenge holiday” after three frustrating years. However, t ...

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Capital Ltd - Mining services firm enjoys buoyant gold market; rising margins not reflected in PE of 6.3

Global Ports Holdings - High-risk, high-reward cruise ports operator leveraged to rising passenger volumes

OntheBeach (December 2024)

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

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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