Declared Dividend • May 21
First half dividend of UK£0.01 announced Dividend of UK£0.01 is the same as last year. Ex-date: 28th May 2026 Payment date: 26th June 2026 Dividend yield will be 2.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 109% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 공시 • May 15
On the Beach Group plc Announces Termination of Zoe Elizabeth Harris as Director, Effective May 8, 2026 On the Beach Group plc announced the termination of Zoe Elizabeth Harris as director, effective May 8, 2026. 공시 • May 13
On the Beach Group plc Declares Interim Dividend in Respect of the Period Ended 31 March 2026, Payable on 26 June 2026 On 12 May 2026, On the Beach Group plc declared an interim dividend of 1.0 pence per share (Fiscal year 2025: 1.0 pence per share), totalling £1.5 million to shareholders (Fiscal year 2025: £1.5 million) in respect of the period ended 31 March 2026. The dividend will be paid on 26 June 2026 to shareholders on the register as at 29 May 2026. The shares will be quoted ex-dividend on 28 May 2026. 공시 • Mar 21
on the Beach Group plc Announces Resignation of Zoe Harris as Chief Marketing Officer and as A Director, Effective May 8, 2026 On the Beach Group plc announces that Zoe Harris has informed the Board of her decision to step down from her role as Chief Marketing Officer and as a Director of the Company, to take up a position elsewhere. Zoe will remain with the Group until May 8, 2026 to ensure a smooth transition. 공시 • Feb 04
on the Beach Group plc Recommends Final Dividend 2025, Payable on 19 March 2026 On the Beach Group plc announced that the Board has recommended a final dividend of 3.0 pence per share, the Company reconfirms the following timetable for this final dividend: Annual General Meeting: 12 March 2026; Ex-dividend date: 5 February 2026; Record date: 6 February 2026; Payment date: 19 March 2026. 공시 • Jan 13
On the Beach Group plc to Report First Half, 2026 Results on May 12, 2026 On the Beach Group plc announced that they will report first half, 2026 results on May 12, 2026 공시 • Dec 03
On the Beach Group plc, Annual General Meeting, Mar 12, 2026 On the Beach Group plc, Annual General Meeting, Mar 12, 2026. 공시 • Sep 15
On the Beach Group plc to Report Fiscal Year 2025 Final Results on Dec 02, 2025 On the Beach Group plc announced that they will report fiscal year 2025 final results at 8:00 AM, GMT Standard Time on Dec 02, 2025 공시 • Mar 20
On the Beach Group plc to Report First Half, 2025 Results on May 13, 2025 On the Beach Group plc announced that they will report first half, 2025 results on May 13, 2025 공시 • Dec 12
On the Beach Group plc Announce Board and Committee Changes On the Beach Group plc announced that David Kelly will step down from its board of directors (the "Board") on 10 January 2025, having fulfilled his nine year tenure as a Non-Executive Director. As a result of this upcoming change, the Company is pleased to announced the appointment of Victoria Self to the Board as an independent Non-Executive Director with effect from 3 February 2025. Victoria will serve as a member of the Audit, Remuneration and Nomination Committees. These Board changes follow a thorough succession planning exercise and Non-Executive Director search led by the Nomination Committee. Victoria has extensive experience working in digital and consumer facing businesses, having held a variety of senior roles over her 25-year career. Victoria is currently Managing Director of Player Experience at Entain plc, a global digital gaming group, having joined in this role in 2023. Victoria leads a 350 strong team and is responsible for substantial elements of the customer digital experience including engineering, product and user experience. Prior to this, Victoria spent two years as Chief Product Officer at comparethemarket.com, having previously worked at Marks and Spencer Group plc, Currys plc, Carphone Warehouse, Urban Outfitters and Mothercare plc. 공시 • Dec 05
On the Beach Group plc, Annual General Meeting, Feb 25, 2025 On the Beach Group plc, Annual General Meeting, Feb 25, 2025. 공시 • Dec 04
On the Beach Group plc Recommends Final Dividend for 2024, Payable on 4 March 2025 The Board of On the Beach Group plc has recommended a final dividend of 2.1 pence per share for 2024, the Company confirms the following timetable for this final dividend: Annual General Meeting is 25 February 2025. Ex-dividend date is 30 January 2025. Record date is 31 January 2025. Payment date is 4 March 2025. 공시 • Sep 18
On the Beach Group plc to Report Fiscal Year 2024 Results on Dec 03, 2024 On the Beach Group plc announced that they will report fiscal year 2024 results on Dec 03, 2024 Reported Earnings • May 15
First half 2024 earnings released: EPS: UK£0.003 (vs UK£0.029 loss in 1H 2023) First half 2024 results: EPS: UK£0.003 (up from UK£0.029 loss in 1H 2023). Revenue: UK£80.8m (up 10% from 1H 2023). Net income: UK£500.0k (up UK£5.30m from 1H 2023). Profit margin: 0.6% (up from net loss in 1H 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings. 공시 • May 15
On the Beach Group plc Decides to Pay an Interim Dividend, Payable on 28 June 2024 On the Beach Group plc has decided to pay an interim dividend of 0.9 pence per share (2023: nil). The dividend will be paid on 28 June 2024 to shareholders on the register at 31 May 2024. The full year payout ratio is expected to be 25% of full year 2024 profit after tax, in line with the Group's capital allocation policy. Valuation Update With 7 Day Price Move • May 13
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to UK£1.68, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 53% over the past three years. 공시 • Apr 19
On the Beach Group plc to Report First Half, 2024 Results on May 14, 2024 On the Beach Group plc announced that they will report first half, 2024 results on May 14, 2024 Valuation Update With 7 Day Price Move • Feb 28
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to UK£1.62, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 64% over the past three years. 공시 • Dec 21
On the Beach Group plc, Annual General Meeting, Jan 26, 2024 On the Beach Group plc, Annual General Meeting, Jan 26, 2024, at 11:00 Coordinated Universal Time. Location: Aeroworks, 5 Adair Street, Manchester United Kingdom Recent Insider Transactions • Dec 09
Board Member recently bought UK£53k worth of stock On the 6th of December, Zoe Harris bought around 37k shares on-market at roughly UK£1.42 per share. This transaction increased Zoe's direct individual holding by 6x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£193k more in shares than they have sold in the last 12 months. New Risk • Dec 07
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.0% average weekly change). Large one-off items impacting financial results. Reported Earnings • Dec 07
Full year 2023 earnings released: EPS: UK£0.064 (vs UK£0.01 in FY 2022) Full year 2023 results: EPS: UK£0.064 (up from UK£0.01 in FY 2022). Revenue: UK£170.2m (up 18% from FY 2022). Net income: UK£10.6m (up UK£9.00m from FY 2022). Profit margin: 6.2% (up from 1.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings. 공시 • Sep 06
On the Beach Group plc to Report Fiscal Year 2023 Results on Dec 05, 2023 On the Beach Group plc announced that they will report fiscal year 2023 results on Dec 05, 2023 Valuation Update With 7 Day Price Move • Aug 14
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to UK£1.05, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 21x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£1.62 per share. 공시 • Aug 03
on the Beach Group plc Appoints Veronica Sharma to the Board as an Independent Non-Executive Director and Member of the Audit, Remuneration and Nomination Committees, with Effect from 1 September 2023 On the Beach Group plc announced the appointment of Veronica Sharma to the Board as an independent Non-Executive Director with effect from 1 September 2023. Veronica will also serve as a member of the Audit, Remuneration and Nomination Committees. Most recently Veronica was Group Chief People Officer at online car retailer Cazoo Group Ltd,where she led its people and engagement strategy as the company grew from a UK only organization into a European business across five markets. Prior to this she founded a talent advisory and organizational change consultancy to private equity, venture capital and other growth-focused organizations, specializing in technology businesses. New Risk • Jul 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change). Reported Earnings • May 17
First half 2023 earnings released: UK£0.029 loss per share (vs UK£0.033 loss in 1H 2022) First half 2023 results: UK£0.029 loss per share (improved from UK£0.033 loss in 1H 2022). Revenue: UK£73.2m (up 38% from 1H 2022). Net loss: UK£4.80m (loss narrowed 13% from 1H 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings. Buying Opportunity • Mar 11
Now 20% undervalued Over the last 90 days, the stock is up 14%. The fair value is estimated to be UK£1.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 40% per annum over the same time period. 공시 • Jan 18
On the Beach Group plc to Report First Half, 2023 Results on May 16, 2023 On the Beach Group plc announced that they will report first half, 2023 results on May 16, 2023 Recent Insider Transactions • Dec 28
CFO & Executive Director recently bought UK£57k worth of stock On the 21st of December, Shaun Morton bought around 37k shares on-market at roughly UK£1.53 per share. This transaction increased Shaun's direct individual holding by 12x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Shaun's only on-market trade for the last 12 months. 공시 • Dec 22
On the Beach Group plc, Annual General Meeting, Jan 27, 2023 On the Beach Group plc, Annual General Meeting, Jan 27, 2023, at 11:00 Coordinated Universal Time. Location: Aeroworks, 5 Adair Street, Manchester M1 2NQ Macnhester United Kingdom Agenda: To receive the annual accounts of the Company for the financial year ended 30 September 2022 together with the reports of the directors and the auditor thereon; to approve the directors' remuneration policy (as contained in the directors' remuneration report for the financial year ended 30 September 2022); to approve the directors' remuneration report (other than the part containing the directors' remuneration policy) for the financial year ended 30 September 2022; to reappoint Richard Pennycook as a director of the Company; to reappoint Simon Cooper as a director of the Company; and to transact such other business matters. Reported Earnings • Dec 09
Full year 2022 earnings released: EPS: UK£0.01 (vs UK£0.19 loss in FY 2021) Full year 2022 results: EPS: UK£0.01 (up from UK£0.19 loss in FY 2021). Revenue: UK£144.1m (up UK£122.9m from FY 2021). Net income: UK£1.60m (up UK£31.8m from FY 2021). Profit margin: 1.1% (up from net loss in FY 2021). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings. Reported Earnings • May 25
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£17.6m from 1H 2021). Profit margin: (up from net loss in 1H 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is forecast to grow 109%, compared to a 27% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance. Buying Opportunity • Feb 04
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 4.7%. The fair value is estimated to be UK£3.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 56% per annum over the last 3 years. The company became loss making over the last 3 years. Reported Earnings • Jan 19
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: UK£0.19 loss per share (up from UK£0.28 loss in FY 2020). Revenue: UK£21.2m (down 37% from FY 2020). Net loss: UK£30.2m (loss narrowed 22% from FY 2020). Revenue exceeded analyst estimates by 63%. Over the next year, revenue is forecast to grow 514%, compared to a 39% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. Buying Opportunity • Jan 19
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 16%. The fair value is estimated to be UK£3.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 56% per annum over the last 3 years. The company became loss making over the last 3 years. Recent Insider Transactions • Dec 11
Chief Supply Officer recently sold UK£277k worth of stock On the 9th of December, William Allen sold around 1k shares on-market at roughly UK£229 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£15m more than they bought in the last 12 months. Reported Earnings • Dec 10
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: UK£0.19 loss per share (up from UK£0.28 loss in FY 2020). Revenue: UK£21.2m (down 37% from FY 2020). Net loss: UK£30.2m (loss narrowed 22% from FY 2020). Revenue exceeded analyst estimates by 63%. Over the next year, revenue is forecast to grow 526%, compared to a 38% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance. 공시 • Dec 12
On the Beach Group plc, Annual General Meeting, Feb 05, 2021 On the Beach Group plc, Annual General Meeting, Feb 05, 2021. Reported Earnings • Dec 11
Full year 2020 earnings released: UK£0.28 loss per share The company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: UK£33.7m (down 76% from FY 2019). Net loss: UK£38.8m (down 349% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 87% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Dec 04
New 90-day high: UK£4.05 The company is up 39% from its price of UK£2.92 on 04 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.13 per share.