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Much of it is reiterating what we already knew, but the new information seems most certainly to be positive, especially when seen in the light of recent (fingers crossed) changes in the Middle East.

Q2 sales are already exceeding 2025, despite the sky high oil price, which is what we wanted to hear, but it depends how much of that includes new acquisition revenue. Are legacy brand sales also increasing? The margin has also increased, which is even more impressive, and if that's happening under current conditions, it bodes well for July onwards when wholesale prices may start reducing.

Factor in the changes in European postal charges for small parcels from Eastern Asia, and suddenly there's a material advantage against the likes of Temu. Those two elements combined, along with increased shelf space in significant stockists in the US and Europe is a real eye catcher.

The depressed American economy may be pushing more customers toward value cosmetics, and with the impressive new roll outs, it may well be indicative of new customers shifting their future spend as repeat customers.

The increase in cash is also highly appealing, whether for further acquisitions to diversify the brand, or as an acquisition target itself.

It's mainly all upside going forward.

What are you talking about? TUI has an excellent TP rating of 4.6 out of 5. OTB is 3.9. Not dreadful, but 15% of all ratings are 1 star, the worst, and recent traffic on there is hugely weighted to a 1 star score.

OTB customer service has been so automated, that people have resorted to using Trust Pilot to resolve urgent queries, as it's the ONLY method that may get some form of human interaction.

On what planet is it good business to have a constant barrage of irate customers documenting their frustrations with the company for all to see? They're basically inviting huge swathes of negative reviews, many of which wouldn't have been left if it wasn't the only communication option.

Because a bunch of suits are convinced by IT in casual wear, that AI and Bots can directly replace human interaction. These people are idiots. There is no such thing as a good automated customer service, when dealing with anything remotely more complex than base level FAQ.

It's a huge risk when your business is so heavily customer service focused, as one crisis derails the entire reputation.

It looks like they finally hired a human to respond. Way to go.

For comparison H1 25 opening cash balance 96.2, with closing balance 10.5, so a net cash outflow of 85.7. It's a perfectly normal cashflow for OTB H1.

The vast majority is working capital (£80m v £101m in H1 25), alongside purchase of own shares (£29m v £25m) and use of flexible credit facilities (£27m v £40m).

Cash outflow decreased by £15.6m, mainly due to customer delays in booking, leading to more fully paid holidays instead of instalments.

it's clearly bull**** to save face, because it's nowhere near the walkover the idiot thought it would be. all that matters is he follows through with the illusion.

I'm amazed he even said 10%, as 15% is the very maximum he can apply, so this is not surprising. BUT it's only for a maximum of 150 days. It's still a marked improvement on the tariffs he was charging China, India, Canada etc. Not a chance this will last, as the initial effects of his moronic tariffs are already being felt in the US.

@Rick123 Berenberg reiterated buy at 510p, not 710p.

This continued grey, cloudy weather will definitely be having an impact on bookings. No wonder people are flocking to book a get away, and hopefully it continues throughout the new year. Perhaps the move to cruises was smart after all. I'm surprised this hasn't moved.

I know you did, but I listed the gross margin for balance. A small cosmetics form is obviously going to have a huge gross margin, whilst a multi billion pound supermarket chain's will be minimal. It feels like you're trying to distort the picture.

The online sales increase is misleading, as it includes £1.3m additional from BA. Without it, online sales would've decreased by £0.1m. The test is whether it increases in the next comparative period. Similar with the UK sales. Heavily influenced by the one off addition of BA.

Tesco's gross margin is 7.7%. On revenue of £70billion, that still leaves a net margin of 2.3%. What do you think they're going to do, insist on 25% margin from W7L? The underlying is worrying, but is mitigated slightly by the US tariff situation affecting sales. The drop off in Technics sales ids a concern, but it should be an indicator as to which way the company should go, rather than a dead end lane of bad news. You're acting as if growth is one continuous , steep linear line, but there are many options, and the roll out of new products in big stores could be hugely promising.

It will be interesting to see if the BA products add growth in the second half, or whether they have indeed just masked stagnant sales all round. I suspect it's somewhere in the middle of the bipolar market reaction to this stock.

It may be around there or just below, though an improvement in margin will also help. Let's hear some good news about the work being done for the next 6 months too.

I'd assume there will be some less than positive news, probably on US front, but no doubt allied with still progressive movement on margins along with new deals, and some over reaction because increases are no longer in the 30% range. One to have for the results in 6 months time, and I've topped up again at 285.

From Reuters today. Sounds like decent news for OTB if Ryanair are happy with summer numbers. More jets available = more business

Bookings about 1% ahead of same point last year, CEO says

Praises Boeing for agreeing some deliveries ahead of schedule

Announces doubling of capacity at Tirana airport in Albania

To increase capacity serving Sweden by 25% for this winter

TIRANA, Aug 14 (Reuters) - Ryanair (RYA.I), opens new tab is seeing strong demand across Europe with bookings ahead of last year, and is "reasonably optimistic" about hitting its summer targets, Chief Executive Michael O'Leary said in an interview on Thursday.

He also praised Boeing (BA.N), opens new tab for agreeing to deliver some jets earlier than scheduled, ending a run of delays that have curbed Ryanair's growth rate.

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"We're seeing strong bookings through the peak summer months ... The fares are holding up," O'Leary said, adding that bookings were about 1% ahead of the same point last year.

Isn't the US element of the business only 8%? Seems an over reaction, especially with the UK tariff only being 10% in the US.