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I think Jet2 followed by easyJet numbers will both be positive but loaded with caution.

OTB are well placed and their business is in great shape.

They will also benefit greatly from AI over the next few years in my opinion.

Would suggest that it depends on your view of how the market will receive the results.

I expect them to be positive but caution loaded. Clearly this is a super business with substantial ambitions.

The market is best described as nervous currently.

I spent £22k after the bell at 1318. Not shown but they were broken into 3 trades.

The impact of the buyback removal diminishes as we move further away. It reached 1290 briefly so that maybe the extent of the negative impact.

I expect to see a optimistic rally into results.

I expect the results to be good but the market to o receive them cautiously.

Vol Sold 698,879

Vol Bought 1,087,165

Can't be relied upon as the "real" buy has been below mid several times today. A 150k share trade that looks a buy and lots of £3-5k buys.

Several substantial trades so far today apparently in both directions. This morning it's spent a lot of time trading below the mid price so it's hard to tell what the actual numbers are however 2 50k share buys and 150k sell looks clear enough.

Massive day yesterday for the buybacks. It seems that they changed their MO and were buying multiple small purchases in time blocks.

The share price performance without the buybacks makes sense for yesterday. It's like the market is ignoring the buybacks and pricing as if there were no buyers.

Most of the sells appear £3000ish and A trades.

I guess this is the algorithm for trading bots walking it down.

Vol Sold 365,706

Vol Bought 452,390

Not to be trusted but interesting numbers

It's interesting this buyback because it targets mainly chunky sells. Maybe 3 or 4 trades a day. At Jet2 the buyback made hundreds of small purchases every day.

The dynamic was different and at Jet2 it artificially drove the price, £11 to £20. Here it's more passive.

ON the Beach Group Plc : Peel Hunt cuts target price to 350p from 400p

Seems completely reasonable in the current market. £2.50 is the short term target for me.

08:04 34 A trade sells as algorithms tripped.

This is a real issue for the market that creates drops in generally illiquid shares.

I assume that whatever is playing hasn't been revealed yet. Lots of A trades but they are responding to the price rather than creating it.

We'll see, the market moves in mysterious ways that make little or no sense. Everything normal on the OTB front from what I can see. Certainly nothing worse about the UK economy than yesterday.

Opened up down. Trying for some stop triggers possibly. Interesting times. I sit tight.

Until then I expect them to settle in the low £12 range as I said when they were £14+

OTB and Jet2 are in very different markets.

On the beach don't have substantial overheads and low margins like airlines typically do.

It's important to understand where platforms like otb are heading. Ai is changing the way business is done, OTB ahead has massively reduced costs and high margins with reduced risk.

Profit this year will be up around 25%.

It's a very small and agile business and typically is very resilient. Pre tax this year will be 35m on a market cap £338m.

The pe on Jet2 is a fact, look at the history it's been around this level for a long time with just brief time above. This is where the market values them. Clearly they think OTB is s worthy as it's reliably at the current level and has been ok ver for a sustained period.

The last 12 to 18 months the market response to budget airline news has been negative. I expect that to continue.

I will be back in Jet2 once the November results are priced in.

Last week just 801356 shares were purchased back. The week before 2079029.

Liquidity is tighter, next the share price will squeeze up.

Ryanair are no threat to Jet2. They are in very different markets.

Ryanair are a one dimensional model and it's not where the growth is going forward.

Aspers just poor timing then. As ai see it the share price was overloaded from the buyback. I think that fair value in the poor UK climate is a bit under the current.

I will be back in at £12.