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Thomas Cook Group PLC (TCG)     

goldfinger - 03 Aug 2010 08:03

Chart.aspx?Provider=EODIntra&Code=TCG&Si

Results out soon in August.

Broker recos look very bullish and why not on a P/E of just over 6 to 2011.....

Thomas Cook Group PLC

FORECASTS 2010 2011
Date Rec Pre-tax (�) EPS (p) DPS (p) Pre-tax (�) EPS (p) DPS (p)

Panmure Gordon
02-08-10 BUY 319.00 27.10 11.30 338.00 28.70 12.40

Exane BNP Paribas
02-08-10 BUY 116.00 26.62 10.75 319.00 28.87 11.66

Numis Securities Ltd
02-08-10 ADD 324.20 27.60 11.25 357.10 29.90 11.81

Oriel Securities
02-08-10 BUY 330.40 28.40 11.40 363.50 31.30 12.10

KBC Peel Hunt Ltd
30-07-10 BUY 301.06 25.22 10.75 313.36 26.23 10.93

WestLB
30-07-10 SELL 28.81 11.52 29.91 11.96

Shore Capital
30-07-10 HOLD 312.00 26.50 11.80 347.00 29.50 13.00

Charles Stanley Securities
15-06-10 HOLD

Evolution Securities Ltd
11-02-10 None

Investec Securities [R]
09-02-10 BUY 327.00 27.30 11.74 352.23 29.39 12.49

Fyshe Horton Finney Ltd
25-01-10 BUY

Collins Stewart
24-12-09 BUY

Nomura Research Institute
25-09-09 RED

2010 2011
Pre-tax (�) EPS (p) DPS (p) Pre-tax (�) EPS (p) DPS (p)

Consensus 316.42 26.98 11.36 342.50 29.39 11.96

1 Month Change 1.07 -0.22 0.01 3.43 -0.14 -0.14
3 Month Change -11.92 -1.09 -0.05 -11.79 -1.00 -0.44


GROWTH
2009 (A) 2010 (E) 2011 (E)

Norm. EPS 2.76% 0.38% 8.92%
DPS 14.03% 10.80% 5.26%

INVESTMENT RATIOS
2009 (A) 2010 (E) 2011 (E)

EBITDA �574.90m �589.69m �613.90m
EBIT �372.50m �420.55m �447.05m
Dividend Yield 5.38% 5.96% 6.27%
Dividend Cover 2.62x 2.38x 2.46x
PER 7.10x 7.07x 6.49x
PEG 2.57f 18.55f 0.73f
Net Asset Value PS -240.80p 224.47p 240.43p

goldfinger - 22 May 2013 20:32 - 1010 of 1559

I will enlighten you.........get a membership to Twitter. (free)

You were being smart earlier on with your chum Hays.

Ask Harriet direct...........I did.

Goodnight.

cynic - 22 May 2013 20:39 - 1011 of 1559

arsehole :-) ....so clearly you also have no clue at all, as otherwise you would post as requested

goldfinger - 22 May 2013 20:42 - 1012 of 1559

No Im just smart and smirking. he he.

cynic - 22 May 2013 20:56 - 1013 of 1559

no, you're just being an areshole
i was out at 167as posted, so it is me who might smirk, though i would not
so i'll repeat, you're just being an arsehole, and by your reticence, indicating strongly that actually you know bugger all

skinny - 22 May 2013 21:46 - 1014 of 1559

Not sure if you are still pissed cynic - the year high is 166.70 so well done on your 167!

"no, you're just being an areshole
i was out at 167as posted, so it is me who might smirk, though i would not
so i'll repeat, you're just being an arsehole, and by your reticence, indicating strongly that actually you know bugger all"

Chris Carson - 22 May 2013 22:00 - 1015 of 1559

GF - Nice but simple Chris here, this may come as a shock but I really don't give a toss how old you are. You volunteered your age, or ages on a public bulletin board not me, just seeking clarification that's all. Not my fault you have no sense of humour. Sad, just about covers it that you have to justify your reasons for let's face it posting shite. 6' 2" eyes of blue and thick as a plank :O)

tomasz - 22 May 2013 22:01 - 1016 of 1559

167 lol

tomasz - 22 May 2013 22:01 - 1017 of 1559

.

cynic - 23 May 2013 07:00 - 1018 of 1559

i lied .... out at 164.7 per post 957

goldfinger - 23 May 2013 08:02 - 1019 of 1559

UPGRADE

23 May Thomas Cook Group... TCG Nomura Neutral 150.00 150.00 105.00 159.00 Upgrades

goldfinger - 23 May 2013 14:51 - 1020 of 1559

Here we go here we go here we go.......

http://www.investorsintelligence.co.uk/2013/05/23/thomas-cook-tcg-as-good-to-travel-as-it-is-to-arrive/

doodlebug4 - 23 May 2013 16:49 - 1021 of 1559

What on earth is this all about then?!


RNS Number : 4788F
Thomas Cook Group PLC
23 May 2013
Thomas Cook Group plc
Thomas Cook Group plc announces the pricing of the senior notes offered by Thomas Cook Finance plc
London, 23 May 2013 - Thomas Cook Group plc ("Thomas Cook") today announced the successful pricing of the offering by Thomas Cook Finance plc of EUR525 million aggregate principal amount of its 7.75% senior notes due 2020 (the "Notes"). As part of the GBP1.6bn Capital Refinancing Plan announced on 16 May 2013 the Notes are being issued in lieu of the EUR525m Bridge Facility.
Concurrently with the issuance of the Notes on the issue date, the gross proceeds from the offering of the Notes will be placed into an escrow account. The release of the escrowed proceeds will be subject to the satisfaction of certain conditions.
This announcement does not constitute an offer to sell or a solicitation of an offer to buy any of the foregoing Notes, nor shall there be any offer, solicitation or sale in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any state or country.
The securities referred to herein have not been and will not be registered under the U.S. Securities Act of 1933 or any state securities laws and may not be offered or sold in the United States absent registration or an applicable exemption from such registration requirements.
This press release may include projections and other "forward-looking" statements within the meaning of applicable securities laws. Any such projections or statements reflect the current views of Thomas Cook Group plc about further events and financial performance. No assurances can be given that such events or performance will occur as projected and actual results may differ materially from these projections.
This press release shall not be considered an "offer of securities to the public" for purposes of the Luxembourg law on prospectus for public offering dated 10 July 2005 or give rise to or require the publication of a prospectus in any EU member state which has implemented the Prospectus Directive.
Within the United Kingdom, this announcement is directed only at persons having professional experience in matters relating to investments who fall within the definition of "investment professionals" in Article 19(5) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 ("relevant persons"). The investment or investment activity to which this announcement relates is only available to and will only be engaged in with relevant persons and person who receive this announcement who are not relevant persons should not rely or act upon it.
This information is provided by RNS
The company news service from the London Stock Exchange
END

cynic - 23 May 2013 16:55 - 1022 of 1559

glad it's not just me who's thick then! :-)

doodlebug4 - 23 May 2013 19:08 - 1023 of 1559

I just wish some of these RNS were worded in terms that ordinary investors could understand.

goldfinger - 23 May 2013 20:20 - 1024 of 1559

Must admit that with the other RNS is a lot to take on for the street PI.

Like I said get in touch with her.

I only understand it having worked for 3 brokers. For the layman in stocks it is difficult especially for new inexperienced types.

Used to know a chap going back to 1998(OFEX BOARD) used to post here when first opened, Pete Hippy they called him ..... genious at working out these sort of things. Died 2 years ago in a bike accident in Bangcok.

Im very bullish not selling my stock.

HARRYCAT - 24 May 2013 11:42 - 1025 of 1559

Panmure Gordon has upgraded its rating for travel operator Thomas Cook by two notches from 'sell' to 'buy' and hiked its target price to 164p following last week's interim results and capital reorganisation.

skinny - 24 May 2013 12:28 - 1026 of 1559

Morgan Stanley Overweight 149.90 190.00 190.00 Reiterates

dreamcatcher - 26 May 2013 08:46 - 1027 of 1559

Is Thomas Cook cleared for take-off
By Alistair Strang
May 24 2013, 5:00pm


http://www.proactiveinvestors.co.uk/columns/trends-targets/13081/is-thomas-cook-cleared-for-take-off-13081.html

skinny - 29 May 2013 07:13 - 1028 of 1559

Thomas Cook secures aircraft financing

Thomas Cook Group plc ("Thomas Cook") is pleased to announce further progress with its fleet renewal programme as part of its on-going commitment to building a single, strengthened airline segment aimed at improving the customer experience and reducing CO2 emissions and fuel burn as part of its focus on environmental sustainability.

GECAS has agreed to acquire six A321-200s directly from Airbus, further to a purchase agreement between Thomas Cook and Airbus dated 25 January 2011, and Thomas Cook will lease back those aircraft from GECAS at an average lease rate factor of 0.887 per cent. per month (subject to adjustment for prevailing interest rates at the time of delivery) for 144 months. This implements the letter of intent with GECAS described in the Prospectus issued on 16 May 2013 relating to the recapitalisation of Thomas Cook. The financing of these aircraft is in addition to the recently announced recapitalisation.

It is anticipated that four of the aircraft will be delivered to Thomas Cook in the first quarter of FY 2015, with the remaining two expected to be delivered in the second quarter of FY 2015. As part of the same proposed arrangements, Thomas Cook has agreed to lease an additional three A321-200 aircraft from GECAS for 144 months at market rates, the rental being subject to adjustment at delivery by reference to prevailing interest rates. It is anticipated that the first of these three aircraft will be delivered to Thomas Cook in the first quarter of FY 2015, the second aircraft will be delivered in the second quarter of FY 2015 and the third aircraft will be delivered in the third quarter of FY 2015.

doodlebug4 - 29 May 2013 16:25 - 1029 of 1559

4 trading days left for investors/traders to make their minds up about the RI.
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