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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

transco15 - 02 Mar 2012 10:46 - 112 of 1559

This is a typical dead cat bounce imho. The only way this company will survive is by having a huge fire sale and a huge rights issue. Todays shares are worth very little - 5p at best imho.

machoman - 02 Mar 2012 12:04 - 113 of 1559

marky

I am in again with two more lots

this is what I post earlier ...........


2 Mar'12 - 10:34 - 218 of 220 edit

TCG 19.75 / 20P

Had an AUCTION at this price and the order book has change to strong

After the large retracement 61.8% fibonacci, is ready for the turning


and then a bit later ...

2 Mar'12 - 10:53 - 219 of 220 edit
re - TCG

Yesterday's chart with Fibo at 61.8% was giving bounce at around 19.41p midle price the lowest price was 19.50 / 20p and then AUCTION.

p.php?pid=chartscreenshot&u=6RC6o4YgC3D%p.php?pid=staticchart&s=L%5ETCG&width=29

transco15 - 02 Mar 2012 12:10 - 114 of 1559

you are very very brave this could go belly up anytime.
short term couple of pence upside but its a long way down to 0 imho

machoman - 02 Mar 2012 12:12 - 115 of 1559

transco15

re - 5p

stop talking from your back side

Learn to value stocks and see what is next on their movement and then open your big mouth with something positive for a change, otherwise you give your OLD age away

note : old people tend to be negative

another note : speculate and acumulate is my way and it pays dividends well


and another note : I' ve been in this business long enough to know what I am doing

Shortie - 02 Mar 2012 12:33 - 116 of 1559

Sold out yesterday at 25p, looking for 18p to buy back in, L2 showing 3:1 buy v's sell orders.

transco15 - 02 Mar 2012 12:35 - 117 of 1559

Macho - man or mouse - No need to be offensive. A bounce at some time was to be expected - impossible for there not to be - however the company is still priced to fail and imho it will.
There heavy investments in the middle east are the biggest worry but basically people wont book with them for fear of losing there holiday after all the bad publicity.

transco15 - 02 Mar 2012 12:37 - 118 of 1559

p.s I predict a closing price of 19p or less today. imho

HARRYCAT - 02 Mar 2012 12:42 - 119 of 1559

machoman, you're a disgrace and bigot. About time you changed your attitude and learned from others.

Shortie - 02 Mar 2012 12:48 - 120 of 1559

Still a bonded opperator though!

cynic - 02 Mar 2012 13:15 - 121 of 1559

what an ass! .... if he's "been in thei business long enough to know what I am doing", then why hasn't he made so much money that he doesn't retire to sunnier climes?


btw, i happen not to agree with transco ..... i just think the market has changed dramatically, and people now prefer to fend for themselves by booking on line, or in the present climate, not going anywhere on holiday

transco15 - 02 Mar 2012 13:22 - 122 of 1559

Thanks for the support chaps - interesting to read all the posts on the way down - mostly optimistic outlooks all dashed. Same again im afraid.

skinny - 02 Mar 2012 13:30 - 123 of 1559

My stance is largely unchanged from post 18 on and I still (largely) stand by my post 85.

As said is post 106 - Good luck with these!

transco15 - 02 Mar 2012 13:38 - 124 of 1559

But Skinny " Cashflow performance is strong"
Are you joking - its fallen off a cliff why else get the banks in to help.
Over expansion to get market share - foolhardy investment in expanding the business too far. - Disaster.

skinny - 02 Mar 2012 13:41 - 125 of 1559

Sorry - my post 18 is merely stating the trading statement - all subsequent posts are bearish! :-)

My post 85 states "I can't see any redeeming feature in the the chart ".

I'm agreeing with you!

transco15 - 02 Mar 2012 13:48 - 126 of 1559

oh ok Kool - and a very good insight - a business doomed to failure im afraid.

machoman - 02 Mar 2012 16:10 - 127 of 1559

re - retire to sunnier climes?

the BAR steward has spoken or is the "cynic"

Why you did not go back to Poland where you belong?

When one makes money it is just a game to entice one self to do better
Is Lord "Sugar" retired? and he has a few more bob than me.

No one over here can teach me a bit on shares or on other words no one is good enough to "polish" my shoes
-----------------

My timing is the best, and that was said by "hambi" now head of the Invesment Trust

and you can see it on today's comment, is it now not words like most of you but facts, reason that I allways give on the comment.

note : I am from a sunny place stupid.

Chart.aspx?Provider=Intra&Code=TCG&Size=

machoman - 02 Mar 2012 16:19 - 128 of 1559

YES from 19.875p when I said so to 25.625p now

JUST SHUT up and clean your dirty mouth with strong BLEACH .......................cynic

I suspect you see a - polish ass - every time you look at the mirrow

machoman - 02 Mar 2012 16:43 - 129 of 1559

transco15

do not forget that not everyone buys the shares for long term, I did do that when I started a couple decades ago a did well then buying companies on PE of 7 to 10 and good growth on the future and selling one year later on PEs of 16 to 18

but my fun now is short term, reason ........... pays more dividens or gains

transco15 - 02 Mar 2012 16:56 - 130 of 1559

first round to you son but mark my words it will all come crashing down on Monday imho.
Nice call today though - very very lucky imho

cynic - 02 Mar 2012 17:06 - 131 of 1559

oh dear oh dear oh dear ..... clearly someone previously banned has snuck back on board, though not for long if his pathetic abuse continues much longer .... it really is just tiresome and boorish


transco - try not to give the twit further oxygen
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