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

Thomas Cook Group... Numis Add 169.15 175.00 175.00 Retains

For those interested here are the details of the conference call at 10am......

hTTp://www.thomascookgroup.com/2013-results-and-strategy-update-for-equity-analysts-and-investors-webex-details/?from=10

sticky old bean, do you have any idea of the comparative current P/E or similar sensible ratings between TCG and say TT. (Tui)?

bought a lump at 173.5 ..... marginally brave, but i suspect that TCG will have a revival as a market darling

Investec Hold 174.35 155.00 155.00 Retains

Very brave , whole markets due a stepback soon.

Just closed here for now.

market as a whole, i wouldn't disagree, but more in dow's footsteps than anything else i'ld hazard ..... that said, just as there are stinkers in good markets, there are winners in poor ones .... further, i don't expect any retrenchment to be more than short term consolidation

Cyners question answered here....... on sharecast.......

Jefferies has kept a 'buy' recommendation and 200p target price for travel operator Thomas Cook after the company's full-year results and near-term guidance came in much better than expected.

"Thomas Cook is delivering. Margins are improving, net debt has fallen and the balance sheet considerably strengthened, more cost savings are promised and, importantly, trading is robust. Yet the shares still trade at a discount to its major competitor, TUI Travel. We think this is becoming increasingly difficult to justify, especially given the likely higher growth rates at Thomas Cook Group."

Cyners heres the old forecasts for TCG obviously not yet updated.....

Thomas Cook Group PLC

SUMMARY CHARTS DIRECTOR DEALINGS FORECASTS WIRES 2013 2014
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Exane BNP Paribas
27-11-13 BUY -43.00 5.51 168.00 10.99
Numis Securities Ltd
25-11-13 ADD 100.40 6.50 208.80 11.20
Shore Capital
22-11-13 BUY 110.00 5.60 187.00 11.40
Investec Securities
21-11-13 HOLD 97.10 6.97 200.60 10.63

2013 2014
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Consensus 104.45 5.84 200.45 11.04
1 Month Change -1.19 0.19 1.64 -0.16
3 Month Change -1.46 0.20 1.78 -0.16


GROWTH
2012 (A) 2013 (E) 2014 (E)
Norm. EPS % % 89.12%
DPS -65.12% % %

INVESTMENT RATIOS
2012 (A) 2013 (E) 2014 (E)
EBITDA £326.90m £421.11m £525.32m
EBIT £126.50m £246.42m £360.62m
Dividend Yield 2.12% % %
Dividend Cover -4.46x x x
PER -10.56x 26.26x 13.88x
PEG f f 0.16f
Net Asset Value PS -269.33p 25.90p 34.10p

And heres TUI.........

TUI Travel PLC

SUMMARY CHARTS DIRECTOR DEALINGS FORECASTS WIRES Page is currently unavailable

2013 2014
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Exane BNP Paribas
27-11-13 HOLD 336.00 26.36 12.52 401.00 29.22 13.14
Panmure Gordon
27-11-13 BUY 462.00 29.80 12.90 497.00 32.10 14.20
Shore Capital
22-11-13 BUY 430.00 27.90 12.80 478.00 31.00 14.20
Westhouse Securities
21-11-13 BUY
Investec Securities
21-11-13 SELL 458.20 28.66 13.49 502.70 31.10 14.80
Morningstar Equity Research
22-10-13 HOLD 350.45 25.00 13.00 395.79 27.00 14.00
Numis Securities Ltd
26-09-13 ADD 470.00 29.80 12.90 533.60 33.80 13.50
Charles Stanley
26-09-13 RED 423.15 27.99 12.69 444.31 29.39 13.33

2013 2014
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Consensus 454.48 28.40 12.86 488.77 30.72 13.95
1 Month Change 3.51 -0.06 0.07 3.29 0.22 0.08
3 Month Change 22.84 0.90 0.14 15.83 0.64 0.29


GROWTH
2012 (A) 2013 (E) 2014 (E)
Norm. EPS 13.76% 11.21% 8.19%
DPS 44.87% 13.82% 8.43%

INVESTMENT RATIOS
2012 (A) 2013 (E) 2014 (E)
EBITDA £658.00m £736.74m £797.08m
EBIT £439.00m £562.08m £620.76m
Dividend Yield 3.12% 3.54% 3.84%
Dividend Cover 2.26x 2.21x 2.20x
PER 14.21x 12.78x 11.81x
PEG 1.03f 1.14f 1.44f
Net Asset Value PS -260.91p 150.30p 163.40p

Obviously todays results makes the 2014 P/E for TCG far cheaper.

your quote in 1177 is the more revealing i think, and i suspect my move may not have been so rash after all

Ive added earlier and well into profit already. Might get a pull back tomorrow on profit taking but should be set up for the xmas rally.

Credit Suisse Outperform 177.80 175.00 195.00 Reiterates

Director Share Holding

Thomas Cook Group plc (the "Company") announces that Warren Tucker, Non-Executive Director, purchased 30,800 shares of €0.01 each in the Company at a price of 169.0p per share on 28 November 2013. The total holding following acquisition is 30,800 shares, which is equivalent to 0.002% of the issued share class.

JP Morgan Cazenove Overweight 175.70 175.70 180.00 180.00 Reiterates

Slight pull back, and still in breakout mode.

like you, i'm very happy to keep my enlarged holding (behave sticky!)

errrrr yes cyners.

profit taking going on. Standing firm.

I shall and not fussed as CFDs don't have time constraints

Blue anyway.