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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

midknight - 17 Jun 2015 10:27 - 1445 of 1559

mentor; the first chart you posted today, now removed, was also good.

mentor - 17 Jun 2015 15:24 - 1446 of 1559

Had its up and down the same as the FTSE, now the market is recovering from the earlier marked down, so maybe TCG will go the same way.

On finishing over 140p the Candlestick pattern should give a bullish call

midknight - 18 Jun 2015 09:50 - 1447 of 1559

June 18: Barclays reiterates : Equal weight - TP: 122p

mentor - 18 Jun 2015 23:29 - 1448 of 1559

that is better 140p at close

mentor - 19 Jun 2015 10:25 - 1449 of 1559

that is much better

THOMAS COOK GROUP
142.60 +2.60p +1.86%

mentor - 19 Jun 2015 16:25 - 1450 of 1559

at 143.25p is now at best of the day and rising

mentor - 21 Jun 2015 22:57 - 1451 of 1559

It seems one broker was predicting a pull back to around 138p after the figures, well it went just below that twice.

positive points at the moment
Fuel still low....
the Euro started improving a bit
New aircraft are now also in service in Germany.
More capacity...
PE for 2016 is super low..
before too long SP should be 160p again

cynic - 22 Jun 2015 05:49 - 1452 of 1559

if a deal is done with the greeks, as is now starting to look odds-on, then this must also be good news for the travel companies

midknight - 22 Jun 2015 10:04 - 1453 of 1559

Another Thomas Cook story

cynic - 22 Jun 2015 10:29 - 1454 of 1559

but is it actually true or just someone trying to stir trouble and/or cash in on a perceived gravy train?

hardly difficult to prove a gas explosion is it!

Haystack - 22 Jun 2015 10:46 - 1455 of 1559

The incident and claim occurred more than a year ago and is ongoing. It doesn't look like it is related to recent events. More like the insurance company trying to escape payment.

I had a guy working for me who had a stone thrown while he was on a train at a station in Borneo while on holiday. He lost a large amount of his sight in one eye, leaving him almost blind in that eye. He had Boots insurance. They wouldn't pay him anything as they said the damage was not enough measured on an eyesight scale that doctors use. He gave up trying to get any money. I said that I would take up the case. I wrote letters for him and found consultants. After two years and an appeal to the insurance ombudsman, he got £35,000 plus nearly 3 years interest. That was 15 years ago. Insurance companies almost always try to get out of paying up.

Haystack - 22 Jun 2015 10:49 - 1456 of 1559

I think the travel companies would do better if Greece left the EU. Their currency would crash and there would be cheap holidays. It could be a boom time for holidays. Of course that wouldn't be the case if Greece just used the Euro unofficially instead of having their own currency.

cynic - 22 Jun 2015 11:17 - 1457 of 1559

the young chap i know who had his leg smashed (maliciously many would say) in sunday league took over 3 years to get compensation ...... even when the level was agreed, the insurers took nearly 6 months to actually shell out, making all sorts of excuses

mentor - 22 Jun 2015 11:33 - 1458 of 1559

143.85p +1.25p

Increased holding RNS
old 73,135,777
new 79,789,001 - gone over 5.195%

Guo Guangchang is a majority shareholder of Fosun International Holdings Ltd. which owns 100% of the shares in Fosun Holdings Limited ( deal last week with TCG)

mentor - 22 Jun 2015 22:11 - 1459 of 1559

closing at best of the day as oil price was almost unchange

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

mentor - 22 Jun 2015 23:44 - 1460 of 1559

from British Bulls tonight .....

THOMAS COOK GROUP
Last Signal:BUY
Last Pattern:BULLISH ENGULFING
Last Close:146.60
Signal Update
Our system’s recommendation today is to BUY.
The BULLISH ENGULFING pattern finally received a confirmation because the prices crossed above the confirmation level which was at 142.60

Chris Carson - 23 Jun 2015 07:22 - 1461 of 1559


Thomas Cook repays 400m euros bond

StockMarketWire.com

Thomas Cook Group has completed the redemption in full of its 400m euros, 6.75 per cent Guaranteed Notes due 2015 at their maturity date, in accordance with the terms and conditions of the Notes.

The aggregate principal amount of the Notes redeemed was 284.57m euros. This follows the purchase by the Company earlier this year of 115.4m euros aggregate principal amount of the Notes by way of a tender offer, the results of which were announced on 20 February 2015.

This redemption follows the refinancing of the Company's banking facilities announced on 20 May 2015, and is in line with the Company's objectives to reduce debt and improve its capital structure.





midknight - 23 Jun 2015 10:53 - 1462 of 1559

June 23: Panmure Gordon reiterates: Buy - TP held: 188p

Haystack - 28 Jun 2015 19:21 - 1463 of 1559

There may be some negative fallout for TC. A woman on BBC just now was complaining that her tour company (Thomas Cook) had done nothing to get her out of the Tunisian resort and that they were getting no information from TC. They were told that they would be leaving right away. They went to the airport and discovered the TC plane had left in the middle of the night almost empty. She was ppretty angry and complaining a lot about TC.

Chris Carson - 28 Jun 2015 19:47 - 1464 of 1559

Fingers crossed I went short @ 148.25
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