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

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.

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.

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

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)

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

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

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.

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

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.

Fingers crossed I went short @ 148.25

Bad PR again. They seem accident prone.

http://www.mirror.co.uk/news/world-news/tunisia-hotel-attack-thomas-cook-5956877

Holiday firm Thomas Cook has confirmed it will not refund any holidays booked for Tunisia to begin after July 4th.

The announcement will affect hundreds of customers who had paid deposits on breaks in the North African nation before today's massacre in the resort of Sousse.

At least 39 people, including five Britons, were killed when a gunman opened fire on holidaymakers.

The incident, which comes after an attack on the Bardo Museum in Tunis in March which left 24 dead, has led to a flood of requests from travellers for their money back from tour operators.

In a statement today Thomas Cook said that it was offering customers due to travel to Tunisia "up to and including 4th July the opportunity to cancel or amend their holiday free of charge.

"For those travelling from 5th July, we are offering to amend their bookings to Tunisia free of charge for holidays departing up to and including 31st July 2015."

This means customers with holidays booked after July 4th will not get refunds.

Not the most encouraging chart, but wtfdik.

News

July 1: Credit Suisse: Outperform - TP: 165p

Hmmmm....120p anyone? Makes the broker TP's look a bit ridiculous.

Moved my stop to 128.25 lock in + 20. Probably due a dead cat bounce.

This ,fund manager is buying TC on the dips.

I guess your short is doing well. So much for brokers' recommendations!

Thomas Cook appoints former Sainsbury's boss to lead review

A holidaymaker in Tunisia was on Sky news a few moments ago complaining about the poor way that Thomas Cook was treating them.

July 13: Citigroup: Neutral - TP: 150p