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

Thnks for your post dreamcatcher - unfortunately didnt sell as was out at meetings for most of the day - wish I had got rid of them, given what I've come home to see is the SP. Seems like everything went into freefall today!

Thnks for your post dreamcatcher - unfortunately didnt sell as was out at meetings for most of the day - wish I had got rid of them, given what I've come home to see is the SP. Seems like everything went into freefall today!

Do not need another day like that. Thats what gets me you need to be watching 8 hrs a day.

so true - predictions by City Index are for FTSE to be down and DOW to head up - you're up early DC!

Early riser/bird catches the worm. lol

Thomas Cook appoints Kwik-Fit man Michael Healy to be finance director after Paul Hollingsworth resigns





http://www.telegraph.co.uk/finance/newsbysector/retailandconsumer/9253801/Thomas-Cook-appoints-Kwik-Fit-man-Michael-Healy-to-be-finance-director-after-Paul-Hollingsworth-resigns.html

http://www.moneyam.com/action/news/showArticle?id=4367094

These are still going bust .. very soon they will have nothing left to sell .... Huge debt....Huge fuel bill ( look at IAG results ...... a word economy getting worse by the day........

don't agree ..... have you shorted?

No I have not !! I give them a year tops ( Kwik fit ??

You can't get better than a Kwik-fit fitter, we're the boys to trust.... lmao.... All the same I have a small long position on TC.

so tony, all mouth and trousers then .... i suppose you run a cyber portfolio too

No need to be rude ......

merely an observation that was clearly close enough to the truth to hit a nerve ...... any fool can make brash statements without marrying groats to gob - neither risk nor potential pain involved

Cynic

Have you read the circular to share holders 14 May .?? even the board only give the company a year ... and that's if the vote is passed...

no, so cannot comment on the rest of it ..... i do not currently hold TCG, but i doubt that Anite would have invested so heavily with their specialised IT/travel tuff if they though the company was going to fold .... whether or not TCG remains independent is a different argument altogether

cynic , i seem to remember you make lots of comments on threads where you hold no position , so no need for sarcasm to the chap , he was making an observation .

i still do jimmy, but rarely as sweeping ...... that load of hardcore rubble RRR is a nice one for you to pick up on :-)

and of course i do not get all weepy when someone has a pop back

RRR ? You lost me there.

red rock ...... if you ever want to throw money at a rubbish company, this should be on the short list