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

Impeccable timing again skinny :-)

In hindsight - yes! :-)

Hopefully the gap to 40p will stay filled this time!

It would be nice if it just ticked up quietly this time around instead of launching the rocket boosters before people have got their seatbelts fastened.

That's more like it, volumes traded still quite mad but at least the SP calmed down a bit today.

Well done doodlebug, and well done even more if you have not sold a share. Braver than me.

Thank you dreamcatcher, I bought into this at the end of October and topped up once on a dip. It's difficult to hang on to your positive convictions about a share sometimes when the shorters get their gang together on various bulletin boards. I analyse fundamentals and charts, etc. etc. but sometimes I just go purely on gut feeling. So far, so good with this - I still wouldn't stake the farm on TCG, but it's going in the right direction.

Gut feeling works best, you will know when to sell. Well done and good luck. :-))

for all that DB, depending on your investment mentality, sp does look to have gone too far too fast, so either a stop-loss or an outright sale of at least some with a view to perhaps buying back later would scarcely be imprudent

Thomas Cook outperforms Thomson online

Thomas Cook outperformed rival Thomson on search engine Google in November, during which there were 2.9 million searches for holidays online.


Thomascook.com reached 63% of these users in natural search, ranking highest for 85 keywords, including "late deal holidays". Thomson.co.uk reached 58%.


However, the latest Greenlight Sector Report shows that Travelsupermarket.com outperformed both holiday giants, reaching 64% of the market and ranking highest for 70 keywords, including "cheap all inclusive holidays".


The most searched for term was "holidays", which was used 550,000 times on Google in November. The next was "cheap holidays" - 450,000 times - and "last minute holidays" - 246,000 times.


Other popular terms were "direct holidays" and "all inclusive holidays".


Only 33,100 used the term "package holidays" in November when looking for deals on Google. The same number - just 1% of the market - typed in "ski holidays".


For generic holiday keywords, including "cheap holidays" Thomas Cook came out top, reaching 71% of users. Thomson came fourth with 62% and First Choice fifth with 59%.


For searches for long-haul destinations, of which there were 592,000 in November, Travelsupermarket.com came out top, reaching 53% of the audience, Kuoni came second with a 46% share and Virgin Holidays was third with 45%.


The most popular destinations were New York, Dubai and Egypt, closely followed by Las Vegas, Thailand, Cuba and Mexico.


There were 415,000 searches for short-haul destinations, the most popular being Turkey, followed by Cyprus and then Malta. Lanzarote and Mediterranean destinations attracted only half as many as Malta.


Thomascook.com came out top for short-haul destinations, reaching 71% of the audience, followed by Thomson.co.uk with 70%.


Thursday, December 13, 2012

Gap very much closed and 40p passed.

Your point is?

Just playing with the chart using photo bucket - I thought I'd uploaded one with a ring around the earlier gap - obvioulsy not!

Ah, gotcha.
Historically there is a reason why TCG fell to the level it did, so even though there are gaps on the chart, do chartists assume that fundamentals are not relevant and just trade the chart? Until the balance sheet proves that they have turned around the business, there is a risk that the valuation is getting too high.

Harry - I'm by no means a chartist - for me, its all about the culmination of many aspects, including fundamentals, sentiment, market condition, news etc etc.

ATM these seem to be be in a strong uptrend. Update due early in the new year.

The update should make for interesting reading then and hopefully underpin the recent rise.

Looking strong again this morning - could easily get taken to 50p today.

TCG Thomas Cook Wednesdays Daily Express.

HOLIDAYS FLYING OFF THE SHELVES.


In one of its biggest ever Boxing Day sales, Thomas Cook is offering £564 off the price of a week in Cyprus for a family of four in July.

CUT-PRICE HOLIDAYS BONANZA

Families can take advantage of cheap holiday deals/posed by models
Wednesday December 26,2012
By Nathan Rao

THE RUSH for bargain summer holidays starts today as travel firms slash hundreds of pounds from the cost of sunshine breaks.

Operators are offering discounts of up to 20 per cent to popular destinations, including Spain, Cyprus and Turkey, as they compete for customers during the Christmas break – a peak period for bookings.

And after a washout British summer, millions of families are expected to splash out for some guaranteed sun for their main break in 2013.

Cut-price deals are also available to far-flung destinations ­including Sri Lanka, Thailand and the United States.

In one of its biggest ever Boxing Day sales, Thomas Cook is offering £564 off the price of a week in Cyprus for a family of four in July.

Virgin Holidays has cut £559 from the price of a five-night trip to St Lucia for two adults in May.

A spokesman for travel agents’ group Abta said that economic problems in the eurozone would also help to keep prices down.

Cook’s has guaranteed 10 per cent off millions of holidays with “Kids for a Quid” deals offering travel for children for just £1.

Spokesman Mike Hoban said: “Today a fifth of us will be starting to think about where we want to go on our summer holiday, with half of the population adamant that they will have a holiday overseas in 2013.”

Cook’s has slashed the price of a family of four’s week in Cyprus by £564 from £3,082 to £2,518 in July.

A couple could save £296 by snapping up a £1,018 seven-night break in Gran Canaria in May.

Virgin Holidays has cut the price of five nights in St Lucia in May for a couple from £1,518 to £959.

Seven nights in Orlando in March will cost two adults £1,209 rather than £1,649.

Virgin Holidays is also offering huge discounts on breaks to Mexico and Antigua. Managing director Amanda Wills said: “Our team is ready to greet the thousands of bargain hunters we expect to see in our shops and visiting our website after we launch on Boxing Day.”

Thomson and First Choice Holidays, both owned by TUI Travel, have both slashed hundreds of pounds from the cost of summer breaks.

Offers include discounts of up to £200 for a couple, free children’s places at selected hotels, and free board upgrades.

Thomson and First Choice spokesman Andrew Flintham said: “With a wide range of new and exclusive products and thousands of free kids places available, we anticipate customers will book early to take advantage of these fantastic offers.”



A couple could save £296 by snapping up a £1,018 seven-night break in Gran Canaria in May



Abta’s spokesman said: “Travel industry sales start the week after Christmas and tour operators offer their best deals with 10-20 per cent discounts and free child places on offer.

“Savvy consumers will also benefit from the widest range of choices whereas those who leave it late will be restricted to whatever hasn’t sold.”

Teletext Holidays is expecting more than 50,000 hits to its website today.

Managing director Victoria Sanders said: “The January sales are getting earlier and earlier, but Boxing Day is still one of the busiest days of the year for the travel industry.”

However, industry expert Bob Atkinson from price comparison website Travelsupermarket.com warned customers to read small print particularly on special-deal holidays.

He said: “Beware of ‘Kids go Free’ and other deals as the cost may be spread over the other parts of the holiday. Get a costing with and without the free child place.

“All the big companies will be fighting for as much business as they can after a tough two years and they need people to buy early.

“It may be an advantage for families and people with fixed dates for holidays to buy early, but if you are flexible, bide your time.”

http://www.express.co.uk/posts/view/367056/Cut-price-holidays-bonanza

TCG Thomas Cook

Nice to see the shorters gradualy
buying back on the chart.

A lot more to come as reality hits
them holding at higher prices....

94 million down to 68 million.