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

Agree TC, I did the same, plus the fact that I am on a tcg hol in Egypt for the next few weeks. Little sun so far, but full tcg planes, so will buy back on any dip. H

I sold half on the 22nd (post 337), which is normally a guarantee that the price will continue up!

You have my way of thinking skinny, sell half and if they go up you only have to cry about half of them, or indeed if they go down then you only have to cry about the half you are left with. :-)) Good thinking selling half and well done on these.

Next target 75p. I don't agree with your assessment HARRYCAT and the trading statement will be a realistic assessment of where the company is going.

It was just a note of caution, especially if you also consider that the markets are probably due a correction soon. Each to their own strategy and good luck to those who are content to hold.

i'm out at 64 and thank you very much .... i suspect a bear squeeze but also feel that sp has gone far enough especially with a cash call heavily flagged

Hmmm.

"hmmm" is mine - stop plagiarising :-)

Hmmm ™ - I don't think so! :-)

Positive noises coming from the U.S. and economists generally are sounding more bullish about 2013.

http://www.usatoday.com/story/money/markets/2013/01/28/stocks-monday-1-28/1869845/

In auction +10.1%

looks like a lot of hard-squeezed balls! ..... now 65.25/65.5

I agree with HARRYCAT in that the markets are due a correction at some point and that is the one and only thing that might hold this share price back in the run up to 7th Feb.

70p on the bid.

Hit the resistance in the 70s area and backed off. Closed out earlier on. Looks like it might be same situ that developed at 60p ish. Couple attempts and through.

Wondering wether to buy in again or wait until after next corporate news, think its 7th of Feb.

Gone in long again. Smaller trade this time.

TCG Thomas Cook Group PLC.


BIG DROP IN SHORTERS from last week,
please see chart.

MORE TO COME.........

Positive now nice.

GF - according to squaremiledata, its 7.94% on loan as of last Friday (25th)

Yep thats about right Skinny. Dont forget monday was a massive day for the bulls.

MMs playing with the SP like they did at last resistance point.

Ps, fenner looks like it may be a buy on this divi pull back.