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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

doodlebug4 - 27 Jan 2013 22:10 - 352 of 1559

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.

HARRYCAT - 27 Jan 2013 23:13 - 353 of 1559

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.

cynic - 28 Jan 2013 08:45 - 354 of 1559

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

skinny - 28 Jan 2013 08:49 - 355 of 1559

Hmmm.

2013&rand=2090752576&compidx=aaaaa%3a0&m

cynic - 28 Jan 2013 09:55 - 356 of 1559

"hmmm" is mine - stop plagiarising :-)

skinny - 28 Jan 2013 09:58 - 357 of 1559

Hmmm ™ - I don't think so! :-)

doodlebug4 - 28 Jan 2013 13:43 - 358 of 1559

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/

skinny - 28 Jan 2013 15:32 - 359 of 1559

In auction +10.1%

cynic - 28 Jan 2013 15:41 - 360 of 1559

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

doodlebug4 - 28 Jan 2013 17:37 - 361 of 1559

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.

skinny - 29 Jan 2013 08:54 - 362 of 1559

70p on the bid.

2013&rand=2090752576&compidx=aaaaa%3a0&m

goldfinger - 29 Jan 2013 13:15 - 363 of 1559

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.

goldfinger - 29 Jan 2013 15:47 - 364 of 1559

Gone in long again. Smaller trade this time.

goldfinger - 30 Jan 2013 08:04 - 365 of 1559

TCG Thomas Cook Group PLC.


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

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


Chart.aspx

goldfinger - 30 Jan 2013 08:20 - 366 of 1559

Positive now nice.

skinny - 30 Jan 2013 08:37 - 367 of 1559

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

goldfinger - 30 Jan 2013 09:19 - 368 of 1559

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.

doodlebug4 - 30 Jan 2013 10:34 - 369 of 1559

I don't know how accurate this is;

http://www.shorttracker.co.uk/company/GB00B1VYCH82/all


goldfinger - 30 Jan 2013 12:24 - 370 of 1559

Its MMs getting as much quantity as possible thats dictating the Sp at the moment. Dont forget MMs make their money on volume.

skinny - 31 Jan 2013 15:02 - 371 of 1559

31 January 2013

Thomas Cook Group Plc

Director appointment

Thomas Cook Group plc announces that Richard Pennycook will join the Board as an Independent Non-Executive Director with effect from 1 April 2013.

Richard has held a number of senior positions at UK listed companies. Since 2005 he has been Group Finance Director at Wm. Morrison Supermarkets Plc, and announced in June 2012 that he would be stepping down in mid 2013 following an appropriate transition of his responsibilities to his successor. His prior roles included Group Finance Director at RAC Plc, HP Bulmer Holdings plc, Laura Ashley plc and JD Wetherspoon Plc; and Chief Executive of Welcome Break Holdings plc. Richard is currently also Senior Independent Director and Chairman of the Audit Committee of Persimmon Plc and a non-executive Director of The Hut Group Limited.

Frank Meysman, Chairman said:

"Richard has a wealth of financial and consumer sector experience. In addition, at Wm. Morrison he was integral to its transformation following the Safeway acquisition and his specific responsibilities included multi-channel development, a key area of focus for us. I am extremely pleased that he has agreed to join the Board."

Richard Pennycook said:

"I am delighted to be joining the Board of Thomas Cook, which has an esteemed heritage and a truly world class brand. It is an exciting time to be joining, as the Company undergoes a business transformation and is developing its strategy for the future."

The above disclosures are made pursuant to paragraph 9.6.13R of the Listing Rules. There are no other disclosures to be made pursuant to paragraph 9.6.13R (1)-(6) of the Listing Rules.
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