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

Thinking of selling theses to buy more Desire as Desire is dropping in price, will hold a little longer.

cynic ,that is in correct the biggest change in egypt is M/B they have
enticed the riots any then stepped back to take the rewards which
will put egypt back in time .and under them the rules will change .
AND YOU SHOULD NO THIS

i have posted about m/b on a number of occasions, and you will note that i did not swallow your bait when you were promoting CEY so heavily in the very recent past

yes but i did say sell before the drop and did warn you about skr.

off to the races now back tomorrow,

never ever liked SKR either!

why are the directors not buying these at this low sp ?
if they believe in the company they should be buying stock.

they aint daft, they might buy on an upward spike and then have to dump.

170 year old business offering 170 off, they know the damage thats been done. Short term liquidity problem but I bet when results are released we'll be more concerned over medium term solvency. Bought off 13p and sold at 20p to think Thomas Cook is worth more I for one can't see why.

are the directors dead .

Looks like they might need your 19k.

skin the ceo and the board are to slow and useless to under stand time is not on there side i will book 6 hols before xmas and would like to book them with tcg
but it will only be so if they act in the next week .but i do not hold my breath has i think they are dead to the world.

well i now have had contact and after the 12th we will be given a good picture
so i am going to start buying monday

TT (TUI) Final Results. Thomas Cook are expected to announce their delayed figures later this week,

tcg will announce there results wednesday or thursday next week.
and invsetors will like what they hear buy buy buy

skin you are a week out i have the details

and buy buy buy even cheaper today than on thursday and than on friday too

cynic all will be well take it from mygood self my avge is 16.07p and will keep buying up to 45p

you may not be wrong in this instance and indeed have no real view on the stock, though certainly a bit cross with myself that i sold my AIE a couple of months back

Thomas Cook India attracts private equity interest

Author: Susannah Birkwood

Asian Venture Capital Journal | 05 Dec 2011 | 13:42 secure

Tags: India | Consumer

inShare

Private equity houses are tipped to be interested in a purchase of the Indian arm of beleaguered UK tour operator Thomas Cook.

The company negotiated a GBP200 million ($312.1 million) credit facility with its lenders last weekend, but according to The Independent, is considering selling off some of its assets to reduce its debt pile worth in excess of GBP1 billion.

A source claimed that Thomas Cook's Indian arm was likely to be seen as "non-core" by the group's board and so could be open to bids of up to GBP100 million.

Stock in the parent company has dropped 94% in 2011, reducing the firm's market value by more than GBP1.5 billion. Last week, Wyn Ellis, an analyst at Numis Securities, told Bloomberg that Thomas Cook "could look very different in a year's time. "At these levels, the company could be of interest to private equity. Or the banks could seek a debt-for-equity swap," he said.