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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

Fred1new - 15 Mar 2013 12:45 - 718 of 1559

Cynic,

I agree with your self observation in posting 716.

Realisation at last.
8-)

cynic - 15 Mar 2013 12:54 - 719 of 1559

you ought to recognise yourself in the other part too then, unless you prefer to delude yourself

goldfinger - 15 Mar 2013 13:05 - 720 of 1559

Now now boys, take it to the 'talk to yourself thread'.

cynic - 15 Mar 2013 13:06 - 721 of 1559

i intend to stay off that thread now until it gets more interesting again .... at least fred isn't "obnoxious", though chuckles thinks he is

goldfinger - 15 Mar 2013 13:16 - 722 of 1559

Bond and placings you usualy find the recipitents are locked in for at least a year so this gives the shorter to medium term traders/investors a shield to any stock dilution that will eventually take place. Also the recipitents arent always going to cash in their chips all in one go, another advantage.

So personaly I like Morgan Stanleys idea rather than a rights issue.

doodlebug4 - 15 Mar 2013 13:16 - 723 of 1559

I thought this placing was handled well, but perhaps it's my turn to be a bit "fick"!


"25 May 2012 - LONDON: Iofina PLC ("Iofina" or the "Company") (AIM: IOF) is pleased to announce the successful placing of 11,571,300 new Ordinary Shares ("Placing Shares") by Investec Bank plc ("Investec") at a price of 37.5 pence per share to raise gross proceeds of approximately GBP4.3 million (approximately US$6.8 million). The Placing Price represents a premium of 1.4 per cent. to the closing middle market price of 37 pence per Ordinary Share on 24 May 2012, being the last trading day before this Announcement.

As part of the placing Stena Investment Sarl, a substantial shareholder, has agreed to acquire 10,221,300 Placing Shares.

The Placing Shares will be credited as fully paid and will rank pari passu in all respects with the existing Ordinary Shares including the right to receive all dividends and other distributions declared, made or paid after the date of issue.

The Placing will be made on a non-pre-emptive basis utilising the Company's existing authorities. The Placing Shares represent approximately 10 per cent. of the current issued ordinary share capital of the Company.

The Company has applied for admission of the Placing Shares to trading on AIM. It is expected that such Admission will become effective and that dealings in the New Shares on AIM will commence on 31 May 2012.

Following completion of the Placing, the Company will have 127,284,398 ordinary shares in issue."

goldfinger - 15 Mar 2013 13:19 - 724 of 1559

Cyners post more over on the chart attack thread, im trying to convert it into a general trading discussion thread anyway rather than just TA.

Fred1new - 15 Mar 2013 13:19 - 725 of 1559

Cynic,

Is the opinion of somebody who admits that he is "thick" worth considering for more than a moment or two.

Relax, relax, you seem to be stressing yourself again.

-------------------

Anyway, TCG is worth a medium length hold and does has the possibility of day to day trading. Quite large volumes some days.

Fred1new - 15 Mar 2013 13:20 - 726 of 1559

GF.

Sorry, but he is such a teasel.

cynic - 15 Mar 2013 13:28 - 727 of 1559

better a teasel than a weasel :-)

========

sticky - i have probs with your CHART thread, not least that it takes for ever to download (and thus keep "still") ..... undoubtedly it's because you have so many charts in the header ..... any chance you can remedy?

goldfinger - 15 Mar 2013 13:52 - 728 of 1559

Well I tried 3 charts horizontaly and that worked but problem is posters dont know and you get them right long threads that you see sometimes.

Best just click on it and wait 10 seconds, know its a pain but better than scrolling out miles to the right.

goldfinger - 15 Mar 2013 13:54 - 729 of 1559

TCG was starting to recover but Dow at moment a bit iffy.

cynic - 15 Mar 2013 13:55 - 730 of 1559

i'ld have removed a lot of them! ..... surely many or even most are no longer relevant

HARRYCAT - 15 Mar 2013 14:00 - 731 of 1559

Mr C.!!!!! He updates regularly......'no longer relevant'....tut..tut!!

doodlebug4 - 15 Mar 2013 15:33 - 732 of 1559

So far almost a complete replica of what went on with the SP last Friday. -------- It's so nice to visit this civilised thread and to get away from the muppets who are doing their very best to trash any TCG thread on the other side.

HARRYCAT - 15 Mar 2013 15:35 - 733 of 1559

Happy to hold for the moment and will try and get out at c130p next week. Think I may be pushing my luck to try for more than that!
I see that pivot points are 2nd Resistance Point 138.393, 1st Resistance Point 130.947

doodlebug4 - 15 Mar 2013 15:48 - 734 of 1559

I've had a similar target to that in my mind for a while HARRYCAT. I think, historically, shares in travel companys don't tend to do too well in the latter part of the year, but Harriet does seem to be enjoying an extended honeymoon with the city and market sentiment, so I may review my target. The next statement isn't due until May, so the SP might drift a bit after next week.

goldfinger - 15 Mar 2013 15:59 - 735 of 1559

Cynic it hasnt been updated for 2 weeks because the technical department havent sorted out the oscilator ADX. SEE CHART BELOW.

I have made 3 requests now to Ian on the Bugs thread for this to be done and informed each time the details had been passed on to the tech department.

Result nothing done.

Instead of complaining here use your energy to support me and post on the bugs thread what you have posted here.

Harry everyone else please feel free to also ask for the repair to be made.

Chart.aspx?Provider=EODIntra&Code=TCG&Si

Dil - 16 Mar 2013 09:17 - 736 of 1559

Chart thread is fine leave it as it is gf.

As cynic says he don't read it anyway now why worry about it. Rest of us seem to have a few seconds to spare each day in order to let it load.

Fred1new - 16 Mar 2013 10:08 - 737 of 1559

GF.

The pause is a little irritating, but the information is worth the delay. Compared with loading a page 30 years ago they delay is trivial.

Thanks, once again.
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