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

THOMAS COOK GROUP PLC
PUBLICATION OF PROSPECTUS AND CIRCULAR
For immediate release
16 May 2013
Further to the announcement made by Thomas Cook Group plc (the "Company") earlier today relating to the Capital Refinancing Plan, the Company announces that the Prospectus in respect of the proposed Placing and Rights Issue has been published on the Company's website at http://www.thomascookgroup.com. The Circular, containing a notice convening a General Meeting to be held at 11.00 a.m. on 3 June 2013, will be posted to shareholders today.
The Prospectus and the Circular will be submitted to the National Storage Mechanism, where they will shortly be available for inspection at www.morningstar.co.uk/uk/NSM.
Copies of the Prospectus and the Circular are also available at the Company's registered address at 6th Floor South, Brettenham House, Lancaster Place, London WC2E 7EN.
Capitalised terms used in this announcement have the meanings given to them in the Prospectus

can't remember why i got back into these, but it must have been a nudge from "friends" here .... therefore, very many thanks says my bank manager, as have banked a nice little profit

It was me dick head who put the persuation case.

Anyway glad your stil in but be sensitive monday....... wink... U know cyners what I mean.

monday????????? .... i'm off to venice that day for a few days with Beloved .... and you can't read; i'm now out having banked another splosh of dosh

LSE quotes closing price of 164p, yet MAM quotes 153.5p???
Well done cynic. Nicely banked profit, but am holding for 170p at which point I think I will get out. Have had a good run, but now getting greedy.
Enjoy Venice, but am a bit wary now as the cruise ships seemed to have spoiled it somewhat.

OUT..........

Must admit trimmed the top LOL.......... not lopped it. he he.

i sold at 164.70 and it closed at more or less that level

venice at this time of year should be very nice, though haven't been there for 30+ years

Venice love it.

Some seriously sexy birds.

Wasl ast their 3 years back.

Italian red tape worse than ours.

Morgan Stanley Overweight 159.25 150.00 190.00 Reiterates

Morgan Stanley who first realised the potential recovery of Thomas Cook, raise their target from 150 to 190.

HARRY, I've often found that the MAM closing prices for this share are all over the place. I'm still holding these, but considering all the options available at the moment - decisions, decisions.

Shop damaged in Edinburgh fire will be Cook's new concept store

Thomas Cook will open its second flagship Concept Store in Edinburgh in July.

The Hanover Street shop was closed in July 2012 following a fire in a nearby restaurant.

Staff were relocated to other retail outlets while the store was being refurbished.

It will re-open in time for the Edinburgh Festival as a sister to Thomas Cook's Leeds concept store.

Like Leeds, it will have ambient music and video and will offer "social media technologies so customers can share personalised, holiday-related content".

But it will also have a welcoming VIP Lounge, which Thomas Cook claims is a first for travel retail.

"Retail is such an important part of Thomas Cook's omni-channel approach," said retail director Joanna Wild.

Thomas Cook, which is closing 195 shops across the UK and is looking to move to 50% online bookings, said research indicates that 46% of holidaymakers want to deal 'face-to-face with an expert before booking their holiday'.

"The concept store is all about enabling our customers to book exactly what they want how they want," added Wild.

"Whether it's via the new technologies that will be available to all, or the 'human touch' where expert advice is on-hand if our customers need it, the aim of our new 'stores of the future' will be to make sure that we provide the very best consumer interaction on the high street, both within and without travel."





by Bev Fearis



Friday, May 17, 2013

20 May Thomas Cook Group... TCG HSBC Overweight 158.50 158.50 130.00 187.00 Reit

SP Target 187p.

Been doing some top slicing this morning. I've had a great run with this share since 22p, but I think I will wait and see how things pan out over the next few weeks before buying into the rights issue - or not. Congratulations to Harriet Green and her Board of Directors for doing a great revival job with this company. I still think the share price will get to £2 before the end of this year, but I want to free up some cash right now to invest elsewhere.

ahhhhh that just more or less sums upwhat other s are doing .

Still think its got an extra 20p in it short term.

grasping at straws a bit sticky, and for just 20p on 150, is it really good risk/reward? ...... confess i see no rush to buy back in for now

I'm sure you're right gf, however I think the markets have had a good run recently and we may see another pull back soon - whether or not that effects the TCG share price is another matter. Historically travel sectors don't tend to do so well in the second half of the year as the first. Harriet Green gave another impressive interview on Sky News on Sunday.

keep an eye on the rising 25 dma, currently about 135 ..... if sp falls to meet that, history indicates that could be the time to buy (back) in

Eyes are peeled cynic.:-)

promise i'll post if/when i do - as is my general custom