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HUM CEO updates on the Yanfolila Gold Project now fully funded.


Thomas Cook Share Chat (TCG)



Share Price: 86.80Bid: 86.75Ask: 86.85Change: 0.85 (+0.99%)Riser - Thomas Cook
Spread: 0.10Spread as %: 0.12%Open: 86.75High: 87.65Low: 86.00Yesterday’s Close: 85.95


Share Discussion for Thomas Cook


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bigpro
Posts: 252
Off Topic
Opinion:No Opinion
Price:86.80
RE: Co-op travel
Today 11:59
Co-op is a bit toxic after all its troubles. the sooner TCG get the signage done the better. The market has been fairly positive again and the progress is slow but sure. The Co-op news is another positive step. Harriet's housekeeping project is still in action maybe. The continued presence of Cook on the high street is great if its visible. I am very happy the way this is going.
 
FredG
Posts: 83
Off Topic
Opinion:No Opinion
Price:86.35
RE: Co-op travel
Today 10:53
OTB likely higher because they moved into profit and announced a dividend today.

Also it is coop excercising option as it is non core, so one less competitor.

Give avg lease on JV in 2011 was probably ~10yrs, suspect Cook will have excercised cutting unprofitabile shops already and have considerable optionality going forward. More importantly, I think agents will have more job security, certainty, and only one management direction and will relish integrating more into Cook's retail management. Cook can keep best staff and have more control over distribution of own product and probably maximise commission as one group if they have not done so already.
cbxx
Posts: 13
Off Topic
Opinion:No Opinion
Price:86.30
TCG/Coop
Today 10:20
TCG have been rationalising the stores ever since the original merger took place, including closing unprofitable stores and re-branding stores in accordance with business requirements and profitability.
masaimara
Posts: 130
Off Topic
Opinion:No Opinion
Price:86.50
RE: Co-op travel
Today 09:52
Yes they are good points you have made Capt. The option completes by November 2017. TCG can then continue using the Co-op brand name until November 2018 so yes I can see some worth from the deal considering the points you have made but after they lose the Co-op brand , will there be a big surplus of duplicate stores?
CaptPedantic
Posts: 33
Off Topic
Opinion:No Opinion
Price:86.40
RE: Co-op travel
Today 09:33
If both stores are operating at a decent profit, very little worry. If either are barely profitable, or even running at a loss, then they get shut down, and (hopefully) the customers go to the other store. Or seeing as most of the public will be ignorant to the fact that TC own the Coop store, they may go there thinking they'll get a better deal than they'll get by going to TC, or even because they 'don't want to go with TC'.
masaimara
Posts: 130
Off Topic
Opinion:No Opinion
Price:86.35
Co-op travel
Today 09:23
So TCG have taken up their option and are buying the co-ops 30% stake in their joint venture and will take full control of the co-op travel branded retail stores at a cost of £50 million!! Not sure if this is good or bad? I think this is why On the beach have had a surge in sp today! On the beach being purely internet based as we all know. Just not sure what benefit TCG will gain from this as TCG stores generally operate in the same towns and cities as Co-op branded stores.
bigpro
Posts: 252
Off Topic
Opinion:No Opinion
Price:85.85
RE: Sells.
Mon 13:16
Randfontein - first person to comment on the bond and I think there were 3 notices on this subject last week. My guess is that it is a positive marker despite the hazards you mention. Pushing on a little bit today against the Italy news and knock on in Europe. TUI might be looking over their shoulder occasionally. TCG now seem to have clarity about objectives. Turkey, Egypt and Tunisia could be back in the mix by Feb.
Randfontein
Posts: 146
Observation
Opinion:No Opinion
Price:85.10
RE: Sells.
Sun 23:28
Keep cool, fitchi - it's only that some people have still not read, let alone understood, the footnotes to LSE practise and buy/sell assumptions. Once they get into the intricacies of delayed notice, uncrossed trades etc. they will calm down.
It's never gong to happen? Agreed, so let's ignore these posts. But let's not ignore the people behind the posts, they might just be willing to learn. And after all, we're the "good guys" :-))
Joking apart: as tired as I am geting with these "after hours rumours" there has been two interesting topics lately:
One is the Ryanair rumour. This leaves me icecold. TCG has moved away from this market and if at all, it will be TUI facing a problem, as the have recently decided to go for a portion of mass market again, after having successfully gotten rid of most of it. The other one is the 750mio Euro-Bond that TCG is going to issue with a 6,25% yield tag on it due 2022 to replace both their 2017 and 2020 notes. Great to see their maturity profile improve and the interest sloooowly coming down. This is the money for our future dividends. Yet I have mixed emotions about this huge junk of debt at a stiff interest for 5 years. For my liking this would be a far more interesting topic to be discussed than uncrossed trades after hour. C'mon guys and girls, what do you think?
FredG
Posts: 83
Off Topic
Opinion:No Opinion
Price:85.10
RE: Sells.
Sat 09:29
Agree, discussion not warranted but Ryanair fair question.

More importantly €750m bond on better terms Inc break clause in 2.5 years. I like the way they've delivered this, and at last they're working on the comms delivery and perceptions will improve.

Any thoughts on bond impact and rerating scope vs TUI discount will have on SP? IMO this makes 120 realistic soon with Fosun Premium included.
bigpro
Posts: 252
Off Topic
Opinion:No Opinion
Price:85.05
RE: Sells.
Fri 12:09
i have been admiring the calm that existed here then suddenly a little outbreak of panic over very little evidence of anything seriously going off balance. This has been a solid forward march which will flicker from time to time according to nothing more than general sentiment and trading. As you may know I am a supporter of the Exec management and set against an appalling sequence of global events has managed pretty well.Chill !! the 100+ number from Jan 2016 mentioned below is well within reason given the size of TCG. Feeling very happy albeit still short of a few quid.




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