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Thomas Cook Share Chat (TCG)



Share Price: 118.50Bid: 118.20Ask: 118.40Change: 0.00 (0.00%)No Movement on Thomas Cook
Spread: 0.20Spread as %: 0.17%Open: 118.20High: 120.60Low: 117.90Yesterday’s Close: 118.50



Share Discussion for Thomas Cook (TCG)


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volcano
Posts: 2,136
Off Topic
Opinion:No Opinion
Price:181.70
tcg
27 Mar '14
time to put some of the money somewhere .
 
MrBobs
Posts: 2,000
Off Topic
Opinion:No Opinion
Price:182.90
View Thread (6)
RE: Conference Call
27 Mar '14
Overall not tooo bad, much better than when i just read the rns , as i say it was the Q&A that was more enlightening , Mmmm! my notes ?............. : kigvkgihvlhdav lklbad vjbco ojohvchs HCIKAHCH hakdfl ijlvl icsi cjhjv ppfiiojos ikaskc kk hbgasv ifj ijjjjdf profits ...... lol ! .............. when i am off of kindle later will try and add more :-)
Lundon79
Posts: 1,504
Off Topic
Opinion:No Opinion
Price:184.20
View Thread (6)
RE: Conference Call
27 Mar '14
I didn't listen in.. had to sit in boring work meetings... yawn..

Bobs. what did you think overall? positive? any key takleaways from your notes?
Lundon79
Posts: 1,504
Off Topic
Opinion:No Opinion
Price:183.30
Blimey... +ve outweigh -ve??
27 Mar '14
I'm undecided..

If I was grading the update it'd get a "B".. not what I'd hoped for.. but some glimmers of hope in there..

I am just getting fed up with the excuses.. Egypt.. I mean come on.. you've had 2 years to realign the biz for that factor.. what on earth are they thinking at HQ?? they sorted the airlines to refocus away form egypt.. why not trhe holiday offerings.. madness.. that really rubbed me up the wrong way..

ok so for me, -ves:
Egypt excuse..
Little mention of French biz which scares me a little.. brushed over this a bit a quicly for my liking
the update is thinner than has been int he past.. makes me wonder are they holding back for interims or got things to hide.
not liking the increased proprotion of short term breaks.. which appear to be less profitable albeit margin is good..

+ves
Uk, scanidnavian and German biz continues to imrpove..
on track with cost outs
contiued growth in concept hotel bookings etyc.. shudl help margins

overall.. Im inclined not to buy anymore for a bit.. keep my 2/3rds exposure, not putting the 1/3rd I sold back in.. going to keep that in Blinkx.. which is starting to reover.. but.. as that mov sinto profit for me(fingers crossed) depending on outlook, may moves some of it back to TCG before May update...

I have then decided, and may change of course, that I will sell all of TCg after May results.. Im not prpeared to ride summer at full expsoure, given 1. toppiness in mkts, 2. ukrain/russia risks ongoing.. and 3. Im greedy and want to get a few more on the next likely dip over summer.. before we approahc end of year and get closer to dividend time.. looks like HG has got more of a struggle on her hands in meeting the margin and profitability taregts, and web penetration targets they have set.. so Im not convinced early 2015 will be divi time.. might be mroe likely mid -late 2015, and more likely they'll hit management taregts in 2016.. bit late.. so

I don't think £2.80 and FTSE100 inclusionis likely now until end of next year.. sux as had hoped for early neaxt year, maybe by May.. but I just can't see 50% increase happening until profits are materially higher form where they are now prejected to be for 2014
rustybucket
Posts: 7,920
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:183.30
TCG
27 Mar '14
Harriet has a habit of keeping things fairly low profile initially.

Also increases have tended to be days after after analysts have had time to sharpen their pencils.

Although not mindblowing, do we really need that at this moment. ??

Not if you are in long term. Normally she has long sleeves on at theis stage and is keeping a little up her sleeve.
MrBobs
Posts: 2,000
Off Topic
Opinion:No Opinion
Price:183.60
View Thread (6)
RE: Conference Call
27 Mar '14
It was worth listening in to mate, the brokers , Morgan Stanley , Nomurra, HSBC etc were the ones asking the questions and she came across pretty well, obviously more meat on the bones in May , but confident on profits going forward , did try to make some notes as it was going on, looking back now, its like a load of scribble, will try and decipher a bit lol !
MissGolightly
Posts: 2,856
Off Topic
Opinion:No Opinion
Price:182.20
Sold...
27 Mar '14
OK... so I have sold 80% of the holding I bought back in recent weeks ahead of 5th April CGT deadline. Just gone through for 184.30.

Quite pleased, gamble in recent weeks paid off... so far! Now it will be just my luck that the darned thing will shoot through 190...

Now need to wait out for a wee bit....

Miss G
;-))
TheCat14
Posts: 169
Off Topic
Opinion:No Opinion
Price:182.90
View Thread (2)
RE: FT article
27 Mar '14
Hi Puffy, this is driving me insane today, any idea where it's heading? Charts, experience, gut feeling?

I'm playing with all sorts of idea's at the moment - Sell, hold, sell half, sell some and place in COMS, etc.

Thought the news was fairly low key but HG has done this previously before surprising later on.

Cheers, TC.
MrBobs
Posts: 2,000
Off Topic
Opinion:No Opinion
Price:184.00
View Thread (6)
RE: Conference Call
27 Mar '14
Well, that was a lot more upbeat than the statement, learnt more from the q&a tbh, bit happier now :-)
MrBobs
Posts: 2,000
Off Topic
Opinion:No Opinion
Price:183.10
View Thread (6)
RE: Conference Call
27 Mar '14
Still going................................... good questions coming in



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