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Thomas Cook Share Chat (TCG)



Share Price: 118.50Bid: 118.20Ask: 118.40Change: -0.50 (-0.42%)Faller - Thomas Cook
Spread: 0.20Spread as %: 0.17%Open: 118.20High: 120.60Low: 117.90Yesterday’s Close: 119.00



Share Discussion for Thomas Cook (TCG)


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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: 7,918
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
Puffy
Posts: 1,075
Off Topic
Opinion:No Opinion
Price:182.60
View Thread (2)
FT article
27 Mar '14
Thomas Cook’s UK holidaymakers are booking shorter than usual summer getaways, adversely affecting the tour operators’ selling prices for the “high” season.
In a trading update, the travel company said the summer season was half-sold in all its markets – slightly ahead of the position this time last year – and that total bookings were 2 per cent higher.
In the UK, bookings were 3 per cent higher. However, Thomas Cook explained that average selling prices were 2 per cent down, “due mainly to product mix and a higher proportion of shorter duration holidays reflecting customer demand”.
It said it was attempting to offset the lower prices with new products and cost savings to improve profits.
Across all of Thomas Cook’s markets, average selling prices were flat. On Wednesday, rival tour operator Tui Travel, Europe’s biggest, said its average selling prices were up 2 per cent.
Harriet Green, Thomas Cook chief executive, described customer bookings as showing “an improving trend” since the first-quarter results.
“Compared with last year, margins are expected to improve more than average selling prices, reflecting enhanced yield management and the benefits of our cost out and profit improvement programme, which is delivering ahead of schedule,” she said.
Thomas Cook’s share price reacted positively on Thursday, rising by around 3.5 per cent. The shares have been on a steady upward climb as the group’s three-year turnround strategy, following its near-collapse in 2011, unfolds.
The strategy involves disposing of businesses, cutting net debt, launching new products and cutting costs.
Leisure analyst Mark Brumby of Langton Capital said: “Thomas Cook has survived its near-death experience and, whilst it has not yet prospered, it should be in a position to do so in 2014 and beyond.
“That said, today’s statement does have a few cautious strands running through it and the remainder of the group’s recovery will be hard-fought.”
The winter season is now 93 per cent sold, with average selling prices 1 per cent higher than at the same stage in 2013.
But the impact of unrest in Egypt continues to weigh on tour operators, particularly in France. Thomas Cook said that, excluding Egypt, cumulative bookings were up 5 per cent and that “the gross margin in northern Europe had improved year-on-year” despite a 2 per cent drop in average selling prices.
MissBMW
Posts: 1,205
Off Topic
Opinion:No Opinion
Price:181.20
TCG
27 Mar '14
Starting to look a bit better than it did first thing this morning. Lets hope the positive movement continues. Come on TCG don't let us down. GLA



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