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Thomas Cook Share Chat (TCG)



Share Price: 118.80Bid: 118.70Ask: 118.90Change: -3.50 (-2.86%)Faller - Thomas Cook
Spread: 0.20Spread as %: 0.17%Open: 121.70High: 121.50Low: 118.30Yesterday’s Close: 122.30



Share Discussion for Thomas Cook (TCG)


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TheCat14
Posts: 167
Off Topic
Opinion:No Opinion
Price:182.70
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RE: Re RE : New director
26 Mar '14
Haha, that's the lad although I had a feather cut at the time and full beard...

Think I'll try them on for size...Nurse!!!
 
MissBMW
Posts: 1,201
Off Topic
Opinion:No Opinion
Price:183.00
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Re RE : New director
26 Mar '14
If it sends the SP to new highs then I'm happy. Is this who you mean?
http://www.youtube.com/watch?v=VJdBaAE_E4c

Hope we all get a good rise here tomorrow. GL
TheCat14
Posts: 167
Off Topic
Opinion:No Opinion
Price:183.30
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RE: New director
26 Mar '14
It's not a pretty sight MrB, the prospect is enough to send this SP to new highs, done the trick so far!

To think I used to be like Renaldo , and not the singer either (think that was his name)

Speaking of which, is there anything interesting in the charts anyone?

TC
MrBobs
Posts: 1,996
Off Topic
Opinion:No Opinion
Price:182.20
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RE: New director
26 Mar '14
Lol ! if you are on 40 pints a week , personally don't wanna think about the Lycra shorts Cat , so lets keep our fingers crossed for the sp eh! ? ;-)
TheCat14
Posts: 167
Off Topic
Opinion:No Opinion
Price:180.90
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RE: New director
26 Mar '14
Made any decision yet Lundon? I see BLNX is up again today, thankfully.

Any take on TC? Nice rise the last few days but still short from where it was a week or so ago. The rise based on expectation of good news following on from EZJ/TT, hopefully reach 190 by the end of the week and more importantly...HOLD!

My Lycra shorts and body warmer on standby...
Lundon79
Posts: 1,504
Off Topic
Opinion:No Opinion
Price:180.50
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New director
26 Mar '14
seems promising!!.. here's hoping Annet Aris can sort out the French division which at last results was clearly dragging on our numbers

as I suspected.. I freed up a pot to move in and like little fish fleeing a net, any chance of even low 170's looks like a fleeting opprtunity.. not buying any more above 180 having been burnt twice this year.. but may consider high 170's if stable today.. then again I may tip all of it in Blinkx..
MrBobs
Posts: 1,996
Off Topic
Opinion:No Opinion
Price:176.90
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RE: tui
26 Mar '14
Seems pretty good , hope we can match it or maybe exceed in some areas, if we can and info on more costs coming out, should be ok ....................... nice of HG to release an rns on same day as well, was that deliberate ? lol !
olli-street
Posts: 351
Off Topic
Opinion:No Opinion
Price:175.20
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tui
26 Mar '14
compared with this time last year, whilst online sales continue to grow, accounting for 40% of Winter holidays booked, up by five percentage points.
We continue to see strong trading in Accommodation Wholesaler with TTV up by 20% and Specialist & Activity is closing out in line with our expectations.
Current Trading1 incl Egypt Winter 2013/14
YoY variation% Total
ASP2 Total
Sales2 Total
Customers2 Programme sold (%)

MAINSTREAM
UK +3 +1 -1 93
Nordics -2 -3 -1 100
Germany +4 -5 -9 95
France tour operators +14 -30 -38 99
Other3 +2 +1 -1
Total Mainstream +3 -4 -6 97

Accommodation Wholesaler4 Flat +20 +20
1 These statistics are up to 16 March 2014 and are shown on a constant currency basis
2 These statistics relate to all customers whether risk or non-risk
3 Other includes Austria, Belgium, Netherlands, Poland and Switzerland
4 These statistics refer to online accommodation businesses only; Sales refer to total transaction value (TTV) and customers refers to roomnights
Summer 2014
The Summer 2014 programme is trading in line with expectations with flat Mainstream bookings overall against tough comparatives. Average selling prices across Mainstream are up by 2%. We continue to see strong demand for our unique holidays, which account for 72% of Mainstream bookings, up two percentage points. Mainstream online bookings are up 8%. Encouragingly, our German business continues to grow online, with bookings up by 22%. To date, approximately 45% of the overall Mainstream Summer programme has been sold, in line with this time last year.
Accommodation Wholesaler continues to grow strongly with TTV up by 33%, driven by the Latin American and Asian markets. We are also encouraged by the recent trading performance in our restructured Specialist & Activity business with sales up by 3%.
Fuel/Foreign exchange
Our strategy of hedging the majority of our fuel and currency requirements for future seasons, as detailed below, remains unchanged. This gives us certainty of costs when planning capacity and pricing. The following table shows the percentage of our forecast requirement that is currently hedged for Euros, US Dollars and jet fuel.
Winter 2013/14 Summer 2014 Winter 2014/15
Euro 99% 87% 53%
US Dollars 98% 90% 68%
Jet Fuel 93% 87% 58%
As at 21 March 2014
Outlook
We are pleased with the development of Summer 2014 trading since our last update, despite strong comparatives. The UK and German businesses are driving a strong result and we are encouraged by the sustained improvement within our Specialist & Activity and French businesses. Our Accommodation Wholesaler business continues to achieve sustained double-digit growth. We remain on track to deliver an H1 result broadly in line with last year, excluding the timing of Easter which falls in the second half of the year.
Our customers are increasingly seeing the benefits of our digital transformation strategy, which in turn is driving conversion improvemen
olli-street
Posts: 351
Off Topic
Opinion:No Opinion
Price:175.20
tui
26 Mar '14
Peter Long, Chief Executive of TUI Travel PLC, commented:

"We are pleased with trading during the Winter 2013/14 season, with most of our programmes now almost fully sold. We have once again successfully demonstrated the flexibility and resilience of our business model enabling us to absorb the impacts of geopolitical events more effectively, including the ongoing turbulent political situation in Egypt.

Summer 2014 trading is in line with expectations, with a strong online performance across Mainstream, particularly in the UK and Germany. Demand for unique holidays also remains strong. Our customers are increasingly seeing the benefits of our digital transformation strategy, which in turn is driving conversion improvements from our new web platforms. We remain on track to deliver an H1 result broadly in line with last year, excluding the timing of Easter, and are confident of achieving a full-year performance in line with our target of growing underlying operating profit by 7 to 10%1."

Highlights

·
Robust Modern Mainstream model



- Winter 2013/14 trading closing out as expected, with higher average selling prices across most of our key source markets.



- Summer 2014 bookings are flat against tough comparatives, with strong pricing and approximately 45% of the programme sold.



- Pleased with trading, particularly in the UK and Germany.




- France on track to reduce operating losses through restructuring and
capacity management.

·
Unique holidays driving demand



- Rising demand for unique holidays continues and now accounts for 72% of
Mainstream Summer 2014 bookings, up two percentage points on prior year.



- Strong online performance with Mainstream Summer 2014 online bookings up by
8%.



·
Accommodation Wholesaler growth



- Accommodation Wholesaler continues to build a global leadership position with TTV up by 33% for Summer 2014.





1 Constant currency basis assumes that constant foreign exchange translation rates are applied to the underlying operating result in the current and prior year

CURRENT TRADING & OUTLOOK

Winter 2013/14

Winter programmes across our Mainstream markets are now almost fully sold. The season is ending with higher average selling prices across the Sector overall, despite the weaker trading environment in the Nordics. This is driven by a continued focus on growing our core package holiday offering. Overall Mainstream bookings are down by 6% with average selling prices up by 3%. This is in line with expectations, driven by capacity cuts to Egypt and a removal of loss-making routes within the French and German source markets.

Unique holidays account for 70% of all Mainstream bookings, up four percentage point
mkwarriors
Posts: 1,468
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:175.20
View Thread (2)
RE: MK
25 Mar '14
I've got everything crossed



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