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Roaring next week 15th - such a busy results week
I would not say that is looking bullish when it is about to test support. If it manages to stay above sure, but if it drops below then definitely not. I would say it is looking at a point either way at the moment. The announcement on the 15th may answer the direction if goes...
Https://x.com/SwazersC/status/1788527417222480157 https://www.tradingview.com/x/3pqbv6Kp/
Can anyone remind of the TERP figure? It's so long since it was last mentioned I can't recall the figure (around ~£8 from vague recollection) and tricky to search the many threads for a mention of it too. Thanks.
RICS Housing Market Survey (released this morning) makes for a rather interesting read! Housing is in big trouble imo and the data is increasingly backing my view (theres a lag with the various data releases but i anticipate more bad data will land in thenmonths ahead):
https://www.rics.org/news-insights/market-surveys/uk-residential-market-survey
Hi Dathrilla and all,
Whilst everyone knows that I'm very much an optimist ref Tui - guess you have to be eh when you have money invested etc. Interestingly though, I did actually expect a 'red day' today and mainly from the hang over from yesterday - so what I mean is that whilst all the other travel companies were hit 'really hard' yesterday, we weren't and finished in the Green and largely because of arbitrage from the German market on Monday, our BH and their carry over accordingly.
As such and because the drops yesterday for our competitors were in excess of 5% declines for most and for some, even more, then I was expecting - certainly not hoping - but expecting some catch up today and in fact at only -3p, neither here nor there.
I totally agree with RI22 and indeed I've shared similar thoughts myself - we always knew that into May and June, that some investors would exit ahead of delisting day and indeed and again as others have shared on this board, some brokers have already set dates for investors to sell up etc and as such, we have to think that for ourselves, both this month and June through to the 24th, there will certainly be some choppy days ahead.
Also agree with Marcinkus ref divi's and again, until we have paid back the KfW credit line which we still have agreed with the German Government, then we are precluded from offering a divi. That said and after the last placing of the sustainability bond back in February 2024, we are now left with only 0.5 Billion euros to pay back the facility all together (at the start, it was 2.1 billion euros) and it wouldn't surprise me at all, if Tui launch a final bond to cover this off and/or pay it off from profits by the end of this year.
Finally, Tui gave an investor presentation in February 2024 too and it seemed to certainly get ii's clamouring for the sustainability bond - initially they had set a target of 300 m euros for the bond and by the end , because of demand, it was 500 m euros!
Guess for me, like yourselves, I simply want to see Green, day after day - but of course in the months of May and June and until the 24th June, afraid we have to put our steel helmets on from time to time and simply accept that it's the market moving along to delisting itself. That said, I'm still expecting decent days running into our Half Year results next Wednesday and for sparks to fly on the day itself!
If you'd like to read the package for the investor day, please see link below and GLA:
https://www.tuigroup.com/damfiles/default/tuigroup-15/en/investors/4_Bonds-and-Rating/Bonds/20240226_TUI-Investor-Presentation_Feb-2024_1.pdf-7c82bc8bd288dcc0202140ce4b7c7f7d.pdf
Not only that.
IIs buy FTSE 100 stocks for their dividend returns. So if TUI doesn't even mention that there will be dividends at some point, it is not even considered for their portfolios, especially with the impending market change and current travel industry risks. So even if quarterly results are great, the returns from dividends make it or breake it for big guns to enter.
Just wait it out - the funds will need to settle their positions head of the delisting.
I think we can all agree that it is quite frustrating to see names like IAG and EZJ recovering from yesterday whereas TUI continues dropping.
It seems investors really don’t want to place trust in this company’s future. And if so, should you and me? Your thoughts?
Mike... I never celebrated or conveyed glee from me having sold out from TUI and in fact I wanted to remain invested but I did not share your positive view. Once again, you put spin on and distort my actual words and you resort to insults with them capital letters you enjoy using too. All in all It just makes you come across as a little unhinged.
Thanks, Mike, re the Ryanair tip. I hadn't seen that. But yes this 1.30 pm / 2.30 pm affected only my 3 travel stocks - IAG EJZJ & TUI - not the usual 20 I track, which often all drop at the same moment midday for whatever reason, very possibly the US market opening. Still a pity that someone scuppered TUI on a good day for the market generally. One thing we know that the fall had nothing to do with Savage's repetitive posting - or his boastings. U r spot on to say he should try to get a better idea of what is appropriate to post on here. Better get that filter going. You won't miss anything.
Hi WackWack,
Think I'm getting VERY close to filtering SK too - can't quite understand how he believes he's 'on top of things' and then goes to extremes to show us all that he often hasn't got much of a clue and especially regarding what you simply do and don't post on these bulletin boards - WHY would anyone share that they sold out and feel great about it, when the SP is under pressure - think this absolutely says much more about SK than anything else - SK you sometimes need to be humble!! Anyways, with regards today - can you believe that all of this nonsense is down to Ryanair saying that rather than Summer prices being in the 10% increase bracket, they now predict Summer prices being closer to zero - 5% increase vs last year - I mean and sorry for my forth-right opinion, but who gives a toss!!??
Pricing will be what it is - and I really don't believe it will affect our profitability one iota - why - because we lead the world market in sales and as such, we can move margin 'around' to protect profitability as we want to - something that will be confirmed in our Half Year results next Wednesday, but it's simply a pain in the ass when one person can hit our market accordingly - for clarity, the reason why we didn't decline today like the rest of our competitors, was that during yesterday, our BH, the German market was about 10c up on the day, which in effect supported today! Let's hope the market gets some 'reality' back tomorrow and onwards accordingly.
Hope that helps and GLA
Savage - On your ONS data do you understand how bad news is good news and central banks want low growth/poor jobs figures in order to cut rates?
Here we go again, Mike. I have filtered Savage so I don't have to read his moronic posts anymore.
But once again that really remarkable sudden collapse vaguely linked to the US opening. Or was it something else today?I haven't had time to check. Just seems too predictable and inexplicable - or at least unjustifiable.
That's the thing I have backed up my claims with sound evidence. ONS data releases with the links plus articles out there, I commented about the issues with poor growth and difficulties in UK housing market. What I do not understand is why some on here incessantly ramp... I've been a TUI investor and I like the business but I'm also a realist... the minute I mention concerns I hit a wall of denial and spot a lack of any valid claims or evidence... just conspiracy theories about how I'm a shorter - even though I've repeatedly explained I don't short stocks, I don't have enough experience.
Anyways... Mike, What was TERP again?! Care to remind us? I thought we were supposed to be there already?
Not challenging your point on the drop and understand why it happened but a lot of times you make an unsubstantiated claim and don’t back it up and when challenged you skulk off but well done for posting on the group when it drops! You should have said well done earlier when 3% up for shareholders that are having a hard time.
OTCDS2023,
Totally agree ref SK and what's even more embarrassing for him is that he is plastering the same news on EZJ etc etc - SK - pretty shameful really - you add NO value whatsoever and then you moan when we challenge your posts. You should really ask yourself, WHAT are you trying to achieve with such nonsense - don't you believe that as investors we keep close to news etc etc - simply repeating it probably says it all about you. Also on the EZJ site, you 'gloat' about selling out of Tui back in January - have to be honest, so what and really who cares - certainly not me and I suspect many on this board don't too - take a long look in the mirror for once and reflect eh
OTCDS2023 - Go take a look at the EZJ SP and if you compare to TUI SP chart today you'll notice the significant drop at around 14:13 BST.
Savage, it’s getting embarrassing now, you don’t answer any real questions and chirp when it drops.
EZJ now down -5% - apparently on back of Ryanair CEO Statement of softer Pricing for Summer Ticket Sales
EZJ just made a significant drop - any explanation? Knock on for Tui?
Thank you, I will ask them
Halifax are moving investors stock allocation to the Frankfurt exchange for them and then continuing to have them available via Halifax for trading (but using their exchange rate model). It is a seamless process so you should enquire with your broker if they are doing the same.