TUI AG Share Price (TUI)

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.