Member Info for BigDano

WGR maybe do yourself a favour and log onto debs online.. poor fella over 60 and haven't bought anything in Debs that's very sad indeed.

There joint venture into the Chinese market has grown well, difficult year but big potential to serve the Chinese market

https://www.google.com/amp/s/skift.com/2018/11/26/thomas-cook-china-launches-new-strategy-amid-huge-chinese-tourist-declines-in-thailand/amp/

They increased their holding yesterday. Do some research before posting...

It's not just the aircraft. Lufthansa owned Condor. They know the IT system, condor uses Lufthansa rewards program today. Why would they risk waiting for TC to go bust with Fosun owning 17% are you mad?

Crusty A bit of research for you. http://www.travelweekly.co.uk/articles/324229/comment-who-will-buy-thomas-cooks-airline

The Munich slots are gold dust and a massive attraction to Lufthansa.

Crusty the different parts that make up the airline business are valuable as separate entities. Nothing wrong with selling Condor and keeping the others or sell the UK airline business and keeping the Nordic business.

The Condor business is a major attraction to lufthansa. Have key slot out of lufthansa bases Frankfurt and Munich. The EU will probably block the short haul but the long haul definitely a major attraction. Will TC be willing to sell the airline in parts that's the question. lufthansa will likely make a very attractive offer to get Condor back. The other big attraction for lufthansa is that the acquisition would be a relatively easy undertaking as they know this business having previously owned it.
https://en.m.wikipedia.org/wiki/Condor_Flugdienst

Go and do the decent thing and go buy something on Debs online for your better half for Valentine's day. That will get the share price moving :)

https://simpleflying.com/why-struggling-thomas-cook-airlines-would-be-a-perfect-buy-for-virgin-atlantic/

https://www.tekportal.net/condor-lufthansa-confirms-interest-in-airlines-from-thomas-cook/

Is the Ryanair 20m loss announcement and the German airline going out of business today not key factors in dragging down the share price today???

The only commentary from management which granted was early in the quarter was positive. http://www.cityam.com/270465/thomas-cooks-shares-rebound-after-senior-executive-says

Here's a good overview of all the TC brands.

https://skift.com/2018/08/06/every-one-of-thomas-cooks-17-brands-explained/

Due to so many parts of the business one can imagine why it's slow to get strategic changes implemented. A long term holder off TC shares. Considering topping up by 5k but undecided to invest before or after the trade update this coming week. Difficult to know what to expect from the Q1 updates but I have a feeling they will fall on the positive side.

http://www.retailtimes.co.uk/thomas-cook-and-iceland-among-most-trusted-companies-in-annual-feefo-2019-service-awards/

https://www.thisismoney.co.uk/money/markets/article-6641729/Mike-Ashley-plots-bid-collapsed-cafe-chain-Patisserie-Valerie.html

Some more details on the two new China hotels announcement.

https://www.forbes.com/sites/russellflannery/2019/01/20/thomas-cook-fosun-tourism-eye-huge-potential-plan-two-china-hotels/#328e7bc14d02

Thomas Cook is optimistic about the Sunwing brand in China in part because of its popularity among Chinese tourists at same-brand hotels in Thailand – about 40% of the business there comes from China, Fankhauser said. “The potential is huge” in China, Fankhauser said. “The partner is great.”

Positive news indeed. It's time to top up my holding.

Strong results - https://www.irishtimes.com/business/construction/revenue-soars-at-cairn-as-developments-come-on-stream-1.3761152?mode=amp

Strong performance looking good for dividend and shateholders

Good for TC to see Ryanair are no longer pursuing this strategy http://www.rte.ie/news/business/2019/0115/1023377-ryanair-discontinuing-its-package-holiday-service

Good balanced article by Sam Chambers in the Sunday Times.
https://www.thetimes.co.uk/edition/business/first-blood-to-mike-ashley-in-debenhams-fight-to-the-death-hv0rgql66

"Debs has been diplomatically laying the groundwork with its landlords with months. Butcher the finance director, Rachel Osborne and property director C Bently held a roadshow with institutional landlords to outline their strategy and the rental concessions that are necessary. One landlord said the company was handling the situation with more care than other retailers they have sent with - which should help it side step the legal troubles that derailed HoF planned CVA and precipitated it's collapse.
"If they put forward a CVA proposal that is sensible, the majority of landlords would support them because we just want certainty" one institutional landlord said.

I'm holding 145k shares and believe that Debs will have a restructuring plan that is going to benefit shareholders. Keep the faith.

https://m.belfasttelegraph.co.uk/business/northern-ireland/rushmere-has-busiest-christmas-in-40-years-37688607.html