Member Info for Bluelight

I love how they conveniently miss out that Fosun is looking at buying the full business. Doesn't help support their view so they ignore it. Utter muppets Citi. I also hope they get sued, as its the most blatant attempt at share price manipulation I've ever seen.

Exactly my thoughts Red. "I'm going short but not yet", means I think it's going up. Cheers for the vote of confidence Falkland, good to see you've finally come back to the light side.

Yes, yes, yes, of course. Try another song eh, its a pretty boring tune

I don't see any chance whatsoever RMG would be taken over. The government has too much of an emotional stake in it to allow that to happen. Would love it if they did as the takeover price would reflect its true value which would be many multiples of this current price, however the reality is it is highly unlikely in my view.

600p soon falkie, dyor

Nothing has happened since last Friday? Apart from Fosun hiring JP Morgan to arrange a bid for the Tour business... Nothing happened indeed...

A Fosun offer price could literally be RNS'd any day. I shall be holding until that day regardless of whether the price is 15p or 30p in the meantime. By the time an RNS is out, any shorts will be too late to close as the price would gap up to at least the offer price. I'm actually very surprised the short level hasn't dropped meaningfully yet, as its a dangerous game for them to hold prior to an expected imminent offer. Its a case of walk the price down, hold your nerve hold your nerve, boom offer price. Will be fun however it pans out.

They are already engaged in partnerships, it just expands it. 10 years ago the Chinese rarely went on holiday, now they are the stand out global growth market for tourism. I expect Fosun have a better understanding of what the Chinese tourist wants going forwards much better than you are I, given that's their market. If they want TCG because of it's Euro beach assets, you can be certain this is what the Chinese tourism industry wants to target in the future.

We can all come out with our own analysis and will all come up with vastly different valuations, just as the bank analysts are. No valuations are correct. TCG is worth what bidding companies are willing to pay. That bid value will be based on assets, strategic value, future plans, and goodwill. In Fosuns bid it will be a case of how much do they want the brand, and want to expand their global presence. it is impossible to value how much value they place on this. What I would say is my view is that to a man, all analysts are undervaluing how much the brand and global presence is worth to Fosun (and I personally am expecting that to be reflected in a higher bid than one would expect). Time will tell

Sorry 33p a share, not 35p

I believe barclays had a pure breakup value of 35p per share. That's not including any goodwill.

For me I'm holding until the takeover, completely irrelevant what the price is today, tomorrow or next week. I expect it to be significantly higher so any volatility in the scheme of things is irrelevant. Good day trading opportunities though.

Investing is a way of transferring funds from the impatient to the patient. By allowing yourself to be influenced by any kind of commentary, positive or negative you are setting yourself up to lose money. By all means read commentary, but never ever let any commentary affect your buy or sell decisions.

Exactly. God knows how much it would cost in the school holiday season.

I was looking at booking a late holiday this morning, not just TCG but generally. I can tell you the margins are healthy enough given the quotes I was getting! 1 week in an average property in Spain was £600 each.

lol yes. I will bid zero for your physical assets, what an utter muppet. Filtered

Profits will improve largely depending on weather in the near term. Its been an awful June for the UK weather, and the UK long range July forecast is pretty crap too. So my view here is that we should see a decent pick up in late bookings. Its definitely not going to be a summer like last year. All in all there's alot to be positive about. I'm targeting 40-50p, whether that be through a takeover or through a company recovery.

Its an interesting one. No reason why they should entertain a takeover if they get decent airline offers. It could well be a case that we are underestimating any Fosun bid, if they are trying to buy a TCG that doesn't want or need to be taken over. Most and I'm in that camp too, believe Fosun will get the deal done at a decent price, but as devils advocate, there's no reason TCG should accept an offer unless its particularly attractive. I'm very much looking forward to the bid offers when its released.

No one knows really, could be weeks could be days. I'd imagine the airline sale details would emerge before Fosuns takeover offer simply because the deadline for the airline bids was earlier. But maybe they will want to bring them all together in one all encompassing proposal, will have to see.

Nah, just the usual volatility for them to pick some shares up cheaper. Will be very volatile for next few weeks whilst we await the takeover results.