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Stupmy, alternatively... Trisor could sell their TUI holdings today, along with many others too, and then I'll snaffle up as many as I can buy to enjoy the profits? (As TUI will inevitably delist from LSE)

Time spent contingency planning for that eventuality = time of your life which you will never get back. It really is that straightforward.

Straightforward answer to this one Trisor... it won't be delisted!

The keyword in your article being 'Mulls'

I also view the TUI board making this consideration of delist comment as quite a demonstration that TUI is back in the game and feeling very confident... after all the situation was not different 3-6 months ago, so why didn't they say it back then?... Answer feels obvious, they didn't say it then because their SP was battered like a malnourished cod... the situation is different today, TUI is a heavyweight again and can make political comments like this again because it'll have impact.

TUI delisting from LSE will absolutely not happen... esp. given an incoming Labour Govt will wish to have a closer UK/EU relationship, than the very hardline (and completely bonkers) brexit stance the current Gov has. I see board consideration as a bit of a political shot, presumably also to get LSE's attention that it needs to sort an array of issues out too!

For me personally I am loving that chunky Revenue growth... 16.5bn in 2022 v.s. now over 20.5bn for 2023 - I previously said my view was revenues would soar, and with far more revenue growth yet to land in the years ahead it demonstrates the 2bn of debts will prove to be very easily serviced as travel continues growing post pandemic.

On the 'consideration of LSE delisting' point... I just do not see that happening: millions of brits holiday with TUI, a proportion, on returning home from a great holiday, a consider buying a stake in the business and ultimately TUI board will know that's easier done when priced in sterling (easier HMRC tax filings), either via stocks ISA's or fund and share dealing...

Just for fun... where do you see the SP following results tomorrow?

Morning Stupmy, currently digesting the OTB results and pondering if this means OTB has nibbled some of TUI's packed lunch?! More widely on the many recent global situations, which dont appear to by calming; China debt, Gaza + much more incl the building up of evidence for lackluster global growth... could mean pretty much anything can happen with TUI SP tomorrow? Will we see good results and a plummeting SP yet again?

Https://www.lse.co.uk/rns/EZJ/final-results-q77ed459xkwpx0o.html

EasyJet posted their results this morning and restored their Divi at 4.5p per share. It'll be interesting to see how EZJ SP responds to the news.

I'm thinking we could be about to see a big drop later on today? What do others reckon? - Stupmy, I'm interested to hear your thoughts on wider/global 'crash or deep recession' side of things... in your view. is that still on the cards? Or has your view altered?

Brent Crude just dropped to sub $80... presumably related to emerging news on the Gaze Ceasefire deal?

Tweedly - I'd be minded to say it's impossible to calculate, as with the change being made perm it'll radically alter investment decisions, and the rollout plans over time too... could even perhaps mean some businesses, like BT, opt to slowdown investment, with confidence the scheme will not be snatched from underneath their feet... lots to ponder.

Despite the announcement there's clearly heavy selling pressure nonetheless...

Great analysis Stupmy - I agree we're more likely to see SP blip down and spend a short time in the 414-495 range which you've referenced. The inflation news is back and they're spooking traders, atop the other global risks which have not entirely gone away (Gaza, Iceland, Global recession fears).

I warned inflation would remain elevated here in UK and prove more persistent than elsewhere in Global West... BoE comments today indicate MPC decided on sharing this view in their press conference today:

Andrew Bailey tells Treasury Committee market is putting “too much weight” on current data releases, incl fall in inflation in Oct. He says committee is concerned on potential persistence of inflation, in remainder of journey to 2% inflation target. "I think the market is underestimating that."

Given lots of owed backpay is due to land in the pockets of workers these months ahead, I therefore don't think we'll see a BoE rate cut until March 2024 or possibly May 2024... Not all bad news for TUI, cash will keep on flowing into the coffers of many businesses.

Completely share your frustrations Slipperman55 on the poor quality ingredients used and low quality products available at many travel hubs... Gloucester Farm Shop Services is the holy grail and the world would be far better place if every single travel hub were to have a food outlet just like it!

I'm going to enjoy seeing Slipperman55 consume some humble pie on results day... This is fast headed towards 275p, the boom in travel is massive.

Fair play Rob Gleed - I'm staying all in though, as I think we'll be seeing £7+ pretty soon - but... appreciate all have to DYOR and go with what works for you (risk v reward).

Nice seeing oil prices back in a sensible range (below $85). Many delayed pay deals (due to negotiations with Gov + Unions) land imminently too... so a nice boost over Xmas and into NY for people to go out and spend.

I think they took it off just before the RI completed earlier this year?