Thomas Cook Share Discussion Threads

[leonidas] 11/2/2019 08:37

Well we should pass well the 30p mark very quickly.............

[ny boy] 11/2/2019 08:35

I just keep adding sub 30p in different tranches and sell a couple if I get 10%+, keep the coreholding for longer term recovery, post Brexit

STX being bought on the pull back, UKOG starting a run, v good trading update out of UPGS too..reasons to be optimistic this morning. Dyor as usual

[rakepat37] 11/2/2019 07:38

Of course virgin can afford ... what planet r u on ..... a short planet

[bookbroker] 11/2/2019 07:12

Virgin Atlantic could not afford TCG, already struggling itself!

[philmac56] 11/2/2019 07:03

Thoughts..
1) Tcg sells off airline!
Huge loss of TCG assets
Money available to pay off/ lower debt.
2) Where does our so head if (1) happens, could we be looking at current level or even lower!

[kumala] 10/2/2019 18:32

interesting times!!!!!!!!K

[xc1] 10/2/2019 18:02

Evening everyone.

I've been looking through a transcript from Frankies interview.
This part is interestng.

ATB.


However, it is clear that we need to move faster to accelerate our strategy to differentiate more of our business in an increasingly competitive environment. That is why we have announced today a strategic review of our Airline with a view to giving us greater financial flexibility and increased resources to execute our core strategy. Our Group Airline is a great business. In the recent years, the team has grown it into one of Europe’s leading leisure airline, with a fleet of just over 100 planes, operating from key airports in the UK, Germany and Scandinavia, flying 20 million customers a year to 120 destinations around the world.

It has a unique and diversified business model. It’s just under half of all seats committed to the Tour Operator. It also has a competitive cost base, which enables it to compete wing-to-wing with the best low-cost carriers. However, we have been clear that Thomas Cook doesn’t need to own an airline outright to be a successful holiday company.

So long as we retain a strong relationship to provide our customers with the high quality and reliable service they need for their journey. Given the progress that we have made, it is right that we consider what options we have with our airline to give us the flexibility to go faster on our core strategy. I know that you will have many questions, however, I should be clear that this review is at an early stage. We will look at all options available to us with the support of our advisers in order to enhance value to shareholders and intensify our strategic focus.

To conclude, we continue to make good progress in transforming our business and the holidays we provide our customers, and I expect the strategic review of the airline will help accelerate that. Finally, in terms of outlook, we are making no changes to the full year expectations set out in November 2018, reflecting the early stage in the year and limited visibility due to wider market uncertainty, particularly in the UK.

Before I hand over to Q&A, I should repeat that there is very little more I can say on the strategic review at this time, as I’m sure, you will understand.

[gregpeck7] 10/2/2019 15:01

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

[doyourresearchnow] 10/2/2019 14:12

The CEO and Chairman both bought a large quantity of shares in the last 2 months , also 2 major shareholders increased their position in recent weeks . There was a huge buy disclosed after trading closed on Friday , the last day of trading . This week will be very interesting with rumours of interest by other Airlines . Did the Directors know about this in advance , did the institutional investors increase their holdings as a result ? This bodes well for an interesting week .

[steptoes yard] 10/2/2019 10:51

None whatsoever.
Although there are some rumours in the bondmarket.

[franky15] 10/2/2019 08:26

No media rumours then !

[philmac56] 09/2/2019 20:41

Richard...lol

[franky15] 09/2/2019 20:21

Where's that rumour from

[gregpeck7] 09/2/2019 20:16

Rumours virgin are sniffing as well now... there will be a bidding was which is great news.

[franky15] 09/2/2019 20:05

I think 40p

[leonidas] 09/2/2019 18:49

I would take 40p any time.

[gregpeck7] 09/2/2019 18:29

Likely to head mid thirties I would expect.

[franky15] 09/2/2019 18:09

Are we going up on Monday with this rumour 40-45p

[leonidas] 09/2/2019 10:39

???? TCG SOLD to the German????????????

[doyourresearchnow] 09/2/2019 10:23

Well done , clue was in the name , just a little tongue in cheek experiment ...

[1224saj] 09/2/2019 10:04

Dec 2000 article!!