Thomas Cook Share Discussion Threads

[whatsthepoint] 31/7/2019 11:04

We don't know that we only know that he recently has to disclose as he is above 4% he could have had 2.99% ten years ago you can't assume he started all buying on Friday. But I am only being pedantic.

[titasiinitramho] 31/7/2019 11:01

He started last Friday.. 26th July... 0 - 4.76%

[csmwssk12hu] 31/7/2019 10:57

He may have done it they are from yesterday

[csmwssk12hu] 31/7/2019 10:57

I have now changed my mind this is in play

[titasiinitramho] 31/7/2019 10:56

See if he picks up another 23%...

[hammopj] 31/7/2019 10:51

ANEX from Turkey buying in. Interesting..!

[csmwssk12hu] 31/7/2019 10:50

Turkish billionaire who owns travel agency 26 planes and multiple hotel groups has just picked up near 7% stake here, I have a feeling he’s going to buy more and bid imho dyor

[titasiinitramho] 31/7/2019 10:45

Someone is feeling confident...

[csmwssk12hu] 31/7/2019 10:45

Oops possibly a game changer mall you should have possibly closed that short

[castleford tiger] 30/7/2019 16:04

I am certainly not saying the "package holiday days are over"

Jet 2 take over 3m from zero just 10 years ago.

They are growing at 20%/30% so add in another half a million this year.

So why are they doing it better?

Level of service is far better with a vertically integrated model. They control everything.
Resort check in is a growing idea that people love.
22 kilo v 15 kilo at TCG is also a big factor.
Better reps/hotels etc

Anyone remember my story about the food poisoning at a hotel and TCG knew but kept sending punters there.
Costs.........its ofteN more expensive with TCG.

So dont just ignore package holidays.........there are over 6 m taken every year

[nigelpm] 30/7/2019 14:31

Nowadays anyone can do a price comparison search for flights and hotels and put their own package together.

There's a major difference between "can" and "will".

Plenty still like the package idea and then there's the safety net of knowing that any issues with cancelled flights or transfers are down to the agent rather than you.

[titasiinitramho] 30/7/2019 11:07

The model made sense 10 or 20 years ago.

Nowadays anyone can do a price comparison search for flights and hotels and put their own package together.

Look on TripAdvisor or Youtube to see what a hotel or resort looks like or to research a country for places to visit.

Too much competition means too small margins and an outdated business model with high street shops with high overheads.

[nigelpm] 30/7/2019 09:06

The model is fine IMHO but needs a debt free entity for it to work. Also, a reduction in number of shops and maintain a very strong online presence. There are still plenty of people out there who want package holidays.

[ekuuleus] 30/7/2019 08:58

The model never worked for me. Massively overpriced. Always sorted out my own flights and accommodation. So much so, that the travel agents high street shops barely register in my consciousness.

[tp6] 30/7/2019 07:11

I think the airline will be broken up if the banks end up owning it. There are some valuable parts but as a single entity its a mish mash.Uk long haul, Condor's frankfurt slots and bits of the Scandi operation have value. Alot of the short haul stuff is tied to the tour operators success (or lack of) and are worthless as a stand alone.

[bagpuss62] 30/7/2019 00:18

29 black on a spinning wheel would be a better investment

[bagpuss62] 30/7/2019 00:17

Gamblers!!!!

[1224saj] 29/7/2019 22:33

Jn, what he said was " share price in single figures"

[choppy1978] 29/7/2019 20:00

After the recapitalisation what do people think the airline would be worth? And who would buy it?

[titasiinitramho] 29/7/2019 17:03

Invesco dumping... Surprising I know... :o/

Is anyone still holding this pos?

[kumala] 28/7/2019 18:38

JN. its all a mess, P.I's all but wiped out....!!!K

[csmwssk12hu] 26/7/2019 21:33

Mallorca I hope you opened that short in Sports Direct, the Whitbread one would have done well also but not as well as SD, I’ve never known a company delay results because they have made lots more money than they thought, it’s always, what the fu*k where’s all that gone! Writing was on the wall last week unfortunately