Tui Share Discussion Threads

[bookbroker] 15/2/2019 09:01

Fosan up to its knackers in debt, the geezer who buys stock, Guo whatever, not sure of the interest there was once under house arrest, not sure of their intentions, must be losing a packet here. Airline crown jewel for TCG, not sure whether it’ll fetch much, what do you do with the capacity, just remove it, already RYA, EZJ, FLYB under pressure on costs, , who will buy it!

[gregpeck7] 15/2/2019 08:44

Tcg a much better play at respective prices. Huge interest in tcg's air related assets will drive a very high premium. Totally not factored in there and the Chinese could launch a takeover any moment.

[technowiz] 14/2/2019 19:32

intra-day double bottom put in. this was recovering until US markets opened.

this was the 3rd gap down day. share is extremely oversold. bounce coming soon. i wouldn't want to be out on Monday next week.

[technowiz] 14/2/2019 19:08

nice one leonidas. i sold TCG too but yesterday just under 28p. boy i wish i had waited just one more day! added here again today.

some signs of a bottom being put in today. who cares if 7.50 is reached it won't stay there for very long!

no stamp duty on this stock. it could be a day traders dream when it starts to turn.

[gripfit] 14/2/2019 16:23

£7:50 target

[gripfit] 14/2/2019 16:22

Techno and knowing ,,, patience is a virtue

[leonidas] 14/2/2019 13:49

my apology to be precise 29.08.

[knowing] 14/2/2019 13:44

Just under?

[leonidas] 14/2/2019 13:37

bought in at 822.80 after selling at just over 30p TCG. Tui is a matter of time prior they pass the 900p mark few days I would think.

[knowing] 14/2/2019 13:28

Please gripfit lives in fantasy land

[technowiz] 14/2/2019 13:18

gripfit you should have bought today. its turned now. oversold.

[whatsup32] 14/2/2019 12:59

Selling pressure seems to have eased.
I think the management sold us a kipper when they gave us their forward guidance 27th September.

[gripfit] 14/2/2019 10:17

Fortunately , I didn’t buy st £8:50 ,,, now think £7:50 is on the cards

[bookbroker] 14/2/2019 08:22

I thinks we can say the same about many large companies as far intangibles are concerned, they do have solid tangible assets, they just have to figure out carefully the ones that merit a writedown, the fundamentals still exist as one of the largest holiday companies in the world, I cannot believe that people will decide to all staycation, it is just that the largest growth markets apply as much to the Far East these days, so maybe the focus should be bringing eastern tourists to the west, TUI better make a bid for Bicester Village, and start building Las Vegas there!

[stewart64] 14/2/2019 05:45

There are balance sheet and growth similarities between Saga and TUI. Both have large debt and an equity position kept in the black by intangible assets. Both had a growth story that foundered and a share price that halved on growth guidance. I agree Saga is a bit of a mixed bag also selling insurance. I don't think single digit p/e is out of the way given the fundamentals.

A few FTSE 100 companies on lower p/e with zero debt.

[bookbroker] 14/2/2019 04:03

Likelihood of bid by Alexey Mordashov even more likely now!

[bookbroker] 14/2/2019 04:01

They can play anytime they like!

[andyj] 13/2/2019 23:51

Now, with the dividend out of the way, the shorters can play.

[bookbroker] 13/2/2019 20:50

Saga not a good comparison, it is more of a financial services company these days selling all manner of things, TUI is a global holiday concern, one of the largest and people are not going to stop taking vacations, there are plenty of things they can do to apply a turnaround, most analysts would not be rating this company on a single digit PE as a result of its strong market position, that is called scaremongering!

[gripfit] 13/2/2019 20:37

Oilsgold:: have u got any recovery tips ,, got some cash to park up

[stewart64] 13/2/2019 19:36

I guess the warning was served by Saga where the share price halved a year ago. Travel is a zero asset backed entity once you strip out the richly valued intangibles so single digit p/e might be about right.
Joins tobacco, telecoms and life assurance now as investor's poison. I feel the latter ( life assurance) might be overly punished as it has genuine asset backing. The other three sectors have awful balance sheets.

( I got hit by Saga)

[oilisgold] 13/2/2019 19:34

That was back then, now old age and forget small things, but havent lost my Instincts. Normally dividend is the best option to cut before drastic measures are taken. If i was still an Analyst i would say 400 to 500p.

[bookbroker] 13/2/2019 18:27

JP Morgan, pull the other one, they are a reputable entity, you cannot even spell broker, been spending too much time in the wine bar!