TUI Travel Share Discussion Threads

[rathlindri] 08/12/2014 10:44

Hitting new shareprice high today

[grindertrader] 04/12/2014 11:40

Excellent results of TUI and beating forecasts this only goes to show how strong TUI is compared to TCG.

Quality

Revenue was down slightly by 2% but pre-tax profits up 114.2%. Remarkable achievement giving current climate

The company has a net cash position £371.00 m

the company has free Cash Flow Per Share of 22.75p (using basic FCFPS calc). Well over EPS (Diluted) so another positive.

Taken out intangibles and TT. still have positive equity on the balance sheet

ROCE I have as 13.64 and a good quality indicator. It has the competitive advantage over TCG.

Operating margin around 5% again beating TCG

Increased dividends.

Value

Diluted earnings per share is now 16.30 again a significant increase from 2013 of 4.4p which gives a current PE of around 27.49 moving onto a rolling 12 month PE of 12.8

the Historic PEG calculated on current PE by future growth rate I have as 0.20 and on a rolling 12 month basis 1.46

This would be expected giving the substantial increase in EPS, and questions to whether this can be achieved for the following year.

Outlook - Positive

We are pleased with the progress in Winter 2014/15 trading and the strong start to Summer 2015 trading in the UK continues. The combination of our market leadership position, scale, focus on unique holidays distributed increasingly online and our relationship with the customer throughout their whole holiday experience continues to provide a strong basis for sustainable, profitable growth. The merger with TUI AG will strengthen and future-proof our combined Group. It will also enhance the certainty of long-term unique holiday growth and reinforce our clear competitive advantage through further control over the end-to-end customer experience. This will mark the start of an exciting new phase of growth, delivering significant opportunities and value to customers, employees and shareholders.

My View..

Share price currently priced in but the strength of this company is there to see.

18 months ago a couple posters on TCG got hugely hammered for saying this company would give better returns for shareholder value than TCG. TT. has a positive outlook, reasonable value but still great quality for a travel firm compared to the weakness of TCG and its balance sheet and outlook

The strength of the TUI merger will add to this and the future of TT. i see as positive. This has much less risk than TCG and also pays out dividends which again increased

[thaiger] 29/10/2014 11:10

aileron.....Thanks...... as I do not wish to hold shares in Euro I decided to sell today at a small profit!

[aileron] 29/10/2014 10:46

Ps the .399 are not onto top of what you hold.

[aileron] 29/10/2014 10:45

Thaiger,Sell today receive proceeds.Don't sell receive .399 per share held.

[rathlindri] 29/10/2014 10:42

Good questions Thaiger, looking forward to the answers from someone who knows....??

[thaiger] 29/10/2014 10:32

Under the terms of the Scheme, Shareholders will receive 0.399 New Ordinary Shares of NPV in TUI AG for each Ordinary share of GBP0.10 in TUI Travel Plc held at the Scheme Record Date, 9 December 2014.

The Scheme of Arrangement is subject to various approvals at the Court and General Meetings due to be held on 28 October 2014.

Does the shareholders of TT. received new TUI AG on top of their original holding? Or do we just get the .399 x TT. shares = TUI AG and quote in Euro? What would happen if I sell today?

[rathlindri] 29/10/2014 08:35

looking strong

[zulu001] 02/10/2014 07:32

Trading update

we are confident of achieving full year underlying operating profit growth of at least 9% on a constant currency basis, versus our previous guidance of 7% to 10%."

[rathlindri] 18/9/2014 13:57

cheers zulu, perhaps share price a recovery to previous levels?

[zulu001] 18/9/2014 13:47

Morgan Stanley upgrades its rating to "overweight".

18 Sep 2014 TUI Travel PLC TT. Morgan Stanley Overweight 384.00 366.90 470.00 500.00 Upgrades

[rathlindri] 18/9/2014 13:01

Nice, and, a relief to see!

[zulu001] 15/9/2014 12:58

15 Sep 2014 TUI Travel PLC TT. Credit Suisse Outperform 366.30 360.10 489.00 489.00 Upgrades

[rathlindri] 15/9/2014 08:20

Trading announcment due soon? There was one on 26/9 last year..

[mechanical trader] 19/8/2014 17:30

Expecting sentiment to be hit hard here tomorrow, that volcano is heating up quicker than they thought.

I remember last time, a real chase for the gates after denial.

[cockneyrebel] 13/8/2014 10:44

Bottoming out on support line?

[rathlindri] 01/8/2014 08:19

All a bit grim. This whole sector seems to be crashing

[rathlindri] 26/6/2014 19:17

This certainly has taken quite a battering recently. Interim statement soon?

[rathlindri] 21/3/2014 11:23

Nice recovery here over the last couple of weeks, especially considering the recent wobble in the markets.