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Old 27th Jun 2014, 07:55
  #71 (permalink)  
Al R
 
Join Date: Jul 2007
Location: @exRAF_Al
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Harriet Green did a great job of saving the Group. In terms of the longer term future, we'll agree to differ. For the record, I bought (very modestly) into what she was doing (literally) - it's a hold with me but as a buy, I think it's over valued and would have my doubts. The recovery that she oversaw has been spectacular but is more than priced in - and this contract demonstrates how it sees future growth being derived. The debate commercially, is whether her new infrastructure can deliver - how is it placed? I like the way she is fleet of foot, but she is caught short if the market generally, does well.

Thomas Cook is still, in my eyes, the subordinate partner to the Crown. Thats my brief opinion for you. I don't intend to get into a bunfight about it - peace out.
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