Travelbyus - Neuer Groome-Report - 500 Beiträge pro Seite

[bugs]

Der neue GroomeCapital Bericht zu TBU ist da.


http://www.groomecapital.com/MembersOnly/CompDocs.asp?issuer…

[Mr.Question]

prima, schaue ich gleich mal rein.
jetzt beginnt die zeit der reports. die aktie bekommt immer mehr aufwind.
weiter so

keep waiting

[FrankieTheFly]

hat einer ein copd und passwort?

sonst komm ich nicht rein?

[bugs]

anmeldung kostenlos

[thomas_d]

jetzt stellt doch vielleicht einfach jemand mal den bericht hier rein, oder? kann doch nicht so schwer sein!

danke.

thomas.

[thomas_d]

jetzt stellt doch vielleicht einfach jemand mal den bericht hier rein, oder? kann doch nicht so schwer sein!

danke.

thomas.

[Marlboromen]

Hoffe auch auf diesen Beitrag!!

[Butler James]

Bitte, stellt jemand den Beitrag ins Board?!?

Danke wäre sehr hilfsreich!

Butler James

[bugs]

der bericht ist im acrobat-format und ich habe keine ahnung,
wie ich das auf ein kopierbares format bekomme.

hier ist ein passwort aus dem sh-board. versucht es doch damit.

user : AOE_JUDGE
pass : 88888888

[reba]

Hallo!
Hier ist der Report.
Könnte jemand diesen Report in ein paar Sätzen in deutsch wiedergeben?
Danke

The information contained within has been obtained from sources which we believe to be reliable, but we cannot guarantee their accuracy or completeness. This report is not, and under no
circumstances is to be construed as, an offer to sell or the solicitation of an offer to buy any securities. This report is furnished on the basis and understanding that GroomeCapital.com Inc. is
to be under no responsibility or liability whatsoever in respect thereof. The inventories of GroomeCapital.com Inc. and the holdings of its respective Directors and Officers may, from time to
time, include the securities mentioned herein. No part of this report may be copied or reproduced in any manner without the prior written consent of GroomeCapital.com Inc.
CAPITAL IDEAS
A NEW BEGINNING FOR A NEW BEGINNING FOR TRAVELBYUS.COM TRAVELBYUS.COM
Summary
Travelbyus recently announced its intention to merge with a Nasdaq-listedcompanyand acquireGlobalLeisure,a
bulk-buyer of air tickets and tour packages. The new company will generate US$120 million in revenues on a
trailing basis, and add about US$80 million to TBU’s F2000 revenues, while providing a marginal boost to
earnings. For F2001, we estimate this acquisition could add approximately US$8 million to the company’s
earnings. Management expects the transaction to close by July, when the merged company will be called
travelbyus.com Inc. and trade with a yet-to-be-determined symbol.
The Event
Feb. 28, 2000 – Travelbyus.com announced that it had signed a Letter of Intent to merge with Aviation Group
Inc., (Nasdaq: AVGP) and use the aviation services company to acquire 100% of Seattle-based Global Leisure
Travel Inc. Gross travel bookings through the new company`s portal website, as well as from 2,000 North
American travel agent affiliates, an 800-i-travel call center and consolidators and tour operators are expected to
exceed US$4.2 billion this year. The merger, which needs regulatory approvals, will be based on a share-for-share
exchange on a tax-exempt basis. Once the transaction is closed, Aviation Group will change its name to
travelbyus.com Inc. There are currently 69.7 million shares of travelbyus.com outstanding versus 3.6 million
Aviation Group common shares. Shares of the combined Nasdaq-listed company will be owned approximately
95.2% by current travelbyus.com holders and 4.8% by current Aviation Group shareholders.
What this means for TBU shareholders – Since the merged entity would be considered foreign content
for Canadian tax purposes, Canadian TBU investors will receive shares that are exchangeable on a 1 -for-1
basis with underlying stock of the merged company. TBU shareholders will have period of time –
commensurate with similar transactions - to convert their exchangeable shares into the new merged Company
shares. Because both company’s shares will be exchanged on a 1 -for-1 basis, their share prices should be the
same on all three exchanges: TBU (TSE), TVB (Frankfurt) and AVGP (Nasdaq). We believe that shareholders
should take advantage of the current price disparity between the three exchanges by purchasing TBU (TSE).
Travelbyus.com Travelbyus.com
Symbol / Exchange TBU (TSE), TVB (Frankfurt)
Recent Price (03/02/00) C$4.55
Initial Recommendation Price C$0.45
Current Recommendation BUY
12-Month Target Price Under Review
Shares Outstanding (basic MM) 69.7
Market Capitalization (MM) C$317
www.groomecapital.com www.groomecapital.com
Montreal Toronto
1 Place Ville Marie 20 Toronto Street
Suite 1611, Montreal PQ Suite 900, Toronto ON
H3B 2B6 M5C 2B8
Phone: [phone] Phone: [phone]
Trading: [phone] Trading: (416) 86 1-8257
Fax: [phone] Fax: [phone]
Friday, March 3 rd , 2000.Page 2 CAPITAL IDEAS March 3 rd , 2000
The information contained within has been obtained from sources which we believe to be reliable, but we cannot guarantee their accuracy or completeness. This report is not, and under no
circumstances is to be construed as, an offer to sell or the solicitation of an offer to buy any securities. This report is furnished on the basis and understanding that GroomeCapital.com Inc. is
to be under no responsibility or liability whatsoever in respect thereof. The inventories of GroomeCapital.com Inc. and the holdings of its respective Directors and Officers may, from time to
time, include the securities mentioned herein. No part of this report may be copied or reproduced in any manner without the prior written consent of GroomeCapital.com Inc.
What this means for Global Leisure – Holders of debt and equity in Global Leisure will be issued US$16.2
million of 9% preferred shares and 4.25 million warrants. The preferred shares are convertible into common stock
starting Sept.30, at the company`s option, using the 21-day trailing average trading price. The warrants will be
exercisable into common shares at between US$3 and US$4 per share over a period of two years.
What this means for Travelbyus – By acquiring Global Leisure and merging into Aviation Group,
travelbyus.com moves into the next phase of its business plan. Global Leisure`s 17 major airline contracts, multiple
hotel and resort programs and leisure packages to the So uth Pacific, Mexico, Asia, Hawaii, Australia, New Zealand
and the continental U.S. add significant content for travelbyus.com’s e-commerce and travel agent affiliate sites.
Aviation Group, which recently sold some of its non-core holdings, plans to liquidate its remaining assets
during the next few months and become a vehicle that will enable travelbyus to list on the Nasdaq. In addition to
providing approximately US$10 million through the pending sale of its existing aviation-service operating
divisions (Aviation Exteriors, Aero Design, General Electrodynamics), Aviation Group can provide travelbyus
access to U.S. capital markets through financial partners, such as Doerge Capital Management. Doerge will assist
in closing this transaction and provide up to US$18 million to assist Aviation Group in completing the transaction.
Global Leisure is a provider of discount air and land vacation packages. The company has significant national
contracts with approximately 17 major domestic air carriers, including United Airlines (Hawaii gateways and
departure points), Delta Airlines (Las Vegas), Alaska Airlines (California, Mexico, Hawaii), adding significantly to
the combined Company`s product content, which will be offered to its more than 2,500 travel agencies.
Other Recent News
Feb. 14 -- Travelbyus.com announced that it signed an agreement with Raleigh, North Carolina-based Midway
Airlines Corp. to operate its private label tour product, Midway Airlines Vacations. Travelbyus.com began
promoting and taking reservations for Midway Vacations on Feb. 26.
Products offered under the Midway Airlines Vacations name will initially include air/land inclusive packages to
Orlando, Jacksonville, Tampa and Miami/Fort Lauderdale. Myrtle Beach and other Midway Airlines destinations
will be added in the near future. The travelbyus.com cruise products, which include discounted rates on several
cruise lines, will also be offered with air add-ons under the Midway Airlines Vacations private label operation.
Based on historical traffic, travelbyus.com estimates gross revenue for the product at US$6 million annually.
Feb. 11 -- Travelbyus.com announced it entered an agreement to purchase Bell Travel Systems, a privately held,
profitable travel company, based in Scotts Valley, California. BTS Travel currently has 1,200 travel agency
members. The agreed purchase price is US$3.8 million. Half of the purchase price will be paid in cash and the
remainder in common shares of travelbyus.com stock based on C$4.00 per share. The transaction is expected to
close by mid-March.
Conclusion
We view the recent news on Travelbyus as very positive because it offers the Company an early entry onto the
Nasdaq through the Aviation Group merger, providing increased exposure to U.S. institutional investors and
access to larger capital markets. The pending acquisition of Global Leisure should bring significant earnings to
Travelbyus by FY2001.
What’s To Come? - As part of the Company’s expansion efforts, we believe that TBU will add to its existing
Computer Reservation System (CRS) alliance with Amadeus to include one or more of the remaining three airline
CRSs (Sabre, Galileo and Worldspan). We also anticipate a major marketing program aimed at increasing
awareness of the company’s offerings through its purchase of 120 previously-produced episodes of its television
travel show, Travel Magazine, as well as through Gotham Media, a full-service advertising agency for the airline
and hotel industries. With a Nasdaq listing out of the way, TBU can concentrate on developing partnerships and
alliances with suppliers, distributors and affinity groups. Partnering with an affinity group, such a buying club or
other large membership pool, could provide TBU with significant traffic and hence buying power for its
travelbyus.com web site..Page 3 CAPITAL IDEAS March 3 rd , 2000
The information contained within has been obtained from sources which we believe to be reliable, but we cannot guarantee their accuracy or completeness. This report is not, and under no
circumstances is to be construed as, an offer to sell or the solicitation of an offer to buy any securities. This report is furnished on the basis and understanding that GroomeCapital.com Inc. is
to be under no responsibility or liability whatsoever in respect thereof. The inventories of GroomeCapital.com Inc. and the holdings of its respective Directors and Officers may, from time to
time, include the securities mentioned herein. No part of this report may be copied or reproduced in any manner without the prior written consent of GroomeCapital.com Inc.
In addition, when the acquisition of Bell Travel Systems is completed, travelbyus.com will have over 2,700 travel
agencies across the U.S. Travelbyus.com should be integrating these agencies into the company`s website
beginning in April, adding to the synergies of its other distribution divisions, including Cruise Shoppes of
America, International Tours and Galaxsea Cruise. The combined agencies handle over C$8 billion in travel
transactions and have trailing 12-month unaudited earning (EBITDA) in excess of C$3 million.
We recently raised our 1-year target price for Travelbyus to C$11.00, from C$4.50, based on a Discounted Free
Cashflow valuation method and a 25% discount rate. However, in light of this week’s news, we are placing our
target price back under review until we can assess the full financial impact of this transaction. Assuming the
proposed transaction closes by the end of May, we expect to revise our forecast and target price upwards and
therefore maintain our Buy recommendation.
An investment in Travelbyus.com is particularly suited for investors with an above-average risk tolerance, who are seeking a potential for
capital appreciation and who have a diversified investment portfolio. Groome Capital.com Inc. acted as a selling agent for the $11.95MM
Senior Debenture, which was completed on September 10/99.
CHRIS BONNET, MBA / CLARENCE REBEIRO, MBA [e-mail] 514-878-0558
LELIO LATO, CA, CFA (Associate)

[bugs]

sieht vorbörslich nicht schlecht aus. es bauen sich größere stückzahlen bei 4.99 und 5.00 cad auf. (nur mal zur info für
alle schlafnasen, die heute wieder nei 3,05 und 3,10 eur verkauften)

5 cad = 3,57 euro!!!!!!!!!

aber das ist zum glück nicht mein problem.

[bugs]

aus dem sh board:

I recently requested Mr. Adam to clarify share value for me.
He sent me the following email that I unfortunately do not know how to post direct to stockhouse.

Quote:
The marketplace will determine the share value and price.
It is important to note we will be trading NASDAQ National Market (the same as Microsoft) so our US exposure will be considerable. This means the "marketplace" I refer to above now includes many more US investors. When these US investors compare the TBU business model ( with its uniqueness) to that of EXpedia,priceline.com,travelocity,Preview Travel, etc., will they consider TBU undervalued? How you answer this question should help you with the answer to your question. Presently, and as you point out, there is a differential which is roughly equivalent to the difference in exchange rate. However, this is not new to TBU. We have been trading for sometime now on the German Exchanges and there has often been a difference between our share price on the Frankfurt Stock exchange ( in Euros) versus that on te TSE ( in nCanadian Dollars ). For the stout of heart, therein lies an opportunity for arbitrage.

[Charlyboy]

Eine bescheidene Frage.

Warum haben einige ihre TBU Aktien heute zwischen 3,05 und 3,15 Euro
verkauft ??????

Hallo Bugs,

schön das es Dich auf dem TBU Board noch gibt, habe schon gedacht Du hättest Deine
Aktien verkauft und in DaimlerChrysler investiert.

An dieser stelle nochmal danke für deine Resarchen zu TBU.
Hoffe es kommen noch viele im laufe der Zeit.

Gruß
Charlyboy

[bugs]

ich bin doch nicht blöd!!!!!!

vor 20-30 euro steige ich nicht aus.
passiert vieleicht nicht dieses jahr, aber verglichen mit der
derzeitigen konkurrenz, sehe ich da kein problem, daß wir da noch hinkommen.
die üblichen schwankungen schmeißen mich jedenfalls nicht von board.

der wert stimmt nunmal und daran wird auch eine kurzer downtrend
nichts ändern. wen interessiert`s in einem jahr ob wir kurzzeitig von 3,60 auf unter 2,00 gerutscht sind?

[ahcig]

bugs, das ist die richtige Einstellung!!!

byeeeee

[ahcig]

bugs, das ist die richtige Einstellung!!!

byeeeee

[ahcig]

bugs, das ist die richtige Einstellung!!!

byeeeee

[ahcig]

bugs, das ist die richtige Einstellung!!!

byeeeee

[ahcig]

Entschuldigung aber manschmal spinnt mein Rechner

[bugs]

geht doch.

schlußkurs kanada : 4,80 = 3,4517 euro

auch wenn das für deutsche rechenkünstler wieder heißen mag,
daß hierzulande wieder zu 3,10 oder 3,20 verkauft wird,
der trend geht nach oben.

[cbbc]

Hallo Leute,

Schlaftabletten einnehmen und schlafen,denn wenn die Zeit kommt und aufwacht werdet Ihr eine Überrachung erleben.

Viel Glück

[goldkelchen]

Hi buggs,

nun beschwer Dich doch nicht über die deutschen Rechenkünstler. Seitdem der HSI TBU zum Verkauf gestellt hat hinken wir halt regelmäßig den Toronto-Kursen um ca. 10% hinterher. Kauf´ doch einfach zu Deinen TBUs noch ein paar "Trading-Shares" in Deutschland dazu und verkaufe die Teile in Kanada. Es gibt momentan kaum etwas, was besser läuft. Vom mir aus können wir Montag wieder Kurse um 3 Euro sehen. Dann bin ich wieder auf der Käuferseite...

Goldkelchen

[Mr.Question]

...mal ne frage
kann ich meine hier erworbenen aktien in canada verkaufen?

[goldkelchen]

Bei der Raiffeisenbank funktioniert´s problemlos, bei Comdefekt geht es nicht (erwartungsgemäß...). Frag doch mal bei Deiner Bank nach. Würde mich doch sehr interessieren...

Viel Spaß noch mit TBU!!

Goldkelchen

[bullock]

TBU jetzt noch schützenhilfe vom euro!
Die Konsulidierung ist überstanden,es hat ja auch gereicht!

[feelings]

Hallo Bullock bin neu hier im chat meine frage an dich :Wie kommst du darauf das TBU Schützenhilfe vom Euro bekommen soll.Bin selber stark im Euro Positioniert.Kann mir jemmand sagen wo ich weitere informationen über den Euro bekommen kann? Bin schon seit längeren in TBU wollte schon verkaufen habe dieses aber DANK euch nicht getan.Auf weitere gute INVORMATIONEN und KURSSTEIGERUNGEN betr.TBU.

[Mr.Question]

hi feelings,
wir können uns die hand geben. ich habe auch nur wegen des boardes nicht verkauft.
*still waiting for news*

cu

[Faxefan]

Hallo, ich bin neu am Board
Kann mir einer erklären, warum der Kurs in Kanada so stark von dem in Deutschland abweicht ?
3,40 im Vergleich zu 3,15

[Profeilerin]

Hallo Faxefan,

weil die Leute hier nicht rechnen können, oder weil ein Ars..
seine TBU Aktien schon vor Börsen begin billigst zum Verkauf anbietet,
oder jemand bewußt seine Verkaufsorder mit 3,20 Euro plaziert.

Such Dir selbst einen Grund aus.

Stay long and strong

Eure Profeilerin

[Seestern]

an Profeileren: bestens zum Verkauf
Trotzdem Charttechnich ist es O.K. als Amateurtechniker nicht mehr lange und es geht aufwärts

[Seestern]

Hallo TBUler meldet euch,
Die Woche sind noch die 4 EURO drin,eine gute Vorahnung durch den Kursverlauf in Kanada am Freitag, glaubt mir es geht jetzt los.
Also schnell der Wert ist heiss bevor es zu spät ist.
Gruss an Q. und euch allen viel Erfolg

[bullock]

Ich bin zuversichtlich,für neues high diese Woche und außerdem
Euro Richtung 0,94-0,93
und
http://www.amex.com/asp/quotes_news.asp?symbol=AVGP%60&selec…

[nose]

Hallo zusammen.
Hat jemand Kurse aus Kanda?
Oder sind die wieder vom Handel ausgesetzt.

gruss
nose

[Ozonloch]

Ausgesetzt! Aber keine Sorge! Es werden gute News sein !!!

[nose]

Hey ozon,
mach mir keine Angst!!!
Was sollen die Ausrufungszeichen.
Wenn ja, woher weiss du es?

gruss
nose

[tbu]

Hallo !

Der Handel ist ausgesetzt. Dies trifft aber nicht nur TBU. s gib technische Probleme in Toronto.

Nachricht aus dem Board Ragingbull.com
TSE reporting technical difficulties. 10am open

Es sollte also bald losgehen.

Greeting
Sir Tobi

[realhot]

Kann mir bitte maö jemand erklären, wieso bei diesen News nichts
passiert ???
Eigentlich müßte sich doch jeder eindecken, bevor die Geschichte mit
dem nasdag richtig durchsickert, oder sehe ich das falsch ?
Also wenn nach dem listing nichts Großes passiert, weiß ich es
auch nicht mehr, worauf die Leute warten.

Weiß jemand mehr als ich ??
Wieso steigt nur Priceline, Expedia,etc ???

Bin dankbar für jeden ernsthafte Info.

[ass24]

Shin :
----------

Overall best managed company

Pos. Firm Score
1 Shin Corps 98
2 Advanced Info Service 81
3 Thai Farmers Bank 61
4 Thai Union Frozen Products 52
5= BEC World 40
5= FTTEP 40
7 Siam Commercial Bank 34
8 Bangkok Bank 30
9 Siam Cement 23
10 Telecom Asia 19


ass24

[ass24]

SHIN :
----------


The Shin Group is fully aware that its success in the past 15 years has been
partially attributed to strong supports from the Group`s customers. Currently
the Group serves over one million customers nationwide, ranging from
mobile phone, page phone to internet subscribers to.
To express the gratitude to our customers and show our responsibilities to
the betterment of Thai society, the Group, for 3-4 years, has activately
initiated and participated in many community service projects. Most of these
projects concentrate on supporting education for youth and children in rural
areas, funding art preservation. Following are some projects the Group has
been involved in.

Thaicom for Thai Youth Education Program
The project is to give financial aid to secondary school students (Mathayom
1-6) throughout the country. Using a need base, this financial aid will be
given only to students whose parents have been financially affected by a
current economic crisis such as bankruptcy, redundancy and poverty to the
point that they can no longer support their children to continue their education.

Thaicom Foundation
The Group`s major social contribution was to donate 50 million baht and gave
technological support to the Thaicom Foundation to help promote and
improve national education in rural areas. At present, the Foundation has
provided 1,800 sets of long distance learning equipment to the Non-Formal
Education Department.

Distance Learning via Satellite Project
The Group donated 20 million baht and gave technical support to the
``Distance Learning via Satellite Project". The project transmits
education programs from Wang Klai Kangwon School, Hua Hin, Prachuab
Kirikhan province via satellite to many schools nationwide.

The 50th Anniversary Celebration of His Majesty`s Accession to the Throne
In particapation of the 50th Anniversary Celebration of His Majesty`s
Accession to the Throne, the Group provided financial funding of 4 million
baht for the construction of Chalerm Phra Kiat Building of Suan Kularb
Palace Adult School. Under the iniative of H.R.H. Princess Maha Chakri
Sirindhorn to preserve Thai traditional arts and craftmanship, the school
provides training to interested person. The Group also funded an advertising
campaign to promote and raise funds for the school`s projects.

Cellular 900 IT Camp Project
"Cellular 900 IT Camp Project" started in 1992, the project aims at
educating Thai youths, about telecommunications technology and its
applications.

Phonelink Youth Love Thailand
The Group initiated the "Phonelink Youth Love Thailand Project" in
cooperation with the National Youth Bureau to organize activities that
promote awareness of the importance of Thai arts and culture as well as
technological development.

The Group donated 20 million baht for the construction of Sasapatha Sala
of The Graduate Institution of Sasin Business Administration of
Chulalongkorn University.

Phonelink Rally
The Group organized an annual "Phonelink Rally" to raise funds for
Saijai Thai Foundation since 1993.

Foster Child Care Foundation
"Foster Child Care Foundation" To honor and celebrate Her Majesty the
Queen`s birthday on August 12th, AIS made a financial contribution to the
foundation to support poor children`s education.

Satellite Communications
A permanent exhibition on "Satellite Communications" in the Center of
science for Education at Bangkok Planetarium.

Science and Environment Activities for Students
A competition on Science and Environment Activities for Students to
promote students interest in science and environment as well as to encourage
youths to help protect their local environment.

The Shin Group continues to support those projects and will initiate more
projects.Projects under progress include the Scholarship for Sight-Impaired
Students of Suan Dusit Rachapat Institute.



ass24

[ass24]

SORRY - FALSCHER THREAD - ( THREAD 24 )

Travelbyus.com - strong buy


ass24

[Uranos73]

Deutschland: 3.00 Euro (Schluss FSE)
Canada: 4.71 CAD (=3.39 Euro; 12.45 pm)

Ich glaub ich spinne!

[tuerk]

An Faxefan,
es gibt viele ausländische Aktien, die mit einem Abschlag gegenüber dem Heimatkurs bei uns gehandelt werden - also nicht denken "die ist 10 % unter ihrem Wert und muss mindestens um 10 % steigen". Sie MUSS nicht, oftmals sind es sehr spekulative Aktien. Manchmal überholen sie dann sogar für einige Tage den Kurs des Heimatlandes.Das ist dann der Fall, wenn bei uns viele auf den fahrenden Zug aufspringen (dann muss man mit dem einstieg besonders vorsichtig sein, weil der Kurs fast immer wieder zurück kommt, sich also dem des Heimatlandes anpasst, das Aufgeld ist dann Lehrgeld).
Bei TBU ist es so, dass sehr viele Anleger enttäuscht waren als starke Kurssteigerungen nahc der Homepageeröffnung ausblieben, da gab es einen scharfen Rückgang und seitdem hinkt der Kurs hinter Canada/USA zurück und es ist eine gewisse Ernüchterung der breiten Masse eingekehrt.
Wer Nerven hat, bleibt drin - und hat nach dem Rückgang bis auf unter 2 Euro ja "Recht" behalten...
Tuerk

[spielboy]

hm, was issn mit travel los???
habe echt gedacht wo die jetzt im net sind, daß da der bär abgeht mit dem kurs, aber sehe noch nicht mal nen gummibärchen, wird das noch was? werden wir eine kursexplosion erleben? werde ich heute mittag mein suppe essen? hm, man weiß es nicht, wir werden sehen!!!

so long

[geldgraeber]

Hi,
bei der Kurssteigerung der letzten 6 Monate ist vielleicht erst
mal etwas Ruhe angesagt.
Es werden allmählich Analysen von Banken auftauchen, weitere
Cooperationen bekannt gegeben und spätestens wenn AVGP zun TBU
umfimiert ist, also anfang July werden alle gemerkt haben, was wir
im März für Schnäppchenpreise hatten.

In 2 Jahren schau ich mir den Kurs wieder an.