Go-ahead Share Discussion Threads

[bunnji] 23/2/2013 18:53

Phil

Point taken, however £100 mil profit on the buses is at least two years away probably three,and it is just that, a forecast. I quite like the fact that they are into trains,given that it can be very lucrative,and lets have it right they ship over a million people a day on them,to be fair the latest franchise debacle
is not the best and out of their hands,however i suspect some of the franchises awarded as a result may well have big implications for those they are awarded to.

[phil140158] 22/2/2013 21:29

Bunnji - if they are forecasting a £100 million profit from the buses makes you wonder why they bother with trains at all?

[bunnji] 22/2/2013 21:12

WHHHAT no expected good news,,,,Never,,,,, but all is so good !! that bloody good the share price rose by errrrrrrr not one iota!!!! well who would have thought,and who knows may even drift back down to £13

Now without the rampers, rose tinties, and the desperate one that bought in for £20 plus and has not shut up since...As for "all good" jeez


Go-Ahead Group Plc (GOG), Britain's top rail company by passenger numbers, said the government should issue a franchising timetable and resume contract awards to clear a logjam caused by the discredited West Coast tender..(read as very good)

"In the next couple of months they need to set out the program for the franchising timetable, which franchises are coming up and when," Chief Executive Officer David Brown said in a phone interview after reporting *SLUGGISH first-half profit. (Read as Excellant)

Contracts that were close to being handed out before the state-back probe, including Thameslink, a route in southeast England for which Newcastle upon Tyne-based Go-Ahead was a shortlisted bidder, should go out to tender this year, he said. (Read as Fantastic)

Britain's franchising system, under which companies have competed for routes since the rail network was privatized in the 1990s, was suspended after flaws were detected in the award of the West Coast line to FirstGroup Plc (FGP) ahead of the incumbent, Richard Branson's Virgin Trains. A report into the system from Eurostar Group Ltd. Chairman Richard Brown, published on Jan. 10, recommended that the process resume with some modifications.(Read as Outstanding)

Go-Ahead's net income for the six months ended Dec. 29 was little changed at 26.9 million pounds ($41 million), it said in a statement today, with operating profit flat at 51.2 million pounds and sales 8.1 percent higher at 1.3 billion pounds.(Read as AMAZING)

Brown is seeking higher returns from its bus unit as the franchising holdup clouds the outlook for the rail sector. (Read as seeking!! err Breathtaking) stating income from buses should meet the 100 million- pound target set for fiscal year 2016 as the company replaces cash ticketing with pay-in-advance smart cards and keeps costs down, the CEO said. The division's operating profit gained 5.4 percent in the first half to 37.1 million pounds. (Read as SHOULD ??)

As for the good !!!! The stock traded 0.9 percent lower as of 9:59 a.m.

I really would love to see this lot do better, sadly not the case, divi is good for now
but will not remain like this if trains do not provide, if it makes peeps feel better bunnji has a price target of £50 !!!!!!! well if they can,,,,, thought i may as well join in with some frivolity... :-))

[yam114] 22/2/2013 16:12

All good and a good divi.

[phil140158] 22/2/2013 07:34

Three more buy recommendations from Espirito Sancto (?), Investec and Jefferies.

[trt] 22/2/2013 00:13

Go-Ahead Group (LON: GOG) had its price target lifted by Investec from £14 to £16 in a research note released on Thursday morning. They currently have a buy rating on the stock.

A number of other firms have also recently commented on GOG. Analysts at RBC Capital reiterated an outperform rating on shares of Go-Ahead Group in a research note to investors on Thursday. They now have a £16 price target on the stock.

[trt] 21/2/2013 07:50

Solid results - on course for £100m operating profit from buses by 2015/16.

[phil140158] 20/2/2013 17:51

Yes, trt. Big notch up after 15.30 so we might expect good news tomorrow? I had GOG for my 2012/13 ISA and I'm happy enough with it. Fancy BG for 2013/14, but it has notched up quite a bit from it's year low, so I'm not sure. Not sure we've got £10k of free cash either!

[trt] 20/2/2013 16:24

Results tomorrow - share price rising looks good !!!

Glad I am on board already !

[trt] 16/2/2013 08:33

No, just good business sense. There is no point topping up when the price is rising you get more for your money when buying the dips.

[bunnji] 15/2/2013 19:28

Off course you do. Your topping up is nothing short of legendary some might even go as far to, say completely unbelievable...;-)))))

[trt] 14/2/2013 08:33

LOL = Loads Of Lolly. Yes every year I top up before the results and every year my dividend payout gets bigger and bigger.

[trt] 13/2/2013 09:44

Grabbed a few more this morning taken advantage of the price. Results Thursday next week !!

[trt] 12/2/2013 16:08

Well could we see the interim dividend increase on the 21st Feb. At the moment we get 81p for the whole year( 25.50p half year and 55.50p full year )Could / will GOG up the payout, they have said many times in their annual statements they realise the dividend is an important factor for many investors.

[bunnji] 12/2/2013 15:02

"bidders sniffing around"

Back to the same old *&%%^£$£....shame

[trt] 08/2/2013 15:07

21st Feb this year

[phil140158] 08/2/2013 13:56

Ticking up nicely. Half year results 23rd February last year.

[trt] 07/2/2013 16:24

Results 21st Feb should take us to £14.50 - £15 - looking good !!

[artibee] 07/2/2013 14:02

Date Company Name Broker Rec. Price Old target price New target price Notes

04 Feb 13 Go-Ahead Group... HSBC Overweight 1,357.00 1,180.00 1,415.00 Upgrades
31 Jan 13 Go-Ahead Group... Deutsche Bank Buy 1,357.00 1,500.00 1,500.00 Retains
23 Jan 13 Go-Ahead Group... Espirito Santo Execution Noble Buy 1,357.00 1,600.00 1,700.00 Reiterates
21 Jan 13 Go-Ahead Group... Nomura Buy 1,357.00 1,513.00 1,493.00 Reiterates
11 Jan 13 Go-Ahead Group... Oriel Securities Buy 1,357.00 - - Retains
11 Jan 13 Go-Ahead Group... JP Morgan Cazenove Neutral 1,357.00 1,430.00 - Reiterates
08 Jan 13 Go-Ahead Group... Oriel Securities Buy 1,357.00 - - Retains
08 Jan 13 Go-Ahead Group... JP Morgan Cazenove Neutral 1,357.00 1,430.00 1,430.00 Reiterates

bit of a cut and past mess there - but you get the general idea!

[trt] 06/2/2013 20:58

Deutsche bank BUY recommendation - price target now £15

[phil140158] 04/2/2013 09:23

Thanks for the post, Enami. That period in late November/early December when they were around £12 was a good time for a top up, I think.

[enami] 04/2/2013 08:43

HSBC Upgrades To Overweight Target Increased From 1180 To 1415

[trt] 25/1/2013 16:24

Could we have some news come Monday morning ???

[trt] 25/1/2013 16:24

Possibly broker upgrades ahead of results on 21st Feb or dare I say it- bidders are sniffing around !!