Go-ahead Share Discussion Threads

[bunnji] 02/4/2013 12:24

Nice tick up. assisted by first group no doubt

[bunnji] 26/3/2013 14:24

Delivering on Brown review recommendations, the new programme will provide a more sustainable schedule for rail franchising by delivering no more than 3 to 4 competitions per year, and staggering the 2 principal Intercity franchises, West Coast and East Coast, so they will not be let at the same point in the economic cycle.

In order to roll out the programme and stagger future competitions, it will be necessary to exercise a number of contractual extensions with current operators and to negotiate a series of direct awards with current operators. During these discussions the department will look to negotiate further passenger benefits, which will ensure the best deal for tax payers. As a result, I will later today be serving notice on First Capital Connect and Southeastern to call 7 period extensions available in their contracts.

The new franchise programme is set out below.

In my statement of 31 January I announced that the Thameslink, Southern and Great Northern would be a management style contract due to the level of investment and change on the route. For Great Western, our plan is to put to market a competed management contract in 2016. We will further develop this proposition in the light of experience with the Thameslink competition, which has similar infrastructure challenges, and will give consideration to the capacity in the market closer to the date.

[phil140158] 23/3/2013 17:44

Agree, Blueball. Dividend growth has stalled over the past few years.

[blueball] 23/3/2013 12:42

I am concerned that the profit margins are extremely low compared to revenue and as a dfensive share there are better opportunties such as builders which will do well in the next boom.

[phil140158] 21/3/2013 21:15

Enami - thanks for the post. Added your thread to my e-mail alert list so I can see what your up to!

trt - I can see why Enami has got out as he has reviewed his investment policy. For me, I regard this as a safe dividend share and the daily price fluctuations are not relevant. Thing about taking profits is - what you gonna do with the cash?

[blueball] 21/3/2013 20:52

Overpriced and due to fall to 1000p imo.

[bunnji] 20/3/2013 22:20

Natural when your expecting £16 and upwards !!

[trt] 20/3/2013 15:37

Edging that bit nearer to £14 a bit of a concern !

[enami] 20/3/2013 08:26

Not sure trt. I am converting 40% of my share portfolio to property.

Did this chart yesterday on my own thread.



Core holding since 2009 through all the ups and downs plus often bought a trading stake at the lows.

[trt] 19/3/2013 18:16

Well done Enami good to take profits after such a good run.

I wish you well in the future - may be buy back in if the price drops to £12ish again?

[bunnji] 19/3/2013 18:15

Happy days :-))

[enami] 19/3/2013 14:50

I have sold out completely today for the first time in ages.

Did sell my trading stake on the spike up on 12 March.

A good dividend stock but I need some cash elsewhere and my capital gain is much more than my dividend. Overall CGT payment threshhold for this tax year not quite reached.

Got 1522 so happy.

[bunnji] 18/3/2013 17:36

True PHIL apart from the £16 and upwards and stonking start this morning ;-)) it's break out the humble pie time ....,, back to the beach weathers ferkin lovely here gl

[phil140158] 18/3/2013 17:07

At least trt was honest, bunnji. I'm too busy to even think about what I might switch to, so I'm holding for the dividend! (teh - hee!)

[trt] 18/3/2013 14:36

But with the euro zone crisis about to kick off again for me it's wise to take profits.

[bunnji] 18/3/2013 14:18

1009

Dear oh dear after all that SPOUTING OFF backtrack backtrack backtrack.

[keran] 18/3/2013 10:56

I think you have a point TRT. GOG goes EX dividend tomorrow or Wednesday and that will be a further 25.5p drop in the share price so yes it could trigger a sell off after that, especially if Cyprus turmoil escalates to the wider Europe.

As you say IMHO

[trt] 18/3/2013 10:06

My goodness I thought I would never say this but I have top sliced this morning and taken some profit. Got to admit Cyprus issue could send markets down quite considerably. IMHO

[trt] 18/3/2013 08:31

I accept we could see a fall in the share price from here due to the Cyprus issue and markets are very nervous, time will tell.

[phil140158] 15/3/2013 19:49

trt - there's your £15! Every day is a new 12 month high. Sold my Weir
Group last week for £24.22 which was also a 12 month high, it has gone higher but has come back a little. GOG is different for me, because it pays a decent dividend and I regard it as a safe hold. Won't be buying it for the 2012-13 ISA though, because it doesn't represent great value and there are other value buys out there.

[bunnji] 15/3/2013 18:04

Lol
is there a "Teach your Granny to Suck Eggs" forum anywhere ??

[trt] 15/3/2013 16:55

We ended at £15.11 mid price. Big buy of 36,154 shares at £15.11 showing at the end of trading so bodes well for Monday morning. Could see a quick move upwards from the start.