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Stagecoach Share Discussion Threads
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|You guys are right, barely a blip in the share price on that news.
Very attractive yield and I'll carry on adding :-)|
|Was as I suspected that bad news was already in the price, but there are two more franchise renewals due later this year and the Bus Bill is bad news imho.|
|>>Still think SGC is great value, but share price going to be under pressure for a while>>
I reckon that's about right|
|Looks to be ironed in, Mr mkt knows long before.|
|I would delete you post above srichardson, now (to save face). Thght I would be right but needed to wait for news. Still think SGC is great value, but share price going to be under pressure for a while|
|Stagecoach Group plc ("Stagecoach") is disappointed that it has been unsuccessful in its bid for the new South Western rail franchise, which is due to commence in summer 2017.|
|They will not lose the franchise which is pretty well run. If I am right it is also a share to hold in a market downturn. SW Trains are mostly providing commuter services to London. Demand does change over time with economic activity but the rate of change is slow and demand fairly inelastic. This is a big chunk of the business. Earnings are are fairly steady, valuations low. I reckon the surprises may anyway be on the upside. I would rather own this in a market crash than a small cap with volatile earnings and no market liquidity.|
South West Trains director has recently moved jobs. Jumping ship before they loose the franchise contract perhaps?|
|Cheers wallywoo, i did expect it on the 8th but mine was delayed for some reason. Re-invested now :-)|
|nope bang on time, via tdw|
|I'm still here zho :-)
Only just received my dividend payment today. Anyone else late getting theirs?|
|Bit of a spike up there! Any news, anyone?|
Looks like April for award of new contract. Which I take to mean new (renewed) franchise holder.|
|hmm, 3rd time the share price has tested this level. Does make you wonder whether it may break lower. Doesn't the South Western rail franchise get announced soon??
To me the dividend is not under threat but WTFDIK|
|Chart looking ominous. Where's Sawadee when you need him?|
|From Go-Ahead today. Well documented problems with S Rail.
"Transport operator Go-Ahead, which owns 65% of the Southern franchise through Govia Thameslink Railway (GTR), reported a drop in first-half pre-tax profit as operating profit from the rail division slumped due to strike action, and the company lowered its full-year expectations for the bus and rail divisions.
For the six months to the end of December, pre-tax profit dropped to £67m from £75.9m the year before, as revenue edged up to £1.72bn from £1.67bn.
Operating profit fell to £74.1m from £85.4m, with regional bus operating profit up 6.2% to £25.7m but rail operating profit down 35% to £26.9m, owing to losses at GTR and known bid costs."|
|good luck Davros, not liking this downturn either. Keep thinking about FGP and what happened to them (ie debt going up, divis rising them bang they needed a deeply discounted rights issue, and current holders got screwed).
Don't think that is likely here (since debt no where near where FGP was), but have a nagging doubt. Bgt in here just under £2 and just over topped up. It still looks good value in any downturn / recession, but will pull out too if this goes much under £2.|
|I sold out this morning as lost all momentum and turning down. If the market's going to go a bit soggy I want to be taking my weaker positions off the table. Just a very small loss so no damage done|
|Noticed the Motely fool recommended this share yesterday, though the write up showed both sides:
|Premier’s Chris White overweight Public transport firms :-)
|Ex-div Thursday, I believe. Also, Sec of St for Transport on A Marr yesterday suggesting franchise model not fit for purpose.
|Market was right to take advantage of last weeks mark-down :-)|