Active Risk Share Discussion Threads

[neefax] 01/7/2003 14:35

Todays local newspaper the 'Sunderland Echo' believes that Arriva will soon lose its independence, exit price at £4.00 +, not sure where they got that info, interesting though.

[oranges] 22/5/2003 00:47

I would agree with Neefax, looks as though there's something round the corner insofar as takeover / merger action. The venture capitalists would love the cash flow from the buses trains and disposal of retail car sales business, any ideas anyone.

[oranges] 22/5/2003 00:47

I would agree with Neefax, looks as though there's something round the corner insofar as takeover / merger action. The venture capitalists would love the cash flow from the buses trains and disposal of retail car sales business, any ideas anyone.

[neefax] 16/5/2003 18:03

I wonder about all the share buy backs, there something not quite right about the sheer volume and cash expended. I suggest that its either a prelude to going private, i.e management buyout or venture capitalist/management deal, what exit price though, thats a 64 million dollar question, I guess £4 per share or thereabouts.

[psolomons] 09/4/2003 00:56

On a p/e of around 7.5 and such good prospects ARI really is a very good buy at the moment.

IMHO.

[slinger1] 07/4/2003 21:03

Cheers Psolomons,i notice you were right about share buyback as 200,000 bought today for cancellation.

[psolomons] 07/4/2003 15:56

Slinger1...just people bailing out having taken the divi.

Expect share buy backs soon which will support the price.

prospects are good with congestion charges expanding nationwide as well.

[slinger1] 04/4/2003 17:29

What the hell happened today.It was going along nicely up 8.75p to 289p.I went out for an hour to come back and see it down 6p on the day at 273p.Anybody know the reason.

[psolomons] 03/4/2003 14:51

looks like I was right not to buy. down to £280.
i'll now pay myself the £100

[psolomons] 02/4/2003 00:59

Took a good long look at ARI this morning and have concluded that it is a strong buy for a number of reasons.
The recent figures were extremely good.
The company is bound to be benefiting fron the congestion charge in London where it runs thousands of buses.
The company has pledged to keep buying back its own shares.
It is still on a very low p/e of around 8.

So prospects good...current numbers good...share buy back continuing.

I very very nearly bought a load this morning as this goes EX D tomorrow but didnt coz of the geo-political situation.

I bet myself £100 i took the wrong choice.

We shall see.

[chuk] 01/4/2003 15:04

also gained temporarily from the Central line debacle i guess

[m.t.glass] 01/4/2003 15:02

Divi is a biggy, at 12.8p
I guess a few people will be watching closely in the final hour today to see whether it's worth playing for..

[l2e] 07/3/2003 10:03

Arriva may be down...but that conjestion charge in London, where they operate 20 percent of the buses, is helping them out in a big way as road users become ppublic transport users.....should see great returns in the next year....any opinions

[boram] 03/3/2003 13:34

Finals are out on Thursday 6th, the graph looks good on a upward trend, doe you think that there results will be.

[mick p] 23/12/2002 19:54

Out of ARI at 260 on stop buy, wasn't expecting this move so early so a little hacked off, will have to look at re-shorting this......

still profit is profit

happy xmas & healthy new year to all....

[mick p] 15/12/2002 22:30

I was on the day thread when this lot came up :



the Rail stuff was just on the BBC news........gotta be a screaming short now for the medium term....

Rail cpys have to:

Cut costs

Expect lower (or no) subsidies

Any subsidy is performance related (they are all stuffed!)

Charge higher fares to cover costs (rail cpy statement) which will drive away pax

Rail cpys have a choice...either cut staff (strike action.....no dosh....go bust) or cut timetables "drastically".... no pax , no profit, go bust.


Or am I reading this wrong?

short......

mick p - 15 Dec'02 - 22:23 - 41 of 41 edit


Oh sorry I forgot,

J Prescot (dep prime minister, 3 jags, handy with his fists) will wait until 2 or 3 parts of british rail (and I bet he still thinks of it that way) go bust and then re-nationalise it. It would make him a working class socialist hero....

again......

[mick p] 15/12/2002 21:21

(copied across from dict)

Heard a piece on Radio 5 today saying that Labour are going to crack down hard on poorly performing rail cpys, with higher fines. More interestingly, the subsidies are going to be substancially reduced......


yum yum yum

(exc spelling , chablis induced)


Will attempt to find the piece and post here.........

[transittrader] 15/12/2002 16:07

Personally I see a falling wedge which is usually considered quite bullish. If there is no significant breakout soon it'll probably head down becasue it is very close to the apex now.

[mick p] 15/12/2002 13:41

Went short on this Fri at 273, but will be ready to jump out if it bounces too high....top of downtrend channel is close so I think it has a bit further to fall......long term though this seems to want to go sub £2....

[toffeeman] 06/12/2002 14:10

Hi BB,

Ta for that - so far so good tested 270 today and bounced just have to accept no straight lines!! - unless og course they PW!

cheers

[bigbusiness] 05/12/2002 14:32

Hi Toffeeman. I made the same post on the premium board. No other comments at the moment.

[toffeeman] 05/12/2002 09:27

Anyone interpret the ridiculous number of tiny trades over the past few days?

[toffeeman] 04/12/2002 14:21

Hi BB I shorted today see you on TBS

PS do you know what the comment is on the premium board - I'm a titewad

[bigbusiness] 03/12/2002 18:34

Looks like the neck line of the head and shoulders has broken. I am looking for a target of around 180p

[bigbusiness] 03/12/2002 18:32

Looks like the neck line of the head and shoulders has broken. I am looking for a fall to 180p.