Active Risk Share Discussion Threads

[jak1] 16/3/2010 11:14

Yep some one digs that rumour up every few weeks, especially when the share pice aint moving much. Dont tell me "Resolution no doubt" LOL

[eurochamps5times] 16/3/2010 11:06

700p bid rumour doing the rounds today.

[jakelomes2] 01/2/2010 09:33

Fundamental and technical view on ukk analyst website:

[steve517757] 28/1/2010 12:46

Wow ... possible Arriva led Arriva/Keolis merger ... that would create a European Transport Giant!!!

[spacecake] 17/11/2009 13:00

Nice move, I'll continue to buy the dips - if Buffett likes transport so do I !

[darias] 17/11/2009 12:50

Well stone the crows - a jump like this and no-one wants to write anything.

[jakes114] 02/9/2009 23:15

Had to sell them as profit wes dwindling might go short tomorrow dont like the idea of bidding for East Coast main line
Jakes

[steve517499] 01/9/2009 10:13

ARRIVA CONSIDERING NEW BID
Aug 28 2009 by Iain Laing, The Journal

NORTH East transport group Arriva is considering a bid for East Coast Mainline operator National Express.

And struggling National Express is also mulling an increased takeover offer of almost £700m from its biggest shareholder the Cosmen family.

The board of the rail and coach firm which runs the Edinburgh to London main service via Newcastle is weighing up the new offer but said it was also considering a range of other options. This includes a possible rights issue as it looks to accelerate the reduction of its £977m debt pile.

David Martin, the chief executive of Sunderland-based bus and train company Arriva, said he was evaluating the situation to see if there was a promising opportunity.

[jakes114] 27/8/2009 19:56

Just bought some more, where is everybody

[jakes114] 07/4/2009 15:52

I cant believe that this wont be a lot higher by year end Dec that is nice divi too I have a strong befief that 550p will be the figure
Any takers
Jakes
I expect you can guess that I have just bought some

[steve517757] 24/3/2009 13:35

alby220 - accepted - but in fairness to phil ... it is the whole market that has suffered, many companies worse than Arriva - it is not something Arriva specific.

Having said that, until such time as more news as to which 5 rail franchises are considered 'red' by the DfT comes to light ... then I think the transport sector maybe on the whole is something to avoid.

If none of the franchises turn out to be run by your company - you are on to a winner, but if one or more is ... I can see further big tumbles for the companies concerned.

[philjeans] 17/12/2008 12:48

Sadly neglected on this board but a fantastic recovery stock for 2009!

Huge order book; still highly profitable and completely unaffected by retail, mortgages or credit!

BUY.

[steve517757] 03/7/2008 14:58

Good to see Arriva expand again, diversifying to set up another core market, in Spain, along with its existing Madrid and other Spanish operations. Bodes well for the future. Spain is just 1 of 10 countries Arriva operates in.

Also good to see in the recent results both UK train franchises doing well, and their investment in new vehicles for their UK bus business.

Having said that, I think the transport sector as a whole was overvalued at the beginning of the year, but the drop in value is over done. Since the lows of May, Arriva have been outperformed by Stagecoach, and have outperformed First, so I think currently represent fair value for the sector.

My biggest worry about this sector is the UK rail premium payments, which I have mentioned before (maybe on other ADVFN boards), some of which I think are overly aggressive. Looking at the Cross Country franchise, I think Arriva's should be achievable. Ones I worry about are some of the contracts awarded to First and the East Coast National Express contract. Maybe others share my worries which is why First are currently under performing in this sector

Now if this acqusition / expansion adds value to the bottom line then all the better .. if not ?!?!?!? Hoepfully it will. The line that seems to indicate to me it is good business is "Substantial depot facilities to the south-west of Madrid provide significant scope for further expansion".

[spacecake] 25/6/2008 12:30

If the oil price were to reverse trend ari would have chance of a break upwards.

[asmagliocco] 21/5/2008 13:29

Why the sudden freefall these last 2 days? The difference between buys and sells does not seem so wide as to warrant this, so do I assume markdowns?

[indieman] 27/3/2008 17:27

Since the thread is vitually deserted, I can only assume you wish to elicit a response.

Hello. That was it.

[39rich] 27/3/2008 13:26

Just like most threads no one in here has a clue :@)

[alansmith23] 24/2/2008 15:31

new to this sector

can anyone (as there's nobody here I know it's unlikely) value differentiate between the operators here, ie GoAhead, Stagecoach, First Group, Arriva, National Express?

[asmagliocco] 17/1/2008 09:09

Buy rec. from the Mail on Sunday's Midas column's new midweek service, with £150m profit expected this year. Worth researching?

[indieman] 27/10/2007 08:42

Well, it's happened. Not by huge amounts, but it's still looking strong enough to do the same again after a bit of a rest.

[indieman] 07/10/2007 08:32

Recent share price performance has been very impressive and there's a distinct possibility of a move into new price territory. That's unusual at this time of year.

[steve517757] 10/9/2007 11:50

I do not recall any mention being made of them being a target, in fact Arriva seem to be doing plenty of takeovers in Europe. However that said, mention is made of the need for consolodation in the transport sector in the UK - plenty of rumours have circulated, but nothing concrete ever comes of them.