Go-ahead Share Discussion Threads

[bluebelle] 18/2/2010 16:15

phil140158 - 9 Feb'10 - 12:46 - 449 of 453

phil

I've only just seen this : which were the others and/or do you have a link to the report?

[enami] 18/2/2010 15:43

Volume high today, I got a buy signal at the open, would be great to finish over the 100MA (1352). Results next week.

[phil140158] 09/2/2010 13:45

Thanks, Enami. Phil

[enami] 09/2/2010 13:29

phil - share price fell through the 200 and 50MAs yesterday so a bit negative.
Tomorrow is T+10 to results for those inclined to buy ahead of expected good figures and also 30 days after the January market peak for those wishing to buy back into the market after locking in their capital gains for this tax year.

Back over 1300 as I type

[phil140158] 09/2/2010 12:47

edit - Enami if your still around and have time - what are the charts telling us? TIA

[phil140158] 09/2/2010 12:46

trt - there was an article in the Times this morning that mentioned GOG. A financial book 'Profit from the core' written by some of the partners at Bain & Company, examined 2000 companies to see which have delivered more than 5.5% compound annual sales growth, 5.5% compound annual profit growth and earned back the cost of their capital. Only 242 companies passed the test and only 14 were British. You'll not be suprised to hear GOG was one of them (as was First Group). The case for investing prior to the results is compelling!

[trt] 09/2/2010 12:01

Small top up this morning i couldn't resist ahead of the results. Could easily see an increase in the dividend

[trt] 05/2/2010 11:33

Nice day for a top up ahead of the results

[trt] 01/2/2010 16:23

And we have the results on the 25th Feb - could well see the share price close to £15 by that time

[enami] 01/2/2010 15:52

Very high volume today.

[steve517757] 01/2/2010 15:09

trt.

That would depend on how the directors viewed going it alone. There MAY become a time when the directors actively seek a bigger group to merge with.

Any bid price would depend how friendly the approach was, if either side wanted to particularly play hard ball and how much each side wants any possible merger to proceed.

[trt] 01/2/2010 12:51

I would imagine any potential bid price for GOG would have to be nearer the £20 level to be agreeable to the board of directors.

[trt] 01/2/2010 11:27

I think consolidation is inevitable yes, the French SNCF in particular seem rather keen - I see GOG as a good short term and long term hold

[bluebelle] 01/2/2010 11:00

Steve517757 - 28 Jan'10 - 13:41 - 439 of 440
It is only talks at the moment, but do you think it will kick off a series of consolidations in the industry

It is inevitable IMHO but icing on the cake as far as I'm concerned. I hold this on fundamentals : prospective overall return, including dividend.

[trt] 01/2/2010 10:27

Lots of press talk at the weekend about consolidation within the industry - GOG mentioned re Arriva and Keolis.
Should push share prices higher

[steve517757] 28/1/2010 13:41

It is only talks at the moment, but do you think it will kick off a series of consolidations in the industry trt? You also have the 2 French companies Veolia and Transdev planning to merge.

The possible Arriva/Keolis tie-up, Veolia/Transdev, and Deutsche Bahn will be 3 major European Transport players. You then throw DSB, Serco, and NedRail (now Abellio), and you have a bit of European competition for the UK groups.

Must admit, I have always favoured the European expansion of Arriva compared to the American expansion sought by a number of the other UK transport groups.

Also would be good to see a British company get such a big foothold in France, the French market has not traditionally welcomed outsides companies as other European countries.

[trt] 28/1/2010 12:59

Yes I saw the news re Arriva holding merger talks with SNCF. The whole sector has been given a boost by the news and the market certainly is looking favourably on the deal. Consolidation is bound to happen within the industry I wonder who will come along and snap up GOG.

[steve517757] 28/1/2010 12:48

How do you guys feel about the possibility of having Arriva as your partner at Go-Via?

[trt] 28/1/2010 10:37

I topped up earlier in the week thankfully - share price showing real strength now after those broker recs

[enami] 27/1/2010 11:32

Moving up on the normal pathetic volume here, but yesterday the volume was well above average.

Half year results due 25 February.

[trt] 20/1/2010 14:02

Renewed confidence in exposure to UK Rail leads the US broker to prefer Go-Ahead, up to 'equalweight' from 'underweight', over Arriva, downgraded to 'underweight' from 'equalweight'

[bunnji] 06/1/2010 23:35

Plans for the fastest railway in Europe have been handed to the Government for approval.

The multi-billion-pound link would see 250mph trains travel from London to the West Midlands out of a new station in the capital.

If approved, construction would begin in 2017, with the first trains running by 2025.

Lord Adonis, the Transport Secretary, told Sky News he was confident passengers would welcome the developments, and said it was time for Britain to catch up with Europe.

"I think people's minds are being concentrated on the benefits of high-speed rail - particularly because they see them abroad," he said.

"People for years now have been using the TGVs in France - other European countries have similar trains - and they're rightly starting to ask 'Why don't we have them here?'"

The 400m-long trains would carry 1,100 passengers in a project which could cost as much as £60bn.

The station would be big enough to handle 14, and eventually 18 trains an hour, with 20,000 passengers travelling in and out every 60 minutes.

The 200-page report, from the High Speed Two (HS2) company, also presents options for a high-speed line, or lines, north of Birmingham up to Scotland.

If the Government decides to pursue the proposals, it will publish a White Paper by the end of March 2010.

The HS2 team looked at 35 possible sites in London for the high-speed terminus and have settled for a site right in the centre of the capital.

The route has been designed to reduce noise and visual impact as much as possible.

However, it is almost certain to meet opposition if, as expected, it would involve cutting through the picturesque Chiltern Hills in Buckinghamshire.

[trt] 06/1/2010 09:27

Yes a happy New Year to one and all. I see GOG moving up yet again today - results are only 4wks away maybe investors are getting on board early.

[phil140158] 05/1/2010 16:40

A happy and prosperous New Year to all GOG holders, haven't heard anything from you for a while. Should have bought more under £13, but didn't. Heavily committed with Falkland Islands oil shares just now, will be taking profits shortly and looking for a safe haven! Best Wishes!

[keran] 18/12/2009 12:23

A steady climb back up I see - well done to those who topped up below £13