Go-ahead Share Discussion Threads

[bunnji] 13/1/2014 13:32

Well done to all those who kept the faith, looking good.

[phil140158] 20/12/2013 15:28

That's GOG above 1800 if you include the recent 55p dividend. Glad I held onto mine!!!!!!!!!!!!!

[phil140158] 17/12/2013 13:04

Goodness me! Thanks for your post DMF, someone's working a big order me thinks. Tempted to bail out, having got the 55p divi. Hold though, there's lots of upside between 1730 and 2100!

[dmf] 17/12/2013 13:01

17 Dec 2013 Go-Ahead Group...GOG Goldman Sachs Conviction Buy 2100.00 Target

[phil140158] 30/10/2013 10:04

Down 49p the last time I looked, so with a 55p divi, that's 6p up on the day!

[enami] 30/10/2013 09:22

OK thanks - silly me not being a holder any more I do not track it so closely.

[equs] 30/10/2013 09:02

gone ex div

[enami] 30/10/2013 08:40

Why such a big drop today? I cannot see any news or broker recs to affect this.

[phil140158] 27/10/2013 20:58

Oh Yes! GoG on a 5 year high! Thanks for the chart Enami - what do the charts tell us now? Fundamentally, I think the market believes management's prediction of £100m bus profits and are beginning to attribute some value to the rail business?

[phil140158] 24/10/2013 15:57

Could today be the day for GOG to breach and hold the 1700 barrier?

[enami] 24/9/2013 06:30

I have not held this share for a long time, nice to see it gaining ground.

This is the weekly chart. share price is at the top of the trend channel, Wave 3 Fib target 1723.
I have not been following the news but assume results OK.


Uploaded with

[bunnji] 18/9/2013 20:07

YYIIIIPPEEEEEE ..;-)

[phil140158] 18/9/2013 17:07

Highest end of day close since August 2008 - reactions please, Ladies and Gentlemen?

[phil140158] 05/9/2013 20:54

Bunnji - thanks for posting that. Have you edited the article? I refer to the smiley, winky faces after the full year dividend statement? Phil

[bunnji] 05/9/2013 14:31

Go-Ahead swallows £86m jump in franchise payments
By Ceri Jones | Thu, 5th September 2013 - 10:43

Transport operator Go-Ahead Group (GOG) has announced a pre-tax profit of £86.2 million for the year, an 8% fall caused by a massive rise in rail franchise payments to the government, but this was better than both management and analysts predicted.

Record passenger levels across both bus and rail divisions helped drive a 6% increase in revenues to £2.57 billion, but profit at the rail unit, which operates the Southern, Southeastern and London Midland rail franchises, fell by £15.7 million as the franchise payments ballooned to £85.9 million.

The Olympic Games last year were a high spot for the company's rail operations, with Southeastern alone transporting one in 10 of all spectators, and up to 25,000 people an hour travelling to and from the Olympic stadium on its High Speed Javelin trains, which produced the longer-lasting bonus of 27,000 new customers signing up to its database.

There was encouraging progress towards the management's bus operating profit target of £100 million by 2015/16. The bus division posted a record operating profit of £78.2 million in the year, up 11.4%, and ahead of management expectations by around £8 million. Initial projections for operating profit in this first year of the bus unit's Target 100 strategic plan will be in line with the previous year, at around £70 million, followed by steady growth through subsequent years after cost headwinds of around £20 million due to a reduction in the Bus Service Operators Grant and increased fuel costs. The company has spent £45.3 million on 251 new buses in the year, but made £1 million in cost savings. Over 400,000 smart cards are now in issue and mobile-ticketing generated over £1 million of revenue in less than 12 months.

Go Ahead has been shortlisted for the Thameslink and Crossrail franchises, but no mention was made in the results of the company's last-minute withdrawal from the DLR bid following the disintegration of its relationship with former partner Colas Rail. Go-Ahead and Colas Rail, part of the French conglomerate Bouygues, were named on a shortlist of four bidders by Transport for London in April.

The company maintained its full-year dividend at 81p. ;-)) ;-)) :-)) ;-))

Investors liked Thursday's news and sent the shares up 51p to 1,526p in early trading. This compares with a 1,500p target price from analysts at Panmure Gordon

[rafieh] 07/8/2013 12:07

Bought in today on the pull back, taking position for the results early September. If we break out of £16 resistance, the 5-year old chart will look fantastic, pointing to £20 as the next target.

[phil140158] 27/6/2013 21:19

Thanks for the posts, Bunnji. Any of the old GOG followers still around? Surely a rise of 120p over the past week warrants some sort of comment!

[bunnji] 25/6/2013 15:48

Four train operators have been shortlisted by Transport for London to run the Crossrail services that will start in 2015.

The bidders will be National Express, Keolis/Go-Ahead, Arriva and MTR.

All four currently run trains in or around London, with German-owned Arriva and MTR, the Hong Kong Metro operator, running the Overground service as a joint venture.

The announcement is another blow for FirstGroup, which recently failed to pre-qualify for the Docklands Light Railway franchise in the capital, and is still in talks over its Great Western rail extension in the wake of the 2012 west coast main line fiasco. LR RATP, the Parisian tube and RER operator, also failed to make the cut.

An invitation to tender is due to be issued in September, and an operator will be appointed at the end of 2014. The winner will start running the first services from May 2015 between Liverpool Street and Shenfield, with the central route under the capital opening in late 2018.

Howard Smith, Crossrail's director of operations, said they were a step closer to cutting journey times across London. The £14.8bn project promises to increase rail capacity in the capital by 10% with a fast, frequent service linking the east and west.

[bunnji] 25/6/2013 15:45

Go-Ahead Group plc : Go-Ahead and Keolis partnership shortlisted to bid for Crossrail


06/25/2013| 08:22am US/Eastern
25 June 2013

A joint venture between Go-Ahead and Keolis has been shortlisted to bid for Transport for London's Crossrail franchise, the first new major UK railway in a century.

The partners currently operate three rail franchises together - Southern, Southeastern and London Midland - through Govia.

David Brown, Group Chief Executive of Go-Ahead said: "We are very pleased to be on the Crossrail shortlist and look forward to working with Keolis on a compelling bid. Over the coming months we will draw on our combined experience of operating high density rail networks both in the UK and abroad, and aim to demonstrate that we can meet Transport for London's ambitions for delivering a world class service to passengers."

Transport for London is expected to announce the winning bidder by the end of 2014 with the contract expected to start in May 2015.

[granville23] 11/5/2013 16:03

That's good hope it stays above 15

[unastubbs] 08/5/2013 11:09

Bak up again today. Someone muyst have put some petrol in the tank?

[unastubbs] 07/5/2013 18:34

I would love to know. I saw no negative broker comment. Well someone knows and no doubt we will find out next week some time...

[granville23] 07/5/2013 18:17

What is the reason for the sudden big drop, does anyone know

[phil140158] 11/4/2013 12:54

52 week high, if I'm not mistaken and only a day away from the dividend payment. Good performance, I reckon.