Go-ahead Share Discussion Threads

[mister md] 19/10/2020 14:14

yes, again "Resilient business model - 90 per cent of revenues secured through contracts with no revenue risk from changes in passenger demand" makes this less risky

definitely looking at market leaders like Carnival & Tui but they are in bigger trouble the longer this situation lasts and indeed a lot of damage has already been done to their financial position, so avoiding those for now

[danieldruff2] 19/10/2020 13:51

Agreed, though you have to look at the financial damage done to individual companies. I spent yesterday looking through shares like these and reallocated some capital this morning. I went for this, SGC, NEX, CPG and decided to avoid TUI

[mister md] 19/10/2020 12:41

Good news on the vaccine front may cause instant re-rate on some of the hardest hit sectors though

[linton5] 19/10/2020 11:18

I'll buy when it's over the 100 dma no rush in this stock market its not like 2009

[mister md] 19/10/2020 11:15

back over 600p again

[mister md] 07/10/2020 09:51

"Resilient business model - 90 per cent of revenues secured through contracts with no revenue risk from changes in passenger demand"

this was the reason I opted for GOG at these levels, shareprice should be much higher in 6 months time

[linton5] 07/10/2020 07:41

I went into fgp once it broke 40 this spread puts you off and gog falling away behind the others Now.so seem to have got lucky

[mister md] 05/10/2020 14:22

the spread narrowed, but the shareprice was all over the place during the last week ;)

[linton5] 02/10/2020 14:39

I’m still watching gog all bus companies on a slight upward trend this week but not gog,so waiting on a buy signal still for me

[mister md] 22/9/2020 09:26

Looking good value from this 600p level - have bought a few.

[linton5] 18/9/2020 14:24

Nex now blue gog minus 3 a big difference 🐲

[linton5] 18/9/2020 14:18

I’ve noticed nex seems to perform better than gog, on my watchlist the 2

[invisage] 03/9/2020 10:31

NEX up 10% and GOG up 6%

But so far SGC up 1%


SGC going to play catch up? Loads of beaten up value from COVID getting a nice bounce today, people going back to work and schools open ….


SGC at the bottom of the range, can see a quick 20-30% bounce here pdq IMO

[mrspp1] 11/8/2020 08:35

https://vimeo.com/434642873

[shiftypete] 01/8/2020 05:12

This isn't new, Since 1 April 2020 Southeastern (also most other TOC's as well). have been operating under an 'Emergency Measures Agreement' where the Department for Transport has taken on the cost and revenue risk involved in running the railway. Southern will continue to manage its patch under the direct award contract until 16 October 2021, with the option to extend 31 March 2022. Surely if the government is taking the revenue risk I'm wondering why the share price continues to drop.

[lucyw1] 21/7/2020 20:37

GOG may get nationalised. Government offered train franchises a new deal with very little profit margins. Details of the deal should be published this week. That's why shares fell so much

[sanks] 19/7/2020 09:38

Sheila's got a £15.57 price target on this stock. I'm backing her.
Hope this begins to make some sense before it's too late to buy at these levels.

[ropey] 15/7/2020 15:27

Wow !- a positive day, long may it continue !

[ropey] 14/7/2020 09:21

Down again....total mystery....surely they have to make some form of an announcement for the current movement of shares.

[actybod] 13/7/2020 21:03

Beats me. I heavily down just now.

[1sjh] 13/7/2020 19:36

I'm bemused by this im down around 40% and when I bought I considered cheap. A solid company with a certain profit. Maybe after Septembers transport budget are sorted we see some kind of return. I only see them expanding their services over time due to their performance compared to competitors. Seems to be a sentiment that working from home and no travelling is here to stay aomething I dont believe in long term.

[biddy74] 13/7/2020 18:09

I’ve been unable to figure the continuing drop. As I understand it they have a certain level of revenue protected by government contracts. Mobility data from both Apple and Google shows quickly increasing public transport use. Strong presence in high demand areas of London, Oxford and Brighton. Good cash levels and many liabilities not due until 2024 so plenty of breathing space. I’m sure it’ll bounce in due course.

[gary1966] 13/7/2020 13:57

Maybe stories of rail services being nationalised this weekend as not viable presently in private hands. GOG forecast to make no money on rail franchises and so not sure how big a loss they would be.

[ropey] 13/7/2020 12:16

Have I missed something with GOG ?They are dropping every day, why ?