Go-ahead Share Discussion Threads

[mister md] 27/7/2021 14:02

well that was a gift at 950p the other day

[hawfinch] 26/7/2021 14:22

If anyone asks you whether or not liquidity plays a part in stocks just show them a comparison of gog and sgc.

[poolies3] 19/7/2021 13:40

Dropping on very low volume
But they can turn in a instant
Hopefully 😂

[mustau] 19/7/2021 10:48

not before September me thinks.

I'm drip feeding.

[hawfinch] 19/7/2021 08:18

Keep forgetting how fwd looking these markets are. Left holding the bag on this one. No doubt it will revert back to 500m MC but how long must we wait is the question.

[mister md] 19/7/2021 08:08

Added. This will come good eventually.

[mister md] 05/7/2021 13:06

a nice 4% increase today

[hawfinch] 29/6/2021 13:51

Yh whole travel/transport sector getting pummelled. Delta variant causing a right faff

[its the oxman] 29/6/2021 13:18

Going badly here 112

[hawfinch] 17/6/2021 10:37

Don't think it's because of that. I think gov't doesn't want to go through a disruption in operations at this moment in time.

[chester9] 17/6/2021 10:17

Off this mornings RNS confirming government expectation of it being tough till Easter 22

[chester9] 17/6/2021 10:16

The Department for Transport (DfT) has extended GTR's Emergency Recovery Measures Agreement (ERMA) under the same contractual terms, from its current end date of 20 September 2021 until 31 March 2022.GTR's ERMA, which generates a margin of up to 1.5 per cent, is a management contract with no financial exposure to passenger volumes.Around 90 per cent of total Group revenues are generated through contracts where there is no direct revenue risk from changes in passenger demand.David Brown, Go-Ahead CEO, commented:"The extension of this contract recognises the vital role GTR plays in connecting communities and enabling their green and sustainable economic recovery. More people are using our rail services now than at any time during the pandemic, and we look forward to welcoming more customers back in the months ahead."

[linton5] 17/6/2021 06:21

This is so undervalued to be honest I sold at 13 as felt it was gonna have a breather surprised it’s came back this far but ready to repurchase again one of a few that is not near pre covid levels where many have returned also see this as a great bargain for some org to take over,hoping it drops more to be honest

[saurish] 11/6/2021 05:52

Tipped in the Times.

[undervaluedassets] 10/6/2021 13:13

Decent statement. Mr market slightly "Meh" reaction today.

It is fine. They will trend back to where they came from pre-pandemic over time.

Comical pricing .. Collectively the bus companies languish at prices 1/3 of their all time highs.

Quite aside from being profitable, companies like GOG will be shielded and promoted by government. They are structural to our recovery. We cannot live without the buses

[hawfinch] 10/6/2021 10:39

Chester, the company will make a profit in this fiscal year given they’ve operating majority of the year in a national lockdown.

The main takeaway from the trading update was that their unregulated division was showing signs of 80% capacity. Unregulated or regional division for GOG is their lowest revenue generator but poses the highest risk.

Furthermore, as long as the industry keeps consolidating it only means more chunk of the pie for GOG, especially as it expands its unregulated market (i.e., buying up the small players).

I don’t think we will see £20 this year, but I reckon we could definitely hit £14/15.

[chester9] 10/6/2021 09:40

After having a good year last year I sold out at share price 12:15 why? Company is well run but can not grow profits until COVID calms down. In addition they can not pay old style dividends as you are basically giving away the governments money. GOG will be back but with most people expecting a further lockdown in October, partial hopefully, they will not be able to deliver the 100% occupancy of 2 years ago. I sold NEX and GOG but will review when COVID takes off the controls on their operations. Sadly for 2 well run companies this may we'll be after Easter 2022. GLA

[mustau] 10/6/2021 08:16

I’ll look to add a few more if they drop to around 11.

[hawfinch] 10/6/2021 07:08

What a depressed market....

[linton5] 10/6/2021 06:19

Last divi paid was 72p back before COVID in sept 2019 so sept 9th for annual release date

[hawfinch] 10/6/2021 06:06

Takeaways of trading update:

- Regional bus volume strongest since start of pandemic. Peaks of 80%
- Leverage to be reduced.
- Working to pay dividend this year (most likely hear about it in annual).
- improved outlook

Good stuff.

[linton5] 10/6/2021 06:06

Very very good update anyway no word on divi reinstatement though mmm 🤔