Go-ahead Share Discussion Threads

[enami] 29/3/2012 08:16

Go-Ahead Shortlisted for Thameslink Rail Franchise

Seems like above average volume yesterday (I assume insiders buying).

Well down today in reaction.

[trt] 28/2/2012 10:37

In for some more, can't resist the dips before the dividend payout

[phillis] 27/2/2012 12:56

25.5p divi on 23/3 (x date)

[phil140158] 24/2/2012 11:37

Interesting spike, trt? Hardly any volume, but interesting nevertheless?

[trt] 24/2/2012 10:45

If it comes down a little from here I am in for some more !

[trt] 24/2/2012 10:23

Yes couldn't understand yesterday's reaction to the results that's why I topped up again. Silly not to take advantage - investors yesterday simply weren't reading the statement properly.Anyway their loss my gain.
Should be priced at well over £14 after yesterday's results

[artibee] 24/2/2012 09:19

very positive press coverage to the results today - so some effective PR working, which is good. Or maybe, less cynically, they are actually good results!

[trt] 23/2/2012 14:32

Divi is important for long term investors such as myself - I have been invested for over 7yrs and enjoying the rewards.

[artibee] 23/2/2012 13:56

In a bit of a downtrend here. Not smart to boost expectations in december and then disappoint today - much better to underpromise and overdeliver! Did buy a few at 1265 though - but still nervous! Divi is not everything and the market is very unforgiving at the moment.

[trt] 23/2/2012 12:45

Profit taking to be expected. I always take advantage of the dips boosts my dividend payout very nicely indeed.

[salpara111] 23/2/2012 12:16

Results look decent but the market clearly diagrees....back to 1200 methinks.

[trt] 23/2/2012 07:11

Another set of solid results from GOG I see.

[keran] 20/2/2012 09:21

Yes trt results on Thursday - should be bumper results beating market expectations. I think you are wise to top up your holding before Thursday.

[trt] 14/2/2012 15:07

Results next week - topped up again today.

[trt] 25/1/2012 15:00

Bearing in mind the next results are already going to beat market expectations ( as noted in the last trading update )but the question is by how much. We could see the share price jump quite dramatically from current levels and we could easily see an increase in the dividend payout. IMHO

[trt] 23/1/2012 17:17

Grabbed a few more today - only 4wks to the results.

[trt] 05/1/2012 09:29

Market Report: Go-Ahead moves into fast lane for takeover gossips

Despite high hopes at the start of the year, takeover activity in the Square Mile ended up being rather subdued during 2011. However, punters praying the next 12 months may prove to be different will have been cheered yesterday by the revival of takeover talk around a number of stocks. One of them was Go-Ahead, the transport group which has been frequently suggested as a possible target. Vague rumours of a potential approach were doing the rounds last November, and yesterday it was back in the spotlight thanks to Liberum Capital.

Analysts from the broker said the company could be "a prime candidate" for a move from a European peer. Speculation that a bid for one of the UK bus and rail groups could emerge from the continent has been high ever since Germany's Deutsche Bahn paid £1.59bn for Arriva in 2010.

[l2user] 05/1/2012 01:40

Go-Ahead moves into fast lane for takeover gossips
TOBY GREEN THURSDAY 05 JANUARY 2012

[trt] 20/12/2011 18:43

I think consolidation in the industry will hot up next year and the year after.GOG has always been a target and if the price is right the management may say YES !!!
For me the offer would have to be in the region of £19+ a share

[steve517499] 20/12/2011 16:24

Be great for whoever gets it as revenues are over £1bn a year - and I can assure you there are lots of groups, both in UK and abroad that are looking at this franchise with interest ... there will be serious competition just to get short-listed for this one.

Only worry is that competition is going to be so hot ... margins will be significantly eroded.

[trt] 20/12/2011 14:06

Looks like a fab opportunity for GOG to grab Thameslink routes with options to extend the franchise after 7yrs.In effect a name change to cover all the routes.

[steve517499] 20/12/2011 11:52

Bad news that the DfT have announced the Southern franchise will disappear at the end of the current contract, with it being absorbed by the Thameslink franchise.

[trt] 16/12/2011 08:43

DAILY TELEGRAPH

7:00AM GMT 16 Dec 2011

Go-Ahead Group

£13.69 +64p

Questor says BUY


Go-Ahead said that trading had been "robust" and it now expects operating profits for the full year to June to be slightly ahead of its previous expectations. The boost is primarily because of its rail division.


An important thing to note here is that we are not yet halfway through the year, so the company's new chief executive, David Brown, must be pretty confident this will be achieved.


All three of Go-Ahead's rail franchises are showing a strong performance. In particular, the group's smallest franchise, London Midland, is achieving double-digit growth in both passenger revenue and volumes. The first rail franchise that will come up for re-tendering is East Anglia in 2014. The other operations are the Southern franchise, which includes the Gatwick Express, and Southeastern.


Go-Ahead's bus operations are run through a 65pc-owned subsidiary called Govia. The rest is owned by French group Keolis. The bus operations outside London have remained "resilient", with half-year revenues growth expected to be at about 3.5pc.


In London, mileage increased during the period as expected, due to new contracts beginning in the second quarter. Mileage growth of about 2pc is expected for the first half. Fuel costs remain fully hedged for this year at 41p a litre, in line with last year. The group is now about 70pc hedged for next year at an average of 49p a litre.

The main reason to own the shares is for income, as they are yielding a prospective 6pc. Go-Ahead's recent trading update saw management reassure on the payment, saying: "Our cash flow and balance sheet remain strong, underpinning our dividend policy, providing support in the event of a downturn in the economy and allowing flexibility to pursue further value-adding opportunities."

The shares were first tipped at £12.15 on June 11 last year and are now 13pc ahead compared with the FTSE 100, down 6pc.

Buy for the income.

[trt] 15/12/2011 12:02

Looks good on the chart all the way to £15