Go-ahead Share Discussion Threads

[bunnji] 03/6/2012 21:01

.....LOL.....

[trt] 01/6/2012 08:29

Its not just about the share price, for me its also very importantly the dividends - thats income no matter what.The share price will recover no one is here to make a quick buck - not these days. Income is key !!

[artibee] 31/5/2012 13:34

you and your top ups seem to be the kiss of death for GOG trt - when I look at that chart over the last year it makes me feel quite queasy - a 40% fall - it is actally my worst performing share (by a long way thankfully)!

[trt] 31/5/2012 08:40

Just grabbed a few more can't resist at this price - so looking forward to the final dividend payout in November its going to be a bumper one !!!

[bunnji] 22/5/2012 21:25

artibee

Deserves a small tick up, olympics have been priced into this for two years plus, as anyone can see. Regardless of peeps bleating on about the divi, Franchises and acquisitions are key at the mo, the former sadly lacking, gla.

[artibee] 22/5/2012 17:04

surely we are due a bounce soon!

[northernlass] 19/5/2012 22:11

GO-AHEAD ON RIGHT ROAD TO MEET EXPECTATIONS

Bus and trains operator Go-Ahead Group reported a solid first quarter, with growth seen in both parts of the business, leaving it on track to meet full year expectations.

Outside London, the company's year-to-date revenue, excluding acquisitions, increased by around 4%, with passenger numbers up by around 3%, although a recent weaker concessionary performance offset stronger growth in fare-paying passengers. In London, year-to-date revenue and mileage rose by over 4% and 2%, respectively.

In the rail division, Southern achieved growth in passenger revenue of around 9% as passenger journeys rose by more than 2% year-on-year. In the Southeastern division, passenger revenue was up over 10% and passenger journeys increased by almost 2%. London Midland saw strong passenger revenue growth of over 13% with passenger numbers up around 8%.

In a statement the company said: "Overall, trading in the third quarter has been solid and, whilst we continue to be cautious about the wider economic outlook, we remain confident that we will deliver a full year result in line with our expectations.

Due to recent acquisitions in the group's bus division, year end net debt is expected to be higher than previously anticipated at around £95m. The group seemed sanguine about the debt position, emphasising that it remains in a good financial position with strong cash generation, enabling it to continue churning out the divis while looking for suitable acquisitions.

Source:

[phil140158] 18/5/2012 15:15

Anything in the Stagecoach announcement today stirring up a bit of interest?

[trt] 18/5/2012 12:47

GOG is a safe haven. Price moving up today when everything else is moving down.
Can't beat a solid reliable stock like GOG - yield is fantastic !!

[bunnji] 17/5/2012 20:58

And down she goes again.... been a long time since i bought anymore of these, still not quite there for me, but getting a lot warmer. gla

[trt] 09/5/2012 17:40

Topped up again today - can't resist at these levels. Just continue to boost my dividend payouts !!!

[trt] 26/4/2012 21:19

Brokers' Views:

- Espirito Santo Investment gives 'Outperform' rating on the stock with a target price of 1600 pence per share
- Peel Hunt assings 'Hold' rating on the stock
- Jefferies recommends 'Hold' rating with a target price of 1350 pence per share

Earnings Outlook:

- Charles Stanley estimates the company to report revenues of £2,507.84 million and £2,431.55 million for the FY 2012 and FY 2013 respectively with pre-tax profits (pre-except) of £96.40 million and £90.60 million. Earnings per share are projected at 136.62 for FY 2012 and 132.16 for FY 2013.

- Espirito Santo Investment projects the company to record revenues of £2,206 million for the FY 2012 and £2,276 million for the FY 2013 with pre-tax profits (pre-except) of £95 million and £99 million respectively. Profit per share is estimated at 143.40 pence and 149.30 pence for the same periods.

- Peel Hunt expects Go-Ahead to earn revenues of £2,347.90 million for the FY 2012 and £2,445.80 million for the FY 2013 with pre-tax profits of £94.40 million and £98.10 million respectively. EPS is projected at 144.80 pence per share for FY 2012 and 146.90 pence per share for FY 2013.

[salpara111] 26/4/2012 12:56

Looks decent enough but not jumping in as the market does not seem very interested. I will watch it for the next few days and if there appears to be a change of share price direction then I will get on board. (No pun intended)

[salpara111] 21/4/2012 14:21

Just bear in mind that when First Group recently updated the market the share price dropped 50p on the day and a further 50 over the next week.

I am interested in GOG but would much rather wait until after the results before buying

[trt] 15/4/2012 12:10

Interim Management statement due 26th April, I will want to top up before then.
This year the Olympics will be a big money earner for GOG !!!

[bunnji] 11/4/2012 13:33

Crikey !! hope some did'nt top up too early.

[artibee] 10/4/2012 15:39

Oh dear! 1150 for a top up?

[phil140158] 29/3/2012 09:29

Hope it stays down 'til 5th April. Might be a good buying opportunity for the 2012/13 ISA! Phil

[trt] 29/3/2012 09:26

GOG have hedged all their fuel for the coming year. The yield is fantastic at this price -market initial reaction is always overdone that's why I wanted to top up before we return to normal levels .

[artibee] 29/3/2012 09:15

trt of course GOG are affected by Firstgroups issues! Reduced subsidies, increased fuel costs and in GOGs case the relience on bus operations for 60% of profit is worrying. I know GOG does a lot of it's business in London but they also do a lot in the North East and other poorer urban areas - just where First are having their problems. I think the best we can hope for is that GOG don't try and buy any more of Firsts cast offs! I would save your topping up for a week or two. (dont get me wrong - I am a holder)

[trt] 29/3/2012 08:47

I see this as yet another good opportunity - Firstgroup's issues don't affect Go Ahead. Took advantage and topped up this morning

[enami] 29/3/2012 08:33

Aye - just seen on Bloomberg - First Group down 16% - profit warning I guess affecting the rest of the sector probably why we are don so much.

[trt] 29/3/2012 08:24

Thameslink - thats good news they have vast knowledge of london commuter rail network