Go-ahead Share Discussion Threads

[barnesian] 15/3/2017 17:12

Strike over. Should help price tomorrow.

[artibee] 14/3/2017 11:23

My short (as a hedge) is bound to cause a massive bounce - but it is all looking a bit desperate atm

[linton5] 10/3/2017 12:58

That purchase maybe foiled a further drop,good timing eh

[barnesian] 10/3/2017 10:07

Might not be long to wait! Or you might wait forever.

RNS 10:35 10th March
CEO has just bought £50,000 worth of shares at £17.26 each. I assume he knows what he is doing.

[linton5] 10/3/2017 09:33

I'm waiting for 1565 resistance on the weekly chart

[barnesian] 10/3/2017 08:14

Managed to buy first thing this morning at 1717.8p. I feel at that price there is more upside to downside but who knows!

[barnesian] 08/3/2017 10:45

Investors have fallen out of love with this share for the time being.

The next event is the RMT strike planned for 13 March. If the strike goes ahead, sentiment will remain negative. If the strike is called off, sentiment may become positive.

I shall watch out for news on negotiations between GTR and RMT between now and next Monday. It will probably be last minute stuff over the weekend so won't be able to trade until markets open on Monday by which time the share price will be moving sharply up or continuing down.

[barnesian] 07/3/2017 17:14

Perhaps. I do think this fall is an over reaction but it has downward momentum. I'd prefer to buy at 1800 on a rising trend! I'm nursing a loss. Haven't added yet. I plan to buy more but the timing is key. I don't mind missing the bottom.

[artibee] 07/3/2017 16:09

bought at 1790 - falling knife?

[barnesian] 07/3/2017 13:49

It's broken through 1800. Not looking good.

[barnesian] 07/3/2017 10:11

I'm thinking the same thing. It depends whether it breaks through or bounces back off 1800. If it breaks through, it could go down a lot further. If it bounces back, we'll need to be quick.

It may test it today.

[artibee] 07/3/2017 09:54

maybe I'm a buyer at 1800

[barnesian] 07/3/2017 08:27

The market reaction to the half year results seems overdone to me.

Clearly the company is suffering the effects of the continued industrial dispute on GTR but this will be resolved eventually. The effect on rail profit has been about £15m but the market cap has dropped by more than £150m.

I see this company as a regulated utility with relatively low growth, solid earnings and cash flow, and a dependable high dividend yield. Forward div yield is now 5.7%. One to tuck away I think before the industrial dispute is settled, when I suspect the share price will snap back up.

[muji1983] 03/3/2017 14:20

Is it no post updates?

[ali47fish] 21/4/2016 09:22

no comments here on the update- it says meets expectations

[sandlab] 24/3/2016 01:57

Going past the Loyang Bus Depot yesterday saw a big red old style double decker inside the perimeter with prominent Go-Ahead advertising and "Hiring Now" all over it. Walked past today but it had gone, so did not get a photo.

[bunnji] 04/3/2016 23:07

Interesting read, they are worried about the lack of genuine tenders, moreso no new companies stepping up to the breach.

DFT willing to accept only two ‘genuine’; bids for franchises

Lord Berkeley, who sits on RTM’s editorial board, had asked the department what the minimum number of bids for rail franchises should be to create the “necessary competitive tension to ensure value for money for the travelling public, and in particular whether they consider that three bids is sufficient for that purpose”.In response, transport minister Lord Ahmad of Wimbledon, said: “Whilst the Department for Transport prefer to have three bids for each franchise competition, as was the established practice under the previous government, we are prepared to accept that on occasion, we may only have two genuine bidders.”The reference to the two “genuine”; bidders comes after First Group and Stagecoach were the only companies shortlisted last month to run the next South Western franchise.This news came shortly before the Public Accounts Committee (PAC) released its ‘Reform of the rail franchising programme’ report, which claimed the DfT had made relatively “poor progress” in building up its franchise
management capability since the collapse of the Intercity West Coast competition in 2012.The influential group of MPs also noted that the number of bids the DfT receives for franchise competitions has reduced, on average from four to three since the restart of the franchising programme in 2013. And while the department acknowledges the risk that some of the nine transport companies that currently run rail franchises may drop out of the market, it was unclear about how it plans to retain their interest.PAC has recommended the DfT should develop alternatives to its current commercial approach so it is well placed to deliver value for money if market interest falls to a level where intense competition cannot be guaranteed.At the time, Meg Hillier MP, chair of the PAC, said: “We are particularly concerned about the effects of declining competition within the programme.“Our report states that by its own measure, the department requires at least three bids per competition to increase the likelihood of receiving high-quality bids. Yet it was announced that only two companies will compete to run the South Western franchise from June next year.”

Saying that, who would'nt be concerned when you have only First Group and Stagecoach as sole bidders on the South Western franchise !!

[artibee] 25/2/2016 10:27

Up on good NEX results. Lets hope we can keep it up.

[artibee] 18/2/2016 10:14

Well, frankly, it's about time we had a bit of a bounce. Will there be benefit from low oil price at some point?

[tintin82] 18/2/2016 08:08

Great results. Certainly the standout performer in the transport sector.

[dave00123] 06/2/2016 09:51

Why do these shares continue to fall is it the announcement that tfl will take over a large portion of the rail franchise?

[ali47fish] 03/2/2016 08:28

why does this one keep falling

[tintin82] 04/12/2015 16:23

Trading Statement on Thursday, all signs point to a belter. Hopefully the good run will continue.

[tintin82] 03/12/2015 10:28

Great news. Close to a breakout.

[bunnji] 03/12/2015 10:22

Another good result today,retaining the London Midland line.