Go-ahead Share Discussion Threads

[hawfinch] 09/6/2021 21:25

UVA,I wouldnt say all. I think SGC at ~500MC is fairly priced.

[linton5] 09/6/2021 14:47

Well if gog don’t announce a dividend tomorrow I’ll be highly disappointed nearly most companies have reinstated there’s and there’s no excuse to be had here

[undervaluedassets] 09/6/2021 14:43

All the listed bus companies are priced way below their long term average and median values.

This won't last as they are seen as structurally important for the UK as they represent the backbone of public transport and are significantly supported by local and national Uk government. And that quite aside from the fact that they have remained profitable throughout the pandemic.

[hawfinch] 08/6/2021 09:35

It’s a weird one. If we compare it with SGC (using previous interim results) we get the following (high lvl view):

SGC bottom line: 4.4.
GOG bottom line: 16.2
SGC revenue: 454.6
GOG revenue: 2,070.2
SGC book value: -117.2
GOG book value: 250.6
SGC total debt: -1,720
GOG total debt: -1,776.2
SGC MC: 496m
GOG MC: 517m

I mean, this is a short SGC & long GOG play – even though GOG is in rolling stocks.

[weemonkey] 04/6/2021 14:19

I hope it is an anomaly.

As someone said makes no sense as contracts underwritten by local government

Plus share price has not bested pre-vaccine share price highs posted in 2020. Has to be doing better since we have had the vaccine one would think.

Finally GOG has not incurred losses throughout this pandemic...it has made profits albeit at a reduced level

Should re-rate.

[its the oxman] 04/6/2021 10:39

Have I made a mistake here? Just keeps falling. Should we sell before chart breaks down further.

[hawfinch] 02/6/2021 18:21

CEO retiring is overkill. Should see this stock heading north of £13 in a week or 2 I reckon.

[undervaluedassets] 02/6/2021 14:30

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

Quote from latest results.

Mr market being strange with this one.

[its the oxman] 02/6/2021 13:40

Keeps falling for some reason

[hawfinch] 28/5/2021 15:23

Just bought in.

[undervaluedassets] 26/5/2021 10:06

ceo retirement created mild slip this am.

topped up

[livewireplus] 20/5/2021 03:24

New public body Great British Railways to integrate the railways and deliver passenger-focused travel with simpler, modern fares and reliable services.hTTps://www.gov.uk/government/news/great-british-railways-for-the-passenger

[undervaluedassets] 07/5/2021 15:24

Buses are partially underwritten by contracts with local authorities which is hugely reassuring...

And then there is simply the fact that we all go back onto the buses in the end.

Surprisingly the price is still under the highs achieved last May in midst of pandemic before we had the vaccine. Logic says that with the vaccine and Covid in retreat we should be trading above the May 2020 price

The country is opening up. IMHO long way to go on these.

[mister md] 29/4/2021 10:51

seems a good top-up opportunity to me

[chester9] 28/4/2021 18:15

I agree June everything starts to open up and the buses keep moving. Big impact today but partly recovered.

[leedslad001] 28/4/2021 16:05

Let's see who is right in 6 months ide bet money it's not HSBC

[leedslad001] 28/4/2021 14:27

I never take any notice of brokers they change rating to suit what their position is. When they have let their mates accumulate as many or sell as many as they want they will just change rating again to suit

[chester9] 28/4/2021 14:20

HSBC CUTS GO-AHEAD GROUP TO 'HOLD' ('BUY') - TARGET 1,340 (1,215) PENCE

[chester9] 28/4/2021 14:19

Brokers cut forecast to 12:15 hence share price drop

[leedslad001] 28/4/2021 14:09

Nice buying opp

[leedslad001] 28/4/2021 09:28

Just added

[leedslad001] 28/4/2021 08:26

And better results than other companies in the sector should be 15.00+ now

[undervaluedassets] 28/4/2021 08:17

This due a surge.

Still not bested price high in April/may 2020 before we had the vaccine.

Such sense gaps get filled.

[mister md] 14/4/2021 09:46

Blackrock increase

[livewireplus] 08/4/2021 16:05

Buses in England to return to pre-pandemic levels as lockdown eases, says industry group - hTTps://www.bbc.co.uk/news/uk-56676970