Rotala Share Discussion Threads

[netcurtains] 03/12/2020 18:03

winston270: Good luck to you! Sounds good! I have a very mixed portfolio - I'm not getting rich but I'm keeping my head above water just.
I'm 25 in the investor list tonight - alas I'm still in division two! (colour wise):

[winston270] 03/12/2020 18:00

netcurtains,

Thanks for your advice, but I really don't need it, I'm more than happy with my investment decisions & source of information.

I'm getting rich just fine from Bitcoin i.e. "INVESTING FOR THE FUTURE"

[netcurtains] 03/12/2020 17:54

winston270:

RULE THREE of INVESTOR CLUB:
Get basics right like peoples names: "netcurtains" I'm not a curate although investing is part of religion.

As the book of Eclesiastes states:

"If you want to get rich invest in foreign trade and have a diverse portfolio "



You should take more note of these things.

[winston270] 03/12/2020 17:48

netcuratains,

I don't need to read company websites / press releases, my information comes straight from the horses mouth...

ps you spell 'RULE ONE' like so.

Yes, Hallmark Coaches, the fleet that's been shrinking long before Covid.

[netcurtains] 03/12/2020 17:39

winston270: I Am aware....

I'd go further:

RULE TWO OF INVESTOR CLUB: "read company websites and press releases properly"..

Re pulling out of one depot in Heathrow they go on to say:

"In the longer term, the board believes that the pre-existing drivers of change in the bus industry will have been further strengthened by the impact of Covid-19. Therefore, we continue to believe that opportunities for growth, both organic and by acquisition, will arise once the crisis has passed.

The phrase "in the longer term"... relates to REUL ONE OF INVESTOR CLUB: "INVEST FOR THE FUTURE"

Cheers Net (if you want any more of the rules please let me know)

ps
another web site to read (a subsidiary of rotala)

[winston270] 03/12/2020 17:19

netcurtains,

You might not be aware that Heathrow represents only a small proportion of Rotala's business & they've very recently downsized from two depots down to one, not really a move which suggests there is much optimism for growth in the area in the future. Airport's is not an area where they're actively looking to expand.

Rotala's shareprice has recently gone up due to Director buying & most recently being tipped in Investors Chronical + vaccine news / sentiment.

Your optimism / comments around Airport traffic will be more related to National Express Group, their coach network serves all the major airports and includes Airport car park shuttles etc. Those routes are NX's most profitable corridors


leedslad001,

I'm not filling my boots on Rotala shares as typically their price has been range bound over the years, but when the Mkp Cap fell to circa £10 million (20p /share) I have bought in (which mirrors directors buys) & will add on weakness, I've also been buying Stagecoach near it's lows too.

[netcurtains] 03/12/2020 15:35

Winston270: You might not be aware but share price RISES relate not to what is happening NOW but what investors think WILL HAPPEN in the next 12 months.

You invest for the FUTURE not for the PRESENT.

The future is rosey for buses that go to airports, and to work places and more or less everywhere.

The present explain why the share price fell a few months back - the rise now is because people are buying for what will happen in the spring.

Its RULE ONE OF SHARE CLUB: "INVEST FOR THE FUTURE"

[leedslad001] 03/12/2020 15:19

You will be filling your boots with the share price as it is knowing the business so well ?

[winston270] 03/12/2020 14:47

Thanks leedslad001,

I'm fully aware of Rotala businesses & fleet make-up, I speak regularly to senior group management & help maintain the group fleetlist.

Fyi - Rotala now only operate 8 full size coaches around Heathrow, from a group fleet of circa 700 (predominantly made up of buses).

[leedslad001] 03/12/2020 12:12

About the businessRotala provides a range of transport solutions, ranging from local bus services under contract to local authorities, through to commercial bus routes. Rotala has operations at Heathrow Airport, in the West Midlands and in the North West. Operating companies are Diamond Bus Ltd, Diamond Bus (North West) Ltd, Hallmark Connections Ltd and Preston Bus Ltd.

[winston270] 03/12/2020 12:08

netcurtains,

Think you're barking up the wrong tree with this comment in relation to Rotala:

'Brexit Deal? Vaccine? This should lead to more people taking buses to airports and bigger profits for ROTALA ...

There is MASSIVE PENT UP DEMAND for holidays..... And the coach to the airport is a must for many people'

Rotala only operate a small coach fleet now (more have been returned off lease over the past month or so from their Heathrow depot), the only benefit of increased airport activity to Rotala, will be via their Hotel Hoppa transfer business which is currently only operating a skeleton service (that only employs circa 30 buses).

[dosser50] 03/12/2020 11:52

Hopefully. Disappointed didnt get original price. Nex going up nicely though.

[leedslad001] 03/12/2020 11:40

Still a nice entry though

[dosser50] 03/12/2020 11:30

Bought in here. Price jumped up while buy going through so no bargain price for me.

[undervaluedassets] 03/12/2020 11:21

GOG and NEX both charging today.. makes sense to me that we catch some of that today.

[leedslad001] 03/12/2020 10:46

NEX up another 6p today long way to go there as well

[leedslad001] 03/12/2020 10:45

We are under the radar at the moment so give us the chance to accumulate at a decent price.

[netcurtains] 03/12/2020 10:33

diku: I remember going to Barry Island by bus as a child - loved it!

[diku] 03/12/2020 10:31

And don't forget the trip to Butlins...

[netcurtains] 03/12/2020 10:29

Brexit Deal? Vaccine? This should lead to more people taking buses to airports and bigger profits for ROTALA ...

There is MASSIVE PENT UP DEMAND for holidays..... And the coach to the airport is a must for many people.

[leedslad001] 02/12/2020 12:13

Agree sellers on the Way up is good makes it more sustainable

[netcurtains] 02/12/2020 12:01

Its OK its just a puncture.
It will be repaired shortly.
This stock has 55p written all over it.

[leedslad001] 02/12/2020 11:49

There is the reason for the drop this morning 50k sell showing as a buy

[netcurtains] 01/12/2020 16:36

Leedslad001: I think you're right there will be a switch to small cap soon - companies like Rotata.

[leedslad001] 30/11/2020 13:16

A little top up for me