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Stagecoach Share Discussion Threads
Showing 4851 to 4873 of 4875 messages
|Bsc - Possibly, hopefully.|
|Franchise renewal leak?|
|Hard to know why sgc has chosen today to break up, but who cares.|
|I'm liking Theresa May more and more each day :-)
Well done all patient holders :-)|
|Today's brokers, not so positive!
30-Mar-17 Canaccord Genuity Hold 218.00 218.00 Reiteration
30-Mar-17 JP Morgan Cazenove Uweight 165.00 166.00 Reiteration|
|Cracking day for Stagecoach and all around :-)|
Shore Capital "Buy", no price targets, "new coverage". Are they guessing?
RBC CAPITAL RAISES STAGECOACH TO 'OUTPERFORM' ('SECTOR PERFORM'), TARGET 220 PENCE.
NB: capitals just down to c&p :)
|I agree with you SR, First are not a good choice for SW trains, esp as they have the mainline franchise (Penzance to Paddington) already. A local commentator said the CMA might be interested but I doubt it.|
|Morning SR, just yanking your chain that's all. Knowing the corporate world I was pretty sure SGC knew they were loosing this contract and made changes beforehand, the share price was also expecting it. The government, have not given a renewal to anyone but the original company, and needed to show it was a competitive process. SGC will move on from here.
Looking forward, I think SGC are looking good for a bounce off these levels. Might need to consolidate for a little while. Nice defensive qualities here, I remain a holder.|
|I am not at all embarrassed, wally, just wrong. I have been a commuter on this line for years and seen massive improvements under SGC. There have been problems but the lines, and notably the rolling stock, have been completely transformed, the staff are generally excellent and though I have been annoyed by the constant price increases they have just about been tolerable. It is another government decision made for the only reason that drives all government decisions now - costs. I think the decision is a mistake, would like to know the real thinking and ability of the arbiters, but like several other recent decisions that have gone against my wishes i just have to lump it. But for me it definitely detracts from the attraction of the share. Am I wrong on this last point?|
|You guys are right, barely a blip in the share price on that news.
Very attractive yield and I'll carry on adding :-)|
|Was as I suspected that bad news was already in the price, but there are two more franchise renewals due later this year and the Bus Bill is bad news imho.|
|>>Still think SGC is great value, but share price going to be under pressure for a while>>
I reckon that's about right|
|Looks to be ironed in, Mr mkt knows long before.|
|I would delete you post above srichardson, now (to save face). Thght I would be right but needed to wait for news. Still think SGC is great value, but share price going to be under pressure for a while|
|Stagecoach Group plc ("Stagecoach") is disappointed that it has been unsuccessful in its bid for the new South Western rail franchise, which is due to commence in summer 2017.|
|They will not lose the franchise which is pretty well run. If I am right it is also a share to hold in a market downturn. SW Trains are mostly providing commuter services to London. Demand does change over time with economic activity but the rate of change is slow and demand fairly inelastic. This is a big chunk of the business. Earnings are are fairly steady, valuations low. I reckon the surprises may anyway be on the upside. I would rather own this in a market crash than a small cap with volatile earnings and no market liquidity.|
South West Trains director has recently moved jobs. Jumping ship before they loose the franchise contract perhaps?|
|Cheers wallywoo, i did expect it on the 8th but mine was delayed for some reason. Re-invested now :-)|
|nope bang on time, via tdw|
|I'm still here zho :-)
Only just received my dividend payment today. Anyone else late getting theirs?|
|Bit of a spike up there! Any news, anyone?|
Looks like April for award of new contract. Which I take to mean new (renewed) franchise holder.|