Trainline Share Discussion Threads

[martinmc123] 28/10/2024 13:29

4*
Trainline issued positive guidance this morning following solid trading performance during H1 FY25. Group net ticket sales were up 14% year on year (YoY) to £3.0 billion, and revenue up 17% YoY to £229 million with adjusted EBITDA up 44% to £82m. Following a strong start to H2, the Company is today revising upwards its previously stated guidance range, which was originally set in May 2024 and subsequently improved in September 2024. In FY2025, Trainline now expects to generate net ticket sales YoY growth of between +12% and +14% (previous guidance of growth at top end of 8% to 12% range). Revenue YoY growth of between +11% and +13% (previous guidance of growth at top end of 7% to 11% range). Adjusted EBITDA...

...from WealthOracle

wealthoracle.co.uk/detailed-result-full/TRN/918

[liam1om] 15/10/2024 07:11

Anyone else noticed you can now buy train tickets on the Uber app. I know this was announced months ago, but not a regular user of Uber and not sure if its a new thing.

Anyway, you can buy train tickets on the Uber app today.

[amishp67] 20/9/2024 08:57

Finally a stock that's making me money..glad I jumped on board this train

[its the oxman] 12/9/2024 07:51

Topped up c.300p the other day. Don't see why this can't break above 400p again if we get a bit of wider market strength into year end.

[dealy] 12/9/2024 06:11

great results today (on their website)

[adorling] 12/8/2024 15:41

Paul Jordan of Amati Global Investors makes a strong case for TRN in this interview with Paul Hill of Vox:
28m15sec in
TRN will not be affected by the Labour Government nationalising the railways as they have confirmed they will NOT be developing their own E-Ticketing App due to “significant cost and complexity”

TRN will be the dominant player for E-Ticketing in the UK and in Spain and Italy but he sees a strategy going forward to dominate all Europe by developing a single integrated App.

I have added a further 6,690 shares at 316.7p and am looking for an initial 25% gain on this purchase.

[undervaluedassets] 05/8/2024 12:43

crazy price today for this astonishing growth company..

do not see how Japanese weakness and US jobs data affects this.

Have nibbled a few more..

Incidentally .. great time to be buying back you own stock.

[weemonkey] 26/7/2024 13:12

NakedMR..

I think that hypothesis is in the price.

I also contend that it is extremely unlikely that the government will create its own app..

Given the above and the stella growth that we have seen in recent years. .. well, this company is a steal currently..

[nakedmolerat] 17/7/2024 11:25

train operators will be brought into public ownership, and local leaders will be allowed to "take control" of local bus services

would gov bring in their own app or website?

[undervaluedassets] 20/5/2024 09:15

Dealy..

I think that there is some evidence that the UK is being recognised as value and that that value is being bought.

Dont know why.. I am strangely confident about this share..

Occupies a rather strange niche .. its a ticket agency essentially.. which is why has been somewhat overlooked in my view

The stella growth in profit, turnover etc which we have seen over the last couple of years will be acknowledged in the end

At the end of the day the market is a weighing machine, Short term it's a voting machine

[weemonkey] 20/5/2024 09:05

There is medium resistance at 335. Through that and I think that this will take off.

And why not.. As business the company is performing.

[dealy] 18/5/2024 10:35

This is why tech companies complain about UK markets. Most investors in the UK are just trying to get rid of stocks

[weemonkey] 18/5/2024 07:00

Growth here since the end of the pandemic has been extremely satisfactory.

Yet the shares languish circa 25% less than the 2019 float price of 420p

Given recent eye-popping results you have to think that this rather nice price will not persist for long.

I have been, as they say, "accumulating"

[elsa7878] 16/5/2024 12:50

Anyone care to comment on the extent of the share option scheme £17m 2023 £22m 2024...seems outrageous.

[undervaluedassets] 16/5/2024 12:47

Arguably the fastest growing company in the FTSE 350 over the last 3 years.

If you have Sharescope put these criteria into data mining. Use the FT 350 as your sample

profit change over one year + 100%
turnover change over 3year + 350%
operating margin over 1 year + 50%

You will only get one answer.. Trainline.

TRN is the only company with that exceeds those criteria in the FTSE 350.

And there is more to come.

[mg1982] 15/5/2024 15:13

undervaluedassets,
Curious to know what filters you used to determine volatile stocks on Sharepad??

many thanks

[undervaluedassets] 15/5/2024 14:50

I notice this the 7th most volatile stock on the 350 (according to sharescope)

Ithought that the plunge and recovery might be something else but I suspect that this is just normal "noise" for this share.

Living up to its reputation today. I have taken full advantage and bagged a few more.

[undervaluedassets] 04/5/2024 15:35

As has been said. No moving parts. Just clever software and clever people making a turn on selling train tickets.

It is a monopoly essentially isn't it? Which, for now, is not priced like one.

Lots more to come here.

[dealy] 03/5/2024 12:05

Buybacks are essential in the horrendous UK stock market where pension funds would prefer to have zero stocks

[weemonkey] 03/5/2024 10:01

With these results this has gone from slightly expensive to undervalued. Great business. Carries no inventory.

[ska_man] 03/5/2024 07:16

Great results.After the event at HQ, the drawbridge pulled up again & now locked in place. This stock is going full steam ahead,glad I added recently.

[dealy] 03/5/2024 07:09

Very strong results as well. Needs to get back to at least 350p

[se81] 03/5/2024 06:08

Interesting snippet from results this morning given the recent share price decline

"In April 2024, the Labour party launched their rail policy at an event held at Trainline's London offices. Labour outlined plans to bring private rail operators back under public ownership over time and create a centralised body, Great British Railways. However, they have confirmed to Trainline that they have no plans to revive the current Government's previous proposal for a national retailing website and app"