Trainline Share Discussion Threads

[chesty1] 20/5/2021 11:10

The Trainline-full speed ahead?

Need to change the header me tinks!

[dealy] 20/5/2021 10:29

still trading despite countless meltdowns

[srpactive] 20/5/2021 10:23

By it has been a while, last time we were fighting the same
battle was ezj, remember buying there at 126p, 2004.

Are you keeping well?

[dealy] 20/5/2021 10:03

Hi Spractive. Good to hear from you. I also just went long

[srpactive] 20/5/2021 09:59

Hello dealy a blast from the past.

I have gone long here.

dyor

active

[sbb1x] 20/5/2021 09:44

Gap created at 370

[msehs] 20/5/2021 09:41

Is this not old news?

[dealy] 20/5/2021 09:35

Thanks guys for posting the news. This will take years and there is a lot of complexity here. Trainline can still prosper and even get a government concession to run the pricing app. Looks like an over reaction

[johndoe23] 20/5/2021 09:28

200p could be seen again...

[middlesboroughfc] 20/5/2021 09:23

Trainline shares plunge as major rail shake up revealed

Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown

‘’Trainline had been glimpsing light at the end of the tunnel as lockdown eased, but the government’s shake up of the railways has seriously pulled the breaks on prospects for recovery.

Shares were down by around 27% in early trading as investors digested the serious implications the new changes could have on it business model

A new state-owned body, Great British Railways will not only set timetables and prices but also sell tickets in England. The aim is to offer more punctual services and cheaper tickets but it puts Trainline’s dominance in the e-ticket space in question.

70% of all digital fares are currently sold by Trainline, and despite the pandemic disruption which saw it pushed into a £100 million operating loss, Trainline kept investing in new personalised and go-location technology to win market share amongst customers.

In its prospectus issued before its IPO in 2019, Trainline had warned changes to government policies or regulations, affecting the rail network could have a material adverse impact on the Group’s results of operations, financial condition and business prospects.

If National Rail Enquiries starts issuing ticket it is likely to gobble up a significant share of the market currently enjoyed by Trainline, due to the strength of its nationally recognised brand, which could seriously impact the company’s sales volumes and revenue.

Trainline’s current commission rates are guaranteed until April 2024 under an agreement with the Rail Delivery Group but after that how the company will slot into the new rail world is far from clear, without further detail about how the new system will operate.’̵7;





looks finished

[laptop15] 20/5/2021 09:23

Could it hit 250p

[babbler] 20/5/2021 09:22

Government taking over trains and pricing.

[laptop15] 20/5/2021 09:22

https://www.telegraph.co.uk/business/2021/05/20/trainline-shares-crash-ministers-unveil-state-backed-rival/

[dealy] 20/5/2021 09:21

what is the exact news that is driving this down?

[dealy] 20/5/2021 09:11

A government App destroying their business? How likely is that?

[laptop15] 20/5/2021 09:08

Anyone brave enough to buy?

[johndoe23] 05/4/2021 18:21

George Soros SFM UK management 100m bet against TRN...

[texaspete2] 15/3/2021 12:57

Agree. I've just closed my short. If I was looking at the chart I'd be going long here. Only caveat is that today's and Fridays rise has not been off very big volume, maybe it is MM playing around. We are also in another bull run now so not great to be short, could all turn in a few days though!

[catscats] 11/3/2021 11:11

I have been playing around shorting this as the market cap does seem bonkers. However I see the big (US) inst upping their stakes and I feel that this just doesn't want to go down. and compared to US valuations (all bonkers) this is not that bonkers. I may move on and play something else.....

[doobz] 11/3/2021 09:37

I find it incredible these days that a report like that and the share price can do anything else but tank. Already in decent short profits from the last spike ups, but will likely add to this when Sellers step back in again GLA

[privileged] 11/3/2021 08:29

Dire!! And no real plan around things, the odd little app development on push messaging does not a £2.5bn company make. Shorting

[doobz] 11/3/2021 08:05

A pretty terrible update as expected, all region ticket sales only a small percentage of what they were last year.

[johndoe23] 10/3/2021 22:45

Thanks. We will see what happens tomorrow!