Trainline Share Discussion Threads

[srpactive] 01/6/2021 12:19

Hopefully the director buys is feeding through, my first target is around 350p,
we shall see.

dyor

active

[srpactive] 01/6/2021 07:17

Morning all, surprised that the share price is labouring this
morning but starting to move now, especially as the management
has been investing heavily recently and I am here.

Might start moving now.

dyor

active

[srpactive] 30/5/2021 20:59

Nice right up in the DM, pushing the positive international route.

dyor

[srpactive] 28/5/2021 08:32

Director buying £101000 worth of stock at 286p, must have heard
I was buying here.

dyor

active

[srpactive] 27/5/2021 10:41

Yes quite correct but the important point for me is he someone
else bought them, I feel back above 400p pretty soon.

Once everyone has a think, do you really feel the government
could do what trn do, especially after yesterdays DC comments?

dyor

active

[davidosh] 27/5/2021 10:15

The CEO sold £16 million pounds worth of stock at listing so not exactly a confidence booster

[srpactive] 26/5/2021 15:18

I have decided to open the wallet again and bought earlier.

Four straight down days so hoping for a little retrace higher for starters.

dyor

active

[liam1om] 26/5/2021 14:51

I've joined them and bought back in today.

[dealy] 26/5/2021 14:33

execs buying. Company would only need to make 30m per year profit on a steady state basis to justify current share price. Given the earnings power of software and e-commerce the company should be able to make a multiple of that even if the government is involved

[dealy] 24/5/2021 07:19

sounds like Amazon

[dealy] 24/5/2021 07:11

Do not underestimate how quickly pure e-commerce companies can expand profits. Once the platform has been established and sufficient eyeballs have been secured they turn into money printing machines. This is why companies like Trainline get high valuations and construction companies for example have low ones.No materials to buy, limited staff, no pension legacy, hugely scalable

[davidosh] 24/5/2021 01:08

Just to mention that Trainline TRN will be one of the companies featured in the Mello Events’ MelloMonday webinar tonight at 6pm-9:30pm. There are still tickets and if you would like one at half price then use the code MMTADVFN50.

Programme for the evening

6.00pm Mello Welcome & News
6.05pm Charity Pledge – Ed Croft presents… Atalaya Mining
6.15pm Trainline….Has it reached the end of the track? Ed joined by Roland Head
6.30pm Company presentation by Samarkand – Introduced by Alasdair Haynes of Aquis Exch.
7.15pm Michael Taylor…Trading opportunities
7.30pm Charity Pledge – Rebecca @reb40 presents…DX Group
7.40pm What is SIGnet ? Ray Williams explains all
7.50pm Company presentation by The Property Franchise Group
8.30pm The Mello BASH with our guest analysts Kevin Taylor, Damian Cannon and Richard Crow

[squeamish1] 23/5/2021 11:46

TRN has done well being a little parasite exploiting an imperfect model of ticket retail, helped by consumer ignorance to the fact that they could buy the same tickets directly from TOCs without an admin fee.

Government proposals rightly have the market scared that ticket retail is about to change and take the margin away. If they couldn’t make a profit before the pandemic it’s hard to see how they will after. Certainly not worth £1.5bn.

[srpactive] 21/5/2021 13:16

Looks like the US boys are buying into trn, rns showing
4.98%.

If I read it correctly, stand to be corrected.

dyor

[srpactive] 21/5/2021 10:26

Lol, I bought rmg the other year at 150p, I feel this will
do a similar recovery. Plenty of doom there at the time, but
sorted itself out and a decent return.

dyor

active

[srpactive] 21/5/2021 08:55

T

The press has been pushing Soros the anti UK investor for a while,
the IC was stating that he was short trn last issue.

active

[buywell3] 21/5/2021 07:30

Followed by another at 200p imo

GLA

[buywell3] 21/5/2021 07:29

Chart 270p retest looks likely imo

[tenapen] 20/5/2021 12:40

For information only - i have no opinion - Good Luck




The British government announced that a new state-owned body will be established in a bid to simplify the country’s rail network.

The network will be rebranded Great British Railways and will oversee trains, tracks, timetables and stations, which will include managing rail infrastructure, setting fares and selling tickets.

SFM UK Management LLP, the British unit of Soros Fund Management, has a short position against Trainline which it steadily increased over the month of March to 0.7%.



A British digital travel booking company shorted by George Soros’ U.K. investment arm saw its shares plummet on Thursday as the U.K. government announced a historic overhaul of its railways.

Shares of Trainline were down 21% by afternoon trade in London

Cont...

[jon4567] 20/5/2021 12:27

It might take years, but if the government proposals go ahead, this would kill trainline's current business model. Too many ifs and buts about future innovation for me. This is now a very risky share

[srpactive] 20/5/2021 12:21

d

You are welcome, good post. I am in mno very deeply, they too
are involved in railway innovation.

dyor

active

[dealy] 20/5/2021 12:12

Thanks buddy

[dealy] 20/5/2021 12:11

Great statement by the company. The stupid idiots that work at hedge funds have no experience of working in a real company. They only know excel and a bunch of theory about business. Companies adapt to changing conditions