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Yes, but later rather than sooner in my view.
When lockdown is lifted and we are all back to work, then those that get the bus to work/the shopping centres/trips to and from the pub will resume as normal.
I thought the rail business was being bankrolled by the governement and the london buses by tfl, so some cushioning . If /when demand recues time tables can be adjusted so surely all will come good here? views welcome.
Another plus will be reduced fuel prices albeit small ( as most of retail fuel price is tax production costs etc) but every bit helps. People will be eager to get out and about and more people will be going to work and shops will be open. I think this is definitely a hold maybe even a buy
The bus grants are a thankfully received and I am sure will be gratefully applied but the only medium term help I can think of is the easing of the 2m rule with the condition of passengers wearing masks or face protectors or whatever the correct term is. I know this may/ will be strange but maybe we won’t be able to enter places like shops and banks without face coverings as opposed to having to take them off in order to be granted entry.
I can’t think of what else could possible increase passenger numbers.
People to be 2 metres apart on buses until possibly 2022 due to social distancing laws. Half full buses.
This was always going to be a predictable scenario. Share prices will sink lower due to reduced public spend. There will be bargains to be had, but I will be holding off adding just yet. I'll be waiting to see where the bottom lies over the next couple of weeks.
This one is one of a couple of shares I will be looking to add to/ buy into as things settle.
This is away to crash now. I will sell now and buy back in for 50p. Nobody at all using public transport. Far to scared they pick up the virus.
Was posted on NEX and thought it may be of interest over here.
Bus companies will be compensated for loss of revenue.
https://dailybusinessgroup.co.uk/2020/03/daily-business-live-ftse-to-open-higher-on-stimulus/
With a dividend of 6.58% and a P/E ratio of 6.21% this has to be a bargain.
Ex dive 23/1/2020
Every little helps
Increasing profits has to help Company
No idea mate. I'm into ITV & Mars as well And they too are up.
Anyone know why we are going up, is it reducing fuel costs?
I've got a head to head league set up on Barclays fantasy football site, and would like to ask if anyone would like to join in. Here are the details:
It's called The Mr Kipling Cup (Cake).
The code to join this league is: dxy358
We have not got any good news wondering why or if anybody know anything
Not complaining though
G L A
Whoops wrong board, sorry. I'm in to Marston's as well & just had a drip go through.
Through today. Probably those that are reinvesting their dividends.
I've got my 66 freebies. Small potatoes in the grand scheme of things but still.
This is becoming like a 'day trade' share with ups and downs. Still don't see much downside risk from 115/120 range but markets are still jittery and UK is struggling with Brexit nonsense. But 'bus routes' ain't affected so really SGC should maintain rev/EBITDA numbers. Ok loss of Rail Fran's is a blow to revenue growth but guess if Corbyn and Co 'get in' the Operators of Rail Fran's would get seriously hammered. For me SGC sticking now to what they know, buses, is a bonus at present SP with solid divi that's unlikely now to be re-based
All theory of course but kinda hoping I hit my 109p stop to average down again.
Only thing I can see for yesterdays SP drop is Deauchst Bank giving a 155p guide on the SP. Hardly justifies near 10% drop on SP
See some late 'dumps' on shares at 117p+ so guess more pressure this morning but a 'bounce' once the 'overhang' is cleared. Certainly hope so or else my 109 'stop' may get tested.
Yes, of course. You have some good points Harry. All the cr*p must now be factored into the sp. There can't be much, or any more to stir the pot any further. Fingers crossed.
Harry, boring , risk free and cash generative in a big way, with the upside the legal case against Mr Grayling will yield a few bob.
Trent. Have to agree without some postive news going to see the SP 'rangebound' for some time. Had a 'stop' on these at 109p and figure will leave it at that before averaging down more. Markets up today away from 'defensives' like SGC. On a positive note. SGC know the 'bus industry' which given all the bad news still makes a profit. At these lowly SP levels someone will be showing interest. Albeit some vulture VC or best case scenerio Nat Exp et al.
All theory of course but divi makes them attractive at present and loss of the rail franchises will impact revenue 4sure but will also remove the 'risk factor' on the shares. Now SGC are 'boring' but kind of 'risk free'.
Hi Harrycash
Let's not forget SGC recently sold it's American operations, so the revenue we used to get from that may well be factored in. With that in mind, Stagecoach is now predominantly a UK based business, and with that comes the issue of the Political uncertainty/turmoil of Brexit and our Government's inability to lead effectively.
Then of course, add to that the poison chalice of rail franchises.
Dark days indeed. I can see is hovering around these prices for the foreseeable short term I'm afraid.