The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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Nice one Corry 🤣
We apologise for the delay at the last station which was caused by a technical fault with the market signalling. This has now been corrected by applying a couple of belated but half-decent broker ratings. We are now underway again and trust that you will enjoy the rest of your journey.
Not 'Off' my radar :)
However, I have lowered my 50% sale target to under £4 now and the the other 50% will hold for 5/6.
No messages on the board for a week, yet it’s quietly creeping up. The daily company buybacks are also of interest, making every retained share worth slightly more in value. Definitely one to watch after the last positive results and overdone drop just before!
Let all remember
If your normal choice of ticket is to buy 1 ticket out and one ticket return,, this is classed as 2 ticket sales
If now your choice is
A split ticket,, this means you buy 2 tickets out and 2 tickets return- this is classed as 4 ticket sales
=but you payed less for your transaction
This means if they cannot generate new customers, next years sales will be lower, as everyone is tying to get cheaper split tickets by going for more splits ie 3 splits out and 3 splits back
Ticket numbers will always be up at trainline, but price of each ticket is going down
Let us remember trainline operates on 3% commission in the UK and 10% in Europe,,,this is fixed by the government
Very capable answers
No threats as far from straightforward
2nd term even unlikely the Govt will get it together
£5/£6 HOLD4GOLD
Making hay
Broader arc
should they get into government
will take full term of Parliament to sort out
TRN line making hay for 5 years
Held off going out - the presentation is excellent .
All I hear is GROWTH and OPPORTUNITIES.
Great answer on LABOUR
Results as expected and more, Europe steaming ahead year on year debt paid down by a third, this company is a cash machine.
Recommend a listen - the future is TRN. Have to go out but wow - Split Save !!!
Labour made clear they have NO plans for a centralised ticket website.
Real positives beyond the election whoever wins
Happy day :o)
I posted last week “You don’t invite someone into your office to make a public speech without having some idea of and agreement to what they are going to say, like to check that they are not about to trash your business model and ‘permanently’ knock 10% off your share price in the process!”
So let’s have our 10%+ back please, algo…
I did wonder what the "informed" parliamentary bod was laughing with Jody about when she made the announcement from Trainline HQ:
https://twitter.com/LouHaigh/status/1783460832161968306/photo/2
Their policy also states "Great British Railways will simplify the ticketing system and drive innovation across the network" - you don't get simplification and innovation from Government without outsourcing to the private sector. TRN is one of our great tech success stories and even Labour are not going to want to harm that in the name of political point scoring (please tell me they won't) and have stated they will work with the private sector where they add value.
Today’s results show that value, both to us and GBR, and the real growth is also coming from overseas.
Onward...
Https://www.trainlinegroup.com/investors/results-reports-presentations/full-year-webcast-fy2024/
*@TheSoundMan.
@TheSoithMan - looking promising with today’s update.
I have also decided to lower my target slightly to £3:80 for half too:)
Anyone listening please post here
Fair comment
(Sharecast News) - Britain's opposition Labour Party has no plans to revive government plans to introduce a national rail ticket website and app if it wins the next General Election, online platform Trainline said on Friday.
Trainline last week hosted Labour's launch of its policy proposal to bring private rail operators back under public ownership and create a centralised body called Great British Railways. The news actually sent shares in the online ticketing platform 10% lower.
"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. They also announced plans to accelerate the roll out of key customer innovations, including automated Delay Repay and digital season tickets," the company said when publishing its annual results on Friday.
Labour leads the ruling Conservative Party by 20% in opinion polls, with a General Election that must be held by the end of the year.
The Tories abandoned yet another policy last December when the Department for Transport canned plans to create a Great British Railways ticketing website and app, sending Trainline shares to a yearly high at the time.
In an unexpected release, the DfT announced it was pulling the proposals first outlined in May 2021. Trainline had faced growing investor concern regarding the potential emergence of a new, online retail competitor in the UK, with its 62% market share under threat, according to analysts at JP Morgan.
"The proposed withdrawal removes a key overhang to Trainline's investment case, where building investor concerns have been around changes in UK rail regulation (a new GBR app) which drove a de-rating relative to classified peers, and overshadowed strong passenger momentum and improved operational delivery, in our view," the bank said last year.
Larger share buyback than the last time (£5 and they can have a few of mine - perhaps !)
Huge potential in more countries
Labour threat put in context, that is assuming Labour get a majority
Licence for mega profits for years in the meantime
Huge rerates imminent
Few leaves on the track
Choo Choo!
Think it actually works for this one!
Heading to Stop 346 later
Retirement_Plan - I think your 400 will come soon enough
Statement on labours manifesto clearly clears up the ambiguity in regards to nationalisation
Brilliant results, unsurprisingly.
From the results ;
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"
They will find something in a couple of days to knock it back