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Few more percent and in the green pour moi
NEX results should bode well as the news from the railstrikes washes through (eventually). After all the war against the car leaves people with no choice and the influx coming in to the country to see King Charles's coronation is going to boost footfall. The visitors will stay longer than the day of the coronation and use public transport.
Per NEX
The continued and expanding demand for public transport over the coming years will bring growth opportunities and our strategy positions us well to capitalise on them."
ditto for TRN.
DYOR & GL
Same here - bought more Monday. Have to admin, my original price of £3 looked good at the time, not so much now :(
I seem to have got myself stuck here again too. Doubled up on the 250p dip though :)
3 is nice, 4-4.50 is nicer :)
I am over exposed here and got in at around 2.75ish av. I'm not too worried. But was hoping for a quicker time frame to be fair but it's still early days. Quite happy to hold for 12 months.
£3 should be here soon (ish)
Not sure it's a rise if they have lowered their target price... Nice if them to change from hold to buy though.
Wish this would get a wriggle on, I wanted a reasonably quick turnaround here and now I'm stuck ;)
Deutsche Bank raises Trainline to 'buy' (hold) - price target 287 (350) pence
Averaged down again - lets hope for a return back t0 £3 plus in the short term and 4 in the longer :)
indeed loaded and primed
Now let's get back to where we should be :)
If these could do what my RR have just done that'd do nicely..
Light at the end of the tunnel (at last) - now for the RMT nutjob to crack
https://inews.co.uk/news/rail-strikes-train-drivers-union-tssa-cancels-strike-action-members-pay-offer-2171899?ITO=newsnow
Getting twitchy seeing a full week and some of daily 2% drops...
Trainline wins hands down for Europe in summer
https://minimalist.travel/en/travel-prep/raileurope-vs-trainline/
The cost to the UK govt of producing a basic train ticketing hub is between £1.5bn and £2bn which is crazy as it could buy Trainline and have a tried and tested system that encompasses through travel to Europe and beyond...Absolute no brainer but then again the profligate set of Muppets of all parties in government are incapable of joined up thinking. Such a move would focus and reinforce a green economy shift overnight AND the taxpayer would profit from pan European ticket sales!
I cannot emphasise enough the lack of vision that leaves Trainline shares at this bargain basement price. The potential for more train strikes in the UK is evident but the threat diminishes daily as the pressure to settle increases. Myopic 'blanket' analysts are ignoring the fact that the EU rail market is 5x bigger than the UK and Trainline is forging significant inroads, targeting €1bn tickets sales this year...that's by cob end Feb. Trainline is a disruptor in the rail industry just as Easyjet was in the airline industry. The biggest single, and fundamentally ignored asset of Trainline is Data, data and data. It is storing and collating a huge amount of passenger data and statistics. It is unique in having user, journey and destination statistic for millions of individual trips. THAT alone will certainly not be going unnoticed by large multinationals. Indeed the UK government who, if they really wish to provide an effective and efficient rail ticketing system, should engage withTRN and benefit from day one. Everyone would be a winner. Solid; as the UK would then hit the ground running with masses of data to improve services based on sound evidence based logistics.
As i previously mentioned, the market analysts are looking at the UK operations and train strikes. To do so is to completely miss the bigger picture that Trainline is pan-European and expanding its footprint rapidly across numerous territories. When the strikes end, as they will, and European travel escalation becomes evident this will jump disproportionately and back to £3.20+ in short order. It's purely a matter of when, not if, and being patient. Getting on board or averaging down at this level looks a sensible move.
The myopic are looking UK only but as the company so succinctly put it....
On high speed routes throughout the Continent, where rail carriers are now competing on the same lines, we give customers the broadest range of options and help them find the cheapest journey. This is accelerating our growth, including on the Madrid to Barcelona route where tickets sold are now seven times higher than pre-COVID.
TBQH I'm surprised a big multinational based here or in the EU hasn't jumped in and picked up this infrastructure play. Its pan-european exposure and highly scalable platform make it a steal for a variety of people at this time before it bounces post twin dips. Solid with the added excitement of bounce or catch.
One sniff of capitulation and this will jump 15-20% ..... and as MB agrees.......we are close...
Will shoot up when least expected.
Don't worry, once the strikes are done this will bounce very nicely! I have a feeling the union members have had enough of striking so they may accept the latest offer as it's almost basically what was requested, just over a larger time frame.
I am a little disappointed in this, its the only red in the sea of blue at the moment :(
lets hope this bounces back to around 4 soon.
The pessimism here is at its peak...Spring is coming and train travel is the way forward with big upswing in bookings and passenger numbers expected here and across Europe. Trainline has the speed, stickiness and capacity to benefit and as the strikes here end with an eventual settlement it will be full steam ahead. The end of the tunnel is in view.
The latest rejection will escalate the Goverments desire to resolve and the unions will eventually capitulate. It is clear that this outdate form of national blackmail is untenable and the longer it goes on the more the members will lose. Crazy but Trainline will ultimately be a major beneficiary of any change. I suspect it will resolve soon as the financial pressure on union members become greater and greater causing mad Mick to grudgingly capitulate.....I did my best comrades..
Solid share on infrastructure once resolved.