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Started: ripley94, 14 Jun 2022 18:40
Last post: ripley94, 25 Oct 2022 20:18
Moneys paid on ( D ) acc today just the 1450p per share .
That paid out approx 35% more then cash put in .
So if 100p more extra profit .
Looks like I could of sold for more in June 2022 .
And the Special div already paid in July 2022??
.................................................................................
post below
Increased Offer 4 Aug '22
You might not be so glad as it is 1550p including the 100p dividend, not as well as.
December 2019 this was £22.78 ??
Company say 1500.
1,450 pence in cash (the "Acquisition Price")
and
a special dividend of 50 pence per Go-Ahead Share, in lieu of a final dividend for the year ending 2 July 2022 (the "Special Dividend")
£15.98 after today's 17% rise broker indicates I am 48% up now .
Elsewhere, Go-Ahead closed up 17%. Kelsian Group urged the shareholders of the transport operator to take no action on a rival takeover offer, saying it is in talks with Go-Ahead for a cash bid of its own.
Newcastle, England-based peer Go-Ahead on Monday said it had agreed to a takeover offer from Gerrard Investment Bidco, a subsidiary of a consortium consisting of Kinetic Holding Co and Globalvia Inversiones. Kinetic is a bus operator in Australia and New Zealand, while Globalvia is a Madrid-based transport infrastructure firm.
Kelsian is an Adelaide-based ferry, bus, and light rail operator in Australia, Singapore and the UK.
Started: dubious, 4 Aug 2022 10:08
Last post: dubious, 4 Aug 2022 11:44
Sorry, got carried away and misread it :-\
Still good though :-)
Still always the chance of a second party coming in, and not much downside from here, so worth holding and seeing how this plays out.
I'm out though as sold @1585, and again @1483 to move money elsewhere.
Good luck whatever happens...
1550 plus £1 special dividend.
So glad I held on.
Started: BusInvestor, 21 Jul 2022 03:21
Last post: Barbershop, 27 Jul 2022 19:55
Anyone know what those 2 £4m after hours trades are @1500p?
Anyone still here?
More buys than I though there'd be given the news.
People buying for the less than 1% gain doesn't seem to make sense...
Unfortunate, but at least I can commit fully to NEX now.
Started: BusInvestor, 21 Jul 2022 03:17
Last post: BusInvestor, 21 Jul 2022 03:17
Unfortunately, recent Australian equity markets have been volatile and external events have adversely impacted the Kelsian share price since 14 June 2022 when Kelsian first announced it was considering a possible offer for Go-Ahead. The Kelsian Board consider that Australian equity market conditions at this time do not enable Kelsian to pursue a possible transaction for Go-Ahead despite the long-term strategic and economic rationale of the potential transaction for Kelsian.
Started: mobily, 19 Jul 2022 11:52
Last post: Barbershop, 20 Jul 2022 12:17
£15 seems cheap to me, but I was hoping to hold until end of next year and aiming for £20 SP.
Would think £15 would be voted through - imagine most holders would be in profit at that level.
Really not sure why Kelsian are dragging things out given the statements they've made, but the closer we get to 1st August, the more likely it seems they won't make a bid.
Haven't been involved in a takeover before though, so not sure what process Kelsian will be going through.
Offer of £15 seems a bit on the cheap side? What's everyone's thoughts on the vote and whether a counter offer will be made?
Started: BusInvestor, 29 Jun 2022 12:58
Last post: Barbershop, 1 Jul 2022 14:01
Yeah sold a third @1585.2 - looking to buy more of one of the pharmas I'm into (HEMO).
Going to leave the rest in here and see how it plays out..
Kelsian have until 11th July to make an offer...but likewise need some funds to move elsewhere so will be selling a third shortly.
Leaving the rest in as although there's a risk of no bid, potential upside if they do seems greater than downside if they don't...
Ditto. Sold here at £16.06 average. Sitting in cash now. Haven't looked at IAG. With all the fuel price rises and labour disputes I've been looking more at banks and insurance stocks. 'Just' has caught my eye...
I just noticed this: https://www.lse.co.uk/rns/GOG/revised-norway-rail-contract-j0w0yjx0cktperh.html
"Go-Ahead is pleased to announce that, following discussions over a number of months, a new agreement has been reached between the Norwegian Railway Directorate and Go-Ahead Norway A/S, regarding the structure of its rail contract.
Under the original contract, which began in December 2019, the revenue risk associated with changes in passenger demand rested with Go-Ahead. During the COVID-19 pandemic, the Norwegian Government provided financial support to rail operators, preventing material losses.
The amended contract takes effect from 1 July 2022 and runs for the duration of the original contract, until December 2027 (plus a two-year extension option until December 2029). The contract provides a revenue support scheme until the end of the contract. The amended contract also includes an incentive scheme linked to revenue growth. As a result of these improved contractual arrangements, the Group expects to significantly reduce the £66.2m onerous contract provision relating to its rail operation in Norway in its full year results for the year ending 2 July 2022."
Started: JustHereForHemo, 16 Jun 2022 01:52
Last post: Barbershop, 22 Jun 2022 15:08
Link to Kelsian statement:
https://www.lse.co.uk/rns/GOG/response-to-announcement-from-go-ahead-group-plc-0j1wfzu4qa9gxas.html
Sorry Wannabe et al, already responded over there...will take the rest if the day off so maybe some peace can descend...
WannabeIdiot, please read my post at 09:22, I did exactly that but I have experienced BS before and believe me I would never have ventured onto the GOG board had he not started X-ramping there. He can deny it all he wants but he did. But you have my word, when he stops his BS cross ramping I will stop replying here.
No... you wanted to make it sound like GOG is a better investment in the very short term in the hope that some would follow you here. Atleast thats how it comes across. And no, if your being truthful then you wont be buying share in Hemo after a takeover here in 2-3 weeks BECAUSE A TAKEOVER TAKES MONTHS.
Your just simply wrong in your assertion that you can wait 2-3 weeks for a takeover here then sell and buy Hemo, you will not be able to sell your shares if a takeover happens. The process is very well defined here:
https://www.burges-salmon.com/-/media/files/publications/open-access/guide-to-public-takeovers-in-the-uk.pdf
For what its worth to other holders here I think it looks good, and there is bound to be a premium paid to the closing SP when an offer is made, the 52 week high is 1618 so dont expect bags and looking at the tightly controlled trades those predicting a bid of 16-18 are probably spot on, so as an investment probably a good return in a relatively short space of time, I wish you all the best of luck!
I said I'd be buying Hemo shares, how's that x-ramping saying on a board that you'd be buying shares in the company that board represents?
Seriously drunk posting doesn't work for you, lay off the sauce.
Congrats for entered at at 5xx-ish. I sat on this for a year and happy that it finally turned out :-)
Now you have more than double the money to put into another stock for your long term divi.
National Express are expected to pay a divi next year.
1800 would be a decent offer. But when to sell?
Bought at 581 so already in good profit but confused what to do.
Company after company being taken private, getting ****ed off! Bought for long term divi
Started: LearningG, 13 Jun 2022 10:01
Last post: WannabeIdiot, 13 Jun 2022 17:43
I will take your shares for 3 pound wannabe lol
Just broke +100% profit on this. :)
Is they any chance National Express could also get an offer?
Blimey, I've moved into a slight profit here...was hoping for £20.00 SP in a year or two, but can't imagine the offer being as high as that
RNS possible offer
Started: BusInvestor, 1 Jun 2022 17:33
Last post: dubious, 8 Jun 2022 00:10
S.P. up 72% ytd with a 50p per share promised: can't be bad ;-)
6 month chart looking good. Hopefully these moves into overseas partnerships can drive the SP Futher over next 6 months.
- Partnership will explore opportunities to bid for bus contracts in Paris
- The French market was identified as a priority under Go-Ahead's new corporate strategy
The Go-Ahead Group and Groupe Lacroix & Savac have entered a strategic partnership to explore opportunities to bid together for public transport contracts in France.
Under the partnership, the two companies will target the market for bus services in and around Paris, where the city authorities have begun a process of putting routes out to tender as state-owned Epic RATP will lose its Paris bus monopoly in 2025.
Go-Ahead identified the opening of the French market as a priority for new business opportunities in The Next Billion Journeys, its recently published strategy. Lacroix & Savac is an established operator in the Ile de France region with more than 80 years’ experience.
Christian Schreyer, Group Chief Executive, The Go-Ahead Group, said: “Go-Ahead’s strength lies in running busy commuter transport services, and a key part of our strategy is to explore new opportunities in bus and light rail. With an outstanding track record and deep local knowledge, Lacroix & Savac is the perfect partner for us to work with in France.”
Stéphane Guenet, President of Lacroix & Savac, said: "This partnership will allow us to benefit from Go-Ahead's expertise in mass transit and in entering urban areas that are newly open to competition. This will help us to adapt our offering for the Paris and suburban bus networks, which will be operated on behalf of Île-de-France Mobilités".
https://newsroom.go-ahead.com/news/go-ahead-group-and-lacroix-savac-agree-strategic-partnership
Started: tomc1, 1 Jun 2022 13:24
Last post: tomc1, 1 Jun 2022 13:24
Broke through the stubborn resistance at 1040p today!
https://www.marketscreener.com/quote/stock/THE-GO-AHEAD-GROUP-PLC-4001965/charts/
1450p next up maybe.
Started: BusInvestor, 26 May 2022 12:44
Last post: Moonman1977, 26 May 2022 13:30
Nobody wants to buy GOG... :(
Started: Manz12, 23 Mar 2022 17:38
Last post: jcb208, 15 May 2022 10:25
Yeh big drop from 500 to 1000,dont know why people predict the share price who have no idea
I never quite understood why resistance at 7 mean to it was going to drop big. Joining dots it a sandpit there pal
Is this guy still alive?
Where's your £5 prediction now Manz12? How's the short working out for you buddy??
Looks like your crystal balls are broken Manz12.
Looks like a good prospect for recovery from here over next 12 months.
Started: RS2002, 26 Apr 2022 11:43
Last post: RS2002, 26 Apr 2022 11:43
Coach operator National Express said on Tuesday 26/04 that first-quarter group revenues were back to 2019 levels, with the group actually trading ahead of the same time two years earlier during March.
"The cost of living crisis is starting to bite for many people, and our bus services offer an attractive low cost alternative form of travel to help offset higher prices elsewhere," Chief Executive of NEX, Ignacio Garat said.
Tomorrow, Go Ahead will issue Half Year Results and I believe the results to be very encouraging.
Started: arsenal58, 13 Apr 2022 21:07
Last post: arsenal58, 13 Apr 2022 21:07
X
Buy Phoenix Group Holdings (PHNX) by Dr. James Fox in The Motley Fool
Last post: arsenal58, 13 Apr 2022 21:05
Buy Go-Ahead Group (GOG) by Jefferies
Started: buythedip1, 12 Apr 2022 10:56
Last post: buythedip1, 12 Apr 2022 10:56
100% agree that's how I read this also, probing deloitte and not GOG. also nice broker rating from RBC this morning, eventually I believe we move higher here! :) patience and hopefully a divi by end of year which in the past was paid around end of sept/october from the final results
Started: BusInvestor, 12 Apr 2022 09:19
Last post: arsenal58, 12 Apr 2022 10:18
The probe is in to Deloitte not GOG
Could find that GOG had no knowledge of it !!!??
Bus
What’s occurring ???
FFS, here we go again with the uncertainty.
Last post: arsenal58, 5 Apr 2022 15:52
Surely back too highs or as near as dam it
Go GOG
Looks like quite a nice dividend yield at these prices, especially if it’s minimum 50p per share so could have further upside. It’s nice they have finally got their house in order and everything looks to be cleaned up too.
Started: CirlBunting, 1 Apr 2022 03:06
Last post: CirlBunting, 1 Apr 2022 03:06
Bull & bear case for go-ahead.
Apologies in adv for any typos!
https://twitter.com/CirlBunt1ng/status/1509696152010121221?s=20&t=jCxyR0l5EZLsiQo1W4hS6Q
Long way to rerate yet
Last post: BusInvestor, 21 Mar 2022 12:17
That's good news. I just hope any public/RMT Union backlash doesn't prompt a u-turn.
Any one know any news? Is fine not fully accounted for?