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Why? The company is doing rather well you plonker..
Possible buy soon?
There's only so much caution you can afford a share who's prospects are as bright as this infrastructure geared play. Yes there are train strikes, yes the government is frantically trying to coalesce all operator prices and drop return tickets.....but.....given the total incompetence of any government department to come up with a competent workable solution this just plays into the hands of slick, smooth systems like Trainline. It gets 4.9 out of 5 on all consumer review sites and virtually everyone has the TRN app on their phone. It's poised to spring back with a vengeance as the strikes end and the rail travel season begins in earnest both here and more importantly across the EU where trainline is increasing its footprint by the month. Solid.
Once the rail workers capitulate this will rerate. As Trainline themselves succinctly put it,
Trainline has competitive strengths and structural tailwinds that position the business for significant long-term growth.
Ditto. I've just picked up more. This week should be the nadir as all strikes coincide. The pressure for a settlement as workers earnings are eroded by strikes will be getting intense. I expect capitulation en-masse of all striking groups in the near term which will cause immediate rerate here. Solid albeit vulnerable to opportunist bid at this level. Directly related to infrastructure so short term swings are no great problem. The bigger picture is sound.
Purchased a further £14k in the 5% drop this morning
Just a bad day for FTSE and a re-rating from JPM which means F all ;)
Not bothered as I topped up further :)
I'm in. This is just too good an opportunity to miss at this level and stage of the game. The train strikes will soon end as union members realise that it's costing them more and more to continue than to settle. Trainline will consequently rebound strongly. The increasing presence and use of TRN in Europe lends it to significant upgrades as the holiday season ramps up and cash comes in from an increasing band of savvy app users. The only way is up, especially if the government jump on board and accept it's platform nationally. Thanks to the nice bounce from my purchase of ITV at 57p this has given me the perfect timing to step off one escalator at the top and join another at the bottom. Solid.
There is something wrong with me! Topped up a further 10k to bring this to my majority share within my portfolio.
I have tried to add another 5k today, it's been partially filled so far. This is the only share of my portfolio that I deem worthy of top up due to the potential for medium term gain.
This is only low due to the ongoing strikes, this is a strong forward thinking company who is future planning for European deployment. I have been informed by DFT that more strikes are expected over the next month or TWO, but don't let that get anyone down. That'll then be the end of it and I foresee 30% gains in the short term, larger in the medium term. I won't be in it for the longer term though as that was never my goal here.
Happy New Year to all and next 3 months should be upward trending all the way.
:)
before new years, against the general trend of the FTSE
Plenty invested here at 650, expect a 30% gain short term (a couple of months)
average rail worker
Hopefully the strike threat from these alrady well paid people will soon be over.
It is reportedly costing the average work £5k. If they can afford to lose that they need NO pay rise.
Currently surfing the Trainline wave.. Slightly missed the last high and clearly I got back in a day early with the current dip. I figure buy below 310 and sell at 340. Anyone else following this pattern and any thoughts on how long the waves will last :)
A significant buy at the end of today... is the Trainline still buying back its own shares?
Travel sector broadly up today, some economic data maybe improving, oil price down helps travel stocks generally, London/Europe/US exchanges all generally rising today. Any or all of these possibly.
Today's TR-1 records them selling only up to Monday, may not have sold any since and relatively low overall volume today.
Was half expecting a fall today due to train strikes announced last night, but maybe they were expected and baked into the SP already. Trainline with more international exposure now also helps soften impact of that.
T Rowe seem to have sold more shares again but the sp goes up? Anyone got an idea why that would be so?
I doubled near the lows and am steadily reducing my average costs. I see £5 again in 2023 and lots off opportunities in between.
Up or down I buy / sell accoiringly but witht eh mother of all rallies when the FED pivots or pauses there are calls for a 15/20% upside on the S&P from here (CNBC Squawkbox today) expected to start not nmid Dec then in Jan 2023).
I've been out of trainline for while a but thought I would get back in on the 10% rollercoaster that seems to be occurring. Good that you also feel they have long term upside.
Surprised this cash cow has not been bid upon yet. Seems ripe for a takeover, dyor.
2023 will be a great one.
Eh?
How did they get from 13.913243% on 26 Sept up to their 15.002808% position prior to the selling notified in today’s RNS, without issuing a TR-1 in-between for the purchase(s)???
Sumitnotright there methinks!
just had an RNS of T Rowe selling some shares.
If you look at the last 3 RNS Holdings reports, it is of T Rowe selling, and each time has been the time of a share price drop, and then they buy more shares again.
As such, they have been one of the main factors when the price drops.
As such, expect this to rise again soon, now they have finished selling
plenty of day trading opportunities with this stock