focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
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
Good to see Trainline in profit.
Being an embedded and essential service that is constantly used by the populace, means more guarantee to revenue streams.
Great time to load up on shares, with their rollout to international regions now maturing looks like they will be yielding higher revenues and profits.
450 by end of week, looking strong
some good profit to be made here, buy the dips and make some easy cash
im topping up 50% premium at these prices, easy money
should be 450 soon , great growth profits looking great
@bertmonkey - you were right :).
I'm holding out for 4+ - It will happen :)
Trainline also noted that plans by the UK government, under now-deposed prime minister Boris Johnson, to create a new centralised online ticket retailer had yet to materialise "with no firm visibility on future timings".
Showing continued growth across Europe and Uk.
Continuing growth after covid.
I can only see this continuing to grow, it's a relatively new business that's been through some of the toughest times any business could have imagined due to Covid. It's being run extremely well from what I can see.
Having said all that, It'll probably go down today!
Liberum upped its price target on Trainline on Thursday following the company's trading update and increased guidance a day earlier.
The broker, which rates the shares at 'buy', said Trainline's first four months of trading have performed ahead of expectations, with net ticket sales up 16% versus FY20 levels.
"Trainline provided updated FY23E guidance which at the midpoint points to circa 20% and 30% upgrades to consensus revenue and adjusted EBITDA," it said. "We have upgraded our FY23E forecasts by 15% and 26% respectively."
Liberum noted that Trainline shares closed up 21% on Wednesday.
"Following yesterday's share price move and our change in forecasts Trainline's shares are trading on CY22E EV/Sales of 5.4x.
"We increase our target price to 470p (from 435p) and we believe that the shares should continue to re-rate.
"We see Trainline as the long-term winner in a structurally growing market and the strength of the recovery post-Covid is supportive of this view."
http://www.stockchallenge.co.uk/ftse.php
FTSE ranking -211 Mcap 1,368.0
Next quarterly review Wed, 31 August 2022
Changes take effect from Mon, 19 September
Today MCap - £1,658m
Next Update £4 plus