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Started: Retirement_Plan, 31 May 2024 12:50
Last post: Corryvreckan1, 31 May 2024 13:17
Disposal, from 5% flat to now under 5% in total, crossing on 29th May.
But Blackrock have been adjusting around an overall 5% position for quite a while so it may just be inline with their normal pattern, possibly even just algo driven adjustments due to the buybacks?
Is that a disposal or and acquisition!!!
I struggling to see it on my phone.
Started: Retirement_Plan, 29 May 2024 16:01
Last post: Retirement_Plan, 30 May 2024 11:08
An Upgrade / now what a surprise that is considering the fall yesterday to allow some lower entires for the party boys🤣🤣🤣
I wonder if folk are now waiting for the manifestos to be published in the next couple of weeks? Although Labour already made their position on ticketing clear and published their detailed policy on the railways back in April so not expecting any surprises there.
Maybe when Sunak proposed National Service he got his words muddled and actually meant Nationalisation, in a failed attempt to steal lefty votes ;o)
What a compete and utter ……🙈🙈
Started: valueinvested, 28 May 2024 08:09
Last post: Retirement_Plan, 28 May 2024 13:06
It’s just a sh*t show the way this is bouncing close to £3 for years now.
I have no doubt or will eventually take off and I have quite decent stake in it but just feel I need to reduce and invest elsewhere.
There are some fantastic opportunities if you’re willing to take a little risk.
There is nothing wrong with this share.
Investors are just looking elsewhere.. won't happen forever
This has the highest growth metrics of any 350 stock in the last couple of years. In the end that kind of growth gets found
Started: Robsaunders99, 22 May 2024 16:17
Last post: Corryvreckan1, 22 May 2024 16:27
I've been reading it first, second, third... in multiple media and parliament sources since this morning. Do try and keep up ;o)
You read it here first.. Please do not ask my sources ....
Started: MaryBr190, 20 May 2024 12:00
Last post: MaryBr190, 20 May 2024 12:01
JPMorgan raises Trainline price target to 395 (392) pence - 'overweight'
Deutsche Bank starts coverage of Trainline at 'buy'
(Sharecast News) - Deutsche Bank initiated coverage of Trainline on Monday with a 'buy' rating and 470p price target.
It explained that Trainline is Europe's leading train and coach app. It gathers routes, prices and travel times from over 270 rail and coach operators in 40 countries, allowing the consumer to buy train and coach tickets quickly, saving time effort and money.
"Trainline offers a comprehensive collection of travel options to customers, in addition to unique, AIdriven information that helps individuals make the best decisions," DB said.
It said momentum at the group is strong in both the UK and Europe.
"We see significant opportunity for the UK business to outperform as digital ticket penetration continues to grow, 47% in 2023, with potential to grow to at least the 60s," the bank said.
"The group's business in Italy and Spain is gaining momentum; more detailed financial disclosure here has potential to allow a more granular valuation of these businesses, and the broader European opportunity."
DB added that France and Germany offer significant future potential as competition enters each market.
At 1010 BST, the shares were up 1.4% at 328.34p.
It explained that Trainline is Europe's leading train and coach app. It gathers routes, prices and travel times from over 270 rail and coach operators in 40 countries, allowing the consumer to buy train and coach tickets quickly, saving time effort and money.
"Trainline offers a comprehensive collection of travel options to customers, in addition to unique, AIdriven information that helps individuals make the best decisions," DB said.
It said momentum at the group is strong in both the UK and Europe.
"We see significant opportunity for the UK business to outperform as digital ticket penetration continues to grow, 47% in 2023, with potential to grow to at least the 60s," the bank said.
"The group's business in Italy and Spain is gaining momentum; more detailed financial disclosure here has potential to allow a more granular valuation of these businesses, and the broader European opportunity."
DB added that France and Germany offer significant future potential as competition enters each market.
At 1010 BST, the shares were up 1.4% at 328.34p.
Started: valueinvested, 20 May 2024 08:15
Last post: valueinvested, 20 May 2024 08:15
Sometimes it takes time (especially in these days of the Algorithm ) for results both good and bad to be reflected in the share price...
Excellent recent results will be reflected in the price
At the moment the share price is 25% below its float price of 420p. This ignores 450% turnover growth since. and 101% operating profit growth at last results
Started: valueinvested, 17 May 2024 16:13
Last post: valueinvested, 17 May 2024 16:13
No other company in the 350 exceeds all these growth numbers:
Arguably the fastest growing company in the FTSE 350
Turnover 491% up over 3 years
profit over 1 year 101%
operating margin growth over 1 year 50%
TRN is the only company with that kind of growth..and has more to come
Started: Jumbo07, 17 May 2024 15:44
Last post: Jumbo07, 17 May 2024 15:44
Trainline doubles operating profits, European penetration soars
https://www.proactiveinvestors.co.uk/companies/news/1046774/trainline-doubles-operating-profits-european-penetration-soars-1046774.html
Trainline says Labour has no plans to revive UK ticket app, website
By Sharecast News
https://www.sharecast.com/news/news-and-announcements/trainline-says-labour-has-no-plans-to-revive-uk-ticket-app-website--16711918.html
Started: DonBroco, 10 May 2024 10:01
Last post: Retirement_Plan, 17 May 2024 11:15
This stock is SO frustrating - JUST when you think it may get to back to the £4 ish mark.
Some idiotic politician living off the Tax payers money and a not a clue about the world pens his/her big mouth :(
I'm one of those Retail Traders who began trading during the Covid days (for something to do) and we’re still here.
I sense that a lot of trades are done on a whim, rather than by looking at the facts. TRN was doing really well until Sir Keir said he’d take it back into public ownership, and it spooked the market! believe most of it already went that way (e.g. Transport for Wales was created as the Welsh Government's Operator in February 2021, to succeed the existing KeolisAmey Wales operated rail franchise)
According to my sharescope this is the 5th most volatile stock in the ftse 350. So this is just normal.
Shadow of Sir Keith casts uncertainty
Hmmmm, slightly concerning for the short term :(
Started: MaryBr190, 3 May 2024 08:39
Last post: hautecouture, 3 May 2024 13:43
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.
Started: DonBroco, 3 May 2024 08:30
Last post: Corryvreckan1, 3 May 2024 09:04
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...
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!
Started: Robsaunders99, 3 May 2024 07:30
Last post: Retirement_Plan, 3 May 2024 08:58
*@TheSoundMan.
@TheSoithMan - looking promising with today’s update.
I have also decided to lower my target slightly to £3:80 for half too:)
Retirement_Plan - I think your 400 will come soon enough
Statement on labours manifesto clearly clears up the ambiguity in regards to nationalisation
Started: MaryBr190, 3 May 2024 08:36
Last post: MaryBr190, 3 May 2024 08:36
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.
Started: MaryBr190, 3 May 2024 08:16
Last post: MaryBr190, 3 May 2024 08:16
Heading to Stop 346 later
Started: bertmonkey, 3 May 2024 07:11
Last post: TheSoundMan., 3 May 2024 07:27
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
Revenue up, Profit up and growing year on year.
What's not to like with this share?
Well the 300 is back.
Good luck for all holders for tomorrow
Started: MaryBr190, 30 Apr 2024 09:48
Last post: Retirement_Plan, 1 May 2024 18:47
@TheAoundMan - let's see what the 3rd brings.
Had it not been for the recent idiotic comments from"the informed" parliamentary bod, I'm sure I would have got my target.
I can hold for now, my average is £3 ISH so it's all good.
Retirement_Plan - Just seen your later post about having a sell target of 400. Ironically that was my final sell level on my small divested remaining holding, having made 4 previous sells from 204. I have no doubt it will get there in the end, but I'll tell you one thing for certain. If the SP goes anywhere near 270 I'll be wading back into this fully, and if it goes further so will I.
....and Retirement_Plan, you really do have to create a sell-down schedule on all stock (15% intervals x 5 sell downs will make you 50% for example), UK or otherwise. Don't just hold for open ended blue sky.
90% of the time you get to buy it back again for 20% less in 12 months if you want anyway.
Blame the politicians not TRN. It is a great company, it's just subject to sound bites from idiots.
The greater the percentage of business TRN do overseas now the better, not unlike CVSG in fact.
When will we stop shooting ourselves in the foot over here.
Flippin' eck!
This flippin' algo needs to flip and start flippin' some shares into it's basket and proceed to checkout :/
Started: Garydav2, 30 Apr 2024 07:13
Last post: AParky, 30 Apr 2024 07:40
Absolutely, unless your looking for a dividend, for now.
The share buy back here by the Company is considerable. I've just been reading up on it. Is this good for us holders....
Last post: Garydav2, 29 Apr 2024 15:51
Now green for the day.
Hold for results end of week 👍
Last post: Garydav2, 29 Apr 2024 15:46
Choo choo 😜🤣🤣🤣
Last post: Retirement_Plan, 29 Apr 2024 13:00
The Sentinels are NOT getting mine below £3.80 - I’m in. In no rush to sell🙈
Is it possible for an Algo to know desperation? This one appears to be desperately searching for those sub £3 stops. It's like the Sentinels in the Matrix, scoping around for signs of life and then BAM!
All the best to you - all I know is o should have traded this and NOT just hold.
Just managed to pick up a lump at 297.17.
Let's see where these go from here.
GLA
Started: Retirement_Plan, 26 Apr 2024 16:33
Last post: Corryvreckan1, 28 Apr 2024 19:40
Usual games, drag it down with relatively low volume when sentiment is uncertain. Can't see anything concerning in the after hours reporting and the buyback will still be picking up some of the loose trades. 200DMA is still rising at 294 so should help support a floor/bounce now, although I also see long term S/R at 292 and a gap to 283 from December’s announcement. I will be amazed if it’s not gapped at open – but which way?
I suspect that Thursday’s announcement will soon be forgotten by the market, in the short-term at least, and it increasingly looks like it was an attempt to distract the media from Rayner’s impending visit to the ducking stool.
US shrugged off the toppy inflation print on Friday afternoon so hopefully a bounce here on Monday. The markets do not want to accept Powell's narrative - next FED decision is on Wednesday (7pm BST) and no prizes for guessing the rate so the presser afterwards will be more important.
I took the 3.16 to close out at a daytrade.
Seems to happen alot with shares a false rise or shorters loading up for the drop.
8 might see if I can get some more if we go sub £3 and buy in before the results.
GLA
Or in the gutter, who knows with this share.
I was expecting to be over £4 by the stage and look where we are🙈
This time next week Rodney........
We might be back to square one
Was looking OK this am and then wham bam NO thank you mam🙈🙈
Started: Robsaunders99, 25 Apr 2024 13:38
Last post: brigg, 26 Apr 2024 11:16
No need to worry about labour their to do list is so long nothing will change
Thanks for the information guys
I'm a holder now for sure. Think yesterday was overdone and if Labor ever did this it isn't going to be done overnight for sure. There European business doesn't look too shabby ....
See Kier has got another makeover.
Still can only think of Max Headroom when I see him although the Woddentops come a close 2nd. Perhaps the Woodentops trumps Max afterall.
You decide :)
https://www.buggedspace.com/wp-content/uploads/2020/03/max-headroom-show.png
https://live.staticflickr.com/7418/9427978046_ae1b7ae058_b.jpg
Morning Gary
Financial calendar
https://www.trainlinegroup.com/investors/shareholder-centre/financial-calendar/
TU from 14th March - expecting reconfirmation and a further beat
https://trn-13455-s3.s3.eu-west-2.amazonaws.com/media/7517/1039/9476/Trainline_plc_Trading_update_for_full_year_FY2024.pdf
@NoSweat - I was a little frustrated yesterday in general - ALL my holdings were RED and i lost a shed load on Meta and this yesterday.
More relaxed today- it will come back up :) and im in no real rush to sell anything for a few years - being honest :)
Next week friday. Should reverse? Gla