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Thoughts on the rumoured merger in relation to GOG?

Thoughts on this rumoured merger in relation to GOG?

Nooo, I get paid today and was planning to top up. I can't believe I've missed the rebound by literally one day after it has been falling for several months. -_-

Everything is open and over 80% of over-16s have been double vaccinated, but the SP is lower than it was in mid-November 2020 when restrictions were still in place and nobody was vaccinated. Makes sense.

It looks like this year will be a write-off for my portfolio growth.

I really can't believe this is almost back to where it was after the first vaccine was announced.

Back to where it was in January while big tech and index trackers are reaching ATHs every other day. -_- I don't understand why transport stocks are currently in a worse position than they were when there was so much uncertainty about variants/lockdowns.

I bought more at 281 last week thinking it was going back to 300+. :( All my transport stocks are down 3-5% and I have no money left!

The price action on MNZS is very weird. There's no immediate response to any news about new contracts/acquisitions, but it tends to rally much later without a direct catalyst.

It looks like it is largely confirmed in major media outlets that the full reopening on 21st June will be delayed by a month, so I expect a bad red day across the sector on Monday.

Concerns about rising case numbers due to the Indian variant and potential further restrictions/delayed easing.

More uncertainty. :(

Should have waited for a bounce before buying.

Bought a lot of this and GOG today; they still have a long way to go to reach their pre-Covid prices and the public transport industry isn't going away any time soon.

I think there are multiple factors affecting recovery-stock sentiments: the UK's vaccination progress will slow down because a vaccine shortage was announced yesterday, the Covid situation in mainland Europe is worsening and rising US yields are dragging down stock indexes.

These things don't change the medium/long-term outlook of transport stocks like SGC, but I definitely think they are suppressing/lowering the price in the short term (it hardly responded to the government's announcement about investing in buses). I'm still very confident in this stock and will continue to hold so I don't miss any sudden rallies once these headwinds have subsided.

It was released on the 9th.

Yeah, it's very disappointing. I think it's being dragged down by the whole market.

https://menziesaviation.com/news/menzies-aviation-expands-australian-presence-with-qantas-airways/

https://menziesaviation.com/news/iraqi-civil-aviation-authority-awards-first-international-ground-services-operating-license-to-menzies-masil-joint-venture/

This has caused a small rise in the share price. I wasn't expecting a return to the low 200s, but tier 4 and talks of border closures/extending the lockdown until summer are battering all my transport-related stocks. :(

Another national lockdown is going to be announced at 8 tonight. I don't think people were expecting things to escalate so quickly.

I was so close to seeing 100% on this stock, but I decided to sell when I first saw the news about Scotland. I wasn't expecting a hard nationwide lockdown this soon and I think the price might fall a bit more before stabilising. I'll definitely buy back in once the case numbers start falling.