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https://www.londonstockexchange.com/news-article/CRW/director-share-purchase/15873602
Good news
LongerGuy. Hopefully the low free float and heavy short interest will work in favour of the bulls very soon.
Thanks for the colour all.
Hopefully we are technically better set up for a sustainable rally now.
Assuming the fundamental bull case is good. As I believe.
Why is NEX down so much today? It's trading like a bank!
That is a bit scary.
Last year in Easyjet a couple of brokers downgraded to Sell when the stock was close to £3. It went to £2.80.... and that was stressful. But now it is above £5k.
The story hasn't changed just because a broker downgrades after 12 months of massive underperformance.
Do you really think people do that? Smash the stock to shake out nervous people so they can buy cheaper. Seems so unlikely to me, but maybe you are right.
Seems to me that someone smashed it down by mistake on the open. Fat finger. Should reverse quickly.
I've banned myself from buying more unless its below my average. But if I had more bottle (and more money), I would.
West Midland strikes set to begin on March 16th.
Quite possible that an agreement will be reached beforehand.
If so, stock could gap up on headline.
Obviously, there is also risk that agreement will not be reached.
But I think you must try to hold this one. SP is nowhere
thank you both
This stock will double.
It's climbing a wall of worry. It is massively undervalued. There is real growth. The strike is temporary.
Keep the faith.
If anyone has any other stocks they think might double over 6/12 months, please do share :)
This company is recession proof. Actually it probably would do well in a recession.
Still huge revenue momentum.
Margins increasing significantly over next couple of years.
A key player in the fight against carbon emissions with above GDP growth.
Significant dividend growth over time.
I simply cannot understand why the shorts stayed short into earnings?
This stock could double over 12 months. It's nowhere.
"Our policy is to maintain a dividend cover ratio of at least two times. Reinstating at a higher level of cover represents a prudent approach to balancing deleveraging, investment and shareholder returns, and allows room for future growth. In future, the Board intends to pay an interim dividend of approximately one third of the prior full year dividend. "
Does that mean for the next 12 months full dividend should be 5p + 1.66p = 6.66p ?
Revenue recovery and margin recovery story in place.
Gearing fown from 3.5x to 2.8x.
Dividend reinstated as promised.
And all this with a poor Q1 due to Omicron.
Company saying "continuing recovery in US School Bus and the securing of rate increases during 2023 and 2024 allowing us to recover cost increases".
I assume the non-cash impairment on ALSA was expected. If anyone has any colour here please relay.
This is a seriously cheap stock. Should be up massively today.
Thanks for the analysis i really appreciate it.
I guess a main reason I'm in the stock is that I believe it's a good takeout target for both private equity and also corporates.
But that's not a good enough reason in itself.
I hope the company update is good.
Numbers look good. Stock should double. Unless we are missing something.
Real shame about lack of liquidity.
Maybe company could be a good takeout target for someone.
Hi there.
Can't wait for the positive guidance because stock would gap up.
Also. Because of stable earnings and sector. This is a potentially a great takeover target for both corporates and private equity...?
I have written to National Express IR suggesting that they suplement inflation meeting pay rises for frontline workers, with a significant stock option plan whilst the stock is at these low levels.
The new stock issued could be matched by a buyback. And the dividend introduced as well as has been promised.
Would be great for everyone.
I'm all in favour of Unions to protect workers.
But I'm against Union leaders with their own political agendas treating it all as a big game.
This is peoples lives.
On a society wide basis its clear to me that people on the front line should be paid much more and much of this should come from people at the top being paid less. Because income disparity between top and bottom has been growing for decades.
I urge National Express to take the lead here. That would be great leadership!
The language of the Unite union is incendiary and political.
Talks about National Express being a "greedy" company. And makes out that National Express is highly profitable, which simply is not true.
The reality is that National Express, all around the world, has a lot of low earning customers, and the company hasn't wanted to raise prices, and that's why it has been difficult to raise pay inline with soaring inflation. And as a result the margins have come down.
I guess the wage inflation reflected in Walmart and Home Depot numbers point to ongoing wage pressures for National Express in the US.
But this is not new. At the height of the wage / staffing pressures for the airlines over the summer, it was the low point for the share prices.
Maybe the pausing of the nurse strike in the UK points to a turning of the corner on this issue.
Good point