Member Info for martinu

GD - it took me about 10 mins to Google the answer to your question. Try again. If you really can't find the answer, post again in a couple of weeks and I'll help.

Update looks good. Profit up, div up but also debt up.

They say UK growth is down to, among other things attention to customer service. Not borne out by some posters here.

Hoping for brokers to raise price targets like this time last year.

Due on Thurs (26th Jul). Hope it's positive and that NEX take note of local issues when brought to their notice. I suppose they can't do much more than a full refund, ex run a decent bus in the first place.

Well that has certainly put the cat amongst the pigeons. But, at the end of the day, its an RNS of 2 halves. A dilution of share value (at first), but after some early sells c. 100k, now recovering with buys of c. 200k. As said, if goes to developing pharma opps, then could be very good. IMO>

Frustrating but looks like SP back to 60p ish. For those with nerve some money to have been made. For others we sit tight and wait for more positive news. Clearly markets want to see the £s. Lets hope we can report these over next 6 months.

No placing for Opti but is SOH hinting at other listings like SBTX?

... this Wed (16th May). Hope it's a good one.

Not sure what is moving the SP at present as largest trades appear to be sells. Re: Stagecoach - they seem very UK focused and seem to struggle to make money form rail. Not currently holding; wish I was?

http://www.nationalexpressgroup.com/newsmedia/news-across-the-group/2018/national-express-s-record-breaking-christmas/

News from NEX: hTtp://www.nationalexpressgroup.com/newsmedia/news-across-the-group/2017/national-express-keeps-christmas-on-track/

Hello out there! Not a lot of discussion about NEX.L on various message boards. Here are my thoughts: Positives: Diversified markets, earnings in �, $ and Euros, reasonable margins, sustainable dividend policy. Negatives: Debt. I bought in recently - small holding. SP been weakening in advance of q3 trading update next week. Seems a good investment to me. Any thoughts? MU

4m trade @ 14:07 @ 174.5p. Can anyone confirm? My source is Digital Look "Largest Trades", not very technical I'm afraid. Cheers. MU

This was posted on ADVFN which highlights some of the problems facing SGC: "Risks on the horizon for Stagecoach Jefferies has highlighted the risks ahead of shareholders in train and bus operator Stagecoach (SGC), with analyst Joe Spooner rating the shares a ‘hold’, but acknowledging that ‘requires positive outcomes to key events’. ‘Our 190p sum-of-the-parts price target leaves us at “hold”,’ he said. ‘But we stay cautious with up to 65p of that event dependent: renegotiated East Coast contract (9p), some success in shortlisted UK rail bids (26p), rebuilding Megabus US profits (up to 30p),’ he said. Spooner flagged potential disappointments in the company’s regional bus division, which accounts for 75% of non-rail profits. ‘Inflationary pressure on labour looks set to sustain, the offset of falling fuel costs has now largely played through and for revenues, even Stagecoach expects a “subdued” outlook short term,’ he said. ‘We prefer Go-Ahead, where we think successful event outcomes frame the upside rather than the status quo.’Shares in Stagecoach fell 1.8% to 178.5p yesterday."

Mr Paterson added the DfT was also dealing with requests from Virgin and Stagecoach to vary the contract on the East Coast mainline which the pair’s joint venture run

Stagecoach has won £2.5m in compensation from the Government after the completion date for the Sheffield to Rotherham tram-train project, for which it is supplying vehicles, was pushed back multiple times. The National Audit Office (NAO), in a report released on Tuesday, said Stagecoach had claimed "prologation costs" and loss of revenue for the two-and-a-half-year delay of the government-sponsored project. http://www.telegraph.co.uk/business/2017/07/03/stagecoach-awarded-25m-compensation-south-yorkshire-tram-train/

"The delay [to West Mids franchise] comes as reports surfaced of possible plans by ministers to pay train companies if the revenue they are making from their services is significantly below what was forecast. " This might help SGC viz East Coast losses, as referred to in recent results

Poker - Netto was mentioned in interims. But only with regard to number of stores. Currently planning for 15 by FY end. Think they have 9 open so far.

Not sure if it was this thread or another site, but poster said, SP up 1% before Mike Coupe gave analyst briefing and 4% down afterwards. Its an hour and 20 mins on Sainsbury PLC site, for those interested. The analysts Q&A is probably the most useful. I flicked through it and one point that may have bothered analysts is that Sainsbury feel they still need to bring down the price differential between themselves and discounters. From memory, think they said currently in 15-20% range and would only start to have an effect when in 5-10% range. So margins are down, but will probably fall further. For what its worth, I think Sainsbury is doing better that Tesco, Morrison and Asda. And more brokers disagreeing this am. See flashing dot on this page.

Interims on 11th Nov. Ex-div about a week later? (Can't see any published date, but announced in interims last year). One thing that surprises me, give recent good rise in SP, is this comment from interims last Nov. Particularly the final sentence! " Dividends The Board has recommended an interim dividend of 5.0 pence per share (2013/14: 5.0 pence). This will be paid on 2 January 2015 to shareholders on the Register of Members at the close of business on 21 November 2014. The interim dividend was approved by the Board on 11 November 2014 and, as such, has not been included as a liability as at 27 September 2014. Sainsbury’s will maintain the interim dividend at 5.0 pence per share for this year and dividend cover at two times our underlying earnings for 2014/15. Given expected profitability, the dividend is expected to reduce year-on-year. " Questions anyone? 1. Are profits good enough to maintain dividend? 2. Has some news regarding dividend leaked? 3. Has SP been lifted to entice PIs in, only for it to be dropped sharply, after interims. Because "results below expectations"?

I, too, was wondering what effect the Rugby World Cup will have on electricity demand. The half time cuppa? Results seem overall positive. But long-term weather difficult to predict, so can't rely on cold winter. Only negative for me is increasing debt, but hopefully will be used wisely to grow and buy good value assets. But see Londoner7 post re his "test" for company debt repayment.