Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Kevin Johnson really needs a shake. It is no good engaging with supportive investors highlighting a 'temporary problem' and then completely ignoring the update process. Zeus and Finncap are both negligent in failing to press management after such a sustained decline in share price which is not directly related to the bigger market. Seasoned holders are used to technical setbacks and swings having an eye on the bigger picture but a competent and proactive CEO should be actively engaged in reassurance rather than hiding in the shed. Can't see this lack of communication inspiring prospective customers despite the multiple OEM contracts. Poor management communications. Holding on but kicking myself for not selling out on anticipation earlier.
As a shareholder here it really cheeses me off when companies pander and promise great strides forward prior to wanting funds yet clam up tight when they highlight problems. It's fair enough stating there will be quarterly updates, but when you interrupt them to mention problems and then hide back behind the quarterly screen it sucks. It would be magnanimous to relay progress on a monthly basis. Pretty shoddy BoD performance given the overall underlying strengths and progress.
Yep. I have written to management but they say that they are adhering to their promise of quarterly updates ie April for quarterly and t/u. It is irritating that the furnace info was RNS'd 2 months after November update not 3 so an impromptu RNS would be appropriate to reassure investors. Those invested here are well aware of hiccoughs that are bound to happen during ramp up but it's good practice to keep newsflow active at this pivotal/transitional stage.
Having risen and consolidated at this level it's time for a new push to break the previous £1.30 up to the £1.38/40 level for the next consolidation phase. Prospects look good for first quarter AuM given previous outlook.
Decent outlook and expansion into growth areas hence drop massively overdone given current and future trading prospects. Excellent entry price imo for exposure to infrastructure regeneration.
Yep, so am I.
Trainline wins hands down for Europe in summer
https://minimalist.travel/en/travel-prep/raileurope-vs-trainline/
The cost to the UK govt of producing a basic train ticketing hub is between £1.5bn and £2bn which is crazy as it could buy Trainline and have a tried and tested system that encompasses through travel to Europe and beyond...Absolute no brainer but then again the profligate set of Muppets of all parties in government are incapable of joined up thinking. Such a move would focus and reinforce a green economy shift overnight AND the taxpayer would profit from pan European ticket sales!
I cannot emphasise enough the lack of vision that leaves Trainline shares at this bargain basement price. The potential for more train strikes in the UK is evident but the threat diminishes daily as the pressure to settle increases. Myopic 'blanket' analysts are ignoring the fact that the EU rail market is 5x bigger than the UK and Trainline is forging significant inroads, targeting €1bn tickets sales this year...that's by cob end Feb. Trainline is a disruptor in the rail industry just as Easyjet was in the airline industry. The biggest single, and fundamentally ignored asset of Trainline is Data, data and data. It is storing and collating a huge amount of passenger data and statistics. It is unique in having user, journey and destination statistic for millions of individual trips. THAT alone will certainly not be going unnoticed by large multinationals. Indeed the UK government who, if they really wish to provide an effective and efficient rail ticketing system, should engage withTRN and benefit from day one. Everyone would be a winner. Solid; as the UK would then hit the ground running with masses of data to improve services based on sound evidence based logistics.
As i previously mentioned, the market analysts are looking at the UK operations and train strikes. To do so is to completely miss the bigger picture that Trainline is pan-European and expanding its footprint rapidly across numerous territories. When the strikes end, as they will, and European travel escalation becomes evident this will jump disproportionately and back to £3.20+ in short order. It's purely a matter of when, not if, and being patient. Getting on board or averaging down at this level looks a sensible move.
The myopic are looking UK only but as the company so succinctly put it....
On high speed routes throughout the Continent, where rail carriers are now competing on the same lines, we give customers the broadest range of options and help them find the cheapest journey. This is accelerating our growth, including on the Madrid to Barcelona route where tickets sold are now seven times higher than pre-COVID.
Solid share thats correctingly nicely from a hugely oversold position. Assets under management will have risen nicely given market gains and the corresponding stimulus for inflows into well managed portfolios should see PMI bounce back to the high £1.80's in the next six months. Solid.
TBQH I'm surprised a big multinational based here or in the EU hasn't jumped in and picked up this infrastructure play. Its pan-european exposure and highly scalable platform make it a steal for a variety of people at this time before it bounces post twin dips. Solid with the added excitement of bounce or catch.
The pessimism here is at its peak...Spring is coming and train travel is the way forward with big upswing in bookings and passenger numbers expected here and across Europe. Trainline has the speed, stickiness and capacity to benefit and as the strikes here end with an eventual settlement it will be full steam ahead. The end of the tunnel is in view.
In a time where high yields are still associated with higher risk it's good to see an incentivised seasoned set of professional fund managers steering a steady course post Covid. Solid and well worth getting on board in the troughs between the escalating waves imo.
AUM must be increasing significantly over the last quarter from Dec 31st level plus cash inflows should be comfortably rising. Solid. Topped up at this level for the next step on this upward staircase after this small consolidation.
The latest rejection will escalate the Goverments desire to resolve and the unions will eventually capitulate. It is clear that this outdate form of national blackmail is untenable and the longer it goes on the more the members will lose. Crazy but Trainline will ultimately be a major beneficiary of any change. I suspect it will resolve soon as the financial pressure on union members become greater and greater causing mad Mick to grudgingly capitulate.....I did my best comrades..
Solid share on infrastructure once resolved.