Market's view on Trainline
Published on April 2024
- There is concern about Trainline’s stock due to potential government intervention, which could add uncertainty and possibly limit stock value growth.
- Positive user experiences with Trainline’s services in Italy, Spain, and France have been shared, highlighting efficient operations.
- There is sentiment that despite market reactions, Trainline’s core business of selling tickets remains unchanged.
- A suggestion that the current situation could be an opportunity to buy shares at a lower price.
- The possibility of Trainline providing free tickets as a response to challenges is considered unlikely.
- Questions have been raised about the direct impact of certain political moves, like the potential nationalisation of railways by Labour, on Trainline’s business.
- Shifts in investment from Trainline to other stocks like MTRO have been noted.
- Discussions are ongoing about the financial metrics and future earnings predictions for Trainline.
- Trainline’s financial position is discussed, with a focus on its net debt which has increased from previous figures.
- Trainline is viewed by some as a potential turnaround stock, recommended for purchase based on future price forecasts.