Passenger Transport have picked up on this.
Couple of bits stood out:
Go-Ahead also plans to target further acquisitions within the regional UK bus market and in a call to investors and city analysts, Schreyer said opportunities had been identified in the East Midlands and North of England.
wonder who those opportunities are?
... its rail contract in Norway while closer to home there were performance issues at some of Go-Ahead’s smaller bus businesses that needed to be resolved
it would be interesting to see what he thought these smaller businesses were
He also said rising inflation would provide an opportunity to grow modal share, revealing the group was fully hedged for its fuel requirements for this year and 50% next year. “Private car prices are not hedged on fuel like we are,” Schreyer added.let's hope we don't see fare increases and finger pointing at fuel costs!
And finally...
Meanwhile, the Go-Ahead chief executive told Passenger Transport that the group would be keeping an eye on opportunities in the UK with Greater Manchester, Liverpool and “maybe a bit later in Leeds” key targets. “Wales is a clear opportunity,” he added.A big change and acceptance that deregulation hasn't worked as well as anticipated?
Schreyer said he saw more opportunity than threat from the move to a franchised operating model. “It could be a small threat, but with the size of the markets that are opening it is a balance of risk and opportunity,” he said. “The opportunities are clearly stronger and bigger than the risks.”