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Post by Deleted on May 21, 2019 12:47:28 GMT
I think my mate on the 73 is correct and Stagecoach more likely. Meanwhile the DB vinyls are still on the buses... A non transport company might be seen as only wanting to strip out assets, and scatter the remains to the four winds... Stagecoach have had some international experience and they may want to consolidate rail ops after recent knockbacks from DfT. Getting Northern plus Overground would be good for their current portfolio, as well as overseas work, depending on if all of Arriva is sold My money is either on Keolis or Transdev, both have limited operations in the UK meaning they would clear the UK competition regulators with no problems. Their European operations could present a larger problem but I still think the sale would clear with fewer problems than Stagecoach would present. If Stagecoach won the bidding race I could see them having to divest most of the UK bus ops to avoid the competition regulator with only the rail ops being cleared in full. If you just think of Kent for example,if Stagecoach took over Arriva then other than the handful of independents ( Go Coach, Nu Venture, RedRoute, ASD, Chalkwell etc) the whole county would be pretty much Stagecoach. Not saying it would be a bad thing for the passengers particularly. I actually think Stagecoach run a better service around East Kent and the south coast than Arriva do in around North Kent.
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Post by SILENCED on Jun 6, 2019 13:51:07 GMT
Latest reports suggest Stagecoach, Go-Ahead and National Express have expressed interest in acquiring certain Arriva assets, but DB is not interested in this type of deal.
Reports are stating 3 front runners, Keolis, A consortium of Caryle (US Buyout Fund) and DWS (German Asset Manager), and Apollo (US private equity firm)
How reliable the 'sources that are familiar with this matter' are unknown
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Post by capitalomnibus on Jun 6, 2019 23:00:58 GMT
Latest reports suggest Stagecoach, Go-Ahead and National Express have expressed interest in acquiring certain Arriva assets, but DB is not interested in this type of deal. Reports are stating 3 front runners, Keolis, A consortium of Caryle (US Buyout Fund) and DWS (German Asset Manager), and Apollo (US private equity firm) How reliable the 'sources that are familiar with this matter' are unknown I hope I goes to Keolis
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Post by SILENCED on Jun 7, 2019 9:05:27 GMT
Latest reports suggest Stagecoach, Go-Ahead and National Express have expressed interest in acquiring certain Arriva assets, but DB is not interested in this type of deal. Reports are stating 3 front runners, Keolis, A consortium of Caryle (US Buyout Fund) and DWS (German Asset Manager), and Apollo (US private equity firm) How reliable the 'sources that are familiar with this matter' are unknown I hope I goes to Keolis I would not want Apollo ... need to read up more on the Caryle/DWS bid. Keolis would not create any competition issues in the UK I believe ... as their interests are part of GoVia (GTR/South Eastern), DLR, Nottingham Tram ... and Welsh Railways. Would be ironic if after walking away from bidding for the Welsh franchise, control of it fell under Sunderland again! Have I missed any other UK Keolis operation? There would almost certainly be competition issues in Holland and Denmark ... and unsure about Sweden, but think doubtful. **OK DWS is majority owned by Deutsche Bank ... so perfectly will still be owned by DB 🤣😂**
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Post by nickfreckle on Jun 7, 2019 13:32:30 GMT
Keolis, who are already in Kahoots with GoAhead as part of Govia. Hmmm.
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Post by SILENCED on Jun 7, 2019 14:06:39 GMT
Keolis, who are already in Kahoots with GoAhead as part of Govia. Hmmm. If Keolis are successful ... I would expect them to go after Go-Ahead as well .... they dont really need them as a partner in the UK then!
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Post by MetrolineGA1511 on Jun 8, 2019 4:45:04 GMT
I would not want Apollo ... need to read up more on the Caryle/DWS bid. Keolis would not create any competition issues in the UK I believe ... as their interests are part of GoVia (GTR/South Eastern), DLR, Nottingham Tram ... and Welsh Railways. Would be ironic if after walking away from bidding for the Welsh franchise, control of it fell under Sunderland again! Have I missed any other UK Keolis operation? There would almost certainly be competition issues in Holland and Denmark ... and unsure about Sweden, but think doubtful. **OK DWS is majority owned by Deutsche Bank ... so perfectly will still be owned by DB 🤣😂** I believe Keolis also operate Manchester Metrolink.
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Post by ServerKing on Jun 8, 2019 6:29:42 GMT
Latest reports suggest Stagecoach, Go-Ahead and National Express have expressed interest in acquiring certain Arriva assets, but DB is not interested in this type of deal. Reports are stating 3 front runners, Keolis, A consortium of Caryle (US Buyout Fund) and DWS (German Asset Manager), and Apollo (US private equity firm) How reliable the 'sources that are familiar with this matter' are unknown Asset management firms generally strip out firms and flog the good bits off before dumping the rest. I've been there with an IT firm... it won't be pretty. DB would do well to look at Stagecoach, National Express, Go Ahead for a more dignified break up of the business. 20 odd years is a good run, but a friend who works on the 73's told me DB was never interested in the bus operations, and only was after the railway work. The Artist formerly known as Govia might be hard to get past DfT and the CMA, considering their awful GTR franchise and the rock bottom reviews of Southern / SouthEastern in the latest customer polls for satisfaction with the service Someone needs to tell the paint shop at Enfield to hold back on the DB Company vinyls for now if the business is to be sold... it's as if they aren't going to sell up. Perhaps they are waiting to see if Michael Gove revokes Article 50 (that clown Boris won't get in due to his extreme No Deal proposals) and if the UK leaves the EU. I didn't realise the figure was closer to €3bn for Arriva's value, but it's a €20bn hole in their budget... Interesting times. No Arriva, economy in the toilet as we all queue at Universal Credit Food Banks for US Chlorinated Chicken after Johnson and Trump do a deal... My mate still thinks it's the people beginning with S, and all these others are to throw us off the scent...
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Post by dennistas on Jun 10, 2019 0:28:08 GMT
I haven't been upto date which the latest but been told by a source that Stagecoach and National express wanted to buy Arriva but the deal was declined.
Heard that a company called Keolis is interested and Arriva will continue as now.
Happy to be corrected
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Post by MetrolineGA1511 on Jun 15, 2019 5:37:55 GMT
According to this CBW Magazine article, DB have received bids from US company Carlyle, German company DWS, US venture capitalists Apollo (who touted taking over First last year) and Keolis. Unless Keolis become the successful bidder, I think the others will want to sell on their Arriva inheritance, potentially to multiple operators. cbwmagazine.com/overseas-firms-prepare-bids-for-arriva/
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Post by SILENCED on Jun 17, 2019 10:06:33 GMT
According to this CBW Magazine article, DB have received bids from US company Carlyle, German company DWS, US venture capitalists Apollo (who touted taking over First last year) and Keolis. Unless Keolis become the successful bidder, I think the others will want to sell on their Arriva inheritance, potentially to multiple operators. cbwmagazine.com/overseas-firms-prepare-bids-for-arriva/A new name mentioned as a contender for Arriva are Brookfield Asset Management, which currently includes Canary Wharf and UK CentreParks as part of their portfolio, as well as being the largest office landlord in Manhattan. Seem to be US based company ... but with investments worldwide. I do not think any company will buy Arriva and split it up straight away ...think it will be 3-4 years at the earliest before we see any sales ... I would not be surprised to see expansion in the short term.
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Post by dennistas on Jun 19, 2019 4:38:28 GMT
According to this CBW Magazine article, DB have received bids from US company Carlyle, German company DWS, US venture capitalists Apollo (who touted taking over First last year) and Keolis. Unless Keolis become the successful bidder, I think the others will want to sell on their Arriva inheritance, potentially to multiple operators. cbwmagazine.com/overseas-firms-prepare-bids-for-arriva/A new name mentioned as a contender for Arriva are Brookfield Asset Management, which currently includes Canary Wharf and UK CentreParks as part of their portfolio, as well as being the largest office landlord in Manhattan. Seem to be US based company ... but with investments worldwide. I do not think any company will buy Arriva and split it up straight away ...think it will be 3-4 years at the earliest before we see any sales ... I would not be surprised to see expansion in the short term. www.cityam.com/group-behind-canary-wharf-launches-bid-for-transport-giant-arriva/amp/
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Post by ServerKing on Jun 19, 2019 6:03:13 GMT
A new name mentioned as a contender for Arriva are Brookfield Asset Management, which currently includes Canary Wharf and UK CentreParks as part of their portfolio, as well as being the largest office landlord in Manhattan. Seem to be US based company ... but with investments worldwide. I do not think any company will buy Arriva and split it up straight away ...think it will be 3-4 years at the earliest before we see any sales ... I would not be surprised to see expansion in the short term. www.cityam.com/group-behind-canary-wharf-launches-bid-for-transport-giant-arriva/amp/We can put this to bed until autumn, TBH... an 'Investment Vehicle' is shorthand for eventual break up and sell off of the biz. Why would a real estate firm get involved with a transport group? I do not see where Arriva would fit into their portfolio
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Post by SILENCED on Jun 19, 2019 8:53:23 GMT
We can put this to bed until autumn, TBH... an 'Investment Vehicle' is shorthand for eventual break up and sell off of the biz. Why would a real estate firm get involved with a transport group? I do not see where Arriva would fit into their portfolio Think you need to do a little research ... below is a quote from the Brookfield website. . "We own and operate port, rail and toll road assets moving freight, bulk commodities and passengers across five continents."
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Post by ServerKing on Jun 19, 2019 17:21:22 GMT
We can put this to bed until autumn, TBH... an 'Investment Vehicle' is shorthand for eventual break up and sell off of the biz. Why would a real estate firm get involved with a transport group? I do not see where Arriva would fit into their portfolio Think you need to do a little research ... below is a quote from the Brookfield website. . "We own and operate port, rail and toll road assets moving freight, bulk commodities and passengers across five continents." *coughs* I didn't read it, if they are in the transport game, then all well and good. I've been on the sharp end of venture capital firms who want to carve up the business like a Sunday Roast... If they operate across 5 continents, then Arriva and its European interests will be just fine
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