Anthony ross
Member
- Joined
- 15 Nov 2017
- Messages
- 205
Although to be fair there’s nothing stopping stagecoach from buying arriva and keeping the arriva name
Apart from the CMA investigation that would happen and a likely block on the deal. No issue with European ops but the monopolies they would have on Merseyside, South Manchester and much of the North East plus being the main operator from the edge of London to the Midlands (if you amalgamate Arriva Shires as was, with Stagecoach East, Stagecoach Mids, Arriva Mids) - it’s a huge swathe with just a bit of Centrebus and First Leicester.Although to be fair there’s nothing stopping stagecoach from buying arriva and keeping the arriva name
If they could get as much of it as they can, divesting any areas where there is too much overlap with existing operations, they would dominate the market and could expand into lots of profitable areas.
Most of the operation should be ok on the whole - Southern Counties, North East (I'm thinking Teesside in particular) and North West could cause some competition issues, but even if you rid of these they would have a massively increased operation with more profitable areas such as Yorkshire and Leicester.
I doubt much will come from this, but if it does we could see an interesting few years.
It's not just about overlap / adjacent operating areas being an issue. I seem to recall there's a Dft / CMA rule where no one Transport Group can control more than 25% of the UK Bus market, same with London. Stagecoach are already near 20% of the UK now with a fleet of 8400. At best they may be able to take of approx. 40% of Arriva UK's fleet (circa 2100 of Arriva's 5000 UK buses). The trouble is, the majority of Arriva's better operations all boarder / overlap with Stagecoach i.e. Merseyside & Manchester / Yorkshire / London / North East (Teeside & Darlington) / Cymru (Chester) / Southern Counties (Surrey & Kent) etc. If Stagecoach are going to take Chris Grayling and the Dft to the High Court over the exclusion from three rail franchise bids, can you really see the Dft sitting back to allow to Stagecoach to gobble up Arriva UK or are they likely to cause them further problems by blocking a deal for the UK bit?
I think DB will want to conclude a deal asap, it's already been on the cards for two years and DB are facing mounting pressure due to massive debts.
For Merseyside,could history not just repeat itself & if they took over the Arriva depots then they could just sell 1 (i believe this is what Arriva did with Gilmoss when they first entered Merseyside) ,Yorkshire shouldnt be an issue as Stagecoach dont operate into West Yorkshire (apart from 2 express services to Leeds) & Arriva only operate 2 services into South Yorkshire (Doncaster to Pontefract/Selby)
One slight thing over Yorkshire,has it been said if Yorkshire Tiger operations would be included with any Arriva sale,or do DB plan on keeping hold of it? Stagecoach got rid of Waterloo depot & its operations before,would be interesting to see if they kept hold of it if they do indeed end up with YT
It's not just about overlap / adjacent operating areas being an issue. I seem to recall there's a Dft / CMA rule where no one Transport Group can control more than 25% of the UK Bus market, same with London. Stagecoach are already near 20% of the UK now with a fleet of 8400. At best they may be able to take of approx. 40% of Arriva UK's fleet (circa 2100 of Arriva's 5000 UK buses). The trouble is, the majority of Arriva's better operations all boarder / overlap with Stagecoach i.e. Merseyside & Manchester / Yorkshire / London / North East (Teeside & Darlington) / Cymru (Chester) / Southern Counties (Surrey & Kent) etc. If Stagecoach are going to take Chris Grayling and the Dft to the High Court over the exclusion from three rail franchise bids, can you really see the Dft sitting back to allow to Stagecoach to gobble up Arriva UK or are they likely to cause them further problems by blocking a deal for the UK bit?
I think DB will want to conclude a deal asap, it's already been on the cards for two years and DB are facing mounting pressure due to massive debts.
I have thought Stagecoach making an offer for Arriva's European Bus Division would give it a more diversified portfolio, I'd have thought any bid to include Arriva's UK bus business would be a non starter due to it's existing market share.
I'd take that article with a pinch of salt, for one thing AFAIK Arriva are NOT the larges bus operator in the UK, Stagecoach are. So it looks like either a lack of reasearch or just someone spouting mince.
Absolutely this.
Put yourself in DB's boots. They want to raise funds by divesting of this. They can do so by either selling to an investment vehicle (e.g. a venture capitalist/PE business) OR they can spin it off as a private company in its own right via an IPO (a stock market listing in its own right. Both of those tick boxes.
What they won't want is some protracted sale to a business who will most probably be embroiled in a CMA ruling.
Particularly as Stagecoach now only have their buses in the UK, it would be good to get a foothold elsewhere.It's not just about the Arriva UK ops (Arriva are 3rd largest group behind Stagecoach 1st, First Group 2nd in terms of the UK alone), however, some of the confusion arises across various articles from the fact Arriva's Group headquarters are UK based, but in reality their European ops are much bigger than their UK and overall Arriva Group inc Europe, they are actually bigger than Stagecoach Group. I'd personally like to see Stagecoach buy their European arm, it would give them a more diversified portfolio.
Particularly as Stagecoach now only have their buses in the UK, it would be good to get a foothold elsewhere.
It's not just about the Arriva UK ops (Arriva are 3rd largest group behind Stagecoach 1st, First Group 2nd in terms of the UK alone), however, some of the confusion arises across various articles from the fact Arriva's Group headquarters are UK based, but in reality their European ops are much bigger than their UK and overall Arriva Group inc Europe, they are actually bigger than Stagecoach Group.
Arriva operate 20,790 buses (only circa 5000 are UK), then various other trains & water buses on top of those:
https://www.arriva.co.uk/
I'd personally like to see Stagecoach buy their European arm, it would give them a more diversified portfolio. With the current public rows between Stagecoach and the Dft, I wouldn't entertain acquiring any of Arriva's UK Rail Franchises or any bits of Arriva UK Bus that would cause contention.
Agreed. DB may consider splitting the UK & European Business it's to two separate sales. I'd be surprised if they would ever consider a full break up of the group in to small sales. I believe DB are 22 Billion Euros in debt, loosing their monopoly on German Rail to the likes of NX, Abellio, Go-Ahead etc. And struggling like First Group are.
They may be larger as a whole, but not in the UK which is what the article says. Stagecoach are the largest bus operator in the UK therefor the article is wrong as it says nothing about Arriva's European operations whatsoever. Crap journalism at it's finest.
Agreed one sale to one party.Absolutely this.
Put yourself in DB's boots. They want to raise funds by divesting of this. They can do so by either selling to an investment vehicle (e.g. a venture capitalist/PE business) OR they can spin it off as a private company in its own right via an IPO (a stock market listing in its own right. Both of those tick boxes.
What they won't want is some protracted sale to a business who will most probably be embroiled in a CMA ruling.
I've had some time now acclimatising to the new timetable in Lancaster and it's about 18bph from the University to the city. Ideally you want to get a 1 but others will make do. A lot of people aren't aware of the 41 and 42 but they do a great job and I don't see why uniriders wouldn't be allowed on them. (I don't have one)
But sadly, 18 is still not enough. The overcrowding situation is still ridiculous - at night as there are so few buses you can easily get a couple hundred trying to get onto one or two buses. During the day it's equally as much carnage - and each 1 leaves just as sardined as the next
The new campus opens at the end of this academic year. Two new colleges are rumoured to be being added to Lancaster University's collegiate and the University is taking in even more people every year. New developments are going up all the time.
I think Stagecoach in Lancaster are generally excellent, but this isn't going to end well.
There seems to be a programme to re-engine late model MAN 18.240s with new Euro 6 compliant Cummins engines, Newcastle, Hull and West seem to be the companies doing this.
Does anyone know how many are likely to be done?
Stagecoach have clearly made a commercial decision to fund some conversions, as the vehicles were built 2009-2010 (9/10 years old) they must be convinced that the cost of re-engineing is justified.
Agreed one sale to one party.
I would expect whoever buys the whole group to carry out a review of the whole business, this might result in the sale of some parts.
Would Arriva Uk Bus, or at least parts of it, operating in a deregulated market (excluding London) be seen as a more risky or less profitable long term investment?
They had a foothold in mainland Europe in the form of Megabus & Polskibus but wound up eventually selling them both of them to Flixbus.Particularly as Stagecoach now only have their buses in the UK, it would be good to get a foothold elsewhere.
They had a foothold in mainland Europe in the form of Megabus & Polskibus but wound up eventually selling them both of them to Flixbus.
They’ve had other ops across the world at various times including Malawi. I used them in Portugal - really bizarre seeing the same uniforms, moquette and flooring in Cascais as I was used to in Chorlton!!
And Sweden tooNot forgetting Hong Kong and New Zealand !
I've had some time now acclimatising to the new timetable in Lancaster and it's about 18bph from the University to the city. Ideally you want to get a 1 but others will make do. A lot of people aren't aware of the 41 and 42 but they do a great job and I don't see why uniriders wouldn't be allowed on them. (I don't have one)
But sadly, 18 is still not enough. The overcrowding situation is still ridiculous - at night as there are so few buses you can easily get a couple hundred trying to get onto one or two buses. During the day it's equally as much carnage - and each 1 leaves just as sardined as the next
The new campus opens at the end of this academic year. Two new colleges are rumoured to be being added to Lancaster University's collegiate and the University is taking in even more people every year. New developments are going up all the time.
I think Stagecoach in Lancaster are generally excellent, but this isn't going to end well.
In addition to their short-lived Hong Kong venture (operating residential services (801R/802R) initially using 5 Volvo B10M coaches, followed by 6 Volvo Olympians; both bodied by Alexander), they also owned one of the largest franchised H.K operators (Citybus of Hong Kong) for nearly 4 years (July 1999 to June 2003). When Stagecoach H.K. ceased operations in April 1996, the B10Ms went to New Zealand, while the Olympians were sold to Citybus (rather ironic given future events lol).Not forgetting Hong Kong and New Zealand !
They also had operations in Kenya, I think. Some of the Magicbus Olympian's were from Kenya.I remember Stagecoach also used to do the Malawi -Zimbabwe route via Tete .They used the Hood Road Southerton depot in Zimbabwe or 109 Belvedere Road i think the depots are still there will check on Google
I'm looking at an old fleet handbook from 1992, and they had two interests in Kenya at the time - Nairobi and Mombasa. Other overseas ventures were Malawi, Gray Coach in Canada and Speedybus Enterprises in China. The latter was an interesting arrangement in that some of the vehicles were supplied to the operating company in return for the advertising revenue. I never really followed their overseas adventures, though. When did the African ventures come to an end?They also had operations in Kenya, I think. Some of the Magicbus Olympian's were from Kenya.
We visit Morecambe every other week, and have lunch in Sainsbury's cafe at lunchtime (Usually Friday)- all the 1s going past both way are very empty. And the same goes for all the 2s in the afternoon on the Morecambe West Promenade (about 0.5 mile from the turn off for Bare).
So are the Morecambe legs of the 1 and 2 really that busy at other times to justify double deckers?
So is the answer more duplicates on the 1?
The Megabus Leyland Olympians actually came from Citybus of Hong Kong, the majority of the Manchester Magicbus triaxle deckers being Duple Metsec-bodied Dennis Dragons repatriated from Kenya after the African ventures were wound up. These were latterly complemented by a handful of ex-Kowloon Motor Bus Leyland Olympians. Am assuming these are what you had in mind?They also had operations in Kenya, I think. Some of the Magicbus Olympian's were from Kenya.
I mixed up the Megabus Olympians with the Magicbus Dragons.The Megabus Leyland Olympians actually came from Citybus of Hong Kong, the majority of the Manchester Magicbus triaxle deckers being Duple Metsec-bodied Dennis Dragons repatriated from Kenya after the African ventures were wound up. These were latterly complemented by a handful of ex-Kowloon Motor Bus Leyland Olympians. Am assuming these are what you had in mind?