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I think you may have misunderstood. Rolling stock means just the physical trains themselves. The franchises (one of the two major profit extraction points) will go. The rolling stock firms will still exist but after a time be negotiating with a unified British Rail with a unified plan to negotiate prices.
The two guys responding to the “rip it down” chant are lucky the rigger that mounted that banner took his job seriously. Pulling a rolling projector screen down on your head is going to end you up in A&E.