Mobico Group Share Price (MCG)

Yep well those boys are on the vino from open. I just waited till end of play. Seriously though, if the Cosmens want this business they (and advisors) will review every trick in the book to minimise their outlay.

Rates will not go up. However, there’s rethinking in terms of when reductions will start and that thinking seems to have clearly moved to some time beyond summer.

I can't see interest rates rising with a general election round the corner. Was just watching the news and talk about making buses under public ownership again would not be such a bad thing of were losing money. Either that or get some backbone come January and increase those prices 25%. We'll see if the new CFO has any.

I've seen a number of comments on here suggesting interest rates are going to rise again. My understanding is it's all down from current level. Just a matter of when & by how much!

I'd expect that on an AIM tin pot claiming to have to discovered an oilfield to rival BP & Exxon under a Yukka tree in Timbuktu!

Well is can be said of a lot of companies. All a matter of which ones will turn the corner and fly and those that will corner with the grace and pace of an oil tanker.

Anyway, been looking at shorts across the board and I’d say MW are viewing debt size and risk against a rate environment which will be higher for longer. Much more relaxed on that front as feared it could be around RIs down the road which I’d say is the only (and slight) risk to this ticker.

I have no idea of the rules around such but if I was the Cosmens, I’d be pushing for a highly dilutive RI which you’d underwrite. Sort of like running a stealth mode share capture! Would flush out any retail who can’t double down.