Member Info for Brembo247

Mobico Group PLC (formerly National Express) has heavily hedged its fuel prices to mitigate against volatility. As of early 2026, reports indicate that a substantial portion of the company's fuel costs are hedged for the next 18 months.

Key details regarding Mobico's fuel hedging include:

Long-Term Hedging: The company generally hedges fuel costs for extended periods, with recent reports indicating coverage for at least the next 12 to 18 months.

Protection Against Price Increases: This strategy is designed to insulate the group from sharp increases in oil prices, which have previously acted as a headwind for the transport operator.

Contractual Offsets: Besides direct hedging, approximately 60% to 70% of the group's revenue is tied to contracts with cost indexation, which further protects the company from inflationary pressures.

Wood Group said Sidara's conditional proposal includes 35 pence each in cash for its shares plus a further $250 million on shareholder approval, with the remainder to follow later on completion of the offer.

Maybe they are expecting bad news !

Looks like this is a deliberate attempt by the BOD and Cosmen who have colluded together to achieve their objective and destroy the share price. No way can the BOD be so naive and stupid.

Https://www.mobicogroup.com/media/news-releases/2024/alsa-acquires-grupo-1844-in-the-canary-islands/

The current share price is beyond a Joke now. I believe that this is a deliberate attempt by the BOD and Cosmen who have colluded together to achieve their objective. No way can the BOD be so naive and stupid.

https://www.birminghamworld.uk/news/birmingham-bus-strike-national-express-indefinite-4057116

that article is dated "20 DE OCTUBRE DE 2022, 8:51"

Systematica Investments Limited increased Short Position by 0.10% on 21 Feb 2023

https://www.expressandstar.com/news/transport/2023/01/15/national-express-bus-drivers-strike-vote-almost-unanimous-after-pay-offer-rejected/

https://www.goingconcern.com/pwc-and-kpmg-have-the-frc-breathing-down-their-necks/

"Morrisons paid £182.1 million to buy McColl’s, docs have shown. The chain was valued at less than £3m before its collapse. Administrators at PWC said that while EG offered more in cash because Morrisons was not claiming its debts unsecured creditors will get 50% more"

https://mobile.twitter.com/AArmstrong_says/status/1526570097258659840

https://www.thisismoney.co.uk/money/markets/article-10816121/McColls-boss-Jonathan-Miller-560k-payoff-crash.html

"Speculation was this weekend continuing over why McColl’s lenders - which are owed a collective £165m and include HSBC, Barclays and state-backed NatWest - rejected Morrisons’ rescue.

Morrisons’ offer to roll the debt over into the supermarket chain is believed to have been less appetising than the EG Group plan that will see senior lenders repaid in full.

There were also rumours that hedge funds had bought part of the debt at a discount of up to 30pc, meaning that they were motivated to be repaid now rather than convert their loans to Morrisons debt.
EG Group declined to comment."

https://finance.yahoo.com/news/mccoll-pension-trustees-demand-intervention-153255110.html