Member Info for CaptainS

Thanks HelloDave.

I'm up to date on most of that although I didn't know about the ongoing legal issue re. US contract. That sounds like it could go either way and take some time to resolve.

From what I have read, the new management team seem to be competent and if the results show that debt is being reduced in line with expectations (or hopefully better), the turnaround will be more likely to investors. Imo.

Anyway, all the best for Monday and the coming weeks everybody. Let us hope that our belief and patience will be rewarded.

Hello Dave

One question leads to another. Thank you for the analysis to date. Isn't the p/e ratio currently negative for Mobico?

Hello Dave

Current MCAP is approx. £150million so I understand where your 3x move upwards comes from. As a less experienced investor, please could you let me know how the £500 million fair value MCAP is calculated?

Respect to the LTHs. We may not be setting the world alight with this share (yet) but hopefully we are honest, patient and try to share information which will help our fellow investors. I for one have no respect for players who seek to influence others purely for personal gain.

To be fair, 27001 does make a good point re bull to bear. James, your sentiment appears to have shifted after 2 days when the % drop is not much...yet! Why are you now thinking about selling after you have been looking forward to drops below your approx. 22. 5p average so you could buy more?

As Corporal Jones said, 'Don't panic!'

Apologies to those of you who don't like AI or have already researched this but here is the AI summary...

The backdating of Mobico’s German rail agreement is highly beneficial because it provides an immediate cash injection and retroactively erases substantial operational losses that had heavily weighed down the company's financial performance.By making the price adjustments or government recovery payments retroactive, Mobico receives a massive, upfront financial correction for past periods where inflation and energy costs severely outpaced their original contract terms.📑 Why the Backdating is Good for MobicoImmediate Liquidity Influx: The retroactive application triggers lump-sum catch-up payments from German transit authorities, providing instant cash flow to pay down corporate debt.Reversal of Historical Losses: Backdating effectively rewrites past loss-making periods into break-even or profitable ones on the balance sheet, restoring investor confidence.Inflation Protection: It recovers the steep, unbudgeted spikes in driver wages, energy costs, and maintenance expenses incurred over the preceding years.Protects Covenants: The sudden boost to historical EBITDA helps Mobico comfortably meet its strict banking covenants and avoid costly technical defaults.Cleans the Balance Sheet: Resolving past liabilities makes the company much cleaner and more attractive to investors as it executes its wider global restructuring.

Thank you Offgrid and Bladey.

Well everybody, it has been a rare good week for those of us who are genuine investors here. I have felt confident enough to add a few more shares to bring my average down to 53.7p. Being open and honest (take note Firecracker) I am several ks down on this but I now feel that the potential to recover is there so I'm in for the medium to long term. I hope you all have a very good weekend and roll on Monday.

JamesOxford. As a less experienced, but increasingly optimistic investor in Mobico, could I ask you why you are only buying below 22? To me, it looks as though the financial update in July will be good and the share price is now starting an upwards trajectory so surely buying at 22,23,24 is all going to be a good move? I'm asking because I am considering adding today despite the rise because the odds on better future performance have now improved.

You go first Firepower. Why are you here? I've noticed that JamesOxford and Hellodave back up their claims with analysis. All you do is exude negativity. Either

1. You are short and desperate for the share price to continue falling.

2.You don't even have any shares and you like to spend all your time trolling on share chats for some perverse form of entertainment.

3.You really want to help with sage advice. If so, please offer some and back it up.

4. You are just an idiot.

Please let me know which applies and I will let you know how much I am down!

I've been here long enough to experience the disappointments that many of us have endured with this share over the last few years. It has shown lots of promise before flopping. Like many, I was excited by America bus sale news. Great. All was positive. Then the news came that it had been sold cheap. Crash.

However, I'm hopeful that the forthcoming news update will be very positive for the same reasons as Dave and James (thank you both for the analysis and positivity) but it's fair to say that I'm a long way from 100% confident despite the positives. On balance, this is worth waiting for IMHO so I'm going to stay in until the news release. Fingers crossed that soon it might sail/motor past my 65p average. Gla and let's hope for good news soon.

Trying to stop myself from getting too excited... again!

Gla especially LTHs who have suffered but kept the faith.

😴

I totally agree Jamrock. LTHs have been through the mill here but Phil White seems to be steering us in the right direction now. I should by more but previous experience (inexperience😂) puts me off.

Hope the rise continues today so that we can all feel happy going into the weekend.

This has to be the worst forum for actual share chat.

I'm in pretty much the same boat. Good luck and 🤞🤞🤞🤞🤞 😂

Bad news leaked? At least my shares are worth so little now, a 5% drop is nowhere near as painful as it was a year ago. 😩

On my trading 212 app, I have had about 6 notifications in the last hour or two.

Cloudbreak up 10%, cloudbreak down 10%, cloudbreak up 10% etc. 😂

Despite getting my fingers burnt before, I've just bought some more. Gla especially lth's

I would be embarrassed and ashamed to be the type of person who loiters on a forum of a share that they don't own for the sole purpose of gloating.

It would be useful to know the reason for the resignation.