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The irony is, this company will probably massively benefit from AI. Outstanding founder CEO as well. Good people, doing good things.

Hopefully a good month for Craneware. Earnings coming. Cheap stock. Due a re-rate

This looks realistic to me for the future...

German Rail becomes a profitable, growing business, following upgraded guidance and a significant write-back this year.

UK Coach becomes profitable following its integration into ALSA.

WeDriveU scales meaningfully.

ALSA will continue to deliver, and its best-in-class operating model will support growth in an increasing number of countries.

In the long run, Mobico becomes a key player in UK bus franchising.

Cost savings are fully delivered and proven sustainable.

Recurring exceptional charges largely disappear, with several clean reporting periods increasing trust in earnings.

Strong free cash flow generation, demonstrating earnings convert into cash.

Net debt falls steadily, reducing financial risk.

Interest costs decline as leverage falls and refinancing improves.

Successful West Midlands asset sales strengthen the balance sheet.

A favourable resolution of the WMATA dispute, including potential release of previously recognised provisions.

Management consistently meets or beats guidance under Paco Iglesias, reinforcing execution and leadership credibility.

Institutional investors return as the turnaround is de-risked and proven.

Short interest declines, reducing technical overhang.

Dividend reinstatement signals confidence in sustainable cash generation.

The business is re-rated as a high-quality transport operator with predictable earnings.

Let's say you are short 5 mln shares. And to buy them back you need to take the share price up 20%. But 1 month from now the share price is 100% higher. You will look very smart. THIS IS A TURNAROUND

Maybe a short squeeze into quarter end?? Come on Mobico!! Share price living in the past here in my opinion.

I suspect some of the short sellers have concluded that it is in their interests to wait for a liquidity event before covering. After all, the shares rose around 15% the other week on no news and relatively modest volume, suggesting that buying stock in size could move the price sharply against them. They may be hoping for a market sell-off, institutional redemptions, a geopolitical shock, or some other source of liquidity. In their minds, the combination of those possibilities and the chance that Mobico disappoints in July may justify staying short, rather than facing the near certainty of pushing the share price significantly higher by covering in the open market today. However, I would argue that the balance of probabilities points towards a positive July update, with clean audited accounts for the first time in ages, improved visibility, and materially upgraded guidance on earnings and leverage. And, of course, there is always the possibility that one short seller decides not to wait and starts covering before the results are released.

Good close for the stock. Stock "acts well".

You can have Space X and colonising Mars for a couple of trillion dollars if you want.

I'll take Mobico and 25bln passenger kilometres a year (and growing) for next to nothing.

Post-finalisation of German PTA deal, it is completely logical that Mobico's exceptional management are waiting until they release the company's 15 month audited results in July, before they upgrade guidance. I expect good news from across the business and not just Germany. I'm also hopeful for a positive update about West Midlands Asset sales and, also, clear communication about our path to sustainable leverage reduction. #buyanydip #don'tfeedtheshorts

Post-finalisation of German PTA deal, it is completely logical that Mobico's exceptional management are waiting until they release the company's 15 month audited results in July, before they upgrade guidance. I expect good news from across the business and not just Germany. I'm also hopeful for a positive update about West Midlands Asset sales and, also, clear communication about our path to sustainable leverage reduction. #buyanydip #don'tfeedtheshorts

"Turnarounds seldom turn. But when they do, they are spectacular."— Peter Lynch

"And right here let me say one thing: After spending many years in Wall Street and after winning and losing millions of dollars I want to tell you this: It never was my thinking that made the big money for me. It always was my sitting. Got that? My sitting tight! It is no trick at all to be right on the market. You always find lots of early bulls in bull markets and early bears in bear markets. I've known many men who were right at exactly the right time, and began to buy or sell stocks when prices were at the very level which should show the greatest profit. And their experience invariably matched mine—that is, they made no real money out of it. Men who can both be right and sit tight are uncommon. I found it one of the hardest things to learn. But it is only after a stock operator has firmly grasped this that he can make big money."

I think higher rates and the history of disappointing has wrong-footed the market here. The company has ample liquidity and it is in the process of doing deals in Germany and the West Midlands - where the company has saved the local transport systems and acted with honour and sacrifice - to set these businesses straight and raise EBITDA and lower net debt. On top of that we have exceptional management now implimenting transformational cost cutting programmes and efficiency drives. And all the time, Alsa keeps growing, because it adds so much value to customers. Much of what Alsa has done, together with local authorities in Spain, is a model to be adpoted by other countries. We could have an epic rally here.

Liquidity is very low. Awaiting big announcements. Buyers have their positions, and big holders are probably "inside" and can't buy more. Most big accounts wont touch this ahead of audited accounts and because of all the past disappointments - this is our chance. Probably ongoing selling from quant funds buying stuff against it and ongoing UK redemptions. I'm confident that mangement have prepared for this moment and the turnaround is roaring ahead of the share price. I tend to agree that this is a big bear trap. We could have a massive move to the upside.

Absolutely. These people are hight quality. They are in it for the long haul - no pun intended. These shares will make new all time highs again, much sooner than most people can imagine.

Doesn't need to be anything big. Just the anticipation of the PTA deal and the audited results. As JO said, shorts haven't been given the chance. They are blinking I reckon. This move is nothing. Look at the long term chart. Don't feed these shorts.

Bravo JO

Probably quant funds. algo driven. This stock has been on a mega multi-year down trend. It's a big deal for something like that to reverse. This is a genuine turnaround stock. Everything is in place with our exceptional new management leading.

I don't think anyone would bid for this company until German deal finalised and audited results come out. I reckon a short squeeze - everything is in place for this. I have never ever seen a stock so ripe for a short squeeze, technically and fundamentally.

I dont think there is any news out - I can't find any - no rumours either. The first short has blinked IMO

Perhaps this week was political theatre so that Trump looks independent from Israel. The Iranians can propogate a myth that they "won". And now we will have a proper peace deal where the Strait opens just in time for the SpaceX IPO which will raise $75bln (!) in a stock market rallying like mad with an oil price collapse. And coincidentally just at the time where Mobico is about to announce the finalisation of the German PTA deal and perhaps also the terms of the sale of West Midlands assets...?