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Likely stake building ahead of a bid post audited results? 70p? Sounds good. But, with this management and strategy share price should be capable of recovering to £4 over the next few years...

I think the shorts have got this one badly wrong. David will beat Goliath this time. I don't think Paco would have taken the top job if the turnaround wasn't firmly intact. Paco is the man.

Https://www.youtube.com/watch?v=FMNtS0d5KlQ

Randy Clarke, good man

Very tightly held stock. Algos selling as knee jerk reaction to rising yields and oil price. They are hoping to spark a panic and waiting for some kind of capitulation scenario. Low low quality. I don't mind shorts when they are calling out bs but this is nasty. Mobco is a serious company employing thousands to service millions with low cost mobility. There is a brilliant turnaround plan - totally logical - in place. Our new management is as good as it gets. We could have the mother of all short squeezes here. I hope so. Sometimes the good guys win.

No meaningful volume on the downside.Just takes one short to blink. Don't feed them. Stay strong. Stock is a ten-bagger.

Sellers probably quant strategies... But free float increasingly tightly held for turnaround. Hedgies on back foot

Last couple of days, stock opened weak on thin volume and closed strong on much more volume. Hopefully same again today.

DON'T FEED THE SHORTS. Don't gift them your cheap stock. Don't let them shake you out.

Massive red herring in my view. Company very well hedged on fuel (close to 100% for 2026 and well over 60% for 2027). Fuel much less of a proportion of costs than for airlines. And there wont be supply issues because this kind of transport will be prioritised.

In terms of bond yields. We don't need to refinance for a long time because we have been "hoarding cash", and actually we might now have an opportunity to tender for some of the Hybrid at a decent discount once we have German deal finalised and audited results released. These results should show a trajectory going forward of dramatic improvement in free cash flow generation, with many one time costs out the way and the move to an asset light business model.

DON'T FEED THESE CYNICAL HORRIBLE SHORTS. This is a serious company - with now outstanding management - whose assets will be serving the public and its employees and its shareholders decades from now.

Don't feed the shorts. It's ok to buy from them. Don't sell to them. Don't gift them. Hold the line. Not long now

Don't feed the shorts.... the company has an outstanding plan. And we now have exceptional management. Good people. Brilliant people who have built sensational businesses. Transformational things they have been working on should pay off soon. Agreements with local governments. Huge efficiency drives. New business in new countries. These hedge funds are opportunistic. They play the odds and the stats. They find and provide liquidity in far more places than we have access too. They play the game. BUT they are not good at calling turnarounds, they are backwards looking quant orientated no imagination. These positions are tiny for them, even if the stock doubles they can handle the squeeze. It's been working for them with Mobico for years. BUT, I repeat, they are not good at turnarounds.

DON'T FEED - don't gift - the SHORTS. If you are a real holder for the turnaround, don't let these awful people play you.

As for the bond. It's a fallen angel of a longer duration backed by a company which has repeatedly (under previous management) disappointed, and hasn't had audited results for ages. What do you expect in this market?

Politically Trump wants the Strait opened, and so does everyone else. And the Iranian regime has been obliterated and the leaders will want the money - and their lives.

Climbing a wall of worry

Red herring

I think you are overestimating the Iranian regime's ability to hold the world to ransom

I agree with this. Even better, hopefully the IRG will implode. Countries across the Middle East trying to build a better future - the IRG are in the way. They have been funding terrorism everywhere for 50 years. More than that, they massacre their own people who just want freedom and who don't want to be ruled by an evil minority hellbent on world domination. Imagine if the IRG actually had nuclear weapons (!!). Too many people hate Trump more than they actually care about people in the Middle East.

Https://www.bbc.com/news/articles/cj4pxyklw1jo

Come on Craneware!! I think the free cashflow yield is something like 10% compared to 4% for the Nasdaq100. And the dividend plus buyback yield is about 5%. And there is huge net cash on the balance sheet. And growth is expected to accelerate in H2 !!!!!

I think this 3% stake is a big deal. It's a massive vote of confidence in Paco as CEO, the shares seem to have been bought straight after he became CEO (which was at the low - you couldn't write it). It's a vote of confidence in the company by people who really understand Alsa. I cannot emphasize enough the quality of our management now. Mr White, Mr Iglesias and Mr Egan. We are very lucky. They are cool dudes with integrity, leadership, tremendous abilities... and a plan.

"Under Paco's leadership, Alsa has delivered exceptional performance and he has been the driving force of Mobico's growth for some time. He is the ideal candidate to lead the business in its next chapter of growth and to ensure the value inherent in the Group's portfolio is better reflected. I look forward to supporting Paco, Brian and the rest of the team." (Mr White 25/03/2026)

They recognise value in this space !!!!!!!