Member Info for ConradOnePost

ALSA is an outstanding business and its international growth is gathering speed. Germany the deal is about to be done and we will get a huge writeback and perhaps more. UK bus will be derisked and we'll get £100mln (?) for assets, whilst losing very little in EBITDA. WeDriveU is an excellent business and soon we will have a constructive settlement with WMATA. UK Coach is finally being run for profit and eventually growth by the ALSA team..... And with our Executive Chair, CEO and CFO we now have a phenomenal front bench and the CEO and CFO have just been awarded millions of shares... presumably they wanted them. Very very exiciting time to be a Mobico shareholder as we see debt go down and equity go up over the next few years... and all the time, through all the travails, this company keeps growing. In predict £2 a share in 2 years.

https://bus-news.com/national-express-expands-services-between-north-west-birmingham-and-london/

It's understandable why so many wont touch this stock and why there is still selling and so much nervousness. We might not even have audited accounts until late July - after everything that has happened !!

BUT. New management are outstanding. Very shrewd and cool, and Paco is a brilliant operator. I would argue that they have been very very conservative with guidance on every front.

AND we have a wall of good newsflow potentially about to hit.

IF you want to own a stock that can potentially go up by 10x+ over the next 3-5 years, it's unlikely to be easy when you buy it.

Https://x.com/WeDriveU/status/2038746095287709757?s=20

This company is very liquid and very well hedged.

It is on the verge of significant leverage reduction.

Through writebacks, asset sales and margin improvement.

And GROWTH - especially now.

On top of that, management are exceptional.