Member Info for Fishb0n3

I haven't yet no......I don't really want to get to 7 figures...I am well deep into 6 MaryBr

Poker ....all they need is backing from a Venture Capital like CVC for example...plus after they sell the bits they don't want they can own it outright with no debt

If Cosmen's take over the confidence in the Bod won't matter anymore :))

MaryBr I thought exactly the same think :))

I will need TR1 if this carries on for few more months...I had high hopes and if the take over bid comes in I will vote no however I know that it will not matter one bit it will just make me feel better.

The only reason I am keep buying more is the hope that I might be able to make 20-30% when the offer comes in as I m currently averaging down.

This will never reach true value as a listed company and when you look at the statements back when the offer came in 2009 they said this will succeed as a private business.

This will get an low ball offer before any results come out.

They are dragging it on as much as possible and you will see Cosmen reaching 30% by the end of April.

We all know that sold in parts is worth a lot more and they got 700mil when they sold it......now having the largest holding since they sold the business plus the fact they have tried to buy it back when they had 18%.

Just think on what would you do???

If it plays out this way its the business deal of a life time and that's exactly how I would do.

The bad think is that the mgmt is helping all of this....thats the part that frustrates me.

It will not go bankrupt however the upside will be limited depending on when the wolves decide to put the offer in and at what price.

Of course they will....and they can have Alsa for free if they buy Mobico at the right price.

Let's say they pay 800 mil for the whole business and 1.4 bit in debt. That will be 2.2 billion....surelly NA school and shuttle is worth that and maybe get a few hundreds for uk division.

So this way they can get Elsa for free and even have some change left over.

Crazy!!

They are not gonna say something positive as it will go against the whole purpose of this row of bad news.

If I could bet that Cosmens holding is gonna increase in the next weeks I would.

Well they used the kitchen, the bathrooms and utility sinks.........

It will problaby go lower just don't know how low.

Its hard to time the bottom so better to just add all the way down slowly.

Mary ask them how can they still have a job?

Complete clown show.

This is gonna go on until Cosmen buys as much as they need to then will see a low ball offer around 90p-110p for a company that is worth at least 240p.....this is how the elite makes money.

I am just adding more....will see what happens.

I have a feelling Cosmen will make an offer for Mobico after which they will get rid of UK and NA which will not be the best outcome for us as I think it won't be a great offer.

Last time they have owned 18% they offered around 750 mil and the debt was around 1bil...now they have 22% and maybe a bit more which is not disclosed yet and I don't think is just them averaging down.

The mgmt is behaving like this is an AIM company.

I never thought they can be so dodgy.....even if the results get delayed again just announce it instead of this absolute silence

I haven't lost my patience I just wish someone better would be in charge of a company with 3 billion in revenue with a footprint in so many regions.

Not really....dot plot came out after market close in Uk.

At the time of the spike there were a few decent size buys...not sure if that's what triggered the spike.

It appears so Genghis.

So Mobico will only be worth £1 after the sale of NA............. :I

It's not negativity Pedro however some of us have been holding this for a while now and we all expected some improvement by now, plus the management keeps on messing thinks up quarter after quarter.

I was never expecting a massive jump however you cannot just blame everything on macro as other companies on the same industry are doing just fine.

I am afraid so.....maybe just release them out of the blue.

I am not worried of a BK anytime soon I just think the worst case scenario is a low ball offer from Cosmen after which they sell NA and recup what they've paid for the business which will be crazy but that's what I would do.

We shouldn't to be honest however market has been very irrational in the last 2 years.

Deep value is being traded like trash and anything that has AI in the title gets pumped to the moon.

It all changed after Covid and not just AI, it has become a trader's market and nothing goes up on a normal manner. It will reverse back at some point but for now spikes in volatility will dictated share prices.