Member Info for GenghisInvestor

Yeah very strange ,this is the highest short ever . This company is is still operating fine but things are happening in the background.. I don't think the shareholders will be the highest priority but it might be worth a minor punt IMO :-)

I don't think anybody here has the capability of properly modelling this share (unless they are keeping very quite about it).. This is the most hard to understand company I have every invested in

Please don't ramp this share because you only end up feeding the shorts . The higher the price the greater opportunity to short and more profits down the line . Some of the rampers here are suspect IMO , though private investors are probably negligible to this game

IMO if you are holding HOLD but I would otherwise just watch and wait .. Your opinion may differ of course

Thats what I meant - the $48 million provision has to stay there for any legal liability - doesn't mean it will be used . .That's what the WeDriveU legal team have decided is the worst case scenario

still Its loss of capital till the case is resolved which could be a year , who knows ...

Fishbone "Plus the provision set aside for MWATA were 52 million out of which they only used 4 million.

The other 48 million or most of it can go back as profit on the balance sheet on the next report as the contract was terminated suddenly."

we don't know the liability yet...

Yeah they need to be very careful of contracts with public authorities . Its a cess pool of politics and underhand deals . The biggest problem is slow decision making

One if the reasons why I *had* like WeDriveU was most of its contracts seems to be with giant corporations ferrying people around their campus's and so on. You are negotiating with business like people who are empowered t make quick decisions, not referring the matter to multiple layers of committees

The only market that matters (NYSE) is off Monday 25th . So Trump has 3 days to wrap this s*** up in time for market opening Tuesday - in a way that nobody loses face and so on

WedriveU is shaping up to be like the German contract .. The problem with the German rail line was infrastructure work on the track was disrupting the time time table and as a consequence the Passenger Authorities fined the Rail Operators (National Express et al) for failing to provide scheduled services.

This dispute about workforce redundancy is similar, it develops as a consequence of the problems upstream like withdrawal of contracts or non payment

Is it a management problem and poor decision making from years ago surfacing today ? Its not so easy to shrug off the ghost of Garat

SYNTH benefiting from I-ran war and the reconfiguration of supply chains. There is a realisation that this instability in the Gulf is not going to blow over quickly

"So why haven’t the shorts copped onto it then?"

Its a battle, shorts believe they can drive this share down, to what end who knows. Maye some lender panics . Shorts are always believing they have superior insight and modelling

@helloDave has come up with a plausible link/ relationship between the Cosmen family (ALSA) and CEVESA (Tártaro de Murera) in his post last night, and there are indications the Spanish bus market will be deregulated in the future . Maye the shorts know this as well

I don't think this company would go into administration but the shorts are making life difficult. Maybe the above consortium have decided going private is much easier, especially if FLIXBUS is the main competitor

That's actually a really good post helloDave :-)

Is that what Tartora did, acquire their stake at 17p-20p ?

Well the shorts appear to have a target price of atleast 17p unless there is some short / long shenanigans . Doesn't mean this will be achieved but that is what they may be modelling

If you link Cosmens and Tartarro together, you already have a reasonable stake .. There must be intense negotiations in the background with various stake holders . Without the above shareholding this company would be driven into administration by shorting . What would the debtors get in those circumstances ? All IMO...

Somebody is going to make an offer for this company ......

Regarding large orders that are executed by quote , Interactive Brokers messages you afterwards saying its not a good idea

HL and Interactive don't for some reason. Curious

@james you might not get best price if your do that. Its best to let an algo feed the sale or order through. You aren't selling to a market maker on a SETS market , there has to be an opposite party to your transaction. If you are selling 500,000 shares there needs to be a buyer of an 500,000 or more shares at a specific price.. You may have sold 500,000 shares on a day when there was very high volume and the trade executed but its not best practice

This is what this systematic internaliser appears to doing - acting as a proxy market maker for a client that wants to execute a very large trade

Thanks chat gpt

One thing for sure nobody trades 1,000,000 shares on the market. Its too disruptive. On further investigation its an "trade as an SI " meaning its off books , Make that of what you will. This is not the first time this sort of thing has happened. Please also not this isn't an AIM stock drilling a new oil well.

"Executing a trade as an SI (Systematic Internaliser) means you traded bilaterally with a specific investment firm (such as a bank or broker) that executed the order using their own proprietary capital, outside of a public exchange or trading venue."

"buys" and "sells" are just a guide . You have buys and sells here at the same trade price and the same time stamp.

I would agree to what someone said earlier - the volume traded is very low compared to the total number of shares. It would be nice to plot that ratio , its much better than just volume

Why would you buy in now if you think a massive dilution is coming???

Much talk about modelling this share price. Personally I don't think that calling the bottom by using your gut-brain axis method works. Its more complicated than that even though it might give you an occasional win. Quantitative methods have been derided here but I think they are solid basis for analysis on this share

IMO turnaround is a the wrong word it would be more like a super tanker turning , you would see it happening long before

Yeah because after Starmer there is going to be a hard left PM and its not yet modelled in ....

On the plus side there will be free nation-wide bus and coach travel for all (yeah)

On the minus side tax unrealised capital gains