Member Info for GenghisInvestor

The RNS could have provided more details on the German rail contract but it still looks a dogs breakfast tbh. Bureaucratic torture session.. Bad business and German rail seems to be going from bad to worse , no turn around in sight yet> Wait for 2030....

"A better word would be seperate entities (not departments) that have a clear boundary or wall between the two, however, both entities are owned by the same company. It is likely that that two entities (one short and one long) owned by the same investment company are invested in a short and long postitions in Mobico, and without either knowing about the other. I"

thats theoretically possible but it doesnt make sense. If you look at these shorting firms ( Wavc, GLG etc) they adopt distinct corporate philosophies. Shorting and longing the same company would be some thing contradictory - you are saying its both strong and weak .

the 2019 Mobico was a different company, It had valuable assets to sell against debt and a top reputation with regular dividends. If you have quality assets it doesnt matter if your debt is higher becuase quality assets sell for a good price. Unfortunately they had bitten off more than they coul handle with the NASB and it was overvalued. Its notable that First Group sold their school bus in timely manner - their CEO seems to make faster decisions. I am still not sure why the German rail business was not abandoned as some other rail operating companies. There is paralysis in this company that needs to be overcome .. Charismatic CEO required

Type in "national express coaches" in the BIng search toolbar. The first result that comes is FLixbus , becuase its a sponsored

"The contract, covering lines RE 7 and RB 48, has converted to a gross contract structure from 1 January 2026, removing revenue risk from National Express. Additionally, the revised gross contract terms will meet current industry norms."

This implies a backdated payment from German Rail PTA but no where near 200 million euros.. It also depends on what the industry norms are as well, it still could be loss making for all you know. @moo7j you are right that this requires insider knowledge to interpret, . Mobico has always been a complicated company that's under estimated ,not least by its own management - lets hope the new management present a simpler model

Well all be here in 20230 eagerly anticipating the revised German contract ......

Well now the markets are holding up relatively well but we have to wait and see what the latest bout of political instability means . Red flag is Ed Miliband becoming Chancellor in place of the hapless Rachel Reeves . Ed is going t dismantle "neoliberalism" - i.e. a sharp turn to left . Lets hope they bottle this one ....

#onedamnthingafteranother

Captain, that is a good question ...

"The company boasts a dividend yield around 4% and actively executes share buyback programs to return surplus cash to shareholders."!

haha - that is shareholder and investor credibility and its a great company. The exited the north American school bus business at the right time . The bus and rail business is like playing chess , you have to make every move a strategic move . T

JO is Trump's younger brother - stylistically they are almost identical

"The US Iran peace deal could be signed Sunday with electronic signatures. " I am really fascinated to find out how they would do that. I have exchanged contracts electronically before but its usually some Adobe Acrobat thing .....Unfortunately Trump is going to have to spin his way out of a bad deal , there is no two way about that. He didn't go in for the kill shot and here we are. Don't worry we will all be happy t call it a famous victory if he wants us to

Silky: This has nothing to do with news or a potential RNS coming tomorrow. It’s not happening. This was due to geopolitical tensions calming, oil prices going down. That’s it. It’s sad that the company is so bad that people are getting clouded and desperate. It’s already back down at 22 out of hours, will open under 22 I can imagine.

that's very plausible but why did MCG lead the risers then? Is it perceived as undervalued and waiting for the right catalyst? After hours trades are difficult to read - most of them happen earlier in trading hours during the day and its just the transaction is recorded after hours . The UT trade is the closing event for the day

JO sold his 1,500,000 ,000 shares yesterday .. Nothing wrong with that JO it was a good trade ....fess up

Yeah James I agree - somebody, either a new player, or an existing has increased their stake. If its an existing player then we know what that means...

This company is now ALSA , the new UK MD work is from ALSA. UK is now a subsidiary of ALSA .. The original bus business in the West Midlands is hardly the base of operations, its just a franchise with not exciting margins. Its a Spanish company that will be listed on the LSE I presume . Or it could be taken private ....

My theory is they are waiting to bid for the West Midlands franchise (they have a very good chance of getting a large number of routes ) , then restructure the company afterwards.

We shall see ...

Yeah if the fair value of this company is 30-40 p then there will be a spike

But just what are the shorts doing though?, There is a number of them releasing short notifications in rotation it seems . All very similar 0.1% , it looks coordinated

Yeah Mobico has renamed itself MobicoAI.. The bots would get triggered and start buying

Its a bid . that's the only catalyst remaining

all IMO of course

Never bet against the ME conflict escalating :lol:

Hydrogen powered buses designed and developed in Spain . Spain is so much more industrialised then the UKay it seems

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...