Member Info for helloDave

Shorts are holding as there is no freefloat and difficult for them to clear position, however at some point one will break cover, and then we are off to the races ;)

Another UT at top of range:

23-Jun-26 16:35:22 22.80 1,048,697 Buy* 239.10k UT

Consolidated balance point is 770, some big buyers in the background

Just the £40m share buy back pushes this back to 840, massive overreaction and bounce back up this afternoon

£40m share buy back, and looking at more growth next year, and still looking at divident and £90m profit.

Everything is looking rather nice at this discounted share price

UT was at high price of the day, shorts trying to get out before the finance report for the past 15 months comes out, based on all the facts we have it points to big decrease in debt and improvement in profit.

Tech bubble is expected to pop around November time once Anthropic and OpenAI have IPO, and everyone realises these massive data centres are not really need causing Nvidia to fall and the true value of AI happens when the market wakes up to the fact that there is just not enough revenue to support the billions of investment.

When that happens everyone will want to move funds into tangible assets and tangible companies.

Space X will survive as they are actually tangible, and now working with intel. But Nvidia, oracle, OpenAI and Anthropic are going to easily loose 40% of their value.

Wonder if the shorts are waking up to the fact that the low point has gone and this will naturally start moving up in price lol

Good news, based on the USA and German contracts being resolved, with both putting money back into the pot (from loss to positive), debt now under the 1b region, hedged oil so i-ran had not affect and actually more people using coaches as more cost effective, new rail freight contracts, expansion of cash generative routes, we are now looking at a fair value price on the 70's, and once debt is below 500m and dividend back on we are looking at 200 regions.

Will be buying top ups every month on the way back up, as I expect alot of private investors will be, as this is a stable company free from the crash that tech will experience when the bubble pops.

Just been through Heathrow, spoke to the bus chaps and they are saying the coaches have been packed coming into and going out, had a chat with one of the bookers and they said for the summer run all the airports coaches are reporting record numbers of passengers this summer 🌞

German contract back dates, plus the £40m back from the ended USA contract, combined with decrease in debt and cost savings. Everything is stacking very nicely 😄

Well @CaptainS I am many other here plan on buying on the way back up, so time to load the bus, we're leaving the shorts in the ditch and heading back up to the rightful place north of the 70's!

Nice end to the day :)

19-Jun-26 16:35:06 23.70 1,376,539 Buy* 326.24k

Time to lock in crew, 120 start of next year, sell the house and buy mobico, time to multi bag!

I think the word you are looking for is desperate, the shorts know they have reached the end of their postion and this is now a solid turn around and the share will move north to fair value, they will be having calls with mm and funds to get shares.

trouble is the free float it very small, and the short position in relation to the freefloat is big, which is great news for PI, keep buying remove shares from the market and watch as this leaps up.

Shorts, MM, and funds will be having calls today bidding for best price, but as the freeflaot is so small its now a buyers market, expect this to start making serious moves north, time to buy up everything and lets the big boys have to pay top dollar to get the shares

Considering cosmen would have some nice banking connections, i wonder if they will run a bid again, offer 80 a share to make sure the vast majority of holders agree due to the premium and take it private and then arrange new loan facilities and sell of Nation Express to First Group or flix to pay back the cost of acquisition.

Shorts will start clearing now, too much risk on their end. With the USA and German loss contracts sorted Mobico will be able to seek new debt facilities at better rates meaning their can avoid the higher bond yields.

With debt under 1b, and operations refined they will be making more profit. Plus they will get a better credit rating, and looking towards when they can get the dividend reinstated.

Short term target 50-60, and next year 80-100

Th drag on the share price had been the costly USA and German contracts, both are now officially sorted.

Debt down under 1b, and expecting cash back for the USA and German so can expect the amount of debt to exponentially decrease faster.

All the reasons the shorts could get the price to here no longer exist.

Expect Stella results in the July report based on the contract sorting a and the first group reporting as a market indicator.

Now is the time to buy and hold, massive profit to be made here