Member Info for helloDave

Shorts are too heavy against each other, so when one moves the others will have to follow to maximise their profit.

New Group CEO Francisco Iglesias takes the wheel, bringing a proven track record from his previous role heading up Mobico’s highly successful Spanish division, Alsa.

Strong Financial Performance: Latest full year group revenue rose 5.4% to £2.74 billion, with adjusted operating profit beating market guidance at £198 million, heavily propelled by record double digit growth at Alsa.

Debt Reduction: Net debt successfully decreased to £1.08 billion, funded directly by £273 million in cash proceeds from selling off the North American school bus business.

Legacy Contract Cleanup: Management is actively deploying a restructuring playbook to fix messy, loss making legacy contracts:

German Rail: Secured an agreement in principle to completely de risk and stabilise the operations.

CARTA (US): Successfully exited this loss making contract early.

WMATA (US): Actively pursuing legal redress to restructure this onerous £52 million transit contract at WeDriveU.

Aggressive Cost Cutting: A group wide corporate integration program is firmly on track to deliver £100 million in annualised cost savings by the end of 2026.

Target price 1st July 2026 = 30

Target price December 2026 = 50

Shorts were right on the down trend, but i dont think they saw that massive dip coming in march when they started, and then when the spanish company bought the 3% it really screwed up their plan. i think the game has changed for the shorts and now they will look to clear their position asap to maximise profits, as the german contract will be announed soon and the new spanish major holder has removed a lot of the free float and cleaned up the weak hands.

It certainly looks that way. When you see a massive volume like 600,000 shares marked as "Unknown" and "Off-Book" (the 'O' flag), it usually points to a negotiated institutional trade.

Here is why that specific pair of trades (the 600k and -600k) suggests a big player was moving for a client

15-May-26 14:25:00 21.40 177 Buy* 37.88 A

14-May-26 16:15:45 21.80 600,000 Unknown* 130.80k O

14-May-26 16:15:45 21.80 -600,000 Unknown* -130.80k O

The recovery on this is going to be wonderful, the german contracts finally sorted, they are dealing with the debt and increasing the revenue and profit . easy multi bagger from here 10/10 :)

All the dip on the 31st March has now been bought and sold into last major rise, no real sellers now, and floor set up major rise again

The weekend they will announce a new deal on i-ran with china support :)

LOL, whoever is on the back end trying to complete a large fill order really are holding out, this is very tightly help, so there will be no free float or sellers and the only way is up, then watch the shorts scramble to buy what they can to maximise their profits. load and ready for the rocket ship!

@JamesOxford lol, not yet ;)

Super strong pattern emerging, certainly looks like someone is trying to buy all the shares at this price, but there is little to no freefloat let and the sellers have cleared. expect to see big step up in price with the buying frenzy

The german contract gets annouced no later by regs the 30th June, however based on previous times they tend to announce a bit early, and everything is pointing to the contract being much better and now actually benefiting mobico. the debt is being reduced. they are increasing profit and revenue. the spainish business is getting stronger. there is less free float with that other spaninsh company buying 3% a couple of weeks ago. and the shorts need to clear 4% . overall expect this to jump into the 30's fast, and then the real move north happens back to the 70's

Same pattern as yesterday, someone is accumulating shares. using the drops to clean the freefloat for a large bundle buy.

Solid bottom, looks we have finally cleared out the sellers, and this is now consolidating. so will now start to clear as there is no drop potetnial left. and the major holders will top up knowing this is best value price they will get. expect a nice rerate back to the 30 very soon

Massive move upwards coming. bug buyers and shorts fighting to get shares.

Whoosh! we are now on a rally back up, big buying!

" Yes, I have been buying down at this level" - so you see how cheap the current shares are ;)

Whole share price about to rally up. big buyers in the wings, and shorts with their pants down. get ready for a fast rally back to 30's.

Just read throught the data again and checked a few other sources, there is consistent buying in the background and they are keeping the buntched buys in the 100k block region and evenly spaced to avoid a spike. someone is doing some very clever loading up in to get as much of the shares as possible

Looks like a hold down to me with filling on the abck end for a big buy :)

ShareholderStake %

European Express Enterprises Ltd. = 23.00%

Cecabank SA = 18.35%

Inversis Gestión SGIIC SA = 6.68%

Aberforth Partners LLP = 5.96%

Tártaro de Murera S.A. = 3.02%

Would expect them all to be looking at top ups to average down their overall cost per share

No, today the first day its happened in a while, the last time we saw action like this on the share was when TARTARO DE MURERA started buying, looks like they could be increasing their position while the price is cheap. this will domino onto the shorts who will start to buy, so we will have a 2 horse race trying to get as much of the free float and shares out the market before the price starts to jump back the 30's