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Bad news and write offs now done.

Company moving to growth and better profits. With debt being decreased.

Great time to buy and hold for easy multi-bagger

Mobico are getting rid of the deadwood. Read the last statement, they are turning the ship to profitable, the past year has been growing pains. Tomorrow get the statement out of the way and back to recovery of the share price..

Think of how big the group are, they are going to make 185m profit, and they are getting the debt down

200% upside in the short term

However on the good side, the bad is now known and the FTSE trackers and pensions will now start buying large chunks for long term play

Debt reduction with US sale ✅

Profit for year about £185million ✅

Growth of profitable businesses ✅

Cost reductions and streamlining ✅

Looks like it has taken a while but now the company are gearing up to clear debts and before highly profitable with a move to dividend payments in the near future

Overall View of the Company (Updated):

Mobico is currently a company undergoing a significant strategic realignment. The sale of the North America School Bus business is a key step in simplifying the portfolio and focusing on deleveraging.

Strengths:

Strong Performance in ALSA: This is a key growth engine and provides a solid foundation for the future.

Encouraging Progress in WeDriveU: The successful separation and new contract wins indicate potential.

Underlying Revenue Growth: The Group is still generating overall revenue growth, suggesting market demand for its services in certain regions.

Proactive Debt Reduction: The School Bus sale will significantly improve the balance sheet.

Management Focus on Strategic Priorities: The decision to sell the School Bus business demonstrates a willingness to make tough choices to improve the Group's financial position and focus.

Weaknesses/Challenges:

Significant Statutory Losses: While largely non-cash, these losses reflect past issues and the impact of the School Bus disposal.

Persistent Issues in UK & Germany: This region continues to be a drag on overall profitability, particularly the German Rail business. The resolution of discussions with PTAs in Germany is critical.

Short-Term Earnings Dilution: The sale of School Bus is expected to negatively impact near-term earnings.

Increased Concentration Risk: Post-sale, the Group will be more reliant on the performance of its remaining businesses.

Opportunities:

Focus on High-Growth Areas (ALSA): Concentrating resources on successful divisions like ALSA can drive better returns.

Potential for WeDriveU: Further development of the carved-out WeDriveU business could unlock additional value.

Improved Financial Flexibility: A stronger balance sheet provides more options for future growth and investment.

Threats:

Continued Challenges in UK & Germany: Failure to resolve issues in these markets could continue to weigh on performance.

Integration Risks (Post-Sale): While Mobico is selling, the separation process itself can have complexities.

Economic Downturn: As a transportation provider, Mobico is susceptible to economic fluctuations.

Overall, the sale of the North America School Bus business appears to be a necessary step for Mobico to address its debt and refocus its strategy. While the FY24 results will show a significant statutory loss, the underlying revenue growth in certain divisions and the potential of ALSA and WeDriveU offer reasons for optimism. The key for investors will be to monitor the progress in the UK & Germany, the successful deleveraging of the balance sheet, and the future growth initiatives in the remaining core businesses. The market reaction to the full-year results and any further strategic updates will be crucial in shaping the overall investor sentiment towards Mobico.

It looks like the debt reduction and focus on areas that are profitable will make this a much better revenue and profit focused company

Surely this drop has open the opportunity for a fund to buy a ton for long term

I'm very confused, the RNS reads well, getting cash to cut debt and disposal of a lose making division.

Surely the price should rally back to 60 after this shake

I'm confused, I thought the sale of the US stuff people wanted, why is the price dropping?

This is going sub 15, there is no floor

There is no floor

Not sure there is any reason to buy now and selling and taking the lose seems like the best situation

Is it worth selling now seeing if we hit 14?

"no one wants to lose money" and yet anyone that has bought and held had lost money.....

Ken needs knee capping

Sidara can have my shares for 20 based on the current price

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Serious squeezing of PI

Even the 35 offer has not yet been confirmed that is just speculation by Sidara.

Wood are finished and gone to the dogs

Staff will start to move to rival companies fast, confidence in the company lost and soon clients will be running