Member Info for helloDave

Big buyer back - just bouhgt 233k shares in one batch

Hopefully papa Elon will just buy up mobico and add to his new empire. roll out electric buses and use the transport network with Space / AI / Robots for a new total infrastructure network across Europe.

You are funny, the drop is a natural sellers taking short term profit, and the big buyer is sat there eating everything.

Shorts trying to clear, they see the next move up

@JamesOxford - i think if you look at the grand scheme the amout of investors that bought in here is small compared to long term holders, and the price of 80 to 100 is still ow compared to long term and major holders. as such more than happy to see people (private investors and some funds) sell off on the way up to allow for new long term and dividend investors to buy what they need.

Have been running calculations and scenarios all week, and everything is pointing to short term price around 40-50 and next year 80-100.

with debt moving below 1b, and the lose making german and US contracts finally sorted, the rate of the debt dropping will speed up, while at the same time the growth with the new bus routes and freight rail network we will see profit increase.

I would also suspect that they will open new line of credit at good rates on low bond yield and pay back the bonds that have the higher yield to avoid that interest increase.

I also pop into victoria every few days at random times to get a sense of passengers as a test sample, and at any day or time the place is packaged and coaches fully booked. spoke to a few of the drivers and some of the clip board staff, and they are all saying how busy it is, and that staff levels are stable and they have done a lot of work on improved bus maintenance and depot management which has improved services.

Large block, I meant large block (dam autocorrect)

A large black got sold and the market absorbed easily, which indicates there is a bigger buyer in the market. Sellers already clearing.

Looks like takover, could Cosmens be offering 80 a share to take it private while they can.....

I can still sell whole holding at top of range, something big is happening

If the cosmens are to run a takeover now would be the perfect time. they tried once before, but at the current price if they do it again for the same price they can get the major holders to easily agree as it will be a massive premium on the current price. if cosmen pay £500m, based on the current profit and debt reduction they can recoup that within a few years, so its a win win for them.

Something massive happening, Cosmens takeover bid again?

Something BIG is happening, must be leak of good news or takeover

Last time Cosmens offered £500m takeover, if they do that again it will be 80 a share!!!!

and taking into account the current low price they could get the majority of holders to agree to the takeover this time!

Something big happening, i can sell whole holding at top of range. .......

Oh please firepower1, the sellers are minimal, have you been paid by the shorts to get the price down for them?

look at the facts, debt down, US/German contracts sorted, revenue stable, profit up, oil hedged.

we all see the turnaround, and the shorts will be looking at each other now in a bum fight to get out with max profits.

fact is the MCAP is currently half what it should be based on the facts, and come next year with more cost cost cutting and improved debt/profit ratio we are looking a very health rerate back up.

Firepower1, ever the happy chap, is everything ok at home?

The floor is solid, even with the macro news the shorts and sellers have not had any material affect on the price. All it has done is provide a great opening price for people to buy more and increase their profit.

We are now days away from German news, and mobico hedged their fuel so the oil prices does not affect them.

Debt down to £1b, US lose making removed and £40m coming back to the books, revenue and profit healthy, strong new management team with legacy in growth and optimising for profit. And the shorts are just sat there waiting to buy which will is great news.

Looking at the shipping trackers there are lots big oil tankers now lining up ready, appears the US has knocked out the capability of i-ran and in the process of ferrying oil tankers to Iraq and Kuwait. The strait is open, i-ran are talking rubbish that they have any control in the region.

The T-man just revealed in a press conference that they have been shipping millions of barrols of oil via the strait at night the whole time. if that is the case and the i-rans how lost control of their main power play then they will need to agree to the truce soon before things escalate further cause their reigme to be toppled.

Firepower1 - you very handsome person, bless you for helping us to buy more shares on the cheap.

Oh, and Iran just started talks again this afternoon, and the Orange mans team are desperate for a deal due to the world cup being in yanky-land. classic muddy east brinkmanship, pushing the limits before they push the pen to restore order. Also China is now stepping in as they are miffed their oil reserves are starting to get hit.

So we will get the oil flowing around the time the German news comes out. double whammy on the rocket buttons for diamond hands to make made profit on this share!