Member Info for helloDave

Firepower1 being their usual happy self. Get a ruby a pint and a massage, or have a lay down as we are at the floor :)

Great news laralara1,

Looking at new pipeline and re-routing of ship they (MEA OIL BOYS) have managed to move half of what was going via the strait to new pipes and shipping. there also appears to be a big effort to move even more to new pipes and routes to completely remove i-rans hold on the region, so even if things stay spicey the oil will flow, and with mobico hedges on oil they are covered for more than enough time until oil reserves are back to peak.

There is a lot of work being done to redirect oil transport away from the strait of hormuz, oil has been kept stable with the US switching to large scale exports and major consumers like EU/UK and China eating into their reserves. Kuwait said they can make up the deltas within 6 weeks if the strait gets fully reopened, but big plan is now to fast track pipelines and shipping routes away from the Strait longer term to remove the chock and control point. The real big mover on this is China, apparently they are the ones really annoyed now as the situation has forced them to use their reserves which is a big no no. And the land of yid are now starting to lose support of the star spangled banner.

The best way to think of it is a mosh pit, while the bad are playing and everyone is picking up people on the ground it's all fun, but now we have a situation where 2 morons are wildly thrashing about and this has soured the party. At this point of the party everyone is trying to buy drinks and have as enough resources for the night, but drinks of the 2 big bouncers are being spilled and that when the real slapping starts to happen.

Give it 2 weeks, cease fire will be enforced by the handlers, the German news will come out, and this will rally back to the 40's.

It was a buy and an institution move shares behind the scenes

Have just put aside a large pot in case of a sub 20 pull down, the current nerves just provide better opportunity to increase profits over the year

I wonder if the comen would dabble with a offer in the 80 regions to final take over the whole company again

To quote you @John33

Your post on:

10 Oct 2025 16:47

"What is Cosmens game?

Are they waiting for Germany to resolve, or are they waiting for an Event of Default on the bonds and then ala WG. Sidara and inject cash take it private for a nominal sum."

Just nice to have proof of a solid floor. time to start buying more ;)

And there we have it:

08-Jun-26 16:35:24 21.50 698,101 Buy* 150.09k UT

Wonder if there will be big UT today, looks like final sellers being cleared with the news headlines today

Looks like the deal with be done fast, the issys and the rannies were using their missle to haggle, classic middle east.

Israel, USA, and Iran can not afford for this conflict to continue, and neither of these countries have the power or resources to go into full war, they are at stalemate and using the missles at the moment to bully each other into a good deal. its all conflict smoke and mirrors, and we will see this resolved very soon. the fact anout the middle east is that for the past 2000 years there has been conflict, and they need these steam let offs to keep things balanced. Mobico has hedged oil so the prices will not affect them, however it does affect car users who will switch to coaches as a cost effective transport solution, meaning mobico will make more money out of the current situation.

You are looking at a very accurate representation of their "Risk Management" policy. This information is your "north star" for understanding why the share price is more resilient than the news flow might suggest. The market is "looking through" the headline oil price and focusing on the fact that Mobico has protected its margins through these hedges.

Because a large portion of Mobico’s 2026 fuel needs is already "pre-bought" (hedged) at fixed prices, a sudden spike in the price of oil doesn't immediately increase their operating costs.

If the shorts increase they are just selling into the funds they will have to buy back from at a higher price. mobico are hedged against the oil price so the current news is a non event, and interms of the ME issue all we are seeing are a few players making last ditch aggressive attempts to force the best deal for themselves. storm in a tea cup that will blow over, selling now is just giving away shares far below any reasonable true value.

DYOR IMO = german news out with the next 2 weeks and this will rally north of 30 in one session.

Its a good plan @Selpec , the company value now we are passed the rough USA/German period and debt reduction indicates a fair vlaue price of 70 to 80 for this year, so looking into next year with the debt still decreasing and profits increase we are looking at 150 range.

Wow all the shorts are out in force today with their alias accounts on here, which is a good sign they know the game is up and they have to clear postions fast. good luck shorts, but you have little chance of getting out clean with max profit now, too many of you and big funds are cleaning up the freefloat.

Taking everything into account, we are days to just weeks away from the final cleaning of the german contracts, and based on all the news the company has put out we can have a high level of certainty that the turnaround has happened and the numebers look very good

They have a new Group Chief Financial Officer, and as this is their first year, and taking into account the adjustments for the USA and German contracts, and other factors they would be making sure everything is correct and aligned, which is what us investors want/need, so taking time to get ducks in a row is a very good thing.

@firepower1 , the facts about the company points to a massive turnaround, debt reduction, adaptive to new revenue streams, porting to future carbon reducing transport, with improved profits. The company have strongly moved into multibagger territory now.