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Looks like the drop caused a massive triggering of auto-sells by the fund algos.

Considering the are saying they will get Group adjusted operating profit to be £41-44 million instead of £48m, the sell off is an overreaction when considering they will be in profit and have a strong brand and solid business model with Data.

Their custom research and consumer panel businesses are performing well. YouGov plans to focus on cost control and investments in data products, AI, and sales for future growth, so they are already taking actions to ensure improvement.

Price has found its floor, and the directors and main company owners are loading up on shares.

still a nice short position to be closed, would expect Marshall Wallace to start buying to clear their 1.3%

the company is in profit, they will sell of NA Bus soon, and have a great transport network.

However if the BoD wants to sell the whole company for £2b I would be okay with that.

Strong brand, with a great network, and valuable integration to the market.

Expect with car prices increased more people will be using them for repairs.

And the bike business has now become more ingrained to UK life for longer term sales.

Overall the current downtrend is short term and as their last trade statement outlined, they have weathered the cost and restricting to be gearing up for improved profitability

It seems like 2 things have played a role to be here, 1) covid, and 2) expansion.

both of these caused a large debt to be incurred, however now the debt is being dealt with, and with the expanded network they should be increasing profit yields.

Between last week and now, nothing has changed.

The company are making profit, working to address debt, and looking to off load NA Bus routes which even at reduce sale will clear a lot of debt.

overall looking good for the mid term, and this current price is a fantastic entry for anyone look to hold for a few months to make a good potential profit

Share buy back authorised at the AGM - would expect that soon while the price is here.

Everyone is doing it even with debt.

I'm trying to pencil a price, does anyone have ideas on the value of the helium in Itumbula West-1?

Just trying to reason buy at the moment with uncertainty, is there a strong potential for a takeover or debt refinancing with a placing or warrents?

£2b would be about right, £1b for the debt and £1b for the company.

Considering the revenue of £3b a year, and even with debt making £160m profit.

excluding Cosmen holding, major shareholders with more then 2.5% equals 34%, so only needs a larger buy with 17% to join then to have enough control to push a takeover sale through.

It would be a great purchase for Stagecoach Group, FlixBus, or Arriva

Seems like while the price is here it would be a good target for a company to snap up a massive transport network.

Spend £2b, £1b for the company and £1b to clear debt.

Recoup all the money within a few years easily, nice mid term play.

Its already confirmed that Mobico are selling the NA School Bus portfolio.

Once they get funds from that it will vastly cut their debt or potentially clear most.

And considering the other parts of the mobico portfolio are profit generating then we expect a very quick raise in share price back over 100p.

I don't understand why people or the media are focusing on the Shorts, its only 2.74%, and once they sell the US Bus business the decrease in debt will instantly make the company worth multiples of the current price.

Personally I would like to see a takeover bid from FlixBus, they have expanded their business purely from takeovers, and given the large EU and UK network that Mobico has in place it would be the perfect synergy

From reports they have 400 school bus routes:

Average cost per student: $1,000/year (This is an estimate, you can search online for up-to-date figures)

Average students per route: 50 (This can vary significantly)

Number of runs: Twice daily (morning and afternoon) - common scenario, but can vary

Calculations:

Revenue per route: $1,000/student * 50 students = $50,000/year

Daily revenue (considering twice daily runs): $50,000/year / 2 runs/day = $25,000/day

Total Ballpark Revenue (for 400 routes):

$25,000/day/route * 400 routes = $10,000,000/day

Given the uncertainties, a more realistic ballpark revenue range for 400 routes might be:

Low End: $5 Million per day (assuming lower student numbers, fewer runs)

High End: $20 Million per day (assuming higher student numbers, additional runs)

Remember: This is a very rough estimate. A proper analysis requires considering specific costs and details of the operation.

Average 180 days Days of operating on schools day

So revenue between: $1billion and $4billion

So expect the disposal could cut the debt in half.

Positive: Early clinical trial data for AVA6000, their lead drug, is encouraging. They've observed a favorable safety profile and some positive responses in patients.

Positive: They've completed enrollment for a new dosing study to determine the optimal dosage for the next phase of trials.

Positive: Appointment of a new CEO with experience in oncology is a good sign for the development of their therapeutics pipeline.

Financial

Mixed: Revenue increased year-over-year.

Negative: They have a net loss and negative EBITDA, meaning they are spending more cash than they are bringing in.

Negative: Their cash reserves have decreased significantly year-over-year.

Positive: They recently completed a fundraising to extend their cash runway.

Diagnostics Division

Negative: They are looking to sell this division to focus resources on their therapeutics business.

Overall

Avacta appears to be a high-risk, high-reward company. Their drug candidate shows promise, but they are still in the early stages of development and are not yet profitable. They are looking to divest their diagnostics business to focus on their core business. This suggests they believe their future lies in their therapeutics pipeline.

Look at the trading for the past few days, there was basically been just one big sell each each that has held the price down.

These will be ftse 250 trackers clearing.

However they should be done soon, and post AGM, we will see a rally in price.

The company are due to post a profit, and once they sell of the NA business to clear debt we will see a fast recovery.

What are the positives:

1) Jefferies analysts believes Mobico, are looking at a 67% increase in price

2) An interim chief financial officer with turnaround experience [is] joining in mid-June

3) Disposal of its North American school bus business to vastly cut debt

4) apart from North American the rest of the company is making profit

5) Company has a built network of key infrastructure that has expanded across Europe over the past few years which incurred growth costs

Overall, very positive for this company and share, the debt and costs can easily be reduced now they are post expansion mode.