Member Info for ianfm

Unless its BT, then it drops 10% on open, recovers 2% only to drop another 4% by close

Found this '16 hours ago' on google, but source link just brings me here

Mobico, rated Baa2/BBB by Moody's and Fitch, wants to sell a €500m no-grow eight year (September 2031) bond via BBVA, Commerzbank, ING, NatWest

I am optimistic about this but its always disappointed thus far 187 for me, although would like nothing more than for me to be wrong

Shame, were heading in the right direction, but good chance to top up. just added £4k

Party ruined as usual

Thanks, standard LSE, delay on RNS again. glad i dont pay the premium.

RNS due? currently up 55%

Surprised no one has posted here, too busy popping the champers corks?

So £32mil, 249.45 mil shares, 12.8p a share?

133mil in assets supposedly according to the RNS

50mil isnt outside the realms of possibility for PE for 80 bars and peach pubs, esp without the debt.

would be a great deal in 1-2 years and lower interest.

in here with 153k at 2.35, but another load at 8.2, bid of 5p would get me out at a small loss.

Yes, agreed. the new shares dont have any bearing as they aren't credited until September.

I'm not saying the new shares are in the vote, the RNS states that the initial conversations and exploratory observations includes the current in issue shares, and the ones to be issued for the 12.5mil raise.

"possible offer for the entire issued and to be issued ordinary share capital"

Haha yeah, i noticed that as well. clearly not well investigated, just had a brief tip off from someone

I believe a lot of the lack of profitability last year were due to the impairments, and then the German rail contract issues, plus the driver pay rises.

With these out of the way, and fingers crossed no more impairments (but who knows what the new CFO will find) then we should be profitable going forward - and would have been previously.

I'm hoping that there were reasonable conversations about affordability before ALSA bought the new company.

the debt is also a big factor which hopefully the CFO will work to resolve with her contacts, or be able to negotiate new terms on re-finance. i do think we're over worse of it now, but still a little way to go to restore faith and company value.

As with all trading, only trade what you can afford to lose, if you have other income and are comfortable, then sure, keep going if its right for you, but dont make yourself homeless over it, 1/3 of something is better than 1 of nothing. chin up.

in regards to mobico, their most recent results shows revenues up, and FCF is flat-ish, so its not like they are losing money hand over fist, just kind of treading water right now.

due to this, its unlikely there will be any dilution because of various reasons, 1 being the cosmens and their substantial holding.

i like most others are deep underwater here, but i believe it will come back good, but we're looking at 18 months minimum really when interest rates start coming down, before the debt is re-financed. they also bought a company on the canaries which completed yesterday, altho it was signed end last year.

if you bought at this price. it could very easily, and quickly get back to 80-90p, which would cover a large amount of your losses, but as LWHL mentions, take a breath and consider your position before jumping in.

RNS this morning, and press speculation about a buyout offer. this includes all shares in issue, and all of the 1p placing ones

Nightcap and Rekom are among the parties which expressed interest in buying part or all of Revolution ahead of a bid deadline on Wednesday, Sky News understands.

https://news.sky.com/story/revolution-bars-rivals-eye-bids-for-struggling-chains-assets-13127095

but no firm offer yet

If its the court case, someone with insider knowledge has leaked it, becasue i cant find anything in the media yet.

big boys playing by their own rule books again which will just be ignored.

Anyone else... with more legit suggestions?

Anyone? just shot up 5%

Exactly, a few pence just to get it back where it was a week ago is nothing to post about.