Member Info for Istabrraq

@Carrington, I assume you sold early Nov 24 post Uk budget & SP >=80p?

@Smokeytime, I have been holding since 2021 & have the bruises to show for it. You pretty much sum up my position atm. Never shorted a stock before, I would consider it as an option but have no idea how to go about it so it’s off the table for me. I certainly would not have the bottle to short a stock with a pending sale like Mobico. Which does make me wonder why they would increase now?

@Pedro61, and what does the chart show for the first six months of the year? I appreciate your optimism here Pedro, but could you be falling foul of some confirmation bias?

@JG68, Whether this is a bull trap idk. I am holding for the long term so it makes no difference to me. That is my current position, but circumstances change & differ for everyone. Potentially good news on the pending NA sale could drop at any moment & also the prospects for the remaining businesses are improving. My intention is to hold through the short term falls, which I believe this recent dip to be. Am aware it could continue to be a rough ride, but I believe better times are ahead for this share.

@Pedro61, the MCG sp has been in a downward trajectory since April 21. And the sp has only risen over the past 4 or 5 months from a very low base. IMO the shorts are ahead this year, maybe b/e. But overall they have done well. Like you I hope they get burned, but it would be folly to dismiss their past success here.

@Fishb0n3, I concur with your comments. Should we not hear something re the NA sale the SP will drift down or at best stagnate till the next TU. IMO the momentum which propelled the SP upwards since the last update has fizzled out. It would be fantastic for good news on the NA sale to suddenly drop. Even a strong positive rumour would make the shorters think twice. No leaks, maybe a prolonged sale process , silence from IR, etc. plays into the shorters hand. This is what I believe the shorts are betting against. Whether their risk is based idk, but they do have an uncanny knack of being on the right side of things where Mobico is concerned.

@MaryBr190, a juicy sale price indeed & the shorts will soon disappear. Hope to see it announced in the very near future.

@Laralara1, I have no doubt NA can be sold, my interest is how much Mobico would be willing to accept & sell the business for & when.

@JG68, Marshall Wace increased their short 0.1%.

With this share who knows, but I would not be surprised to see the SP drift back into the 70’s. Over recent times the shorters have invariably been proven to be right. SP manipulation or something else idk? For me its been painful to hold this share, we need to see some good news on the NA sale process.

It is good to see the SP ascending. Myself & probably a lot of other investors lost a lot of faith in the current CEO & the old CFO during 2023. IMO it’s too early to be handing out credits considering the level the SP has fallen to. Let’s see where we are this time next year, hopefully back above 200p.

Nice travel incentive if you are in the area, see link below for details.

https://nxbus.co.uk/west-midlands/news/mayor-of-the-west-midlands-unveils-uk-s-biggest-free-bus-travel-offer-this-christmas

@Thronegames, if the initial posting is from a filtered handle I can & do ignore the post. Simple as that. All I can view is the title. In the event of a filtered submission in a thread not initiated by them I generally do not engage or perhaps disengage in the discussion. Each to their own.

@Hinkley, does Porsche ever post anything positive about UK stocks? Therein lies the answer to your question.

The very same word for word Porsche drivel can be found on the ADFVN chat portal under the handle Ricardo Montalban.

@Fishbon3, MCG just need to announce news on the NA sale, IMO the catalyst for the SP back to >200p.

Https://www.gov.uk/government/news/pension-megafunds-could-unlock-80-billion-of-investment-as-chancellor-takes-radical-action-to-drive-economic-growth

Wrong thread, apologies for the earlier post

@Esprit2022, ATM my focus is on the long term US Treasuries. IMO they have already risen somewhat to factor in a potential Trump win. It was this & also the recent UK budget that has led to the sp downtrend here. However if DJT is declared the winner I expect a further rise in the yields & consequently another potential negative impact on the PHNX sp. Trumps economic strategy is pointing towards higher government borrowing & his tariffs are just inflationary & will likely lead to trade wars with the ROW.

Personally I think the Dems will triumph & have been buying small amounts here

@NoloServileCapis, there is a filter tab & it’s just above ‘post message’ (this is the view from my phone screen). Just add whichever nickname to the filter.

Filtered the porsche1946 quite some time ago & recommend others do the same.

However please ignore my suggestion if you would like to enjoy an irrelevant stream of verbal diarrhoea comments.