Member Info for JG68

F me seen the size of that buy UT at 14.26 ( must be a buy ) over 60 million!!!!

Feels opposite to me, pump it up for last minute dump. We've seen this so many times

John Dean is about as useless as Garat.

The more people who bombard them the better

Earlier he was a buyer at 28p, few hours later it's Admin, yeah right!

Sneedway the average maturity of the debt was extended to I think 5.4 years at FY 23 from I think 3.7 years.

So just to clarify the hybrid is not included in the CFOs treasury review in the ft results ?

It doesn't seem to be mentioned.

There are 2 bonds mentioned one at 200 something, one at 400 something with maturity dates 28 and 31.

Also the bond price listed in Germany currently stable at approx 90 ish, which bond is that for, and is it fair to assume that unlike PFC recently that us in all kinds of financial distress and bond price there has fallen significantly, here it has remained stable over time which must mean there us no imminent financial distress?

What I really don't get unless they were completely fudged to suit ( ie considering disposals etc) is the fy updates for 21 /22

21 Op profit 333

Net profit 225

FcF - 14.1

22 Op profit 87.3

Net profit 74.8

FcF + 1.41

So on the face of that very simplistically things seemed to be improving then, or was it all a big distortion of figures within the boundaries of audit financial reporting.

The only logical reason for Cosmens not putting pressure on the ceo is that they hope to get Alsa for next to nothing. Ie as part of a financial restructuring or something else.

The disconnect between the brokers, market, all PIs and the management is unbearable, we need a BOD that communicates more regularly, one that actually mentions shareholders/ vakue as a priority. Hopeless

Revenue means absolutely nothing, you only have to look at pfc or mcg to know that.

Shorts up again, can't have green day when markets rebounding, dire state of affairs here.

The chart looks the same, centrica 2013 to 2020 and the growth before.

This is so dire that we can't even keep green when markets are rebounding.

And shorts ever increasing.

I bet their betting that a new excuse / reason will be revealed for a poor H1 in July.

I just cannot see any green shoots for any optimism , what diabolical state of affairs.

Under Garat

We really are in trouble if we can't get a bounce today.

Thanks Berenberg you w-----s

They really f----d us yesterday with that downgrade.

You what annoys me most of all, is that the only people making money out of this are the ceo/ board, and shorters, not the people who actually invest their cash into this diabolically run company.

John

I've wondered exactly that if it suits the largest shareholder to have the company's valuation on its knees.

They can't be happy about such enormous capital destruction, could they actually be hoping that things will deteriorate even more and they will be able to pick up Alsa for next to nothing?

They already said in the fy update that the price increase benefits are weighted to h2, so not expecting Hy update to be any good ( I thought they were weighted to h2 last year, seems to have taken over a year to filter through from last July). Really can't believe anything that's been said.

If you look at the year chart , it's exactly the same as the 4 year.

Down a lot, up a little, down lower and so on and so on and so on.

I'm so hacked off with it, I'm stressing 24/7 about this awful company, it's making new lows every other month.

If I am able to attend the agm, I'm going to ask him straight why he hasn't resigned because he's clearly not up to it.

It was a profitable successful well run company under Dean Finch, all he had to do was manage our way out of covid as 90% of all other companies have managed, sorting out finances, managing costs, and what an absolute mess he's made of it. Notice all the deluded rampers are gone today.

Wealthtransfer

I just don't get how this ceo is still in post without any accountability.

Based on the recent guidance of 185 -210 and the likelihood rates will eventually start to come down, is this not a buy at 55?

Maybe Garat is too thick skinned to care about his reputation as ceo of this company over the last 4 years. If most PIs can see what a disaster he is / has been, why have the main IIs not started to flex their muscles, they surely cannot be happy sitting on such huge capital destruction over the last 3 years. He needs challenging at the AGM.

Laralara when you read stuff

like this from Berenberg this morning it begins to grate away at even the smallest but if optimism left.

And as for a profit warning, I was just referring to the additional pay rises mentioned last week.

It's now become what I expect from them, warning or excuses.

Mobico Group's shares MCG.L fall 4.9% to 56.49p after Berenberg downgrades to "hold" from "buy"

** Brokerage cuts PT from 100p to 66p, the lowest among eight covering analysts, per LSEG data

** Mobico, which operates bus, coach and rail services, reported a 14% fall in 2023 profit last month

** Berenberg says MCG does not have a rev problem, but costs have risen far and ahead of rev growth, hurting margins

** "We can no longer, with confidence, say the shares should be meaningfully higher on a 12-month view based just on organic performance"

** Says upside is possible from various areas, incl sale of North America School Bus business, but adds, "we struggle to see it getting attractive terms"

Double buys to sells like yesterday and they're dropping the price every transaction almost.

Would they do a raise at 13/14 p really?

They would need to issue billions of shares to raise any meaningful amount

Wouldnt be surprised if Berenberg didn't give the shorts a nudge and wink to increase yesterday.

We will know later.

There was strength out of nowhere yesterday, I'm praying for a miracle here, and just counting down the days to HY update. Half expecting an unscheduled TU with another profit warning, could come any time. Such a poor choice of investment.

If it's not the board messing up, it's brokers knocking us down.