Member Info for John33

HelloDave I hope you're correct it just beggars belief the Cosmens had taken this private way before now, that's what worries me, are they going to do a Mike Ashley like Debenhams go into administration then pick it up for a song.

"Yes paddy, I spent the day researching"

Perhaps smoking something is closer.

TARTARO DE MURERA, S.A.

You do not know they aquired all below 17p the holdings rns 0n 24/04/2026 they now have 3.02%.

There is no previous notification as it was below 3%, they may have been on 2.99% from way higher SP and just added .03% at 17p no one knows Previously it was not applicable to notify if below 3%,...but they could have bought all 3.02% we just don't know.

Oh and I forgot to mention the Hybrid continues to drip ever lower.

Not saying it will but massive dilution often follows when companies can't pay/service their debt down, though they can for the moment. The SP always tanks after a spike sugests that the fear of it is stalking this share. German PTA sign off by 30 June then 15 month results by the end of July can't imagine where the SP will be by then if its bad news leaking.

Reverted to type, a falling knife with intermittent spikes.

The next news if it disappoints will either smash it down to 10p or spike up as per ususal before the next drip, death by a thousand cuts, unless of course this is a new dawn for MCG.

When shares lose 95%+ of their share price it usually means massive dilution is coming.

For the record I have bought today.

The are Known Knowns and known unKnowns with the SP, will it survive the debt crunch ... As for you James the known knowns are that what goes through your brain depends whether you are in full ramp mode or trying to talk the SP lower,..of course this all depends on whether or not you hold.

As for the bus driver at the wheel I am beginning to wonder if it is a monkey steering with his feet through the winding roads of the Swiss Alps with a large precipice to the side which may await.

Remember sales are vanity profits are sanity.

James you answered my question with a question, rather evasive.

Not short, just trying to get my head around the current malaise with the bonds, SP is following suit.

The SP is drifting ever closer to the downward channel of which around June or July it is either going to fly or tank to fresh lows then firepower will be here to gloat even though he has gone AWOL for now.

Please enlighten us James with your opinion as to the following?

The longer term 2031 bond approaching all time lows and the Hybrid has been in a constant drip down not far above all time lows, all ahead ongoing PTA's agreement waiting sign off and results in the next two months.

What could it possibly portend?

Can't be good surely, just putting the question out there.

Are debt management companies circling offering their services or bloodletting?

Your guess is as good as mine.

The largest SP moves up or down tend to come over 1-2 days so if you aint in it either way so to speak

you miss out.

Please do afterall you timed the last two spikes with aplomb, we are all on tenterhooks awaiting your next buy in and will all climb aboard,..keeps us informed midas man.

I have traded it whilst keeping a small shareholding.

No need to inform us when you have bought back as your incessant ramping will speak for itself and won't move the market either way.

Nope i am neither, you confuse me with firepower1.

'You are either short on Mobico, or a former sacked and now disgruntled Mobico employee. I am not sure which, but probably both.'

Oh and the Hybrid and the loger tern bond continue to fall day after day

Not short James just a realist and have a position believe it or not, it could be massive dilution if the BoD cannot demonstrate they are able to turn it around, James as per your recent posts you have done very well going long and are awaiting another entry point to try your luck again, the tide and current has been against longs for some time, swimming against it that is what longs are doing.

is not easy against a falling share, sooner or later your luck might run out.

Just following the usual slide after spikes, lower highs, lower lows continue, until they have shown it has turned a corner or not as the case may be, macro issues/Iran are a side issue it's the debt elephant in the room that looms large.

Could be in the teens soon enough, firepower1 may grace with its presence soon enough.

If only we could fast forward 12 months at know what awaits , x3 bagger? or dilution/wipe out?

A large drop today ,..audited results/update starting to leak, or profit takers?

No one concerned it continues to drop most days reflecting junk status, it must be signaling uncertainty over a debt spiral.

There's going to be another inflation spike, prolonged higher interest rates, feeding through into higher wage demands.

They were buying in the run up to 15 Apr, probably from 19p>23.5p

WOarcle, management guidance was operating profit of c.£185 - £210 not £87.3m. It beat because one-off profits were made from property, land etc associated with National Express.

What worried me was they stated in advance that covenant debt would drop to x2.5 and it only fell to x2.7 so a miss there.

Squat, I can't be othered to read it a gain but 150m fcf.??? It was/is something like £75m.

Squat your name is quite apt,..do you not realise MCG could make you destitute.

I know, I keep asking myself if holding/buying these shares is a fool's paradise everytime I roll the dice.