Member Info for KarlTaylor

I expect there are some serious funds looking at Mobico now and seeing a takeover play.

Buy the company for circa £1.5b, sit on for a couple of years to clear debt, make hundreds of millions a year profit.

Certainly interesting times, for long term value players the market drops have been a blessing.

Lots of opportunities to buy stocks at discount and build a wide portfolio to sit on.

This company is essential, safe, guaranteed revenue streams.

@Paddyboy1, its just the market we are in at the moment, however from now till Xmas we could see 100% price rise from here based on expected company value, Enterprise value is around £1.74B

Look at the equity funds, lots of customers withdrawing their money, meaning less available cash allocated to buy shares currently.

Secondly to that, PI investments down as people accommodate increased mortgage payments etc.

However, this is all temporary, as people will see the massive profits that can be made from the next bull rise, so come September we will see a massive rush to buy stocks on the cheap.

Current drop is usual summer market slow down, while major buyers are in the Seychelles on holiday.

Reading the last company report things actually look good for the future.

Reducing debt, and can easily be cleared in a few years as its managed well.

Locking up lots of new contracts and expanded globally for a balanced portfolio.

Business is essential, with constant revenue streams even on the general market downturn.

Massive profit opportunity now at this price.

Once any larger £XM buy lands this will rerate passed 100 region fast.

Bottom reached - tons of upside from here - new contracts coming online:

National Express will operate the RE1 and RE11 Rhein-Ruhr-Express (RRX) lines up to 2033.

National Express Transit signed a three-year contract with Pima County in Arizona that took effect Oct. 1, 2022.

National Express has secured a €1bn (£869m) contract to run a bus service in Casablanca, nearly doubling its business in Morocco.

@KGinvest, i understand the fear that people have at the moment with the share down, however that is the nature of the stock market, and those that can stomach this situation should stick to savings accounts.

it was a good top up at 120 and even better one now. Mr Market has gotten wild and offering to sell shares cheap compared to the valuation and potential of the company.

fact is, with inflation and other macro market factors the bulls are running wild. Now is the time to buy up the smashes vases and spend some time sticking them together to sell for profit.

@Jcj07, apologies if I came in a bit hot, what you are saying is correct.

Yes I have just taken a position here, however its a top up, as I believe in the safety of this company, and plan on buying chucks all the way back up.

the 50% drop over the past year sucks. however for many this is a perfect top-up and average down time.

@Jcj07, if people are scared of stock price drops then they should get into the game. the moment you buy a share the sell price is lower than the buy.

Nows the time to pick companies that will last, and mobico due to their essential natural are safe.

Not sure why people are worried, the drag down is market wide.

Mobico are an essential service always making money.

and debt is being reduced at a good pace.

could easily see a takeover bid in the £800m to £1b region

52 week low = massive buying opportunity based on company value

the whole market taking a summer kicking at the moment, this is the time to buy and hold.

people ask for cheap shares all the time, and when it happens they fail buy and hold.

Very surprised to get in so cheap here.

great business with a solid moat around it.

new US and German contracts starting to yield profit.

debt reduced.

easy 30% to 50% profit to be made here from now till end of the year.

Its not just about stripping assets, its also about removing a competitor.

Government contracts are basically guaranteed money from tax which everyone wants nowadays.

Serco, Mitie, infosys, accenture, there are lots of companies that could takeover capita very easily.

could see this supported by Schroders as a way to get out with profit.

Change of management and current low in share price = perfect takeover target!

Capita are sat on some very nice contracts and are prime for a takeover and asset strip.

Could see blackrock easily buy up 30% of this company to sit on so they can lock into government contracts for guaranteed revenue.

Seems like any big sells is long done, and still the shares are being eaten up.

expect a nice fast rerate back to 25 region.

way oversold.

Very cheap to buy up all the capita operations and government contracts they are sat on

Relatively few shares sold on Friday, look at the spike at open, the cheap shares will be eaten fast.

could see blackrock or another big fund take a bit chunk of this now.

bad news is out now, Capita books shows lots of great profit making contracts about to become live.

Will the US being big up and averaging down now they are coming online?

Could we see an afternoon flourish, with US waking up and averaging down?

This market keeps giving great gifts of cheap shares on massive oversell

Talking to some big rental property managers and there is a lot of talk of banks and funds looking to take over the space.

there is far more money to be made in these funds moving to rental and away from providing mortgages.

look at what Lloyds and John Lewis are doing with their active target of growing their rental property portfolios.

Now the CEO has left could very well see a takeover offer land soon in the £200 to £250m region.