Member Info for Laralara1

Trump unlike Biden will not allow OPEC to do what they want and after ceasefire in Ukraine and Middle East, oil will be lower or at least stable at this point. This will decrease the inflation. Along with interest rate decrease we just need one good year to climb back to £2.

JG68

Last 6 months lion trust , NFG, wood group, gregs, and many more dropped more than 40%. Most of them have good dividend yield and in profit. This is a big business Hellen left they informed the market. They can’t say every month or so that what is happening. They have given the guidance and informed about PTA discussion and NASB sale on track. They are spending time , efforts and money on these issues if any of these finalise they will inform accordingly. Let them do their job. I believe they are doing well.

Still no fundamental behind this. Pure manipulation.

JG 68, you are right but there is no fundamentals behind this. Just pure manipulation due to low volume and people are holding it tight. Waiting for results and NASB sale. We can speculate someone knows better than us that Germans are not compensating, No buyer for NASB. Uk will not recover , inflation will come back.

Everyone is playing his own game. Low interest rate, increase contract rates, diversification, low oil prices are the factors which everyone knows but this is not taking consideration which is insane.

JG what material Change comes which in your opinion suggests that it should be down to 50s? I believe there is so much pressure on board to deal now a days. Audit reports, sets of results, and most importantly german PTA discussion and off course potential sale of NASB. If they hit the target of 185-205M. It alone should be sufficient to climb back to 70s. NASB sale will re rate this to £1.50.IMO

Another good news; Eight OPEC+ members that are making the group's most recent layer of output cuts held a virtual meeting on Monday and agreed to proceed with the April increase, OPEC said. The increase is 138,000 barrels per day according to Reuters calculations.

German borrowing costs have surged after chancellor-in-waiting Friedrich Merz agreed to a historic deal that would relax the country’s strict ‘debt brake’ rules.

What will be the impact on mobico ?especially when they stated, it will be use to improve infrastructure and defence.

Will we march upward in march? Long wait for result, hopefully spring will bring joy for the shareholders.

If you read the whole interview . You will find that cosmen as an investor describe few things. 1- they see the value and increased their stake in the company 2- Growth 3- Divestment plan is well planned 4- Satisfaction about Alsa progress and Finally where the see growth (different countries and Spanish libration phase 2 plan.

German contract was the lesson they learnt and now they are clearly moving ahead. Mobico is not all about German railway phase.

SP is not hear because of statutory loss, SP is here because of their new plans to expand in railway business IMO. Once settled 7- to 8£ will be base price in 2030.

KGinvest, isn’t it positive that they see value? The are looking for growth? They did not sound doubtful regarding the sale of NASB? They are further diversifying their business by showing interest in Spanish railway phase 2 liberation? The knew they did mistake by entering in German railway Business but on the other hand we are hearing cross channel railway to further expand to germany.

Https://elpais.com/economia/negocios/2024-12-02/jorge-cosmen-alsa-nos-gustaria-estar-en-la-segunda-fase-de-la-liberalizacion-ferroviaria.html?outputType=amp

Https://www.theb1m.com/video/germany-europes-biggest-rail-upgrade

Germany 🇩🇪 is working to redeveloped their railway system. Keep faith.

Currently I am down 45% in this share. There are plenty of other available to recover. Why I am not interested?

1- I know value of NASB is more than 1B. And it is going to increase rather decrease. Hardwork has been done.

2- Alsa is perfectly in position to expand. Probably in Spanish railway line they have potential.

3- Cosmen is holding tight.

4- shorts are reducing

5- UK is at break even.

UK buss frenchise will be better option.

6- Germany eventually has to be better . Not for Mobico but for German economy.

7- debt is an issue but plenty of space available.

8- what else at 430M capital we should look for?

Buy Buy buy IMO. To get quick rebound and I believe it will be series of upwards trend.

Https://www.cityam.com/london-st-pancras-owner-inks-new-partnership-as-it-eyes-services-to-italy-and-germany/

GLG further reduced 0.10%.

Wealrhtransfer, A one time provision has been added last year and for the year 2022. In Hy24 German part was in loss of £5M. I remember first question was about German business loss for the whole year and cfo briefly confirmed that it would not be more than 5M for the full year. German business is 7% of the whole mobico. Why do you think it’s very important and can damage the result?

JG68, isn’t CFO in her webcast stated German loss will be likely in the region of c5 M?

Why some of us are fighting like kids? Please discuss the potential of the company, likely impact of cutting interest rates. Why SP is keep falling? JG68 has his own thoughts about CEO whether we like it or not.

Which terrible decision he made? Go back to 2019. Debt was almost at the same level. Mobico continued to grow, in 2022 it was a non cash impairment which pushed SP down. And in 2023 German provision which I believe was an unfortunate event and they are trying to mitigate its effects. We are back on track Sp is around 70P not £4. What else you call an opportunity? It was only higher interest rate, inflation and wages growth which dampened the progress. Which has been overcome by price increase.