Member Info for Laralara1

What about the cash they hold? Not sure but around 350M. Someone correct me if I am wrong.

Why the rest of 70% be agree with the Cosman offer ? I have the same feelings but if you take them as a part even in the worst case scenario outcome at least will be £2 b. Next four trading days are important to establish the near future SP move. Even if they don’t disclose , I am hoping someone will raise question aboutNA sale.

JG68

Dear Ahmed,

Thanks for your note.

Sorry I can't be more helpful - but we haven't published a new date, as yet.

Best wishes,

John.

Hindy86

Can you please share Mobico’s graph.

Thanks in advance

JG68

Their only management is bad not their strategy 😁. It seems They want to keep this secret. Million $ question is why?

I called John this morning, he was in the meeting. I left the message and then send the email to him. Will share the response as soon as I receive.

Possibly it means all places have booked for 28th March. I am anticipating RNS tomorrow morning for confirmation of date.

Otherwise I will leave an email toIR department following a phone call to confirm their intention.

JG68

Cosmen knows business very well and management in two year did not forget how to run a business. This is not a charity business where Uk buses are being run for community service and they sign onerous contract and did not foresee what’s coming ahead. NA a business is up and running, US government granting millions for electric busses. ALSA is in the gulf region now and hence company is unable to achieve OP as little as 100 m out of 3.2 billion revenue. I must say I suspect this stock is being manipulated.

Why RR and so many other were in 60s. Don’t mobico has capacity to turn this ship around? I guess , yes. That’s how financial markets work.

Genghisinvestor

Considering what you said , look what I am paying 0.67 p for a company which has footsteps in three continents and expanding their business as well. Also a very well diversified business. Has 3b plus revenue and £175- £185 estimated ebit.

Don’t the owed duty to Exercise reasonable care, skill and diligence? Why they are not advertising the contracts they won? People on this forum finds these on various websites.

I specifically wrote them about quantum of Saudia contract and found three month after. Why? This is not normal at all in my opinion director’s behaviour towards minor shareholders unfair.

This company is not bad at all and you can compare this with any other company of the LSE. Even if it is in loss( I am not agree with this) Either they sell NA business or not ( imo Cosmen will block this if anything comes under £1700M).

Margin increased in H2 and will increase this year as well along with revenue.

JG68

Simply go to LSE site where RNS dated 7th Feb. click the link below there which the provided to join the conference. They updated time there. For financial institutions imo. 😁 Game is on to make the people foolish. Give them stress and that’s how Cosmen is able to accumulate.

Https://streamstudio.world-television.com/CCUIv3/registration.aspx?ticket=1355-2498-38857&target=en-default-&status=preview&browser=ns-x-0-0-x-x&mobileDevice=iphone&mobileScreenX=-1&mobileScreenY=-1

Https://streamstudio.world-television.com/CCUIv3/registration.aspx?ticket=1355-2498-38857&target=en-default-&status=preview&browser=ns-x-0-0-x-x&mobileDevice=iphone&mobileScreenX=-1&mobileScreenY=-1

Finally find the date.

Recent drop is nothing more than a buying opportunity for Cosmen. From Saudia to NA , busses and trains cannot runs at loss. NA sale can be blocked by Cosmen if it fails to reach the 2B mark imo. Interest rate will surely start to decline soon. Easy jet with same rating received 3.75% on £850 M bond. Drivers hired in NA , Alsa expanding , and even UK I believe performed really well. One good news and this will shoot up really quickly.

It means that only US student transport can wiped out all of the debt Mobico have. Does this 0.72 make sense even if you add all other factors including interest rate? This SP only need patience.

N.A sales, what would constitute as a good price? I think that sale will unlock the price of the rest of Mobico group. Meanwhile it is an opportunity for cosmen to add more.

Https://nellc.com/durham-school-services-chosen-as-smithville-school-districts-new-transportation-partner-of-choice-in-missouri/