Member Info for Laralara1

Look at the SP, Do you really think inflation reduction matters ? From where 4M volume came? A game is being played when they will finish we will be back over £2. No matter if NA business sold or not. This is a solid company with growing revenue spending money for further growth and operating margin will soon follow. Sit back and relax.

Citi maintained Mobico to buy. Target price 1.30.

Very alarming smokeytime . Sell your share holding ( if you hold) tomorrow morning and also short this share until March 2024.

Mcap is multiple of 2x EBIT. Very interesting.

Nothing is more painful than see sp rise after you sell on loss.

“Is not” as investor. May be later to organise and run the trains. Why they need to sell NA business? Why at this stage they need money when they have secured the bond? Debt is almost same as it was is 2019. 50M cost savings, new contract, fare increase is enough to keep going until 2028 and may be beyond. NA business is in profit despite the fact contract just renewed in September. Inflation is in downward. Interest rates in worst case scenario other 25-50 bps.

I can’t see anything which state otherwise. Just the SP which is being manipulated. I can bet if we secure 1.7 b for NA business even then this share will not go upwards automatically. Must be a consortium who is hitting this hard. This cannot be done alone by shorts which are nominal.

Please also add, wizzair, easyJet, ASOS and many more.

EBIT 175-185M, paynig 75 M interest this year, cost effecting measure will save 50M. SP 60p what else you want?

By the way NA business is not a loss making business, And profitability will be better soon. This is a solid business ,believe me those who pay unsecured 50M will pay for NA as well and most of the money will go to cross channel railway rather than paying debt. Debt is not at all a big problem .Let this transition done.

What is the duty of the board? Day to day management of the company. Where board is lacking behind? Ok we don’t understand the worth of the company and SP is going down.

People who hand over 500M three weeks ago was insane?

Fitch rating is baseless?

What changed to justify the current price of 60p as compare to 2018–2019.

Don’t they have 311 M and just making everyone fool?

Increase in revenue is a lie.

Difference only is margin of profit which will get better eventually. And if we pay for the “we drive you” we can sell NA business very well.

Board is doing well. Refinanced the bond, contract won, increased revenue and lower gearing. It can be just the inner game to get control over the company.

Don’t be panic or tell me what makes you panic😀

One good news received. Waiting for one fine morning to reach 1.50 mark. By the way at noon volume is 10M.

One Good news, one fine morning, price will be £1.50.

Growing revenue, retained contract, falling inflation, selling NA business at reasonable price. Have they forget to manage the business? It’s not a one man show.

Maybe now they will only focus Uk and Europe.

Either they will raise the price or get funded by government. No segment can be run on loss. This is not a charity business.

JG68

Sit back and relax, the tone of the trading update was wrong. But why this happened? Market was demanding that the dividend is not well covered . So they cancelled it.

Still 185- 175 Ebit which is not bad at all in these circumstances. NA school bus disposal timing is very important. They hired drivers, reinstated route, won new contracts, 97% contract retained, bond issued of unsecured amount at very fairly value. Now they put the NA school buss business on sale. Clear message that this is not a forced sale and the buyer will get good return of their investment. Pandemic left behind but panic is still with us. Remember they said we will bring covenants gearing with in 1.5 to 2. And rather than NA buss it is better to run cross channel rail. More cost efficient and probably more profitable. Wait until March and you will find the value of your investment. Directors are either dry stupid or very intelligent and know how to manoeuvre through. And I believe they know what they are doing.

Yesterday announcement came confirmed cross channel rail news. Today RNS came as surprise. No dividend( means reduction to debt) 185M EBIT ( Not bad at all), revenue growth, selling of NA business. Why? Deleveraging and better opportunities. Evloyn knows about better opportunities.

Now forget the div, and reduction of 25-30 M EBIT. Question only is what is the worth of NA school business? And how big is this? What chunks of profit it provided last year. 30% reduction not justified here. Hope shorts took the advantage.

What could be the worth of N American Business? Can anyone explain?

Thanks

Isn’t it strange that there is no weblink which shows the date of trading updates for Mobico? Or I am missing something.

Why not? If any of them is acting as a director of Mobico and have interest he just needs to disclose his interest. Rest will be decided by the board And he may be will not allow to vote or count in the quorum.

Https://news.sky.com/story/cross-channel-rail-competitor-evolyn-buys-12-trains-ahead-of-2025-launch-12982441

Does anyone know the date of trading update?

JG68

This is neither a failing business nor management is incapable. This is not a charity business as well. which will run on no profit no loss basis. Keep calm and wait for May 2025. Soon time will , let us all know how much profit is there without Covid grants.

Nothing new in this forum. All conspiracy theories, potential takeovers, Right issues, insolvency, dividends, buy back, too much debt, part sale all has discussed.😀One thing is missing

Is that to understand this is not a charity company and any amount of net profit above just 70M from 3.2B revenue would be enough to see 1.50 SP.