Member Info for Laralara1

180M miss will only be possible if Alsa OP margin reduced, which seems unlikely but who knows. New management promised that there will be no nasty surprise for the investor so I assume everything will be known and normal. Let’s hope for 30p by the end of tomorrow.

Interesting to see what turns up tomorrow. A light at the end of the long tunnel or continuous suffering. At least I am expecting that some matters will be settled like details on German agreement, Alsa’s growth, progress on We drive u WMATA contract. And school buss final details. Let’s hope tomorrow will be a sunny day for investors.

Does anyone have idea why there are two meetings on 26th February?

Interesting points John. Why June ? is an important question. So they agreed principally an agreement made so there are may be things which needs to be done over the next four months before making the binding contract. Maybe these can be industry norms? Maybe a third party needs to be added for the benefit and the burden of the covenant ( terms).

We only know through some newspaper to whom RNS partially confirm that there were some £200M mentioned.

Alsa is doing great and I have no doubt this can keep growing.

I have reasons to believe that all the segments will move positively. DYOR.

National express Germany to increase trains and more capacity. They are doing well in Germany.

https://nationalexpress.de/unternehmen/presse-news/artikel/mit-dem-zug-zum-karneval-nach-koelle-2026

Https://bus-news.com/national-express-reports-passenger-growth-in-january/

Https://www.ksta.de/dpa-nrw/neue-vertraege-fuer-regionalzuege-von-national-express-1204063

Further details about the German agreement.

https://nationalexpress.de/unternehmen/presse-news

German business back on track and will expand, rests are just stories, soon we drive you and Uk coach will follow. Enough cash, lower interest rate, should be around £1 by December.

Hybrid bond 6% plus today.

According to news it’s 200M. Let’s hope another RNS on next week.

https://www.nrz.de/niederrhein/article411039507/rrx-keine-wilden-streiks-mehr-nationalexpress-und-vrr-einigen-sich.html?utm_source=chatgpt.com

There are three important points to note: 1- management took prompt action and updated the market. 2- There is a realization of the matter, and maybe close to being concluded.3- first paragraph of the RNS, which says,

National Express Rail GmbH is in the advanced stages of agreeing a comprehensive agreement in principle with five German Public Transport Authorities ("PTAs") to realign contract terms for rail transport services in North Rhine-Westphalia and adjacent regions.

which means there is an agreement, a comprehensive one, which will realign the contract.

It seems like they will buy diesel busses less than 20 years old as well along with plants and freehold land. I hope Mobico will receive a substantial amount. However looking forward for RNS to disclose relevant details.

It seems that £50-60M Mobico will receive, we have no profit by operating busses in West Midland area and its is most likely than not that we will win the tender or at least favourite to win the contract to operate busses. If we assume 5% profit ( normally network operators receive 5-8% it would be 15-17M. And we have with Alsa great opportunity to expand on other areas. I believe it will help Mobico in the long run.

Https://www.bbc.co.uk/news/articles/ce3k59py544o.amp

National express Germany, A brand new website.

https://nationalexpress.de/

Hugely undervalued SP. Not a game of 5p or 10p. Impairments due to NASB sale will give a negative impression Imo. But I believe 2026 end SP should be close to £1. DYOR.

2.6M volume after closing, strange.

This is still early to say, however, a main line is going to be refurbished from Feb to July and without compensation this would not be possible. Furthermore, 80% of delays in last years were caused by the work. Interesting to see how they announced and it would not be straightforward to understand. Looking forward to receiving information about Pan European powerhouse structure, German railway news, Spain’s new transport ticket effect on Alsa and How we drive u driving ahead. Bad news can be missing operating profit. DYOR.

How you reached to that conclusion that it’s dying now? Cosmen did not bid because they don’t want to and it would be unfairly prejudice to others. Wait for the first quarter or first half of 2026. Results and surprisingly a turnaround will be there. Obviously DOYR. Germany back on track. Wait for the announcement for UK but now INMO it is competing with Flixi.