Member Info for Laralara1

I never saw a company with this potential of earning trade at these low levels. Mcap 150M whereas expecting £180M OP. Germany has started doing well, let’s see what outcome we receive in relation to onerous contract. We drive U is doing better and UK coach will soon turn around under Alsa management. Lower interest, lower oil prices. It should be 40-50 by now. I believe a couple of good news and it will surprise everyone. DOYR.

With planned rail engineering works ahead, more people are turning to us for affordable and reliable travel and we’ve stepped up to add a new overnight journey between Scotland and London, plus over 40,000 extra seats to key intercity and airport services, connecting customers with every region across the country this Christmas.

“Our services are great value, customers enjoy a guaranteed seat, and most importantly, we get them to their destinations safely. We expect to be busy and tickets are selling fast so we’re advising customers to book in advance to avoid disappointment.”

With rail services completely grinding to a halt on Christmas Day, the leading coach operator is providing the UK’s biggest festive coach network with 355 journeys serving 96 locations, including towns, cities and airport locations across the country.

https://london-post.co.uk/national-express-boosts-festive-capacity-with-45000-extra-seats-and-new-overnight-journey-between-scotland-and-london/

Although UK Nex west midlands will be lower in profit after franchise it will also be low capex. We are unable to generate any profit from West Midlands since Pandemic. An opportunity for a little profit and the expansion beyond West Midlands.

Classic example, lose the contract rather than having an onerous contract. Because later rest of the segment also bear the price of that contract. Not worth, absolutely fine to leave.

Spain’s socialist-led government is to launch a national public transport pass that will allow people to travel anywhere in the country by bus or train for a flat monthly fee of €60 (£52.70).

The prime minister, Pedro Sánchez, unveiled the initiative on Monday, saying it would come into effect in the second half of January and was intended “to change the way Spaniards understand and use public transport for ever”.

It doesn’t matter if there is a good news, bad news. Someone has /or being given full control. You can justify this at £1 and you can have valid arguments at 10p per share. Someone has a different agenda and obviously not to make a loss. DOYR.

In Germany, seating capacity increased along with fully operational timetable and new routes.

https://nationalexpress.de/de/aktuelles-24/presse/details/betriebliche-aenderungen-zum-fahrplanwechsel-am-14-dezember-2025

Last year Alsa’ OP was £187M alone. If after settling the dust of NASB, German railways and we drive u started delivering and Uk reached to level. OP should be around £200M. Let’s hope we could get something back from Germany and full recovery from We drive You which will help us cross £250+Mark. DOYR

Things are getting better in Germany.

https://nationalexpress.de/de/aktuelles-24/presse/details/zurueck-in-die-spur-vom-krisenmodus-zurueck-zum-vollbetrieb

Even I can sniff after reading this.

https://www.ksta.de/panorama/wieder-mehr-zuege-in-nrw-ausbildungsoffensive-wirkt-1165832

It is clear that they are reducing their services between cities and increasing to airports. There are signs which suggest this policy is working although revenue will reduce but the margins will improve. Flixi bus on the other hand doing the same mistake which NE did. IMO, This rapid service will increase the revenue but will dent OP.

German rail and WMATA, is recovering well. I believe they will be settled soon between Marc-June 2026.

SP is down from 65-20ish. Why because there is a dust which will be settled once the NASB will be out of the books. This is transforming into a new format. Engine is being checked and soon it will run with full thrust. Remember shorts are not significant, something else was dragging it back it’s still 2x down from where it should have been with all the mess. DYOR.

Interesting!

https://bus-news.com/national-express-to-utilise-wiremind-cayzn-to-modernise-pricing/

Mobico legal and equitably both have rights to be compensated in this matter and I believe it will resolve amicably without involving the legal proceedings or terminating the contract.

John, contract doesn’t work like that, if drivers have to leave the train 100 miles from his hometown at station due to poor infrastructure failure ( signal, Track etc) and it’s routine what would they do other than resign? Which further will pressure the other drivers. So everything is in the contract normally link to each other get you cannot demand for performance if you failed to provide proper infrastructure to fulfill the obligations.

John I hope soon we will get the news about payment as mobico has successfully completed their task.

German railway is fully operational after two years.

https://nationalexpress.de/de/presse

WT, I believe at this stage it is very well balanced, and debt should be reduced organically rather than by selling an asset like WDU. Alsa is taking over coach business which will reduce the cost as stated in Q3 tens of millions. Franchising will gives a chance to earn 6 to 8% profit and especially with the help of Alsa we will be able to expand outside of WestMidland.

German issue will be resolved sooner or later and I believe with next years revenue will increase gradually. WDU is doing well growth is compensating the loss making WMATA. Which I believe will be on track in 2026. Alsa is expanding and growing well by June I hope other sectors will start contributing along with lower interest rates . Which would give a boost to SP.

Wealthtrasfer, this is exactly the plan looks like. Shorts reduced, auditors are back. Will be interesting to see by the end of march 2026. Fitch said Alsa profit will be lower by 20% from 2028. By the I believe all will be Alsa.

1- Auditors appointment, end of the story that management is hiding something.

2- Drivers issued resolved in Germany, However, talks are going on. Obviously they are negotiating and the matter is how much they can get.

3- US WMATA project is being dealt and it is being offset by other contracts.

Gearing will remain 2.6 to 2.7.

While Webcast they were very precisely speaking. Not giving much information and I remember RR new management spoke in the same manner when turnaround start.

It looks pretty fine and stable at least some signs of stability. Hope to see this back up to 25p today.