Member Info for m007j

What RNS - we have not had an RNS today from Speedy Hire?

FirstGroup definitely has the balance sheet strength to acquire either the whole of Mobico or just the UK business.

I suspect they will sell off the UK business to First Group which has been hoovering up UK bus businesses over the past 18 months. The synergies would be significant for First Group.

Firepower1 you set up an account 5 days ago and only post about one stock - Mobico. Clearly you have multiple accounts and think you are clever shorting stocks and spreading negative stories. You are probably behind cbar911 another poster with the same profile and multiple other accounts. That is the intellect of a 4 GCSE's man. Thinking you are smart with your IG Index spread betting account. Feeling like a big hitter. Just because you have discovered the website which lists all the stocks where hedge funds have large short positions. My advice - go back to buying a lottery ticket mate. That is more your level.

Share price is going to zero - that is the totality of your analysis firepower1. You sound like a man with 4 GCSEs.....sorry mate I do not mean to offend

I have come across may like firepower1. Spouting nonsense. Thinking they understand. It is not firepower1’s fault – the world is full of low calibre minds like him. He has his place – it is probably at the local golf club, at the end of the bar bragging about what a great investor he is. Following those hedge funds. Using big words like enterprise value. And although he understands little and is seldom right he is never in doubt.

Firepower1 you just sound like a random down the pub repeating the last thing you heard or found online. You seem to have now capacity for analysis other than there are a few hedge funds that are short the stock so it must be going bust. It is all just predictable stuff. There is little though and insight. Typical day trader nonsense. Sorry mate I do not mean to cause offense. As we know some people (just as yourself) are just not very bright. And it is good that people like you trade the market otherwise it would be hard to make money.

I am sorry to say but firepower1 is a moron. Clearly no understanding. A poor quality poster. No offense mate but your analysis is on par with a random bloke down the pub.

If they don't act to put a lid on the share price rise it could get out of control. So watch for a concerted effort to push the price down from here. They cannot allow it to remain at these levels. Unless of course they have given up

This could get really messy for the shorts.

Feels very squeezy for the shorts. They are going to have to use some force to regain control of the shares price. Maybe they are being overwhelmed now. Problem is if they do not add to their positions it will get worse for them as they rush to close.

Mobico is rated BBB- which is investment grade.

For context, the UK 5 year gilt yields 4.1%. That is the risk free rate. Meanwhile, Mobico debt (with the same maturity) yields 6.1%.

I have never seen a company's shares go to zero where its bonds are investment grade rated and trade close to par.

Mobico's 2028 Bond trades at 91 and yields 6.5%

Mobico's 2031 Bond trades at 94 and yields 6.1%

That means investors are willing to lend to Mobico at 6%. No one would lend to a company at 6% if they thought it was about to go bankrupt. Debenhams bonds traded in the 30s when its shares went to zero. Same for Cineworld.

Firepower1 you sound like someone with a deep knowledge and understanding of international financial markets. It is evident from all your posts - I would not be surprised if you are a billionaire investor. Should one sell Mobico asap? Because the next RNS will announce that the company's shares are worth nothing?

The company has 8p a share of cash and no debt. The market is ascribing zero value to the Italian and Ukraine assets. That is crazy!

The assets in Italy have the potential to be very valuable. Cadogan bought the assets back in 2017 and it has taken a long time to get the relevant permits. But now it has those permits.

Here is the original statement regarding the size of the Italian assets from back in 2017:

https://www.investegate.co.uk/announcement/prn/cadogan-energy-solutions--cad/operational-update/4695911

“Exploenergy is an Italian company which has filed applications for two exploration licences located in the Po Valley, in close proximity to fields discovered by the former operator; two leads have been identified in these licences with combined, un-risked prospective resources estimated to be in excess of 60 BCF”.

For some context, 60 BCF of onshore gas in Western Europe is worth roughly $700–800 million at current 2025 market prices. This compares with a market cap of around £13m for Cadogan, cash of £18m and no debt. Thanks to its cash pile and the fact onshore gas exploration is relatively cheap compared with offshore exploration, Cadogan can now push on with developing these assets by itself.

The shorts will need a show of strength today. They will need to give the stock a good hit.

Strong finish today

Day: 13-May-25

Time: 16:35:02

Price: 347.40

Size: 239,486

Value: £831.97k

Trade Type: UT

I love the way Chid posts on this board although he is not CBG shareholder. And I love that he is a Lloyds shareholder and continually writes bearish things about Lloyds on the CBG message board. I guess it all somehow makes sense to him. I imagine him to be a bit like the Dustin Hoffman character in the film Rain Man.