Member Info for m007j

AXT Inc, IQE peer in the U.S, closed down 20pct. IQE shares will be under severe selling pressure tomorrow.

Hold your tongue Firepower1 and do not get above your station my good man. Back in the day your Presumptuousness would have seen you horse whipped by his Lordships men.

Firepower1 you are the only clown on here. And an uneducated one at that. Know your place my good man, you are pushing way above your station in life!

No comment from James Oxford regarding my theory?

A thought: there has been consistently heavy selling since Mobico's results at the end of February. The share price initially soared to over 30p because the results were positive but then has sold off strongly in heavy volumn. Could it be that the Cosmen family have become forced sellers of shares? The Cosmens hold their shares via a company called European Express Enterprises Ltd (EEE Ltd). You can find it on companies house, it is a UK company. The last set of accounts show that the company had £109m of debt of which £75m was secured on Mobico shares (£50m loan from Spanish bank La Caixa and £25m loan from Banca March). EEE Ltd holds 141m shares in Mobico (a 23% stake) which at today's share price of 18p is worth just £25m. That means the £75m of loans from La Caixa and Banca March are seriously impaired. What if those banks have enforced their security over the Mobico shares they hold as collateral for the loans and are now selling those shares in an attempt to re-coup their money? Yes there would have to be an RNS if ownership of that stake changed hands but what if they decided they were not going to bother? It would not be the first time. Anyway, just a thought.

JamesOxford what do you think?

Firepower1 you are a fool, sir. Do you have an education?

Firepower1, I do not understand what you are doing on this chat. You are neither a Mobico shareholder nor do you have a short position. Why are you here?

It is April fools day today is it not?

From the Supreme Court judgement from August 2025:

“The application of the test [of unfairness] in each case will, inevitably, be a highly fact-sensitive exercise” (297).

“The relationship [between Mr Johnson and FirstRand ] was unfair within the meaning of section 140A of the CCA, by reason in particular of the size of the commission, the failure to disclose the commission, and the concealment of the commercial tie between the dealer and FirstRand” (340);

"The mere fact that there has been no disclosure of the commission, or only partial disclosure, will not necessarily suffice of itself to make the relationship between lender and customer unfair… It is a factor to be taken into account in the overall balancing exercise required under section 140A” (320).

Within this context, the FCA scheme announced yesterday looks to be illegal.

Chid was an utter idiot. Nothing he posted on here made any sense. I suspect he was a Russia AI in training and like most things Russian he did not function very well.

https://www.youtube.com/shorts/k4sglbOSt4U

Of course Mobico bonds have sold off. 2 year gilts have gone from 3.5% to 4.5% since the start of the Iran war. The £250m Mobico bond maturing in Nov 2028 yields 7.5%. Kinda makes sense given where the 2 year gilt rate stands.

Firepower1 is a minicab driver. As such he is not qualified to give investment advice.

Something not quite right with this share price. Why is it tanking again? I thought management calmed investor fears......

Firepower1, are you saying that you think anyone holding Mobico shares should sell them?

FT article just published says redress scheme will favour the banks greatly.

https://www.ft.com/content/a9db85f2-2854-4041-8b04-f8e63697f2b2?syn-25a6b1a6=1

Darren Smith, managing director of Courmacs, said: “We are launching this omnibus claim because the FCA’s proposed redress scheme looks like it will massively short-change car finance victims. As solicitors, our duty is unambiguous: to advise our clients on all their options to seek redress and secure the maximum compensation for each of them based on their individual case.”

We know from this weeks FT article that banks will challange the scheme. But let's see the details of the scheme, the devil will be in the detail when it comes to how much it will cost the banks. Not long to wait now although it looks like knot was right and were are heading for Judicial Review.

Here is the FCA boss on TV last night talking about the scheme to be announced on Monday:

https://www.youtube.com/watch?v=4liEvuaFKT4

Page 15 of Mobico FY 2025 presentation say: "At 31 December 2025, 94% of Group debt at fixed rates".

So Firepower1 is just a bitter fool. He lost money on Cineworld, any fool could see the Cineworld business model was bust. No one goes to the cinema anymore given all the streaming options like Netflix. But people still use buses especially when the oil price is so high and petrol so expensive to run a car. Firepower1, I put it to you, you are a fool my good man. An utter fool! What say you?

Is Firepower1 just a bitter and disenchanted soul who lost a lot of money on Cineworld and now everytime he sees a share price call he thinks it is another Cineworld?