Member Info for MaryBr190

Think PRU is based on China outlook and OCDO is a basket case (excuse the pun).

GLA

Was hoping for the160p to add more and will be patient.

Off to renegotiate now with Privilege, wish me luck.

Should be a fun one, especially if the improvement is confirmed. 120 or 170p place your bets.

Standing by ready to add or trim as usual. Good luck all.

@ Asleep

FYI

https://www.shiftingshares.com/what-is-an-uncrossing-trade/

Poker

Where is your gut here? Long term a turnaround for me. Eventually a bottom that will hold.

Content that we have not hit the 55p again so all in all higher lows.

FishB - you hit the 7 figure holding yet ?

Always fall for a sob story and yes if I say I am adding, then beleive me I am. Add & trim to win.

There was a nice lift from 55p to 92p and a few other mini rallies that helped average down significantly if taken. Thank goodness.

Looking forward to the offloading on the way up to bring average sub 46p (excluding dividends)

Here's to better times ahead. Soon be back over 70p again and more. When others fear and all that.

Fishb - are this rate we will soon have to release our TR1 forms :)

Hard to type up as the call was a poor quality and most of the questionners sounded like something from 'Allo 'Allo. Tried my best so hope it was useful.

I am adding.

North America - discussions very early stage ! so do not hold your breath.

German negotiation - will be after results.

Affects whole industry so not Mobico specific.

Pretty vague.

Talked about 15m this year, as per RNS, overall the German contracts will be profitable by 20m for the remaining contract term.

In the forecast there is an average of £10/14m annually. This will peak at 24m in 2024 and revert lower in future years.

Performance bonds - unable to answer allegedly disclosed information.

Goodness, the analysts are so poor and they do not understand. So much for an interogation,

If I am hearing correctly, the announcement was going ahead until the changes were published (that seems positive) and feeding into FishB - I think they just said that the provisions may even be written back.

So Cosmen's add cheaply, investors are spooked and grateful for a lukewarm offer.

In 2024 they will be a double hit 24m - what a clanger to admit to that was not in the RNS.

Run lol.

The moderator did not like my questions as they are only discussing the German issue today and they were not put though.

Guess it was a long shot to ask outside the box. Seems to be only analysts allowed to get through.

Amateur hour - not convincing me at the moment.

Jam waffles for breakfast.

Seems measured and all progressing, Reading just the RNS it seems.

Surely now the fix is in as they cannot have several kitchen sinks left.

Only aware last week of changes, not anticipated as last changed in 2016 !

Here we go - only German issue.

German govt indices change.

Great questions indeed JG. Let's see 40p today as I want to treble.