Member Info for MaryBr190

Have started re-adding ahead of the results early Sep. Seems that they will be stellar again.

Always trim a strong rise and then buy back the drops. Awaiting with the rebuy button.

Slipped off the rebuy yesterday as in too soon but got out at 78p (with a slight profit).

RNK always jumps around.

Webcast touting cost savings already tracking ahead of plan despite only starting post y/e and a further 50m savings next year - wow !

Asla a cash cow

Next year UK new contracts have a price hike of 10% included.

Dramatic improvements / strong / focussed / on time performance - buzzwords all over this presentation that the next 12 months should see the SP accelerate.

New school year, no driver issues. Renewed contracts above inflation so drivers are content.

All sounds great tbh

HOLD4GOLD

Now underway :)

North America sale no underway and proceeding as expected.

Fill your boots !

Webcast just started.

HL had a 75p momentarily ?

Shorters are about to throw in the towel

Regretting my 10% trim yesterday but still is was a sub 50p purchase so blah.

Https://www.mobicogroup.com/investors/results-reports-and-presentations/2024/

Click on webcast and enter any email

Heading North - seems investable again should consolidate higher,

More buybacks

https://www.londonstockexchange.com/news-article/OSB/transaction-in-own-shares/16628033

Looking promising.

Key

the Group confirms that the formal process to dispose of its North America School Bus business is underway.

Outlook

Based on current market conditions, Mobico remains on track for Adjusted Operating Profit for 2024 to be within the range of £185m to £205m, with improvement in covenant gearing, relative to FY 23, expected at 31 December 2024.

To date we have won 23 new contract wins, ahead of the same point last year, with revenue values of £91m p.a. (H1 2023: £72m), and total contract values of £622m. Average Operating Profit margins on those contracts are 11%, with 30% ROCE. The conversion rate on bids submitted and awarded was 25%.

£3 per share

Hunter gatherers - content either way .

Trimmed 1/10 to buy back if there is a drop but surely we are on the cusp of a rerate ?

Tee kitchen sink has already be scrapped !

No idea, other than US weakness at US open but got a trim above 80.4 earlier that I just re-added for 76.59 and the SP has bounced back up !

Https://www.londonstockexchange.com/news-article/OSB/transaction-in-own-shares/16626073?showDisclaimer=true

Never intended to hold as many in an ISA but kept adding below 70p as it seemed mad not to.

80.9 to sell now - they want the stock