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Lets hope the market is finally getting the message, lots to look forward too

Moneymunch, Licensing deals and partnerships are actively formed and announced at the BIO International Convention.

We all know thats why Gad joined the Board in the first place and why he's going to be there, he's the dealmaker.

Morning all. A couple of days earlier than predicted, but excellent timing from management to drop this clean, legally signed contract completely ahead of the June 30th deadline. The shorts are utterly cornered.

But check the killer detail in the text: the RME contract converted to the risk-free gross structure "from 1 January 2026."

Think about the legal mechanics here. For the last five and a half months, Mobico has been operating under the old, painful conditions. Now that the deal is backdated to New Year's Day, the German Authorities must legally reconcile the books.

This locks in two immediate balance sheet wins for the upcoming July audited accounts:

1. The Retrospective Cash Adjustment: A balancing payment is owed to Mobico to match the guaranteed baselines of the new model for H1.

2. The Provision Write-Back: A huge chunk of the £133m onerous contract provision sitting on the books to cover future German losses is now entirely redundant. KPMG can write it straight back.

The RNS explicitly notes that "further details will be contained in the Group's audited results in July." Today was about delivering the operational knockout blow and trapping the 5.70% short base. July is when the auditors put the multi-million pound balance sheet upgrade into black and white.

Downside insulated, H1 retroactively upgraded, and the bears are officially trapped heading into the weekend. Strong hands win.

My guess is the middle of next week. Francisco "Paco" Iglesias was officially announced as the new Group CEO on March 25th. Dropping the final, locked-in German restructuring data on Tuesday, June 23rd or Wednesday, June 24th marks exactly three months to the day since his appointment was made public.

Aligning the announcement with that specific three-month milestone makes perfect strategic sense for a couple of reasons:

The "First 100 Days" Milestones: In corporate leadership, the three-month mark is universally watched by institutional investors as the end of a new CEO's initial assessment period. Delivering a massive, structural restructuring win at exactly this moment allows Iglesias to show the City that he isn't just settling into the chair—he is actively executing.

The Mid-Week Liquidity Sweet Spot: Tuesday and Wednesday are the absolute best days of the week for maximum stock market impact. Releasing a major RNS on a Monday often gets swallowed up by a backlog of weekend macro news, while a Thursday or Friday release gets muted as traders wind down for the weekend. A mid-week drop gives institutional fund managers several full trading days to digest the numbers, update their models, and reallocate capital.

How's that for a positive post J O

Morning all. Anyone watching the FirstGroup (FGP) numbers this morning should be thinking about what it means for Mobico. FGP absolutely smashed it—adjusted operating profit beating consensus at £219.4m, a roaring 33% revenue jump in their bus division, and a fresh £100m share buyback launched.

The direct read-across here for Mobico is massive. The shorts have spent months trying to spin a narrative that UK mass transit is a low-margin graveyard, yet our closest peer just proved the sector is a defensive cash cow.

The pieces are falling into place beautifully for an explosive structural re-rating here:

1. The Macro Headwind is Completely Blown Away When oil spiked back in March over Middle East tensions, algorithms aggressively pinned Mobico down on fuel margin fears. Now, with the official peace agreement signed and Brent crude collapsing back down below $78, that entire bear argument has evaporated. Lower input costs mean Mobico's underlying profitability is quietly getting a massive upgrade.

2. The June 30th German Catalyst (Days Away) We are sitting less than two weeks out from the hard deadline to finalize the German Rail restructuring. Converting the RME lines to a risk-free gross contract structure and shaving three years off the loss-making RRX contracts completely rewrites the risk profile of our balance sheet. This isn't a vague target—it’s a binding legal deadline that unlocks the final July audit sign-off.

3. The Trapped 5.70% Short Base Citadel, D.E. Shaw, Arrowstreet, and GLG have been using the quiet news period to aggressively press the price down to 22p, trying to shake retail out for cheap liquidity. But they are playing a dangerous game of chicken. The Spanish transport dynasties (Cosmen/Casla) already lock up nearly 30% of the float. There are simply no loose shares available when the algorithms are inevitably forced to buy back and cover.

The Bottom Line: FGP has verified that the industry economics are robust. The macro environment has turned highly supportive. Now we just wait for the hard ink on the German contracts followed by the audited numbers next month. The funds can manipulate a boring trading afternoon, but they cannot stop the hard facts when these deadlines land. Sit tight, ignore the intraday noise, and let the clock do the work. Strong hands win here.

Exactly PickedPeck , no shouting off the rooftops until the ink is dry.

Today's RNS layout explicitly highlights "Inside Information" for a reason. The board is laying out the exact regulatory sequence.

Trial wraps up this month (June).

Data is unblinded/audited over the next few weeks.

Top-line results MUST be released via RNS under LSE disclosure laws ASAP.

Anyone thinking we are waiting until October to find out if the trial worked doesn't understand UK market rules. Genflow is legally required to update the market the moment the top-line numbers hit the desk.

What the Toronto summit in October actually represents is a massive commercial catalyst. Eric and Gad have essentially put a ticking clock on the desks of the Big Pharma companies currently auditing the data room. The message is simple: sign a term sheet now, or face a bidding war once this data is showcased to the entire global biotech industry in Canada. Hold tight for the AGM on the 29th!

They must have really impressed at the AVCIM last week.

Morning JO, I see you are still posting regularly, I have decided to step back sit on my hands and let this run its course, which after much research has a long way to go if you ignore the daily noise.

The shorts are trying to control the narative at this moment so they don,t course a squeeze and they get wiped out, but as we move through the week the price will be much higher by Friday and the whingers will have excited leving the spoils for the strong hands.

I could be talking Boll*x of course but time will tell.

Try this one. https://www.investmentreports.co/interview/dr-tom-madden-2305

Interesting interview with Tom Madden on Linkedin, Co Founder of Acuitas. https://www.linkedin.com/safety/go/?url=https%3A%2F%2Flnkd.in%2FdXeb-QDb&urlhash=e0Cc&mt=yY3GBBjO549W1aqS_fPmxwY3YnGO0-xkjXiUZPiU2gmNhXL157KnkcwrXyLLLX_zBUtAjqAsgp9pCEbrJvk2rrZCJfy5qxq0Z2lC1-RNBB86DNm-7Fzynzgc1Hs&isSdui=true&lipi=urn%3Ali%3Apage%3Ad_flagship3_feed%3Bwd078BL2QDOg3Yvd8QayhA%3D%3D

Are you Bored this morning JO ?

Its really positive that they have responded quickly and havn't given some fluffy answers to fob off the private investor which I have found is the case when contacting Investor Relations of other Companies.

So to me it basically reads sit tight and all will be revealed.

Hi Future Finder , you have to go to Seatle tomorrow to view the Poster😂

We only know the Headline of the poster the details should be available after the AVCIM starts

PickPeck, I hear what you are saying, it is a difficult one to call, they my release an RNS in the afternoon to coincide with the US markets waking up and it won,t be a full data release just enough to keep retail investers engaged just bfore the AVCIM kicks off, a bit like the World Cup.

@HelloDave. Brilliant analogy using the Mosh Pit, just about sums up the whole situation perfectly. Just needs the last song to be played and then back to business as usual.

This is obviously not just a talk in Seattle, it's a commercial pitch. By presenting at the ACVIM (the premier veterinary medicine forum), they are putting the data directly in front of the animal health partners they are trying to license this to. If the Q&A at the conference goes well, it could be the catalyst for the "Tier 1" partnership announcement we are waiting for. A successful presentation in Seattle acts as a bridge for institutional investors to start comparing Genflow’s "living organism" data to the multi-billion dollar valuations of US-based longevity startups.

I'm certain Gad Berdugo will also be at the event in the background networking with the tier 1 Pharma in attendance and US Funds, pointing out the Valuation disconnect between Genflow and NewLimit is a no Brainer.

Morning Moneymunch, volume seems to be picking up this morning and hopefully we get an RNS either wednesday or Thursday before the AVCIM kicks off.

the valuation is just ridiculous at the moment it should be way higher.

Do you think the headline title of the poster that says "IMPROVES clinical endpoints" suggests they have conclusive data to share, because in certainly seems like it.