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Recently loaded the stock and made some use share price discounts post results, my average is sub 150.
I will revisit now only when the company decides about initiating dividends
Happy to leave this alone for now
Sure to make a decent profit here
Debt reduced from last year
Profits record high
Future Bookings looks promising
The company made its first post Covid profit last year and a new record profit the following year
Yes, we can highlight the debts and bring the stock down whenever we want
I am planning to buy more tomorrow
The stock price doesn’t make any sense
They made 3.5 billion profit last year
The market cap is 7.2 billion
The stock can’t remain at these levels for too long
The parents of course expected A star, the boy managed an A, has promised for another A in the next term and hopefully start getting A stars from next year…. He actually deserves a party, definitely not any whipping ….
He is doing fine …. It was a good performance…
I bought some today
Plan to add in bulk if oil prices reversal take momentum
Best wishes for all longs
We might be close to the bottom … even if we are not … happy to keep accumulating at these levels
Taylor wimpey showing strong resistance around 100… good entry point will be around 10-15 percent lower … don’t know if it happens but house builders are not flying any time soon so don’t mind if I miss but will commit long term around those levels
I have not seen any negative commentary from the company so far this year … apart from debts the business seems to be picking up … the ticket fares are also going up now … see no obvious reasons to worry but I must compliment the shorters, that really squeezed this stock very hard …. Next time I would be careful when shorters are encircling …. These guys can really damage even a decent company …. I not worried about loosing any money here but it will be longer hold than I initially thought
Best wishes for 27th July
Mr Quickdip
Although no one will deny a quick-dip and extract easy money… some stocks do better with long term hold… you need to make sure u are with the right company in case you are in for long hold…Mobico is ok as far as I am concerned for long term
The turnaround will happen …
Can’t say it’s happening now or may be in few weeks time
If you can speculate that well then you are wasting your energy in this forum as most people here can’t
It’s only in retrospect people know what they did was right or wrong and here time frame matters
The stock was 300 plus with same debts .. yes interest rates have increased but coaches and buses are still the mode of transport as they were before …
Covid have indeed passed
I understand train strikes may only cause some direct benefit to the company even though it’s a reliable revenue sourse
Train tickets are much more expensive than before
To reduce debts
The company needs to reduce/ stop dividends for some time
Avoid replacing vehicles where they can
and increase coach tickets by minimum 15 -20 percent
The stock will creep back and they vultures on the fence will start latching back
No one will educate them on debts / EBITA
If the management is listening there has to be an increase in ticket pricing to reflect increased cost on the company to manage higher interest rate payments
All airlines have already done this
Each business will have to work on a strategy how to keep their books healthy
It’s not possible to increase drivers pay and absorb higher oil and inventory cost if this is not matched by higher net profits
The business have the right structures in place to make this happen
End of the story
Very confident that company is doing well and prepared for long hold … if the stock goes under 100p will add more … and if shorters make it cheaper will keep on adding at every 10 percent drop till my funds last …
I am not the one to lose sleep with NEX … aim is make the shorters sweat
This is one a test case …
But I am preparing myself to add a significant chunk if this gets to double figures
Ha ha
As I mentioned before I don’t think just shorters are responsible for the current stock price
Someone is constantly selling ? May to be help shorters
I think we may have more pain before we see any gain
The markets will approach 8 k soon and we will see another significant correction on some pretext…
If this stock doesn’t rise when the markets remain green and falls every time there is market correction how do we the stock price rise ?
If 110 to 117 is any significant increase while there is about 1/3 reduction of shorts I am not very hopeful for price rises we are expecting on this forum
Where is the corresponding rise as the shorts are closing ?