Member Info for Polishcap

Clear as day what’s happening here

The cosmens are gunning for alsa as soon as bus is gone probably have cvc on the phone finessing the plan

The valuation of this monster is an utter insult to a lifetime of work and no wonder they hoovered 1 per cent of shorters games at 50p

Note if when bus goes there is still a USA operation with we drive you which should be lucrative corporates

Going to be fun this with shorters as They know if they ain’t out before the next rns it could be check mate

It’s ready to pop

Stonking 183 ebitda for a half year the weakest Half year and its equity value is 400m

Hheheheheh

Imagine if they don’t and Powell intends to cut Friday

The cnts

Quality

https://shortsell.nl/short/Mobico

Don’t let these cnts wriggle out

100 will be here soon

200p please

Some more aggressive directors buys like evoke and cosmens coming back in should finally smoke these short cnts

They sold. 200m share at 235p in 2020 raise for Covid

The debt was roughly the same as it is today

Alsa was just a tenneager but now is fast becoming a full fledged monster

Yet we are at 65pence

Alsa is a 3bn euro business

How an earth is it 1.5 x ebit

Mad

Can’t believe it

Some negative brats o here

Last week everyone was worried of a placing or rights issue

No talk of that now

Enough to destroy the debt forever

Bin everything else and your left with alsa the monster

That should be the aim here

What a monster alsa is

Ebit is on a tear in that business

Viva España

We are all so negative here and get why

But fundamentally growing Revs 7 per cent is very very impressive

Shorts may try to play us but this will come good

Well done keep the momentum

World of pain this is in

Debt component is awful

70m a year costs on 660 gross debt

The banks have had them off

How can there be anything for equity holders if the bod won’t do anything it’s death by 1000 cuts

Still well over valued vs most listed companies on EV multiple

No divs no buy backs etc and none likely for a long time to come . Market has quiet rightly pressurised the BOD and time for it to respond properly

Makes it impossible to invest . Shareholders need to be looked after and they clearly aren’t being

The office is more hype Where has the 1.3bn gone since ipo and 2021 .

As for the continual 100m on capex on ingenuity it’s returning incrementally what 5 per cent ebitda being generous

No where near enough to justify a collosal spend

That’s the point John they are saying they needed time for the fares to kick in

Stay patient it’s all about narrative it’s been played by wace

If this piece of junk below which carries about 3 per cent of what we do is 1.3bn usd we will get a buyer when the time is right

https://techfundingnews.com/zum-this-female-led-startup-unicorn-zips-140m-to-drive-ai-powered-innovation-in-school-transportation-valued-at-1-3b/

Look at q1 trend will maintain

This is all about if they are getting. Operational grip on the business with the lag they needed

As Pedro says time for it to wash through

Ps there is Fck all stock around traded it and it jumped

Spread as large as ever as well

Just wish the board would do what the evoke team did

Aggressively buy the lights out

GLA

Exactly . The way the equity is priced it’s on the verge of collapse

Don’t let wace steal your shares in fact buy the fcking lights out like evoke did last weeek

Only way you flush out shorting scum

Why would results be delayed they are unaudited interims not finals

I don’t think there will be any equity raise at this point

I still see this as glass three quarters full investment but the biggest risk is the directors which apart from the comens should be paying the company to be there not the other way round and are stealing a living . A

Bunch of toddlers would do a better job . Take the evoke directors bashed in a mill of share buys last week our lot put in a token 80k so if they don’t do more post results it’s a disgrace

I take immense comfort from the cosmens and alsa whatever the next months bring as o know this is a 2bn to 2.5bn euro business if put for sale