Member Info for Polishcap

Good shout re Milenium

You reckon they’ve bought a load of Mobico debt

They are getting best part a quarter of a billion next money

On close

No way they need any more money at this point in time unless Alsa goes on some crazy m and a spree

And the market cap is £160m or whatever

They could use even half the American money and buy all the company back

It’s truly insane this

I also reckon millennium capital were in that monsterous number this evening

See they increased there short yesterday so drove yesterdays fall as an aggressive scare tactic to drive retail punters to sell up ahead of tonight’s triple witch

Let’s face it it’s been a woeful quarter for Mobico but most of it has been driven by dark dark arts to this level

No it’s not a sell researched the below

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

It’s basically all the people who have made money in the past 3 months trading dragging Mobico down to this level have just got out thanks to the market makers if they have that stock . I can’t see any other stock near the level of Mobico tonight (4.2 per cent ) so it’s very significant just how much naughtiness has been applied to the share in the past quarter

So anyone left short in here I fancy a big rebound is ready and the charting and yoy suggests similar

June 21 2024 was triple witching last year .it was the low point the share price got in 2024 and it rebounded after this date strongly

June 20 2025 - wouldn’t surprise me if something occurred similar with over 4 per cent of the company just churned there at the bell

Professional shorts know what’s coming

Good to see the euro continue to strengthen too

Pretty sure MC have a building unseen long they are incredibly risk adverse and to build a short at 26p is potential suicide

Past 6 weeks show. 3 x 10 basis points wace and 2 x 10 basis points glg and 100 basis points cosmens

These shares need to come from somewhere so the makers are Working her harder than an Amsterdam lemon to wring out the weak with no let up

Like last year if you traded it is was 48p in June and then 90p early December so judging it’s going to take that sort of time period but you could have made a tasty gain trading

There is a big reason stocks go up and down and not in straight lines (volatility ) weak and Rich

Young summer Spain renewed July 1 commences

Excellent news

https://www.surinenglish.com/spain/the-government-approves-tuesday-the-summer-youth-20250610074733-nt.html

I could really see the value to everyone apart from the cosmens here of doing this deal

Hopefully an activist gets it on

I know loads of business that trade at multiples of their NAV

Because there operating performance shows where the value of the business is

This is something similar

If Alsa generates 250 EUR ebit and 360 EUR million ebitda I don’t see what the drama is about . Granted though the biggest thing they need to sort is get a floor under Germany as fast as possible so it pays it’s own way from a cash perspective and isn’t subsidised by Alsa anymore

Public sector tendering is a pain re time lines but this is dragging

Was 30p now 125 on a takeover

The 2026 version of metro could be Mobico

This is getting suppressed to get holders out

Https://en.7news.ma/spains-alsa-group-secures-full-ownership-of-rabat-public-transport-firm/?amp=1

Mental

Https://www.bloomberg.com/news/articles/2024-07-04/eqt-german-tycoon-buy-1-billion-stake-in-greyhound-owner-flix?embedded-checkout=true

Just keep reading this . I do to remind myself how undervalued Alsa is here at a market cap of £160m EV of 1.65bn

Alsa ebitda is 3 x FlixBus

If we had the same multiple as FlixBus applied to Alsa the share price even with the debt would be over £10

Then Alsa has that medical transport company that’s flying

Ups bought a Canadian health transport company for 4 times revenue 2 months ago .

It truly is mad how much the German crap and the market is dragging Alsa down here

2.3m at the close and 750k at 4pm

Think that kinrav lad went Short at 8am

Few McBride heads watching this including one eyed pedro

He wanted his 24p though so may have just missed out on a 4 bagger for the sake of 2p

Time will tell for me this is being puppeteer by the city

Lol mezza

How is the coconut (Thg) treating you today

I’d rotate in to this you’ve got a LOT more chance getting your money back from that dog

Fair post

We’ve all got our reasons for being here

Mine is purely Alsa . It’s not going to 0 it’s absolutely not in the cosmens interest for this to go very low because you’ll get a trade buyer taking it off of them same for administration. They would have no control at that point it would go to the highest bidder so o believe the cosmens will always protect the downside

I do feel firstgroup paper offer could be coming soon as their share price is increasing a lot so a paper offer wouldn’t be much to them at this level

Pennies are just noise over the long term McBride should be a lesson to you

This company will be around in years and Alsa has a 8 year order contract book

Sometimes Pis deserve what they get because they are so fickle

Azvalor stated the Mobico investment has a 5-7 year time horizon

Fck me Pis have a horizon of 5-7 hours

Pedro didnt you bin bride at 40p because you thought interest was too high ?

Penny pinching pedro

If you think it’s cheap just be committed

Oil is hedged but DYOR

Have a read of the annual report or final results

They are fully hedged 2025 oil and 60 per cent hedges 2026 at virtually same rates 2024

Got a big trading pot for today though here

DYOR