Member Info for Rocket79

Same added this AM drop over done.

On the 15th jan when share price was 227p. The Times had an article on TrustPilot and a Buy rec. Even more of a bargain now.

Advice: Buy

Why: Trustpilot shares are in recovery mode with more to come.

We will hear more details at next update. That should clarify things. This is extremley positive for Mobico.

Crucially, the "comprehensive agreement" mentioned in today’s RNS includes a financial reset. While they will still operate these lines at a likely thin or negative margin until 2030, the "material reset" implies that the PTAs are providing immediate financial injections (the rumored €200m+ settlement) to cover the bulk of those expected losses upfront.

Today’s RNS is a defining "de-risking" event for Mobico because it addresses the primary source of financial instability within its German rail business. By converting the RME contracts to a gross contract structure, the company has successfully eliminated revenue risk—meaning its income is now protected from fluctuations in passenger numbers and will align with modern, stable industry standards. Simultaneously, shortening the loss-making RRX contracts by three years allows Mobico to exit underperforming obligations significantly ahead of schedule, freeing up capital and management focus. This "material reset" transforms a volatile, cash-draining division into a sustainable, capital-lite model, providing a clear path to improved earnings quality and debt reduction. Consequently, the share price should appreciate as the market re-rates the company, removing the valuation "overhang" caused by these previously open-ended liabilities.

​Key Takeaways from the RNS:

​Revenue Protection: RME (RE 7, RB 48) moves to a fixed-fee (gross) model from 2026.

​Early Exit: Loss-making RRX contracts (RE 1, 5, 6, 11, 4) now end in 2030 instead of 2033.

​Sustainability: The deal secures long-term stability with formal legal completion expected by June 30, 2026.

Expect this to trade above 30p next week. Good luck

The deal transforms the German rail division from a source of unpredictable losses into a sustainable, "capital-lite" business. It significantly improves Mobico's balance sheet and makes the company a much cleaner prospect for potential future suitors or for restoring dividend payments.

40p incoming.... not on radar of Investors yet...

From the german article .

​Cost of the Deal: The settlement will cost the German transport authorities significantly more than €200 million.

​Contract Changes:

​Loss-making lines (RB48 and RE7): These contracts will be shortened, ending in 2027 instead of 2030, allowing Mobico/National Express to exit these unprofitable services earlier.

​Profitable RRX lines: These contracts will be extended until 2035, providing long-term revenue stability.

​Security for the PTAs: In exchange for the financial relief, Mobico's German subsidiary is reportedly being obligated to continue operating the trains even in the event of a future sale of the business.

We will also now be a takeover target. 80-100p

Agree a more sensible valuation is 80-100p. This will be over the next 12 months. Buy and Hold

News stated end of week for signing. Next week this will be 40p imo

Lets get Mobico back to a realistic value. 80-100p by end of year imo

This is fantastic as the German debacle has been weighing on Mobico share price. Once sorted watch this rerate..

Possible signing end of week. This will be over 40p

According to news it’s 200M. Let’s hope another RNS on next week.

https://www.nrz.de/niederrhein/article411039507/rrx-keine-wilden-streiks-mehr-nationalexpress-und-vrr-einigen-sich.html?utm_source=chatgpt.com

They need yo syart screening now. Dont make same mistake as covid

Apparently there is no vaccine which is a bit worrying. There is a vaccine in trials

Now is not a time to be out of Novacyt imo. Buy

As news spreads about Nipah virus, a disease with a mortality rate of up to 75% then share price will rise.

Other countries have now also stepped up screening.