Member Info for Saab93se

@dynaheir 100%. I understand why the share price would drop due to declining revenue and increasing debt but it’s chronically undervalued. Should be more like 100p+ down from 200p, not sub 50p from under 70p. How many companies have a debt to ebidta ratio of 0.3%, £100m operating profit, well covered 14% dividend yield and market caps under £200m

The downward pressure is a bit odd this close to the dividend. I can see no reason to sell. Very few UK companies are offering this kind of yield to investors.

Doubled up. The bonds are holding strong. Pretty sure they’d be crashing if there was anything to really worry about. https://markets.businessinsider.com/bonds/mobico_group_plc-bond-xs2259808702

Probably wise. I reduced most in my portfolio but doubled up here. I think these kind of high yield dividend stocks will be a safe haven during periods of market turmoil.

Sent my daughter to school by bus today for the first time ever. Worked out cheaper and surprisingly quicker than taking the car. I know it’s not strictly Mobico but that’s one new customer for public transport and there must be millions more throughout the UK and Europe looking at using buses, coaches and trains more in the very near future.

Schwee, I can’t find any evidence that the pension funds are still a big drag and I don’t understand why it’s so important that a review is published asap. Can anyone explain?

It only made a loss due to a £222.8m non-cash impairment charge. But isn’t dividend cover usually based on adjusted earnings? Will look further into the pension fund cover thanks 👍🏻

It does look incredibly cheap. I’m doing a little research, reading up on the company history and looking through the results etc and trying to work out what the catch is, why is it so cheap? A well covered 4.46p dividend only two months away too

Definitely. I panicked and sold at a loss yesterday just because it’s not clear how low the sp could continue to fall, despite the recent positive news about betMGM. With Marshall Wace shorting it heavily and probably more sellers behind the scenes, I’d rather buy back when it’s finished falling.

I expect MGM Resorts are asking the same question.

I’m not so worried about the short presence, if anything I guess it partially explains the disparity between the “recovering” bond and the share price. I note Arrowstreet got their short with Greatland Resources spectacularly wrong.

Can anyone explain why the bonds have recovered over the last 6 months while in the same timeframe the shares are 40% down?

https://markets.businessinsider.com/bonds/mobico_group_plc-bond-xs2259808702

I’m not invested in this share anymore but I might buy a few tomorrow just to annoy the short sellers. Glg Partners are scum.

Big timetable change: National Express is fully operational again with more than 120 new train drivers. From the 14th December all RRX

lines as well as lines RE 4, RE 7 and RB 48 return to the regular timetable.

Cologne, 2. December 2025

For the big timetable change on the 14th. In December, the National Express Rail GmbH (NX) will be travelling according to the regular timetable for the first time in almost two years. This ends a phase in which the train operator - like many other railway transport companies (EVU) - participated in a timetable reduction coordinated nationwide with the authorities.

The background was an industry-wide shortage of skilled workers and the dilapidated rail infrastructure.

Construction site-related longer travel times and daily incidents further exacerbate the already tense personnel situation. The result: In 2023, every seventh train in NRW was cancelled; often due to a lack of staff. In order to improve the reliability of regional transport for passengers, the range of journeys in North Rhine-Westphalia has been reduced as planned from 2024; most recently for the timetable year 2025 by around four percent. Except for the most passenger lines RE 1 (RRX) and RE 5 (RRX), all train lines operated by NX were affected by this reduced offer.

The return to full operation in mid-December is the result of a consistent personnel and training offensive of the company.

Until the group updates investors on medium term financial targets, who knows where the bottom is? Could easily be the beginning of the end for Evoke. I expect there will be the odd relief rally, especially if short sellers start to cover but where the share price lands is anyone’s guess. Maybe low-20’s 🤷‍♂️

That RNS from Pier is like a cry of despair. I don’t think there is anything positive in it other than Evoke might eventually gain a bigger market share if smaller operators fail. Which for now is a pretty poor incentive to invest. I’ll be looking for Director buys (or sells) to indicate the company’s chances of survival.

From the H1 results in September: “Covenant gearing of 3.0x, prior to NA School Bus proceeds - expecting c.2.5x by year-end”

Would this be end of financial year or end of 2025?

Over £65k of shares dumped in a flurry of automated sells as soon as SP hit 26p. Must be the hedge funds selling and buying between themselves. Would love to know exactly how much they make from 0.1-0.5p price movements.

“The operator has stated it will provide 355 journeys across 96 locations on Christmas Day alone, with booking for this year up by 50% when compared to this time last year.”

Friday’s closing price was 35.54p

22.08.25 16:35:03 35.540 GBX 558,481 198,484.15 UT

(Source: The London Stock Exchange)