Mobico Share Discussion Threads

[rusty9717] 24/10/2012 16:24

Me too.
Looks oversold now.

GLA

[2bung] 24/10/2012 15:57

Bought a few here.

[phillis] 29/6/2012 09:50

time for a little investment

[redartbmud] 07/6/2012 14:41

Yes, they have appalling punctuality and customer service levels as well!

[bend1pa] 07/6/2012 13:31

Very quiet board. share price at 2½ year low, badly underperforming within its own sector and nobody has anything to say?

[winston270] 29/4/2012 17:07

Interim management statement due Tuesday, would have thought that will bring further positive news & a further bounce in the share price

[winston270] 26/4/2012 00:37

I'm not sure so sure the drop is based purely on the Spanish woes, NEX along with other transport groups inc First Group, Go-Ahead & Stagecoach have been in a downward trend since First Group released its poor trading statement towards the end of March, that appears to have damaged sentiment across the board. At this level, I reckon NEX is worth a punt. What is also interesting, Elliot Advisors have been increasing their stake in NEX to 21%, it was this time last year that they got a candidate elected on to the NEX board on the proviso that they would leave Dean Finch & co alone for next 12 months to improve the performance, which they have certainly done, however the share price hasn't really moved / held on to its gains. I will watch with interest in case Elliot is plotting once again.......

[value viper] 25/4/2012 16:17

starting to buy here, Big dip on Spain woes I'm guessing with 40% profits from there etc. what's in the price now ? PE 8, Yield near 5%, good b sheet and tech support hit, risk reward looks favourable in my view.

[miata] 05/4/2012 10:42

Heading down to support?

[18bt] 29/2/2012 07:38

These are good results. The scale of the turnaround is magnificent and shows how badly the previous team ballsed things up. Debt still high, but this now looks like a lowly rated share with reasonable growht potential.

[phillis] 01/2/2012 16:31

so unloved but still moving in the right direction with a reasonable prospective yield

[praipus] 28/11/2011 09:45

NEX $

Crude

Carbon

[tricky1992000] 20/11/2011 14:14

Just got to ask, what kind of company charges 10p a minute to book tickets down the phone. Do they want business or not? Could not do it online.

[phillis] 28/7/2011 10:27

heading nicely in the right direction with a business model geared to these recessionary times

Sub 10x prospective P/E

[mechanical trader] 13/5/2011 09:39

NEX

Tipped inn Investors Inteligence this morning.....



Portfolio Update

Two long positions performed better than expected. National Express, a position initiated two days ago, broke to the upside (see right). This raises the possibility of a rally to 300p. We gingerly up the stop to 258p.

[mechanical trader] 13/5/2011 09:22

SP broken out through ceiling of uptrend channel. Very bullish signal. New upleg on way !!

[proj] 23/4/2011 14:51

I'm starting to look into this one, and would be grateful for any opinions - either way. My gut instinct says that with silly petrol prices and a recession, this should do increasingly well. But will the petrol/diesel prices strangle Nex's margin? As I say, any theories/views would be great. ATB all.

[redartbmud] 17/4/2011 18:10

My local Nat Express bus service is very poor.
Admin staff show disinterest when queried. Bus drivers often surly & unhelpful.
Timetable should be re-named lack of tome table.
10 min service often 40/50 minutes between buses, then 3/5 come at once. The drivers race each other, laughing & joking as they pass & re-pass.
No passenger I know has a good word for them.

If the rest of the business is as good as this the sooner sold the better.
Get someone in to run it properly!

[shawzie] 15/4/2011 16:15

"Elliott is also seeking to appoint three individuals nominated by them as non-executive directors ("NEDs")."

Tongue in cheek - NEDs, someone has a sense of humour.

[phillis] 15/4/2011 10:49

action hotting up
v little comment re an undervalued situation

[nellie1973] 25/2/2011 15:43

Tipped in press

[tricky1992000] 18/1/2011 23:42

no wonder the company is in the doldrums, try booking a london to paris bus journey on their website, both national express and eurolines.

[jas_ron] 18/1/2011 18:22

very lowly rated, decent cash flow, number of companies interested in acquiring this. shares seem a good buy imho at current price. recent trading statemnt a fewweeks ago better than expected.

[hannabella] 23/12/2010 07:29

National Express Group PLC

23 December 2010

23 December 2010

National Express Group PLC

National Express Group PLC is pleased to note that it has been awarded an extension on its c2c rail franchise by the Department for Transport (DfT). The franchise will now run for a period of up to two years to 26 May 2013.

Dean Finch, Chief Executive, National Express Group said: "We are delighted to have been awarded the extension. It is testament to our highly professional team who have made c2c one of the best performing train operators in Britain.

"We are resolute in our commitment to customer service and are determined to continue delivering the highest standards of train service performance, reliability and customer satisfaction."