Mobico Share Discussion Threads

[plentymorefish] 21/9/2023 13:09

Fascinating…………

[ny boy] 21/9/2023 13:01

Higher rates for longer said the FED, markets rolling over now, next few months likely to be rocky with volatility I’m staying short Dow & Ftse, recessions likely, nextvyear will be challenging imo

[holly1000] 20/9/2023 14:20

227, 000 buy someone closing short position? Or knows something.

[diku] 18/9/2023 21:36

Too many companies loaded with debt hence CB's will be mindful on further rate hikes...not to cause disruption to markets...so keep markets massaged for soft or no landing...

[billy two cocks] 18/9/2023 20:57

Free cash flow with this amount of debt = irrelevant.

Debt for equity swap anyone?

[billy two cocks] 18/9/2023 14:10

Anybody fancy a sweepstake?

Subject is the date of a profit warning.

Nearest gets a free coach ticket to Jaywick.

[navigo] 12/9/2023 16:04

Major Shareholders

As at 6 September 2023, the Issuer had been notified under Chapter 5 of the FCA's Disclosure Guidance and Transparency Rules of the following interests in its shares representing 3% or more of the voting rights in its
issued share capital: Shareholder Number of Ordinary Shares %ofissued share capital

European Express Enterprises Limited..... 73,778,153 12.01 per cent.
Liontrust Investment Partners PLC........ 39,306,348 6.40 per cent.
M&G plc……230;………................……̷0;……R30;……230;……… 30,663,661 4.99 per cent
Newton Investment Management Limited .... 29,583,062 4.82 per cent.
J O Hambro Capital Management Ltd ........25,165,433 4.10 per cent

so that's 32.32% of the shares accounted for and M&G have presumably not sold any more since they dropped under 5%

Didnt our Spanish friends used to be much higher ??

[navigo] 12/9/2023 15:57

Major Shareholders
As at 6 September 2023, the Issuer had been notified under Chapter 5 of the FCA's Disclosure Guidance and
Transparency Rules of the following interests in its shares representing 3% or more of the voting rights in its
issued share capital:
Shareholder
Number of Ordinary
Shares
Percentage of
issued share
capital
European Express Enterprises
Limited........................................................................... 73,778,153 12.01 per cent.
Liontrust Investment Partners PLC............................... 39,306,348 6.40 per cent.
M&G plc……230;……………………………;……̷0;… 30,663,661 4.99 per cent
Newton Investment Management Limited .................... 29,583,062 4.82 per cent.
J O Hambro Capital Management Ltd 25,165,433 4.10 per cen

[locky82] 11/9/2023 13:27

Ah you do think it's cheap as chips

[billy two cocks] 11/9/2023 11:37

creddy,

Why is this cheap as chips (considering enormous borrowings)?

[creddy] 09/9/2023 00:03

cheap as chips. on the face of it. but when you got several other companies vying for investment, cant see £3 any time soon.

[billy two cocks] 06/9/2023 08:07

......but with some current trading challenges and a highly leveraged balance sheet,’ Khoo said.

Well spotted Khoo.

[navigo] 05/9/2023 22:37

Mobico’s weakening shares move Liberum to upgrade
Liberum has upgraded Mobico (MCG), previously National Express, after a weakening in the shares of the transport group.

Analyst Gerald Khoo upgraded his recommendation from ‘hold’ to ‘buy’ but kept the target price at 100p on the public transport operator, which was trading at 84p on Friday.

‘Mobico is a good company in what ought to be an attractive industry, but with some current trading challenges and a highly leveraged balance sheet,’ Khoo said.

‘If management can overcome short-term issues and meet earnings expectation over the next two years, we see scope for a material rerating.’

The recent share price weakness has, for now, ‘shifted the risk-reward balance favourably’, leading to Khoo’s upgrade.

[seball] 04/9/2023 08:04

Undervalued at current levels. A long way to go before this is fairly priced. Good buying opportunity. Buy

[holly1000] 02/9/2023 08:16

Well Nav your above your psychological 80 level.

[billy two cocks] 01/9/2023 20:11

At last, facts.

Thanks Navigo.

[navigo] 01/9/2023 19:23

hxxps://www.shortdata.co.uk/company.php?isin=GB0006215205

[jsg123] 01/9/2023 14:05

Pays it out of FCF idiot.
How many companies with enough FCF that pay dividends have debt.
Answer most.

[billy two cocks] 01/9/2023 13:24

Seems to be plenty of bag holders here.

Still waiting for the bull case.