Mobico Share Discussion Threads

[navigo] 12/10/2023 16:05

I have a funny feeling I have just bought in here at 61 -

[the imperialist] 12/10/2023 14:26

Great post. Rare for such acumen on here.

[warrenbuffet73] 12/10/2023 14:22

Buy while you can at these prices

Solid company been around for decades, growing revenue and profit

Pay down debt and we’ll be fine

Stop stressing everyone

When you think about the bids for First, stagecoach and go ahead, all £600m to billions

People want to buy coach companies for a reason. We’ll be next, just need patience

[the imperialist] 12/10/2023 13:57

You stick to bonds NY Boy.

[warrenbuffet73] 12/10/2023 13:55

Good opportunity to trade this

I reckon we’ll bounce back up to 65p today

[ny boy] 12/10/2023 13:38

Strong US data again, so higher rates and higher for longer, treasury yields higher.

No incentive to buy equities really, certainly not troubled ones dyor

[cirlbunting1] 12/10/2023 13:19

Just bought in. 1st tranche

[the imperialist] 12/10/2023 12:24

NT to buy?

[the imperialist] 12/10/2023 12:22

Up we go. Rinse and Repeat.

A lean, debt reduced, profitable Mobico is what you're investing in today! (forward looking)

[diku] 12/10/2023 12:22

This company won't be the last to cut/rebase/stop divi if rates stay high for longer...

[the imperialist] 12/10/2023 12:04

Holdings RNSs over the next few days should show who the bedwetters handed their shares over to. GLA

[the imperialist] 12/10/2023 12:02

Blue finish anyone?

[dov] 12/10/2023 11:05

Possibly less than it could do if it wasn't aDistressed seller perhaps

[value viper] 12/10/2023 10:55

Has anyone an idea of what the US school bus business sale might bring in ?

[hatfullofsky] 12/10/2023 10:52

Nice post YieldMonkey however I nearly stopped reading after the first sentence....

"as I am bored on a sunbed on holiday" dodgy weather or are you on a Sunbed retreat ?

[yieldmonkey] 12/10/2023 10:25

All,

I dont follow this stock closely these days but as I am bored on a sunbed on holiday I will give you some thoughts as an old grizzled investor and retired merchant banker....

Firstly, I always find that following a negative shock to ones wallet like this, people go through the "5 stages of grief" - seems we are a the denial/anger phases with a few people moving on to the "bargaining" phases i.e. thinking a bid will come in etc, undervalued etc.I suspect that stages 4 and 5 will be reached over the next few days and weeks.

Secondly, posters on forums seems to think that their bullish or bearish posts might move the stock price. Aside from the very smallest of microcaps, I can state that whatever posted her has absolutely no impact on the share price on a FTSE 250 stock with millions of pounds of shares changing hands on a normal day never mind today.

Thirdly, whilst I spent a career creating these kind of leveraged asset-lite structures, I always hated them and knew that when the tide goes out these are (once good) companies that will be left high and dry!

DYOR

[justiceforthemany] 12/10/2023 10:24

Hedgies in the know again here eh?
Board should be investigated, CEO sacked for a woeful performance.

[seball] 12/10/2023 10:16

Buying more at these prices, total over reaction and drop overdone. Good luck all

[xxx] 12/10/2023 10:08

The Helen Weir effect...

[billy two cocks] 12/10/2023 10:07

"The Imperialist
12 Oct '23 - 09:51 - 486 of 487

You broke your 2 x Kebab and chips record?"

Probably made more than enough to buy your house.

[hatfullofsky] 12/10/2023 09:55

HY guidance for eFY24 Adj Op Profit £200m - £215m
Q3 update guidance eFY24 EBIT £175m - £185m
HY eFY24 Interest £75m
eFY24 Depreciation £200m

£838m of facility headroom


12.5% downgrade leads to a 30% share price decline. This market is brutal

[the imperialist] 12/10/2023 09:51

You broke your 2 x Kebab and chips record?

[billy two cocks] 12/10/2023 09:51

All shorts covered. Out for now. Maybe early but very healthy profit.

[salpara111] 12/10/2023 09:26

Not a holder but for those who are, be aware that the fall today would see them automatically relegated from the FTSE 250 at the next reshuffle which would require all tracker funds to sell out.