Mobico Share Discussion Threads

[warrenbuffet73] 25/1/2024 04:15

BTC what do you think the Cosmens intentions are?

I think takeover or to block cheap takeover. As Azvalor bought around a similar time I think it suggests their intention to buy us out

[warrenbuffet73] 25/1/2024 04:04

Oh dear BTC

There’s no fire sale

The business will sell for good money. Debt will reduce significantly

Forget the 2023 multiple on earnings, it will be based on 2024 contract value and anticipated earnngs x a lower multiple I suspect. I reckon worst case £500m, best £1.5bn. It all depends what somebody is prepared to pay and the US had money in spades

[billy two cocks] 24/1/2024 22:15

Your comments are very bullish, but deluded.

Question.

What are the Spaniard's intentions?


Question.

How is debt in excess of £1b going to disappear? (the US firesale won't dent that).


Thanks,

BTC

[chester9] 24/1/2024 22:06

Cosmens buying is driving confidence that something is happening.Technical information is a powerful momentum indicator as are higher highs and lows, that's why it's interesting. Charts are powerful when combined with fundamentals and news flow.

[gasman micro penis] 24/1/2024 21:49

I continue to hold. Long and strong. Will take part any fund raise.

[gasman micro penis] 24/1/2024 21:38

Placing Likely. Painful, but welcome in the long run.

[toby hall] 24/1/2024 19:52

Today was a good day.
The share price closed above the 200 dma for the first time since June of last year.

I have resistance at 90.88
Once that is broken, it’s a brisk run to 104.87
Daily and weekly chart look ready to fly

[chester9] 24/1/2024 17:57

200 day ma breached and held. Looking good.

[brucie5] 24/1/2024 17:37

Well, don't speak too soon. It's only stuck a snout of the kennel. Now it needs to leave it altogether.

[warrenbuffet73] 24/1/2024 17:33

We held above 90.5 finally. On way to a quid

Shorts reduced today too

[jeff h] 24/1/2024 16:37

Navigo - I think that company relates to the Cosmen interest in high speed trains

The Cosmen family (Alsa) buys 12 trains from Alstom to compete in the Channel Tunnel starting in 2025

The project, which has an investment of 1,160 million euros, has been underway for three years and will be expanded to a minimum of 16 trains in the future.

Evolyn, a railway operator led by the Spanish Cosmen family (Alsa), has agreed to purchase 12 high-speed trains from the French manufacturer Alstom with the aim of starting operations from 2025 in the Eurotunnel , the infrastructure under the waters of the Channel. Channel that connects the United Kingdom with continental Europe.

It is a tunnel through which more than 11 million travelers pass each year, currently transported exclusively by Eurostar , a company controlled 56% by the French public operator (SNCF), 20% by the Canadian pension fund CDPQ. and 18% by the Belgian public operator (SNCB). In this context, Evolyn, which also has the support of both British and French industrial and financial partners, hopes to offer a transport alternative that it defends as "sustainable, modern and innovative" to all those travelers.......

[jsg123] 24/1/2024 16:11

Every time, can't break 90 5

[warrenbuffet73] 24/1/2024 05:33

hxxps://www.larazon.es/economia/asalto-espanol-mobico-matriz-britanica-alsa_202401066595276b872b82000110153c.html?outputType=amp

[navigo] 23/1/2024 19:27

this company for what it's worth was set up a while ago

hxxps://suite.endole.co.uk/insight/company/14035420-evolyn-mobility-limited

note the name Cosmen

[warrenbuffet73] 23/1/2024 12:35

Thought we broke through resistance around 90.50 then down again we went

The MCG trend is def decoupled from other ftse250 companies so can only assume news is on the way very soon

[brucie5] 23/1/2024 12:19

Strong resistance at 90; then the chocks are away on a stairway chart. But without much/any knowledge of fundamentals beyond being a seasoned bus traveller! So NAI.
I bought a few this morning; but rather speculative.

However, in background to my thinking I note this post, with thanks to Jeff:
Jeff H10 Jan '24 - 17:23 - 735 of 802
0 5 1

Resistance might time some time to overcome; so I'm not expecting fireworks overnight. But if/when it happens, it may move sharply.

[holly1000] 23/1/2024 08:26

And another 500,000 buy?

[holly1000] 23/1/2024 08:19

272,384 buy that's unusual, looks like someone knows something.