Mobico Share Discussion Threads

[yf23_1] 28/3/2024 17:06

smacks of some stakebuilding if you ask me.

[navigo] 28/3/2024 15:00

I am very surprised the RNS still hasn't broke

[xvzc] 28/3/2024 14:51

..... I'll get me coat

[the imperialist] 28/3/2024 13:38

Which channel you tracking?

[xvzc] 28/3/2024 12:35

It suggests we'll head towards the top of the channel then continue downwards i.e. It doesnt really suggest anything.

[the imperialist] 28/3/2024 10:21

The price action suggest we're expecting some news or other catalyst to take us significantly north of the current share price

Not investment advice, just one to watch.

[justiceforthemany] 25/3/2024 22:17

Price to Sales 0.1x?

[navigo] 25/3/2024 19:27

i posted this last week but it seems to have been hidden away for some reason - thankfully my other post regarding Germany electricity etc wasn't -- it make you wonder what if anything the so called ANALyts know about this company


xxx.bloomberg.com/news/articles/2024-03-22/german-business-outlook-improves-much-more-than-expected

[chester9] 25/3/2024 09:56

They advised update to North America at full year results which hopefully will be at end of April. Cosmens also hoping for a drop in price.Bid coming anyone. No one would be surprised.

[weaverbeever] 25/3/2024 09:11

When does the sale of American school bus business complete. We are expecting a chunk of money from this

[the imperialist] 25/3/2024 07:50

They changed the rules, so part of the work has to be re-done. It's not rocket science. Expecting top-end of EBIT estimate so hoping for a drop to top-up.

[queenbreguet] 25/3/2024 07:50

old guidence -- The Board continues to expect Adjusted1 EBIT for FY 2023 to be within the range of £175m-£185m, as provided in the Q3 trading update on 12 October 2023. Covenant gearing is anticipated to be broadly in line with the half-year position and with significant headroom.

New guidence -- As a result, the Group updates its previous guidance to reflect the situation and notes that:

· Given the remaining judgemental items to be finalised Adjusted1 EBIT will now be in the range of £160m - £175m although the Group's expectation is that it should be at the upper end of that range; and

· It expects an increase to the onerous contract provision as at 31 December 2023 of about £70m in addition to a prior year adjustment in relation to the onerous contract provision in FY2022 of an amount in the region of £25m.

[diku] 25/3/2024 07:39

What is the role of CFO Director?...

[ny boy] 25/3/2024 07:36

however a number of judgemental items relating to the German Rail business remain to be agreed between the Group and its auditors.🤔

Love the word “judgemental” 🤦🏻‍♀️ more exposure coming out, terrible management, delaying account etc

Will there be another trap door event?

[chester9] 25/3/2024 07:08

Still not ready beyond belief that they give a date and miss manage that as well. Is this deliberate to drop the price? .I am expecting 3 sets of results in a row soon.. Inept management of shareholders expectations

[navigo] 20/3/2024 18:19

this news was out tonight .......

"In Germany, producer prices fell more than expected on an annual basis in February, according to the federal statistics office.

The 4.1% decline exceeded economists' forecasts of a 3.8% decrease, driven by lower energy prices.

Intermediate goods were also cheaper compared to February 2023, while consumer and capital goods experienced price increases.

Energy prices saw a notable 10.1% decline year-on-year, with natural gas and electricity prices dropping by 17.7% and 16.8%, respectively."



The above could have helped the German train aspect today ? or in the alternative could help the share price 'morrow ?

[billy two cocks] 20/3/2024 17:41

Shorts covered for a decent profit at 69.3.

Will re-short in due course.

Nice.

[pherber] 20/3/2024 16:06

Well let's hope we don't get the usual skeleton in the closet routine as per their usual MO

[chester9] 20/3/2024 15:22

Looks like you've kicked the Sp into action. :)

[pherber] 20/3/2024 12:01

It's happening on the 28th according to the LSE discussion boards

[chester9] 20/3/2024 11:33

Late March fast approaching. Inflation dropping, interest rate cuts in 2nd half. Now BOD you have 8 trading days to update as per your deadline. .If leave to 29th it looks bad. If miss deadline then incompetent. Guess either 21st, 26th or 27th..Anyone seen an actual date?