Mobico Share Discussion Threads

[michaelorourke] 29/8/2024 18:34

Presuming that ALSA was the original entity and the others later bolt -ons.Its clear to see were the managerial expertise is (Alsa H1,24 results ) Here's a suggestion why not get Alsa guy (s), to run the full company!.Or divestment of all the businesses to maximise shareholder value , Alsa & NA Bus could be spun of separately, UK bus despite new CEO one year ago, still not performing well could be merged with First group to see if economies of scale will help and German rail, losing business and loss making ,remind us why and how (due diligence!) this was taken on &if contact terms ( cost recovery ) cannot be improved why Mobico should continue to run this ?Opinions on these forums suggest that's were Largest shareholders will get to anyway but eventually in their own time.Thats if some other bidders for company, consider value too attractive and get their first.

[michaelorourke] 04/6/2024 17:16

So for me.got to ask why was under utilised £500m RCF replaced with £600m facility ?.Why was £400m bond replaced with 500 euro bond?.Are fuel hedges comparable with likes of Firstgroup?How long does it take to prepare NA bus for disposal?Is revenue in real terms only now at prepandemic levels and why has Earnings not kept pace .I would suggest market has looked at these and marked the share price down accordingly.along with UK bus.German rail& N A bus floundering and management's seeming inability to get them on track.Any number of CEO's have biten the bullet over a falling share price over time.Back in March '21' this was £3.15 and pundets were saying this low But difficult to see this board getting it back their if NA bus disposal just a rumour to keep the small shareholders in line because for me surely institutional should have taken action before now !!!

[michaelorourke] 31/5/2024 11:09

If H1 performance is lacklustre again with the promise of better H2 !! unrealised ,then these guys should not be there U.K bus low profitabily.or loss making .German rail the same N A bus THE SAME!? Unsuccessfully takeover attempt ( stagecoach) debt refinanced after rates had risen. NA bus still not decided.If their have been offers .why have shareholders not been told.If the small shareholders require answers it only needs 5% of small shareholders to requisition a EGM and raise resolutions over confidence in these people.

[michaelorourke] 29/5/2024 18:04

This board has run out of time in my view because debt bonds should have been refinanced when interest rate more favourable.Also margins forecasted have suffered recently for reasons that should have been foreseen and dealt with sooner.Divisional managers should have been replaced much sooner!?Suspicions abound on these boards on motive for share price dismal performance But given that sale of N.A.bus was announced Oct 23 & still hasn't happened again bodes ill regards these directors .For me given that price has suffered for three years now,How long should they get .If they were football managers they would be gone already

[casholaa] 22/6/2023 17:35

There are already a couple of mcg boards.

[casholaa] 22/6/2023 15:10

I've not constructed one of these pages for years. Not sure I remember how to do it.

[yf23_1] 22/6/2023 15:08

Don't think you can change the thread epic.
Anyway, new low to celebrate the new name change.

[casholaa] 22/6/2023 08:39

No idea. What did you want adding/changing?

[diku] 22/6/2023 07:44

Thread creator still around?...

[chester9] 21/6/2023 08:19

Some one needs to rebrand this thread. Whatever nex

[santangello] 21/6/2023 08:05

oooops, sorry for the repeat diku :)

[santangello] 21/6/2023 08:04

New ADVFN Ticker is MCG

[diku] 21/6/2023 07:45

ADVFN price showing 107p to buy...broker price showing 110p to buy...something not right...

[diku] 21/6/2023 07:38

MCG...somebody need to start new thread?...

[xvzc] 21/6/2023 07:37

Are we on the new code?

[casholaa] 21/6/2023 07:30

Do we operate in New York and Nevada lol

[diku] 21/6/2023 07:26

But ticker symbol still NEX?...could it not start with MEX or MOB?...MOB sounds good?...

[casholaa] 21/6/2023 07:21

We're now called Mobico .... wahahahaha

[casholaa] 21/6/2023 06:18

usual cpi 8.4% expected but 8.7% actual
core cpi 6.8% expected but 7.1% actual

But it's important to remember that even though people may be struggling with mortgages/cost of living, UK Plc is milking Ukraine for all we can get.

[xvzc] 21/6/2023 06:11

No change to inflation figures.

[diku] 20/6/2023 22:13

What was that all about from 109p to 112p?...it sure is spitting out longs and shorts...on the day moves...

[casholaa] 20/6/2023 11:59

Let's hope the holiday season lifts us.

[xvzc] 20/6/2023 06:27

I don't agree. At the risk of cherry picking, FGP has almost doubled in 12 months. The 2 year chart is not a proxy for the wider market.

[value viper] 20/6/2023 06:18

What happened to Mobico by early June ?