Mobico Share Discussion Threads

[diku] 17/6/2023 16:29

Think HSBC very recently commented UK market is a drag...they just woke up...so many household names trading at multi year lows...rate rises = risk off market...short term traders market...

[jsg123] 16/6/2023 17:38

They were saying on Bloomberg today how European equities are at a 30% discount to US peers, but yet no one wants to invest.
The board have to take responsibility for how this has performed for the last 2 years.
Blaming covid is a broken record.
Every update the company has made since last June has been positive, except it has consistently decreased shareholder returns.
What will it take for this company to start rising?
All other travel and leisure stocks are outperforming this.
Maybe a change of goverment.
The debt and interest rate impact doesn't wash with me, just look at 888 recently, it's nearly doubled with a lot m0re debt.

[dope007] 16/6/2023 17:21

It is not the companies fault the UK mkt is a sham of a mkt

[jsg123] 16/6/2023 16:42

Looks like IIs / PIs have just about had enough of this awful share, huge UT. So many missed opportunities holding this tripe.
2 years of down down and more down.

[xvzc] 16/6/2023 16:41

Firmly back to the 2 year down trend. I can't see anything breaking it. Update may give it a pop that'll get sold into.

[xvzc] 16/6/2023 15:09

One seller out of the way?

[navigo] 15/6/2023 13:13

very quiet on here

[navigo] 14/6/2023 16:14

After a smallish rally ... The Bipolar switch was flicked at 15.42 as 135,664 were sold at 116.10

[navigo] 14/6/2023 14:33

Blackrock have also been "told" to dump a Titanically large tranche of Admiral Shares - maybe others ? At the moment there is a worry in US about the small banks failing

[diku] 14/6/2023 13:19

Difficult to say that 6.5mln and 1.5mln as buy or sell...disguised trade...probably worked through delayed reporting...

[buffettjnr] 14/6/2023 10:39

This is how stupid they are to pay a dividend to shareholders who turn around and sell. A share buy back would have been far smarter

[buffettjnr] 14/6/2023 10:38

Blackrock are nearly done

[navigo] 14/6/2023 09:51

at the end of my long post the other day about the Sunday Times .... i added "Then it dawned on me the groundhogging post 2pm sell offs might be coming from our former colonies ?"

Indeed Blackrock has just owned up to being the culprit as last nights auction confirms it was the former colonies

[ashwani01] 14/6/2023 08:51

8M sell at 116p to start the morning

[navigo] 13/6/2023 19:28

Looking at the trades on June 1st ( before the directors purchases were known) I see trade 295 someon buying 2 million shares at 108.35

295 108.35 2000000 O
108.1

108.5
11:16:29 2,000,000

Could the buyer be systenatically disposing of them ?

[xvzc] 13/6/2023 15:45

I'll be amazed if this closes blue.

[navigo] 13/6/2023 11:01

I have found when The Sunday Times last(?) recommended NEX
Sun 04 September 2022 17:14

"The Sunday Times's Lucy Tobin said readers should buy shares of National Express, arguing that Britons were still intent on exploring new places, the looming recession notwithstanding, although they would be looking for cheaper ways to go about doing that.

An economic downturn could see demand for bus and coach seats "surge", the tipster added, further noting the recent rail strikes.

To back up her claim, she cited RBC analyst, Ruairi Cullinane, who was predicting that the company would prove "resilient" against the weaker macro backdrop.

The RBC analyst had also recently flagged how the UK bus sector was set to benefit from "policy and demographics looking more favourable than in the decade following the financial crisis".

Sharp rises in staffing costs and fuel mean that it wouldn't be a smooth ride for investors, she conceded.

As well, 80% of revenues were generated overseas, mostly from the US, so it would be wrong to overemphasise the British unit of the business.

But the shares had already been battered, having fallen from 423.0p in February 2020 before the advent of Covid-19 and had come off by over a third year-to-date.

"The shares look reasonable value, changing hands at about 9 times forecast earnings for 2023, below a 10-year average of 11," she said. "


So I think we can safely say after her "burned fingers" she isn't going to recomend the share again.

I was actually looking for an article I saw in the last few days mentioning American interest in the shares - some time ago.

Then it dawned on me the groundhogging post 2pm sell offs might e coming from our former colonies ?

[diku] 12/6/2023 21:22

Maybe market wants to lock in director purchases...

[xvzc] 12/6/2023 14:28

Normal service has resumed. The post 2pm kicking comes back with a vengeance.

[navigo] 12/6/2023 11:59

Empty cans make the most noise and someone is selling 48.854 cans he has borrowed .in a desperate attempt to stop breaking 120. --- IT HAS HAD ALMOST ZERO EFFECT AT THIS MOMENT IN TIME

I expected a tip for the shares from one of the Sunday papers - so we will do it the tortoise way