Mobilityone Share Discussion Threads

[dave4545] 16/11/2021 15:45

25k bid 11.51p and 50k offer 11.9p

Still stuck a little

[dave4545] 16/11/2021 14:16

Selling for 11.825p when clearing a huge seller is crazy in my book even if they paid 11p or less and made £800+ the timing is too soon.

You should be looking for 13-15p if trading or 18-22p for a full recovery if seller is totally out medium term

[tradeforce] 16/11/2021 14:01

Up to 11.45 for 100k so maybe due another tick up soon, could be the bottleneck over.

[jeanesy] 16/11/2021 14:00

12.35p paid but they still haven't moved up price on page.

[dave4545] 16/11/2021 13:53

Nothing now, no quote for even 5000 online

[tradeforce] 16/11/2021 13:50

They are happy to take in reasonable size, 100k at 11.1 and 200k at 10.6 so not much of an overhang, if any, I would guess.

[dave4545] 16/11/2021 12:39

Not surprised it's gone quiet spread is 11.01-11.97p

[kaos3] 16/11/2021 12:12

mentally it is extremely difficult to sell - what one knows is superb value ( due to own ego/reason battle and when is the right time to sell - as there is no value guidance when one should push the sell button - so it is the "feeling science" mainly)

and submit one to the illogical life realities -

one has to climb stairs of humility and do what is right to do (eg sell) against himself, P&L, BS, sector, market .... and BB "mob"

Buffett never managed to sell value trap Berkshire f.e. - despite knowing it all - he couldnt - he was young - in the process of maturing and before Munger

before one starts going at me again (why did he even start???) - there are different kind of value traps that can not be compared

[kaos3] 16/11/2021 11:57

market was looking at MBO all the time and with primary school math one could figure out the huge value - there were people that looked at MBO and did the math before new crowd arrived - and we can observe historical facts of their reality - share price graph
-------------------------
Munger went beyond value

and told

Buffett about it

I had to learn the "value trap idea" the hard way - and as I am slovenian gardner - I repeated the lecture several times - and failed to get it - until I did. lectures were hugely expensive.

MBO is a typical "case study" from the Munger/Buffett/Graham differences text book imho

I was concerned that never ever a holding RNS was published f.e. - after share vols were consistently high - that was one of the many things that lighten my micro brain bulb

chap

PS MBO imho is a buy again

[mattjos] 16/11/2021 11:46

The market now clearly seeing the value at this level

[avsome1968] 16/11/2021 11:45

MM/s could be struggling for stock now 30k max online, definitely stock getting tighter.

[kaos3] 16/11/2021 11:42

MBO is not Buffett style

it is Munger style ;)

[kaos3] 16/11/2021 11:40

entertaining - stock investing

and profitable

[jeanesy] 16/11/2021 11:37

Plenty of buying so far today, but MM's not really moving it up much. Possibly another large sell being worked ?

[tradeforce] 16/11/2021 11:32

the 87K was mine, and the 62k, now holding 240,000

[avsome1968] 16/11/2021 11:14

Well mm/s happy to take my 200k, long way to go for my 18p break even price.

[katsy] 16/11/2021 11:11

Yes some decent buying going on at the moment, if there is a seller, I guess that's the only way to take them out. Can't see any risk at these levels

[dave4545] 16/11/2021 11:08

87k buy at 11.45p

Lot of people seem to think it's worth a punt, even for a trade there should be a easy 20% from this level when stock runs dry

[avsome1968] 16/11/2021 11:03

Could be right Dave happy to take my 150k in one lot just averaged down with another 50k hopefully my last batch

[dave4545] 16/11/2021 10:34

Still just 3 mm's in this Matt ?

[mattjos] 16/11/2021 10:23

Whoever it is, they cant sell for ever. I expect Shore & Peel just biding their time while Wints shift the sellers stock.
Tend to agree that once the seller is done there'll only be buyers left at this level. you have to buy the shares when the supply is there if you want any decent sized holding in the company

[dave4545] 16/11/2021 09:50

Seen the online bid it's 10.8p

Clearly the other mm's want to try and load up ahead of this seller clearing as they could easily be selling it on quickly for 12-15p

Strange they bid 10.8p online but do not move to 10.5p bid on the monitor

[mattjos] 15/11/2021 21:16

Little now surprises me in the market. It's impossible to discern the reasons and actions of others.
Yes, I strongly believe its incredibly cheap for the type of business it is and how it is performing but, for all I know, the seller desperately needs the cash to save something of their own that is on the verge of collapse.
At some point it should become a little more apparent as to who the seller is & why.
As Dave points out, the market in small caps has been pretty dire for most of this year .. I think it's a case that a lot of investors are herding into Large Caps with better liquidity, on a 'just in case' basis & that has drained funds and liquidity out of the small cap sector - irrespective of prospects.

[dave4545] 15/11/2021 20:59

mark

This is the bearish market I've ever seen for profitable small cap stocks. People are chasing up hype, crypto, tokens, loss making, ponzis everywhere and for some reason profitable small caps are suffering.

Take heart in this market there was some 600-700k of buys today so plenty of people see the value and when the seller runs out you could see a quick 50% bounce that might well end up a 100% rise in time.