Mobico Share Discussion Threads

[m4rtinu] 17/4/2019 18:59

A bit surprising that the share price has fallen going ex divi.

[m4rtinu] 12/4/2019 09:26

08-Apr-19 JP Morgan Cazenove Neutral 411.00 410.00 Reiteration

(SP Old target New target)

[m4rtinu] 12/4/2019 09:11

See above RNS: 60% share in US shuttle bus company serving staff in Silicon Valley.

[m4rtinu] 01/4/2019 20:18

Ex div 18th Apr: 10.17p

Payday: 14th May 2019

[m4rtinu] 01/4/2019 20:09

27-Mar-19 Canaccord Genuity Buy 465.00 465.00 Reiteration

[m4rtinu] 04/3/2019 17:44

Date: 01 Mar 19
Broker: Liberum Capital
Recomm: Buy

Current Price: 429.60
Price when issued: 424.40
Old price: 470.00
New price: -

[m4rtinu] 04/3/2019 17:31

Date: 28-Feb-19
Broker: Jefferies
Rating: Buy
Old Target: -
New Target: 450.00
Change: Reiteration

[m4rtinu] 28/2/2019 13:06

'Ere we go! Possibly?

[18bt] 28/2/2019 10:12

Strong run up in share price prior to the results - it seems to be finding difficulty in breaking 420p, but a forecast PER of 12.0x and a propsective divi yield of 3.8% for a company which should be able to churn out high single digit growth seems reasonable value IMHO

[m4rtinu] 28/2/2019 09:14

18bt - thanks for comment, NEX seems a pretty solid investment to me too.

[18bt] 28/2/2019 07:47

Seemed to beat forecasts in all areas other than debt, but the free cashflow is still strong and it's not unreasonable for debt to grow whilst they are winning new franchises and making add-on acquisitions. More than happy to hold.

[m4rtinu] 28/2/2019 07:23

Results look mainly positive. Group still growing by acquisitions. Debt still a worry in the background. I'm not an expert in company accounts, so if anyone can find other reservations plse comment. Esp trade payables/receivables which can hide problems. Not unduly worried tho.

[m4rtinu] 27/2/2019 09:33

If results are good tomorrow, which I expect they will be, this will smash 420p. A special div would be good too, but that's just a random greedy thought, not even speculation.

[m4rtinu] 20/2/2019 17:01

Correction: FY results due Thurs 28th Feb.

[m4rtinu] 20/2/2019 16:19

Target now is the recent and, at least 5-year high, of just over 420p.

[m4rtinu] 13/2/2019 14:25

Back thru SMA (200 day). And gaining momentum into results (early March). No funds to add. Hope others have. MU.

[m4rtinu] 30/1/2019 18:03

Broker upgrade from hold to buy. See link below:



Mon, 28th Jan 2019 13:28
(Sharecast News) - National Express Group: Liberum upgrades to buy with a target price of 470p.

Happy New Year.

[m4rtinu] 20/12/2018 11:02

Also, NEX still doing well out of train disruption I presume.

[m4rtinu] 20/12/2018 09:26

Of passing interest. Stagecoach sellin N America business to reduce debt, so probably not a problem with market.

[m4rtinu] 19/12/2018 07:39

Star - that should be a good purchase. But might take a little longer than usual to realise.

[stardog2] 18/12/2018 19:53

Couldn't resist dipping a toe back in here today, bought 5k shares at 3.65.Thanks for the recommendation MU but I try to avoid anything on aim, too risky.

[m4rtinu] 18/12/2018 09:47

Yes, but small holding. Would like to buy more but no funds. It is a poor time to be a LT shareholder of most companies at present. But some scope for the traders?

Given that my portfolio is wetter than the weather at present, I am loathe to recommend a share but if you are interested in the health sector you might like to look at OPTI. Like many an AIM share it has been up and down. It works in the area of a healthy gut being key to general health.

[stardog2] 14/12/2018 11:04

If this comes back to 3.50 I will build a large position again. You still in MU?

[m4rtinu] 13/12/2018 17:25

Interesting article on investing in NEX and valuing companies in general.

[m4rtinu] 29/11/2018 09:44

Holding up well here. Last 3 months: Ftse 250 down 10%; NEX about flat.