Mobico Share Discussion Threads

[adamjenson] 13/7/2020 08:12

11 mins and still not open :/

[creddy] 09/7/2020 00:54

Would be trading around £3.20 on pre covid level of activity taking into account dilution after recent placing. Melbourne in lockdown for 6 wks and US reported highest daily number covid cases on Tues. I'd say north of £2 would be fair. Always do your own thinking.

[porsche1945] 08/7/2020 21:59

U.K. uninvestable, capital destructive. Buy good US tech etf’s and short the U.K. Brexit covid fiasco self harming basket case. Is this really worth much more than about a quid? None of this stuff ever going back to where is was and share issues have diluted anyway. U.K. bound to get second wave becos it’s hopeless, pity this isn’t operating in Germany rather than U.K./USA Spain, three worst hit countries.

[gary1966] 08/7/2020 18:40

Trump threatening to cut off funding to schools that don't open in the fall should ensure they open which means that the funding will be there to pay good ol NEX for all the children they will be transporting.

[creddy] 08/7/2020 17:07

Firstgroup said uncertain future though they've got liquidity to see them through the year. So they drop over 20% and I suspect nex have dropped 'in sympathy'. These will come good soon as sentiment turns. Always do your own thinking.

[gary1966] 08/7/2020 13:54

Don't forget about the schools business where they get paid regardless and are picking up contracts from other operators who haven't performed during COVID. EBITDA and cash flow positive even during lockdown. Bus and train operators get paid even if there are no passengers on them and it is for all these reasons why I can't understand the share price here and on Go-Ahead Group. Thankfully only took a small opening position here but sitting on the side lines with both as there just doesn't seem to be any sign of the decline stopping. Gold shares as well haven't really responded to a very strong gold price and breakout, just another sign of how irrational markets are currently. This is a quality company and the fact that it is cash flow positive means it isn't going to go bust, but we all may have to sit on paper losses for a while. I can wait.

[s34icknote] 08/7/2020 08:17

It went to 66p !It can go lower . Anything in these markets .I sold out at 2.00 and it then went to 2.90 !!A quality company .Transport stocks very weak due to 2 nd wave risks !Also all I see is empty buses driving around !Not sure how the coaches are doing .This one is a long haul ! Anything under 2.00 and hold for a year or two .Good luck allSicknote

[jdh1602] 02/7/2020 11:08

This is now 60% cheaper than pre-Covid. I simply don't see how it can go lower for very long - assuming they get a new CEO! People will get back on buses, because they can't afford cars, traffic sucks, and are too unfit to cycle to work! Wish i had sold in Feb, though!

[sux_2bu] 30/6/2020 16:07

Some support at 180p but 135p for the gap appears to be the pro traders target.

[skypr] 26/6/2020 17:27

Funny I was thinking it will go north when we get closer to easing lock down...

[sux_2bu] 08/6/2020 11:58

Spiking now.

[dalep716] 27/5/2020 14:37

2 weeks motoring misery then back to same-old is my view. You pays your money and takes ...

[mwainw1973] 27/5/2020 14:10

Had a nibble

[rachael777] 27/5/2020 08:57

surprised this hasnt bolted higher - a slow burner up to 300p

[porsche1945] 18/5/2020 15:42

Airlines up on Ryanair results. Wont be a vaccine for two years, maybe never. Why would you invest in a public transport company during a pandemic?! I came to have a look at these as a fund I own has a large holding, going to sell the fund, so many better safer places to invest. It doesn’t matter what these were in the past, people are going back to cars and Uber’s and bikes, the USA in better shape for this company, the rest of it especially covid basket case U.K. looking pretty dire.

[paulof2] 18/5/2020 13:32

Taking a punt here hoping on a quick trade. Potential vaccine airlines up 10% surely this is worth a quick 5% today

[ny boy] 16/5/2020 11:34

Survive & thrive this one, onwards & upwards imo

[tenapen] 15/5/2020 19:36

A smal setback, Volsung !.

Early days for a recovery !

A long term winner !.

[volsung] 15/5/2020 17:31

Looks like it enormouswillie lol

[gary1966] 15/5/2020 11:46

smallwillie, There is no need for that, we have all done it and will do so again in the future, including you.

[essentialinvestor] 15/5/2020 11:36

Nice update.

As mentioned some volatility was to be expected with the very rapid
run up form the March plunge lows. The share price was up well over 250% at one point.
Very tempting for some to take a few off the table.

Best looked at on a bad day.

[enormouswillie] 15/5/2020 10:36

How does it go volsung? Buy high sell low?