Mobico Share Discussion Threads

[the canadian mounted] 20/8/2020 14:06

Way overdone indeed!

[anony mous] 20/8/2020 14:04

Just bought my first position here.Way overdone, in 3 months it has halved.

[the canadian mounted] 20/8/2020 14:00

Crazy share price,but at the same time a golden opportunity to buy an Bottom draw them.

[the canadian mounted] 20/8/2020 10:22

What a tit

[sr2day] 20/8/2020 09:18

penny share before the year ends unless they find a vaccine soon.

[ny boy] 20/8/2020 08:52

Adding more in the 130p’s, think long term , not short term

[claret dragon] 19/8/2020 09:39

I used London Stratford to Stansted airport run every week for a couple of years.

Last summer added more time slots and new coaches.

Excellent service running every 15 minutes early morning. 20 minutes later in evening.

Always full, with me being virtually the only local using the service.

Obvoius we need to get flights going first and this one will run up again.

On the sidelines at the moment, but will be back holding once we get better news over

poxy virus.

[enormouswillie] 19/8/2020 08:58

They don't even have someone lined up to replace the outgoing CEO - Very poor.

[enormouswillie] 18/8/2020 14:43

Looks like these are going to test their previous lows under 100p

[mustau] 18/8/2020 14:43

Disappointing reaction on broker buy recs.

[paulof2] 17/8/2020 17:57

Took a position here today. It’s Actually far more diversified than I first thought. To me this has all the potential upside of other badly effected covid plays with substantially less risk.

The drop after the update was unwarranted in my eyes surely the covid impact was baked into the price way before that.

[essentialinvestor] 14/8/2020 15:02

NEX have a major business in this sector ststeside:

[sr2day] 14/8/2020 09:07

catch up with you later.good luck.

[babbler] 14/8/2020 08:33

Bye bye then.

[sr2day] 14/8/2020 08:24

this has further to fall imo.no rush.

[babbler] 14/8/2020 06:32

https://www.thetimes.co.uk/article/national-express-reports-60m-first-half-loss-8fhjptvj9

[babbler] 14/8/2020 06:18

Jeffries has stated these are half price sale bargains... Not in so many words but they ha e said its half price...

[lastoneout] 13/8/2020 22:10

Aye but that's the reason it's sitting at less than a third of its pre covid value. So far as I see it there won't be a full lockdown again - we'll just to have to endure the odd local lockdown if you are unlucky while we wait for a vaccine. Also all nations see that getting kids back to school is of the upmost importance and mass transit generally should be a big part of any economy that wants to consider itself "green". Also despite covid NEX could still say this ..."This included working very closely with customers and authorities to reduce service and negotiate extra support and payments. While patronage fell 80% during lockdown, mileage was reduced by nearly 80% and we still secured 50% of expected revenue and remained EBITDA positive." And Govt support should continue IMV as ensuring people can get about should be important to any Government that has a clue. Personally I'm surprised at the market reaction which to me looks very overdone. I mean it's not like anything in today's statement was a shock. Maybe an II has decided to reduce?The markets are supposed to be forward looking and NEX definitely has a future so I'm hoping for a bounce back in the coming days

[jock3636] 13/8/2020 21:54

I was on a bus on the way to the airport this morningI was the only person on the bus lolNo wonder the share price is tanking

[riverman77] 13/8/2020 21:29

Not sure what to make of this. It's undoubtedly a very strong and well managed company, but I just don't know how long it will take for passenger numbers to recover. Certainly many many months, if not years, before passengers numbers are back to pre Covid levels.

[mustau] 13/8/2020 20:38

Hope so, I added just before close.

[essentialinvestor] 13/8/2020 17:21

Read a couple of broker comments and in a nutshell - H2 outlook weaker than
anticipated as the recovery keeps being pushed back, increasing uncertainty on
US school restarts, longer term liquidity looks OK and patience should pay.

It's all reported in today's FT Markets Now, if anyone wants to read the full comments.