Mobico Share Discussion Threads

[bend1pa] 28/8/2020 19:08

buywell3, you are a card. If you think scaremongering and talking sheer drivel re CV19 is going to terrify anyone with 2 working brain cells, I'd think again.

[gary1966] 27/8/2020 13:34

Looking forward to the gap fill at 339.2p.

[sr2day] 27/8/2020 13:14

patience required here as 100p will be tested again imo.

[gary1966] 27/8/2020 13:10

Personally I think there will be more of this. Has already happened in the states with school contracts. In the long run this could be the best thing that ever happened to NEX.

[essentialinvestor] 27/8/2020 12:41

Can see more of this.

[wallywoo] 27/8/2020 11:52

Bgt in today, this looks over sold now, IMO. Always tricky to pick the bottom, but as others have said in 6-12 months nex will be trading normally and the share price yielding 5-10 percent at these prices.

[anony mous] 27/8/2020 09:00

Seems support around 1.30

[anony mous] 24/8/2020 10:35

Would be nice to close over 1.40 today.Sp curving back up and if it holds then expecting a sharper reversal towards 1.75/1.90 ish quickly.

[kohsam] 23/8/2020 23:22

My mistake. Youre probably right.
I was associating NEX with other coach operators, who rely on day trips & holidays.

[gary1966] 23/8/2020 20:56

Kohsam,

I have had cause to use NEX a few times over the last year and the one thing I can tell you from my experience is that OAP’s certainly don’t make up their demographic. Younger domestic and international visitors in the main. Few middle aged people like myself and the odd OAP, but really in the minority. Service has been excellent every time I have used them and reasonably priced.

[joestalin] 23/8/2020 17:11

Students are the majority of National Express coach passengers. Same for Megabus. OAPs are good customers in the summer months.

Business should pick up in mid September when they restart.

[kohsam] 23/8/2020 16:48

OAPs are the majority of National Express coach passengers.
Due to OAPs being the most vulnerable to coronavirus - These might be the last people allowed/wanting to travel in groups.

[ny boy] 23/8/2020 15:44

I am happy to accumulate at these daft levels, I think they will recover sharply in Q3 2021 onwards

[ianb5004] 22/8/2020 15:47

Folk obsess with the UK buses and trains, the uk is only around 20% of nex revenue. This company is very diverse and has numerous revenue streams all over the globe.

I wouldnt have minded a drop to £1 either and thats despite buying @148p - i would throw the kitchen sink in at a quid. I think Friday may have seen the lows at 128p - Good rise of 6.5% at close and that set the techs up bullish engulfing candle - Looking for The placing Price as a starter by autumn - 230p that the big players, up Morgan etc bought at.

I expect a vaccine in the new year and life to be able to fully return to normal, and nex heading back to £4+ So a good recovery play if you can load up down here and hold for 6 months. Should see 200% return, 300% longer term.

[joestalin] 22/8/2020 14:19

I am out of NEX right now - got out at £2.24 - but, like Jock, I would be very happy to see the share price fall below £1.

The only reason that I can see for trolling me for holding that view would be envy. Someone famous once said "Never fall in love with a share - it will never fall in love with you."

[enormouswillie] 21/8/2020 04:51

Looks like a 2022 play...or 2023 or 2024 or...

[s34icknote] 20/8/2020 21:55

All transport stocks have retreated .So nex is not alone .Don't see many people on buses or trains .London very quiet and peeps in offices staying at home till next year !!!!,Sentiment is what drives shares !I sold this at 2.00 but won't be buying till we get nearer a pound .If markets wobble further who knows were it can go .Trump has messed up big time in us on Covid so won't help .Can go either way .Sicknote

[jock3636] 20/8/2020 21:00

Why are people so aggressive when others suggest 99pI feel it is very realistic considering a second wave can easily happenStop being so emotionally attached to a share and open your eyes

[the stinger] 20/8/2020 20:31

Been informed the fall is most likely linked to Dean Finch's final shares sale prior to his departure, 1.6m shares from the £1 90 mark.. Fully out now maybe. Hence the fall!

[creddy] 20/8/2020 18:21

Shudder to think what may happen here (and many other companies) if vaccine doesn't materialise. Indicative Phase 3 data due end sept/Oct I believe. Depends if you're glass half full or empty. Least they have liquidity for good few months. Placing at nearly double current price. And they are the de facto national road carrier, only real competition is megabus who don't run anywhere near as many routes.
I have a miniscule holding. Always do your own thinking.

[essentialinvestor] 20/8/2020 15:37

Welcome different views, however sr2 just posts the same drivel accoss
so many boards, adds nothing. Best just filter or ignore.


On NEX don't see a short term buy catalyst as mentioned last week.
Anyone buying now may need patience. Looks a 2021 play,
although tbf the share price can also move rapidly upwards as well as down.

[sr2day] 20/8/2020 14:36

you will be able to buy this at 99p soon.the canadian will be dismounted.

[buywell3] 20/8/2020 14:08

ALL markets everywhere a sea of RED