Stobart Group Ld Share Discussion Threads

[bdbiometric] 04/11/2020 11:44

It will be fine. Relax and wait. Need some patience

[fenners66] 04/11/2020 09:28

Going Concern

"The base case forecasts indicate that the Group will have facility headroom of c.GBP47m at February 2022. However, there is a forecast breach of some covenants in November 2021."

"This forecast indicates that the Group may require additional funding by February 2022 and may breach some covenants in May 2021. "

And if they had not burned all that cash on dividends in the past ?

[y1phr1] 04/11/2020 09:01

Vaccines not far away. Then watch Air and Travel take off.

[luddenden7] 04/11/2020 08:55

There is just no stock available at all in this company, results far better than feared and biomass and cargo holding up the rest of the business. In my view it doesnt make sense to sell the energy business, its so cash generative. If they can just get rid of Stobart Air, this will turn the corner, and fast

[gurcharan_cheema] 04/11/2020 08:49

Well with hindsight.. you were right..a nice little rally 1st thing this morning as everything else has slipped slightly.

[nige co] 03/11/2020 21:42

Lpaviou, it may be the case that losses aren't as bad as expected, in which case we may see a rise in the share price. How much bad news is already priced in? I may be grasping at straws, but you just never know.

[lpavlou] 03/11/2020 21:21

Can't see how the results can be anything other than awful. It's only biomass that might make any money. The other divisions will be loss making. Expect some property sales to raise cash though.

[luddenden7] 03/11/2020 14:55

moving up nicely ahead of the results tomorrow. If they can rid the Aer Lingus franchise, then this could easily rerate to 50p due to the uncertainty/liabilities hanging around it due to the Air franchise. Hopefully a resolution on this tomorrow

[y1phr1] 02/11/2020 08:42

I am still buying

[replicas1967] 02/11/2020 07:56

Ammu12 - please explain your reasoning 👆

[luddenden7] 23/10/2020 10:15

@washbear. Me, in for 400,000

[lpavlou] 22/10/2020 22:39

There's no recovery in the airport as flight schedules are fixed now until March. If they can't get the summer schedules sorted early next year, then they may need another capital raise. This is still a very high risk stock which could turn out to be a 10 bagger in a couple of years time or go to 0 if shareholders are wiped out. Still too speculative for me

[nige co] 22/10/2020 16:33

A vaccine may well get the go a head in December. Looking very positive with a vaccine in the UK and also USA. This will be a game changer.

[y1phr1] 22/10/2020 14:54

Covid will come to an end eventually then planes and holidays will take off . This is a good buy if you are patient

[gaffer73] 22/10/2020 09:42

Good value if it survives. Like everything else, depends on Covid

[washbear] 22/10/2020 09:35

Place your bets...Is this just the biggest value trap in the market ? Whose got the balls to buy big ?

[y1phr1] 20/10/2020 13:42

£80 quid a time .

[stockriser] 20/10/2020 08:41

First UK airport coronavirus testing begins.

[lpavlou] 19/10/2020 12:05

I see Cyrrus Capital have agreed to buy Flybe out of administration. They along with Stobart and Virgin were the guys that took them private. They also still own 6 per cent of Stobart, so expect them to be using Southend Airport for some flights

[y1phr1] 17/10/2020 19:05

Makes sense

[lpavlou] 17/10/2020 13:28

Doesn't appear to be any flights coming in or going out today. They might be restricting the days to increase volumes on certain days and save money by closing on other days

[cgod] 10/10/2020 14:41

Good news to see the big guys buying.

[gaffer73] 09/10/2020 19:51

Should be a good buy for them