"Paris to London is like catnip for railway companies - they go wild for it”
There's no way in the world Mobico or Evolyn will be rivalling Eurostar in 2025. #CrossBorderRail
jonworth.eu/if-theres-to...
"Paris to London is like catnip for railway companies - they go wild for it”
There's no way in the world Mobico or Evolyn will be rivalling Eurostar in 2025. #CrossBorderRail
jonworth.eu/if-theres-to...
Zu meiner aktiven Zeit sah die Verteilung und Gesamtstrecke auch anders aus,
Zu meiner aktiven Zeit sah die Verteilung und Gesamtstrecke auch anders aus,
www.route-one.net/news/nationa...
www.route-one.net/news/nationa...
La mayor empresa de autobuses de allí, National Express ahora Mobico, compró Alsa hace bastante tiempo.
Ahora los comprados pasan a dirigir a los compradores
La mayor empresa de autobuses de allí, National Express ahora Mobico, compró Alsa hace bastante tiempo.
Ahora los comprados pasan a dirigir a los compradores
www.expansion.com/empresas/tra...
"se han intensificado conversaciones con la francesa Alstom"
Eso fue hace bastantes meses, cuando aún no había aparecido Trenitalia.
www.expansion.com/empresas/tra...
"se han intensificado conversaciones con la francesa Alstom"
Eso fue hace bastantes meses, cuando aún no había aparecido Trenitalia.
Wenn nein: sorry. 😔
Wenn ja: weil die britische Mutter der »National Express GmbH«, die »Mobico Group« früher »National Express Group plc« hieß.
de.wikipedia.org/wiki/Mobico_...
Wenn nein: sorry. 😔
Wenn ja: weil die britische Mutter der »National Express GmbH«, die »Mobico Group« früher »National Express Group plc« hieß.
de.wikipedia.org/wiki/Mobico_...
Share Price 23.38p (pre-open)
German Rail fixed ✅
UK Bus being sold ✅
Alsa growing strongly ✅
Loss-making US contracts being removed ✅
£100m cost savings on track ✅
2026 profit guidance maintained at £215–230m
Turnaround looks close. Now only need debt falling
Too early likely.
Share Price 23.38p (pre-open)
German Rail fixed ✅
UK Bus being sold ✅
Alsa growing strongly ✅
Loss-making US contracts being removed ✅
£100m cost savings on track ✅
2026 profit guidance maintained at £215–230m
Turnaround looks close. Now only need debt falling
Too early likely.
www.mobicogroup.com/media/news-r...
www.mobicogroup.com/media/news-r...
Mobico, the parent company, are "derisking" as franchising looms and getting out of the bus business in the region.
www.wmca.org.uk/news/mayor-a...
Mobico, the parent company, are "derisking" as franchising looms and getting out of the bus business in the region.
www.wmca.org.uk/news/mayor-a...
In 2021, Stagecoach was acquired by Mobico with NXWM merging with Stagecoach Midlands to become Stagecoach West Midlands. DWS lost.
In 2021, Stagecoach was acquired by Mobico with NXWM merging with Stagecoach Midlands to become Stagecoach West Midlands. DWS lost.
jonworth.eu/if-theres-to...
jonworth.eu/if-theres-to...
www.mobicogroup.com/media/tw5p31...
www.mobicogroup.com/media/tw5p31...
🐝
BODY HORROR AND BEE CULTS! It's the first hardbound LH module, a fully-stocked sandbox for Investigators - 56 locations, 89 NPCs, +more
🐝
BODY HORROR AND BEE CULTS! It's the first hardbound LH module, a fully-stocked sandbox for Investigators - 56 locations, 89 NPCs, +more
Share Price 23.4p
My mistake:
£1.08bn net debt & a deferred (skipped) hybrid interest bill means 2026 cash flows will flatter.
Once £40m interest hits in 2027, organic cash flow won’t dent borrowings much. Operational upside will be swallowed by debt.
I have Exited4Now.
Share Price 23.4p
My mistake:
£1.08bn net debt & a deferred (skipped) hybrid interest bill means 2026 cash flows will flatter.
Once £40m interest hits in 2027, organic cash flow won’t dent borrowings much. Operational upside will be swallowed by debt.
I have Exited4Now.
Share Price 22.68p (pre-open)
Locks in German rail contracts! 📑 RME revenue risk gone, loss-making RRX routes slashed 3 yrs.
Triggers required upgrade to earnings guidance & sets up a major balance sheet write-back in July. 📈
Turnaround thesis delivering on schedule.
A Core Holding
Share Price 22.68p (pre-open)
Locks in German rail contracts! 📑 RME revenue risk gone, loss-making RRX routes slashed 3 yrs.
Triggers required upgrade to earnings guidance & sets up a major balance sheet write-back in July. 📈
Turnaround thesis delivering on schedule.
A Core Holding