Mobico - Recap Scenario - Positioning

We’ve heard you. Following conversations with a number of you, and a new recap table we’ve built, we have decided to adjust our positioning in the name. Our advantage is your benefit. Through holding such multilateral discussions with other buy-siders, the desk can see a name from more than one angle and adjust accordingly. Our fundamental outlook, model and our net risk remain the same.

We will be holding Mobico Live Discussion on Wednesday, 6th August at 3 PM UK | 10 AM EST. For more information, please contact info@sarria.co.uk.