The drums are rolling. Mobico wanted to communicate its deal with the German PTAs in time for its March 15-month year-end. Being
Read MoreFrancisco Paco’s appointment strikes us as positive news for Mobico. The head of ALSA and COO of the group made a very solid operator impression on
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This morning’s FY25 reporting did not contain further news on the German negotiation, which should conclude and therefore lead to
Read MoreGerman press reports prompted a statement from the company today. The statement was scant but overall affirmative. According to the press, there seems to be a
Read MoreNotes from our call with Mobico this morning:
All eyes are on Germany negotiations, UK asset sales, ALSA margins and US contracts - so basically everything. The answers this morning have bearings on our game theory.
Read MoreDear All,
Apologies for the error in today’s Sarria Daily.
The Mobico call will be between Wolfgang and management, as arranged by Mobico.
If you have any questions you would like management to address, please reach out to Wolfgang and he will add them to his list.
Thank you for your understanding.
Kind regards,
Team Sarria
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Revenue growth is slower than anticipated - primarily due to Spanish Long-haul growth of a mere 4%, where the segment benefited from a Multi-Vouture scheme last year. The lower end of
Read MoreAfter shooting an own goal last week, when the company earned the scorn of the NRW traffic minister over tactically dropped service on two
Read MoreMobico released a note on its website following the MS conference that management attended. In it, the company restates its
Read MoreWe thank the 120 participants on the Mobico calls this week. Meanwhile, the Cosmen family made a token commitment to Mobico yesterday by
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As per popular demand, we’ve made the Client Call presentations available as part of our new Client Call layout.
Read MoreThe company has confirmed Deloitte’s formal resignation as auditor of the group, effective 19th of September. We expect that with the deterioration of
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Live Discussion is now available on Pfleiderer’s page.
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Mobico Idea Pitch video is now live. You can find it on the Sarria website landing page and on the dedicated Mobico page.
Read MoreThe UK Coach operation has received a new CEO in the person of Javier Martinez Prieto, an ALSA veteran who is to rip costs out of
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Mobico this morning posted deeply disappointing results. As unrelated as these segments are, that sits a little odd ahead of the refinancing discussions the
Read MoreDeutsche Bahn’s CEO Lutz has lost his job over the €700m H125 losses at the German train operator. While Deutsche Bahn is state owned, use of the
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