Notes 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.
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CONSEN needs to refinance the $227m May 2027 SUN and will have to raise Secured debt, either by increasing its TLB or issuing
Read MorePPI’s EGM approved the SBB Norden Community asset transaction yesterday. The SBB AGM is on the 12 December,
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Dear 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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