Security for the PTAs: In exchange for the financial relief, Mobico's German subsidiary is reportedly being obligated to continue operating the trains even in the event of a future sale of the business.
We will also now be a takeover target. 80-100p
#MCG Mobico
Contract Changes:
Loss-making lines (RB48 and RE7): These contracts will be shortened, ending in 2027 instead of 2030, allowing Mobico/National Express to exit these unprofitable services earlier.
Cost of the Deal: The settlement will cost the German transport authorities significantly more than €200 million.
Contract Changes:
Profitable RRX lines: These contracts will be extended until 2035, providing long-term revenue stability.
$CWR Buy Case: The ARM of Energy is Now the AI Power Play 🚀
The thesis is simple: Ceres is an IP licensing machine (like $ARM), not a factory builder. High-margin royalties are the game.
#CeresPower#CleanEnergy#Hydrogen#AIPower $CWR
🔥 #ASHTEADTECHNOLOGY (AT.) 🚀
Ashtead Technology Holdings PLC Significant upside with their 12-month price target ,725.00p
Current price is around 327.50p. The "BUY" consensus is driven by strong earnings and revenue growth forecasts. #AT. #StockMarket#Investment#UKStocks
#renx#avct#imm#hemo
Renalytix plc
Presentation is up - look at those potentials
Exceeding 20% target of last year
Estimated revenue potential in NY $754 mill
Texas - $1.3 billion
Florida - $921 mil
https://t.co/YEcJL4YnyH.
#Renx Reaching 250,000 primary care physicians via Tempus no doubt. RENX could only dream of that penetration before Tempus came along. What a deal! It looks like we have a bottom price of 9,5P now and the scope for upward movement looks eye watering.What an opportunity BUY
#Renx Renalytix PLC RENX, collaboration with multimillion dollar company.
Multibagger no doubt $950 per test approved by Medicare 15 million patients in US.
@renalytix's partnership with @TempusAI is a game-changer.#Renx
By integrating its FDA-approved kidney test into Tempus's vast network of over 2,000 healthcare institutions, gets a powerful distribution channel. This move could fast-track test adoption and accelerate revenue.
@renalytix's partnership with @TempusAI is a game-changer.
By integrating its FDA-approved kidney test into Tempus's vast network of over 2,000 healthcare institutions, #RNLX gets a powerful distribution channel. This move could fast-track test adoption and accelerate revenue.
#imm#Renx
Renx next Imm
With the Tempus Ai news, really do feel Renalytix is about to go on an unbelievable run. Consensus target from 5 analysts is 86p-91p.
Many companies have 5-10x on nothing. Renx have growing revenues, which are about to be turbo charged.