| EBU |
Ebusco 2025
High volume at high price. Interesting....
|
Shikshak |
| EBU |
Ebusco 2025
Interesting this surge comes with start of closed period....
|
Shikshak |
| EBU |
Ebusco 2025
Update: I reached out to Ebusco IRThey responded respectfully, acknowledging the situation is tough for everyone, including shareholders (big and small). They confirmed theyre working hard on...
|
Shikshak |
| EBU |
Ebusco 2025
Adding on the above: we might soon get into a situation where retail (us) needs to speak with one strong voice. Lets prepare for that....
|
Shikshak |
| EBU |
Ebusco 2025
Continuing on my thoughts above: Where does that leave us as retail investors?I see these scenarios (from bad to good for us) - please shout if you see something else:[b]1. Bankruptcy / co...
|
Shikshak |
| EBU |
Ebusco 2025
Yes, Ebusco burned capital and missed execution. But the market wedge it holds is worth real money.Let’s do the maths:Europe is shifting to 20k+ electric buses/year by 2030, 25% CAGR.That&...
|
Shikshak |
| EBU |
Ebusco 2025
Christians LinkedIn says he was with Ebusco until end of april.Looks like backdated end date. My speculation:Didnt fit, large scale corps vs early growth venture.Inte...
|
Shikshak |
| EBU |
Ebusco 2025
Thatd be great news: proof of new OED supply chain....
|
Shikshak |
| EBU |
Ebusco 2025
How much of Ebusco do we own together now? ??...
|
Shikshak |
| EBU |
Ebusco 2025
A view from Ebs:www.linkedin.com/posts/carla-bosman-4...
|
Shikshak |
| EBU |
Ebusco 2025
What must be true for recovery (including my trust as investor)?1. Bridge financing in place. Fast. (financing gap H1+H2 €50 Million?)2. Production ramp-up to 250+ buses in 2025 to rebuild reven...
|
Shikshak |
| EBU |
Ebusco 2025
quote:Mohandes schreef op 30 april 2025 13:40:[...]- 2.4 M Cash remainingTrue! And thats end of 2024. Current not clear, but certainly tight....
|
Shikshak |
| EBU |
Ebusco 2025
So whats new today?- only €5 Million loan by Green Innovation released- bankruptcy petition filed by supplier (06 May hearing)- 2024 financials unaudited- €10.7 Million revenue in 2024 ...
|
Shikshak |
| EBU |
Ebusco 2025
...and still a steal, if targeted 40-50 units per month materializes within coming 12 months...
|
Shikshak |
| EBU |
Ebusco 2025
We are coming from oversold situation (see 84% lending fee). If turnaround succeeds, market cap goes to €200m - €300m in 2027.Loaded at 0.34€....
|
Shikshak |
| EBU |
Ebusco 2025
[quote alias=HFL id=15700531 date=202504202217]Guys, I found the project report of Ebusco in China. The Chinese will renovate the current factory to produce chassis for ebusco. Renovation project la...
|
Shikshak |
| EBU |
Ebusco 2025
So, who is succeeding Jan Piet Valk as CFO?...
|
Shikshak |
| EBU |
Ebusco 2025
My outlook for April 30: Positive.Macro:With U.S. tariffs closing the door, Chinese suppliers need EU outlets. Ebusco fits perfectly. Smart Chinese partners will keep it alive....
|
Shikshak |
| EBU |
Ebusco 2025
What do we know about that player Green Innovation?Whats their background?...
|
Shikshak |
| EBU |
Ebusco 2025
So here is the most likely scenario from my perspective:Turnaround + partial conversion + (option) takeover Green Innovation (GI), de Engh convert their loan at low strike price; build po...
|
Shikshak |
| EBU |
Ebusco 2025
Whats our best view on numbers?Fixed / cancelled / reassigned / produced / delivered...
|
Shikshak |
| EBU |
Ebusco 2025
shortsell.nl/short/EbuscoHolding/all...
|
Shikshak |
| EBU |
Ebusco 2025
Hi everyone, press releases might be thinner. But LinkedIn goes up.Michel van Maanen - celebrating first activity Ebusco France:www.linkedin.com/posts/resultant_so-p...
|
Shikshak |