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Food for thought 🤔 AimMaster2018
We have a real reason as to why we've been dragged down so low and what has till now kept cpi under the firm thumb at the hands of another shorter
WorldQuant LLC, that has suddenly today decided to reveal their position that has been hidden at 0.49% and as of today at 0.50% which is also joining the MW still not changed 0.53% short position. WorldQuant LLC had it raised as of yesterday 21st March.
Together with the two combined cpi have 1.03% still against it. Not much to be concerned and have seen four times that amount in the past and had little effect against cpi.
I presume the damage to the cpi shares valuation from the hidden short has already been delivered with the joint attack of the MW short.
Anyhow, there's hardly any meat left on the bone for these two to benefit from cpi and most likely they've already finished the feeding frenzy.
https://shorttracker.co.uk/company/GB00B23K0M20/
I doubt that Capita is a viable takeover target in its current state. The only way it would get taken over is post-administration. If it gets turned around, however, I could see it being taken over by Mite or another competitor. Big ‘if’ though.
I have never held capita shares but have been watching them. I fear they are rather like a facilities management company called Interserve which I held and was doing very well on. Unfortunately I watched the share price going down through some bad contracts always hopeful they would recover as they paid a good dividend, until they went into administration and I lost the lot.
WBJ, what price would you say would be cheap?
Am just curious, as i agree...
This is now ridiculously cheap for a company with a large number of substantial contracts.
I fear the Americans will soon appear and buy this on the cheap as they are world class at making money from these opportunities.
It just got published very recently.
Here is it ELLISA2
https://www.capita.com/sites/g/files/nginej291/files/2024-03/Capita-plc-Annual-Report-and-Accounts-2023.pdf
Hi Kipper9 and everyone else.
22nd March 2024
The Capita Plc Annual Report is ready for viewing and download.
There's only three major shareholders mentioned in page 122 of 238 pages.
In the meantime, I shall post later today the major shareholders as seen in my Interactive brokers pro account which displays a very long list and I presume is accurate enough.
https://www.capita.com/sites/g/files/nginej291/files/2024-03/Capita-plc-Annual-Report-and-Accounts-2023.pdf
Https://www.capita.com/about-capita/results-reports-and-presentations
Helpful?
I agree with you JG68
Is getting nasty again. No breathing space given to the current longs.
What makes me so angry is that soon Jon Lewis would be waving goodbye after staying another year on the job and still getting paid a gross salary of plus £1.7million a year plus perks.
It's unbelievable that he could have being earning for so long with so much disappointment for all the shareholders. I just don't understand why the top institutional investors have never voted him out.
Hi,
Unless I am thick, I cannot see the 2023 AR on the Capita website.
Is anyone able to post a link please?
Correction.
Hi Kipper9
Thanks for your previously posted comment. You definitely are a smart person.
Hi RogueRiver
In my previous year I had access to the Bloomberg Terminal Monitor Capita Data Ownership and was able to pull up upto 560 entries which showed from the very top major shareholders institutional investors positions movements to the smallest institutional investors positions movements.
We would be very surprised if we could get our hands on the Bloomberg register of institutional investors for Capita or any other stock as a matter of interest. If anyone had a friend that he's studying a degree in business economics in the UK, perhaps they could get to access the Bloomberg terminal monitor whilst in the campus of the University whereby I'm told they can use those terminals for free as part of their university courses.
Just when you think it's finding a bit of stability, f-cked again.
Hi Kipper9
Thanks for your previously posted comment. You definitely are a smart person.
Hi RogueRiver
In my previous year I had access to the Bloomberg Terminal Monitor Capita Data Ownership
Kipper. Only the top 20 are listed, so it won't represent the entire ii/fund holdings, but it gives a decent overview.
RR, see that now....
For some reason i thought circ84% was held total by ii's. (not sure where i read that tho)
Interesting buy/sell movements over the month
Kipper. 27.85% held by funds and 29.44% held by institutions (57.29%).
@RR, so only 27.85% shares held by ii? Have i read that correctly? I thought it was more....
The IIs (institutions and funds) are listed on the Morningstar website. It is updated at the end of each month and shows whether each holding is up, down or unchanged on the previous month. There's enough info there from which to extrapolate the trends.
https://www.morningstar.com/stocks/xlon/cpi/ownership
@Slippy I raised the issue and its about liquidity, which Capita have indicated isnt a problem.
@NF,"As you might not have heard yet, I'm hoping that soon I will be able to get a full list of all institutional investors sitting on the register with proper dates of buy and sells that normally we don't get to see. "
Excellant, that would be good info/data for all of us, thanks
I'm not sure why people keep ignoring the public procurement act changes. It's extremely detrimental for companies doing what Capita is doing, selling stuff off to balance books, and they could be banned from shortlisting process with any government contracts as the new act is trying to add protection against Carillion 2.0.
With a lot of Capita's business being public sector contracts, they may soon find they're not eligible to be included in any tendering.
Hi AimMaster2018
Once Capita Annual Report is up on the National Storage Mechanism (NSM), please review the part where it mentions the main shareholders.
Ideally they should have had an opportunity to review the Bloomberg Terminal Capita ownership register and also be updated by the same institutional investors before the Annual Report was completed.
As you might not have heard yet, I'm hoping that soon I will be able to get a full list of all institutional investors sitting on the register with proper dates of buy and sells that normally we don't get to see.
I will update this BB next week if I were successful in obtaining that data or not. In the meantime, let's keep the faith.
Currently seen trading very on ADVFN are apparently the following:
Buy 1,819,125
Sell 1,512,257
Unknown 190,796
The above don't include hidden trade volumes that have already been dealt by the MMs and will be published after close of today's trading.
AH's message was solid, investment in AI was good to hear, it can be an excellent tool for reducing administrative / operational costs. It was refreshing to be presented with an honest view (as much as one can expect in business anyway). Ulcer Index on this share is very high but those who can hold will reap benefits.
More contracts awarded ...
Education Authority, Post Primary Desktop Devices £2M
Sheffield University, Cognos TM1 Annual Renewal 24-25 £175K
Crown Commercial Service, Administration of the Equitable Life Payment Scheme £1.6M
MOD, Workforce Support to Project ADAIR £743K
Blackpool Council, Revenues & Benefits Software Maintenance & Associated Services £798K
*DYOR*
Yellowstone webinar can be viewed here on YouTube
https://www.youtube.com/watch?v=mjoueFq0cj4
Is in SA.
https://www.linkedin.com/feed/update/urn:li:activity:7176544061661601793/