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Thank you lord for these thy gifts we are about to receive
We are truly blessed.
I mean, how many forums of got JChrist posting :))
Once H1 is out. I cannot wait
Nice finish over 25p - whilst I not complaining about a 48p Target (100% upside from when they carried out their review) and a BUY it’s still below Barclay’s 65p target and overweight rating.
I guess as we approach 48p they will raise the target higher- that’s my thoughts
Gla
It’s increased to a buy rating but the level dropped to 48p, although this is still a lot higher than current price, from here it’s an 80% increase on their lower price, so those large buys maybe funds or IIs getting them cheap while they still have a chance
I think peel hunt have been quite generous in so much they have given CPI the benefit of the doubt, allowing that the transformation has taken a bit longer, and I completely agree that the real proof will be when the FY results show in the numbers.
Let's just hope that they are upbeat and focus on positives when updating the market.
If there are any headwinds to caution about, don't lead with that, lead with the good stuff.
I got the Peel Hunt investment firm analyst note details sent this morning by email straight from the same source that has kindly provided those Capita Bloomberg Terminal Institutional Ownership updates. I don't have the actual page source to share with any of you as it's an internal note seen on Bloomberg Terminal monitor. Big boys with load of cash always have it all.
Update.
By James Cone(Bloomberg) -- (Updates with details from note.)Capita’s restructuring is almost complete and its balancesheet should be fixed by year end, making the company “moreinvestable,” Peel Hunt writes in note as moves to a buy rating.* Many investors have ignored the recovery potential of Capita’songoing core operations during the longer than expectedrestructuring period, analyst Christopher Bamberry says* However, sees returns to shareholders from good profitprogression, with dividends and buybacks over medium term* PT set to 48p (from 55p), implies a 100% increase from lastprice* NOTE: Capita shares have dropped 34% YTD
You may laugh at this. The government is going to allow Ultra Electronics to be bought by the Americans after pressure was put on them by the US. The company is a sensitive defence related company, so this is potentially worse than the Huwei debacle. With that said, I'm hoping that a US firm/vct comes in and offers to buy Capita which is pretty much well-meshed with UK infrastructure and has all those databases on pretty much everybody. Them databases must be worth a tube of Polo alone.
Back in the ftse100! Now we're talking!
The 2 buys after the 1.5m also add up to another 1.5m
Fund buying again?
Is that a 1.5million buy.
No one is selling as I and many have been holding these since the 30-40 and won’t sell for a loss, eventually we will be back in the ftse 100 and then the tracker funds will be forced to buy again making it go up more, but I’m surprised we have held up so well considering the rest of the markets are all over the place
Lack of sells - bid raised - what a surprise!
Looks like Peel Hunt analysts raising cpi from a Hold to a BUY is giving the sp a boost this morning.
24th June 2022
[EUROPE RESEARCH ROUNDUP] by Reuters
Capita Plc:
Peel Hunt raises to buy from hold; cuts target price to 48p from 55p*