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I think, this will bounce in the next couple of hours...let's see if am right gla
More cash in the bank than the market cap. Don’t be fooled people.
They are doing their job well without tipping of the regulators I must admit.
Patience, patience.
What on earth is it going to take to get this sp moving North again.
Even a great RNS is not enough to change market sentiment, maybe it will take a further RNS further backing up that the turnaround is clearly working.
I keep topping up to bring my average down from 44 to 40.3 but goalposts keep moving so just need to sit through it now.
The RNS the other day reminded me of Hull knocking Man City out the FA cup, getting all the rave reviews the day after, only to be forgotten a week later when they were playing at Bury, and it was back to business as usual.
Yes I do think they will have profits increasing as they are not just taking work for the sake of it anymore. Double digits margin from now on according to Lewis.
The private sector will be more profitable as well.
Better structured business and 50 mil in savings every year will bring the expected profits.
What makes you think this was in better shape in Jan 2020 when the share was 1.50.
Yes I know they have sold ESS which was about 50mil a year. They have covered that just with the savings.
I guess we will have to wait and see.
I have no doubt this is being manipulated.
I am not saying this will be 1.50 anytime soon either however this sp is ridiculous.
I will look back in 2 years time and laugh I am sure of that.
Hereshopping - I think you need to take a better look at March 17th financials and analyse profits and forward looking
225M profit for 2021 is my calc
Tell me why I am wrong? - take a look at my posts from March showing all the workings to get to 225M
GLA
3 x buys to sells, mainly automatic trades, yet steady 1-1.5% daily downtrend. RR similar pattern, no obvious explanation apart from MM trading
I'm sure that this happening with CINE at the moment, pure manipulation
HH
And from March presentation - 2021 would expect 225M profit - so the answer is YES!
Do your analysis of take my summary and suggest why challenge the numbers - but just on Continued Ops for 2021 I see 225M from the presentation
Hereshopin, they've sold off profitable divisions so not sure where the future profit will come from right now.
If they made 100m there would a big hurrah but like you say they need to make 100s more year in year out. Cant see that happening for quite a while and going by the red again today it would be something if they even made 10 pence profit. Its been a real lousy ride for many.
Rent Boy - you know the business well enough for your shorting and deramping
225M profit was from continued operations after ESS sale - Axeos only generated 15M profit for CPI and they had thick end of 200M for it
225M profit 2021 -
waffling words with substance shows what you are - take issue with any of the dozen numbers I show how the 225M is forecast - cos youve never been able to since March
FACTS FACTS and MORE FACTS - not endless waffle
Half year result is only 1.5 to 2 months away .everything will be clear about profit after August.sp will be find new base and rerated after august (75p my expectation ).
I expect another disposal very soon, I e fera...and also, Results expected early August, few big contracts in between. And tr1 would do me
Know0. - I think that is a fair stab at Fy 21 profit. I had come in at around 150m but there will be so much in the exceptionals that we coulld be well under by then. The core points you continue to make is that this is a nadir and this is likely to make investors serious money from here.
My observations from FY20 report highlighted the reduction in contingent liabilities when the option to buy the rest of Axelos expired (Post Y/E Event) and now sold their stake for significantly more than I had expected. Debt should be way down at the year end and I expect a major ongoing rerating once Broker estimates catch up and stop applying a risk adjustment for PT's due to high debt - an issue which is rapidly disappearing. This stock in my view is so out of favour it reminds me of when I bought Luceco at 40p - everyone except the Board Expected it to be in trouble - I see something similar now, peak negativity! A sure buy signal
Risky biz this stock is completely out of favour, even cpi got desperate and hired know nothing to talk it up here.....he's been blowin smoke up bottoms for months and hasnt got a clue..... useless
biz
i buy and sell onions weekly pays for my fly fishing
Capita is like an onion, every time you peel off a layer it gets smaller and makes your eyes water!
U guys are too funny, keeping us entertained whilst this share is due for a big bounce.
You can have a laugh reading the tung.l board on here
Eviking
it's a funny quote - I forget the analyst who first used this analogy last year. 12 months on I think the layer that has been peeled off is Birthday paper and I think the party is about to start.
If you value each division on individual industry multiples you get a book value of around £4.6bn, take off net debts which I appreciate have been too high,contingent liabilities leases,,pension deficit and other debts, and I get to £2.5bn, take off 20% for risk of high debts from book value and you get £1.606bn which is around 97pps. - I now see constructive movement on debts which should reduce the risk discount and push my book value closer to £1.50. My views so expect others to disagree but would be interested on how others come to their conclusions.
This is one of the most constructive posts.
In a way that is how I got to my 1.28 target in a 3 year period. If it happens sooner I’m flying.
This is the most progress they have done on the dept front in a while I I think everything will catch up.
I hope we are both right.
I am not planning to sell anything and even add more if the drop continues as I am not affected by short term movements.
Time will tell.