Adrian Hargrave, CEO of SEEEN, explains how the new funds will accelerate customer growth Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
"I'm usually quite disciplined about not adding to poor investments but this is so bombed out the risk seems worth it."
For me personally, it's not just the fact that the SP is bombed out that makes this a very good investment. The change at the top is a critical part of the investing thesis - and the new top two - the CEO and the incoming CFO have already put a stake in the ground by purchasing a solid number of shares in the open market and acknowledging that delivering shareholder returns is very important. Weller never made any big open market purchases and JL, not until his final year as CEO, just as he was leaving. Two zero value execs for shareholders.
The market needs to see good profitability guidance and outcomes before it truly rerates CPI. I'm not sure what we'll see in the June update, but August should certainly be the first step in that journey of finally turning this company around to throwing off sustainable FCF. IMO.
Patience and all that, but I believe that this will finally turn around after years of false dawns under JL and TW. I've still been adding at the 13 and 14 levels - I believe that the bulls' thesis will ultimately be vindicated as the Capita cost cuts kick-in, the UK economy stabilises and rates are also cut.
Despite being a long suffering holder of Capita I have started to drip feed small amounts into it.
I'm usually quite disciplined about not adding to poor investments but this is so bombed out the risk seems worth it.
Good for you, Crow. That’s how you get rich imho. Gold dust. Don’t let go and hang on for the ride of a lifetime
Imho GLA DYOR
Simpiles, really I have low conviction on what I've done here, but my holding was not that important to me and there's a reasonable chance it'll pull back before moving up. I do think 20.8 or higher is reasonably likely in the not too distant future and I'm not particularly worried about a lot of downside. It'll either work or it won't.
For the name it's not important at all.
Phew! Makes my paltry £55k look like chicken feed.....
Good weekend all.....
Almost exactly what i'm holding, £262k worth...
2500000 shares sold ....350K's worth
Shares - sheesh a £m of these would be insane. The £250k feels pretty sketchy.
A million shares or a million quid?!
Sorry Stupmy not Stumpy
Stumpy
You may have a point MM are controlling the market on this share . UK is the wild West for the cowboys!
Wonder why some companies prefer to list elsewhere!!
Seems poor old CPI has been in the grip of traders for what seems like forever.
I suspect they will be thrown out soon as the sp does a little 'zombie dance' to 20p leaving them with about 0.5p worth and gone.
Just my prediction - not biased but holding a knats todger short of a million here and would like to scalp some at a decent profit.
I am being very speculative on this and have dropped my remaining 30% or so at 14.45. The reason is that I'm expecting a pull back, but in a highly speculative way I've noticed similarities between the CPI charts and the BT chart. BT had a spike, which fell away, then a couple of rises and falls then took off. If (this is a massive guessy 'if') CPI was to follow a similar pattern, we will see a pull back (possible a 2nd rise and fall) then a jump to 20.8 possibly higher. So, my intention is to buy back if we do get a pull back. I still think 13.25 or lower is possible. Whether it's likely is a whole different thing.
AGM is just around the corner now
You make me blush GoCPI. You'll be as clever I'd imagine. Don't forget the old KISS acronym! It's for real. I avoid being clever like the plague, if you become clever, you don't make any money. Buffet and Munger (God bless him) are/were clever. They know how to pick winners over the long term. That really is not easy.
@HHH - I concur with that assessment of SK, but that's OK too, IMO. Like I said in one of posts earlier this week, I'm not as clever as, nor do I have the time that traders like Stupmy do, but good on them is how I see it. I'm not quite in the patient Buffett mould too, but I like to watch for undervalued stocks/sectors and hold for a more than a decent return. If we look past the daily swings in CPI, I think that's where we'll get to over the next 6 to 12 months.
If AH and team over-deliver, then the much debated/discussed 50+p valuation may come about sooner than we think. However, that's up in the air for now and hence the fluctuations. If the traders can make money of this, good on them. It takes all to get this to 50+p..
All I can say is, GLA...
Thank you very much Stupmy! It's continuing to be a successful trading year for me here and I'm pleased I seem to have read the market well so far, Macro and business specific but... being grounded here to not get too over confident too.
broomtree - Yep, I really thought more would join the sell off pressure ahead of the results and believed perhaps therefore it'd cause BT SP to drop below £1 - I also made clear that if it did drop then I would have been buying up some more. It never went below £1 though, I got close to buying up some more when it hovered just above £1 but in the end opted against it to maintain my cash flow and avoid the potential trap of getting too greedy.
Savage - you came on here to check a SP ha ha seriously? What about your call for BT to go below £1; or CPI to go to 10p last week or the FTSE to collapse.... profits aren't profits till they are taken
Good trade SK on BT. Enjoy your profits.
To be fair Savage, I mocked you for being an attention seeking child.
I'm pretty happy with my assessment.
What my A.I. thinks about #CPI https://x.com/SwazersC/status/1791040304679686225 #AnalyticAI
I just drew a chart for #CPI & it looks very good on the Technicals. https://x.com/SwazersC/status/1791014999848055123 https://www.tradingview.com/x/D19CQljO/
Good luck, SK. A win is a win.
Came on here to take a look at CPI's SP... meanwhile over at BT we're up 8.4%. And to think some on here were openly mocking me....
Capita hopefully will be whipped into shape by Adolfo , exciting times ahead.
https://www.capita.com/expertise/customer-experience/customer-experience-systems-and-software/cloud-based-services
Example how AI is going to change things
Latest GPT 4o
https://www.linkedin.com/posts/eric-vyacheslav-156273169_incredible-demo-of-gpt-4o-it-will-completely-activity-7195876021135450113-CTgY?utm_source=share&utm_medium=member_ios