The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
Zener accept your logic
Just not sure how predict short term movements
Would actually be interested
It seems like 14p is the top of the range here. I will want 20% when I enter so I think a buy price at 12p on the dot would be good, maybe slightly lower. However got to be not too greedy as that caused me to miss the recent rise.
As for selling at a loss. Have to 100% disagree on that. Selling at a loss is a valid strategy if you think the price will go lower. Buying back cheaper is a more effective way of averaging down than throwing more money at it and ending up in too deep. I don't regret selling at 24p or 17p on the two occasions I have held this.
Exciting. Well they found out smoking is bad for you there
Are you sure it wasn't just a dead cat?
We are thrilled to share that we have opened our new Mutual Park office in Cape Town, South Africa.
The site offers a range of great facilities for our people, as well as boasting enhanced sustainability and resilience features.
This is part of a wider plan to consolidate our sites in South Africa and over 200 colleagues will be making the move this week, with many more planned in the coming months.
Well done to everyone involved in the move and congratulations Team SA!
Somebody here says they sell when sentiment is turning against a stock. Not sure I would not buy, as sentiment is emotion not reality. Of course short term trading is different to long term.
"I will make this promise. If I get the opportunity to make some money and get out of here I will mention it on this board, wish everyone luck and never de-ramp. Only time I would ever be on here is if I'm invested"
@Trisor - that's really good and that's always my approach. If I sell, I do it and I don't go around posting negative and FUD posts soon after I've sold. NoClue is a different kettle of fish though and he's very predictable and this has been proven many times over than I can count. I can promise you this much - he'll be back in a few days deramping CPI as he thinks it will go lower if he de-ramps on here. It's a bit like AimLess's positional posts.
I'd be massively surprised if he doesn't deramp, but I don't expect to be.
No Fear , I must admit to being puzzled that you would sell whatever holding you had having spent apparently hours putting together various things. Your choice ofcourse
Obviously if you revert to de-ramping again , I will be putting you firmly on ignore for good. Not that you would mind a jot, Im sure. What gets my goat is those who talk a game one way , only to switch to precisely the opposite as if the former "talk" had never taken place.
I will make this promise. If I get the opportunity to make some money and get out of here I will mention it on this board, wish everyone luck and never de-ramp. Only time I would ever be on here is if I'm invested
That's right there, Terry. He's making the right noises, finally for us long suffering Shareholders, but it'll all boil down to how he can execute that strategy. Based on some of the messages on this board from ex-Capita employees, new cuts have begun and we'll no doubt hear more about this in the June update.
I'm under no illusion that if AH can't pull this off, then CPI will probably head towards administration in the coming years and as it stands, the market is already saying that we're half-way there - unjustifiably so, IMO.
Thank you AimMaster2018 for your kind thoughts. Hope it works out for you and everyone here invested with the new Ceo Adolfo.
Catch you around😏
Market starting to move upwards imho
"He's not the Messiah, he's a very naughty boy"
But he is now our best hope to get out of this mess, so far I am pleased with his approach and a breath of fresh air after JL sell everything, lie and put your head in the sand strategy . The main issue for me is will the workers understand this is our last chance and accept the changes.
I don't think he even needs to be a messiah. All we ever needed was a CEO who acknowledged how bloated the cost structure was and that CPI would never generate the required FCF if no changes were made. Woke JL kept going for as long as he did having a Kumbaya with everyone other shareholders. A diligent CEO like AH only understood and acknowledged the unsustainability of such an approach and is now embarking to cut costs big time. I, at least, am not privy to what may be coming in the strategic review in a couple of months' time, but showing cost cuts and a pathway to clear FCF from 2025 onwards would be key I'd imagine. Unlike JL, he did make a couple of market purchases soon after he could and given it's make or break time for CPI, I'd like to think he's focused on delivering this sustained cash returns message to the market. Maybe a new CFO annoucement beckons in the update?
It seems AH is regarded as some sort of messiah. AH is not announcing to the market his growth strategy until June 24 that’s 6 months of growth and pipe line building gone. AH vision to use partners has both benefits and drawbacks. When Capita started out it was heavily dependent on partners which worked fine for a while. However, using partners means margin on margin and limited control. The lead company is always held accountable by the customer when things go wrong
Hope it works out for you nofear 🙂. I just feel the stock held solid at 14p even when everything else was dropping for the past two days. Its just yesterday afternoon, it suddenly dropped which I can see why. I think market maker pulled it down to trigger stop losses whilst the sentiment dropped to grab cheap shares. A good inflation Print could mean they can sell at higher price. Also it was a healthy pull back after recent rise. Hoping for 14s again, or else I'll add more. Imho gla 🙂
Oh well RogueRiver
And I quote:
"It completely undermines his credibility, such as it is."
I would disagree with your observation. The fact I decided to exit earlier without wishing to give the cpi share any further opportunities to see where it would go and notwithstanding the amount of premium data that I shared here, doesn't mean that after all that effort an investor is obliged to stay on.
You've got to also look at the sentiment surrounding a stock.
If I suspect the sentiment is changing for a stock, then that's when I revert to a risk & reward assessment of the stock and that's why I pulled out.
You can't blame me for not trying.
Clearly it’s the individuals call on when to sell, I tend to use trailing stop losses but each to their own
The issue here was all the extreme hype and then selling at a penny loss and bailing without a word
I sold some cine at a loss. Also sold 50k CPI at between 15.7 and 22p when average was far higher. Really glad I did
@Owls
Same here. It is always wise to have an exit strategy, especially when it's clear that a share is in danger of terminal decline.
I certainly wouldn't criticise NF for getting out. My problem is with having to wade through pages of his messianic zeal for this company, week after week, only to have him abruptly hit the ejection button one day. It completely undermines his credibility, such as it is.
Not seeing any significant bounce in US, European futures up a touch. I certainly won’t be putting new money to work until there’s some clarity on the political situation. Isreal strikes Iran and we could easily take another dive.
Thanks Kamyk
I hope things will work out for your investments whichever those are including cpi too🤞
Have a good rest of the week😉
Selling at a loss has saved me thousands over the years, Superdry, Thomas Cook, Debenhams to name a few.
As predicted, US markets to recover this evening. Inflation data tomorrow to come in lower, and uk markets to bounce imho
Leave NF alone
Nm.