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Another hedge fund comes to to the fore to reveal themselves to increase short
Marshall Wace LLP 0.53%
(New)Millennium International Management LP 0.51%
Walleye Capital LLC 0.51%
WorldQuant LLC 0.48%
Making shorts over 2% from what we know of ? Imho
Short % are too little to get us a powerful short squeeze. A good 5 to 10% short is what is needed to get us a good squeeze when the first positive turnaround report kicks in. Millenium has increased their short from 0.49 to 0.51% - that was the change today. They need to short more, IMO. Cowards!!
General election called. Could Labour be in power imho
Yep, Keir's wife measuring up for new curtains at for 10.
Look forward nationalisation, more government workers, more North Sea taxes so NS shutting down, more expensive green energy with more and higher taxes for all of us along with the state, WEF, WHO, WTO, EU etc being brought more into our lives. Not much to look forward to except getting rid of the a useless and unelected PM and his cronies.
Terry that’s not a future I want - so I’m voting Conservative. Rishi is a decent man
Trisor
IMO there is no chance Labour will not be in government on 5th July, this lot have mess everything up and p****d off their core support. The worst thing they have done is given Labour an easy ride into government, get ready for Ed Miliband, Angela Rayner, Dawn Butler, David Lammy etc.
It is also not the future I want which is why I have been putting plans into place the leave the UK, pity I can't leave for a time.
TerryM1 - You're absolutely correct. There is zero percent chance that Labour will not be in Gov and it's magnificent!
Also I'd help you with packing the ol' suitcase if I could do... btw please take the vile Tory Ideological trash with you on making your exit. Tally ho!
Glad to see you leave. After 14 years of this clownery its time for them to go along with you.
Hah, thought you lot were lefties. Power to the people n all that eh?
Total disaster incoming
God help us all.......
Anyone with investments in shares, property, crypto etc should be extremely concerned by an incoming left wing government . Change for change sake is a mug’s game. Starmer is no Blair and Monentum and the Unions are lurking in the wings
Personally, I think that the portrayed (negative) economic impact of an incoming labour government is overblown. The one sector that comes to mind which would be the most impacted is the UK O&G sector. Whilst Starmer may not be a Blair, he's not a Corbin either, and that would've been an unmitigated disaster. Whether we like it or not, Labour is incoming and investments will need to be shaped around that reality. For the vast majority of sectors, it'll just be BAU.
My view is that Capita will still thrive under a Labour government. It's still a bargain basement buy.
I do hope certain people aren't going to turn this Capita board into a general election/politics forum, as they have tried to do with daft macro opinions recently.
Is it at all possible that we try over the next 5 weeks or so to keep our comments Capita related?
Half a billion wasted on Rwanda scheme (how many nurse salaries).
Child poverty at 40%.
NHS queues out the door & around corner for dentists, poorly people left to fend on trolleys waiting for hospital treatment.
Schools crumbling + rivers turned into open sewers.
Only things the Tories have brought the UK is death, decay & poverty.
Even stock market is on life support.
Things can literally only get better!
Meanwhile in other market/stock related news, NVDA beat and raised forcasts last night. Tech is alive and well. Interest rates should start to move down in August and help Capita as business confidence returns and revenues will again start to grow in the Experience division in 2025.
Savage_KeyboardR
"btw please take the vile Tory Ideological trash with you on making your exit"
Don't know about that but I will take all assets and the tax I am currently paying in UK (for very little). When I talked to the estate agents about selling up and moving abroad they said they have a quite number of people with large properties doing the same thing. Hope the increase tax bill you will get will make you as happy as you are to get rid of the so called Tories.
terrym1 - unlike you i'm happy to pay my taxes because those pay for schools/universities, nurses, police officers, pensions and much more. that's the problem with tory ideology, you happily take, take, take and yet when it comes to putting a a little back in you resent every dime of it. simultaneously, tory narrative lays the entire blame of the uk's problems on those with no power, wealth or influence to do anything about it. it's very un-british behaviour and fortunately the nation has now woken up to the fact that the tories have nothing to offer accept theft, death + decay.
it is the government you voted for which put up the taxes to the highest levels since 2nd world war. you literally voted for the very things you no complain about... oh and you bizarrely expect me to feel sorry for you, what with you feeling like you have to leave the country... ***** please... get in the bin!
things can only get better.
GoCPI - Yes, really interesting NVIDIA, spectacularly well run business that. I recall the days when they competed with other graphics chip makers and didn't always do so well... They've been a huge success story. Yes, does look to be an August trim of BofE rate but will a trim to 5% deliver enough support for CPI and other businesses? From the time the trim takes place there tends to be a lag before the benefits are felt.
You must be young. This is going to play out exactly the same way it has for decades.
Although if this time is going to be different, to the upside for the British people, not just slightly less dreadful, then that would be great. Not going to hold my breath though, and suggest you do not either.
Oh, and read Taxtopia. Based on your post, I presume you have not done so yet.
And yes, it is chillingly accurate. And no, the other lot are not going to change it. Why would they?
Savage, I agree with you that this country is a complete mess. My question to you is, how is a bigger Government going to solve this. Surely you understand that a bigger state is a bigger drain on resources and therefore the allocation of those resources are far less efficient, resulting in declining living standards. I for one am in favor of a small state, individual liberties and law and order. The Tories trampled all over the civil liberties in 2020 when they locked everyone in their home and told everyone how they should live with the threat of fines if not followed. Labour would have done the exact same thing, and maybe spent more. (Who knows i'm guessing). This two party system is an absolute disgrace and the only way out is a credible 3rd party making significant gains. Unfortunately, people do not vote for freedom, they vote for free stuff.
Ah well, come back in June i'm thinking. Can't do with all this political rubbish. Nothing to do with Capita specifically.
So pointless to me......
Shame tho. It was only the other week i was saying what a great board this was, then certain people arrive to hijack it for their own macro/political views
"you happily take, take, take and yet when it comes to putting a a little back in you resent every dime of it"
How do you know this?
Over my life time I have paid a lot of tax and still do in retirement and in no sense can be described as a little. In fact a lot more taxes than I have got back in services, I am happy to pay tax if I get a least a half decent public service. Not so long ago tried to get to the doctor for an urgent condition, nothing for at least 3 weeks, drop in community hospital can see me , told to go to A&E, waited all night (8 hours) for 3 minutes with doctor to be told I should not be there but at least then put into the system for treatment. Another time after a test needed to go for an urgent cancer check, Doctor said this should be within 2 weeks(recommend max wait time for this on NHS), Hospital kept messing about and took over 5 weeks (fortunately clear) but had I known this at the start would have gone private. Partners house burgled, police did nothing. I am not prepared to pay large tax bills for very poor service which can be life threatening. So I will go somewhere with either a better health service, lower crime etc (also a lot lower tax) or somewhere with very little or no tax low crime and pay healthcare myself, at least I will get to see a doctor and have treatment when needed.
My partner feels the same she is a fully qualified carer who works in social services and in the past managed a number of care homes (where she was appalling treated during lookdown). Where ever we go she wants to keep working, a gain for the new country and a loss to the UK along with my taxes, you can take so much but sooner or later it becomes too much. Both of us feel this country now has very little to offer for very high taxes, high crime, useless police etc.
You will understand this once you older and have grown up.
"it is the government you voted"
How do you know that, I did not vote for this shower.
As this is the CPI board this is the last reply I will make on this issue
Wham Wham, Kipper, instead of making a cry baby comment, just don't read the posts. Cry baby.
TerryM1 - It's difficult to have sympathy for your GP & hospital situation because you literally voted for the 3 week GP delay. You and anyone else who voted Tory at any point since the 2010 election voted for such delays, you were all repeatedly warned on what the Tories do when they're in power. Even John Major (prior Tory PM) famously went on the airwaves to say something akin to: trusting the Tories with the NHS is like trusting a python to look after your pet hamster. The major crises with NHS A&E and ambulance delays are the fault of 14yrs of Tory mis-management.
I'm also not surprised the police did nothing about your partners house being burgled either. Tories too frequently champion about them being the party of law and order but so far from it... Prisons are decrepit + overcrowded, courts backlogged to the extreme and too many getting off scot free when having committing blatant broad daylight crime.
As I said he Tories have nothing to offer accept theft, death + decay. You seem to be in agreement as what you have listed has occurred under to last 14yrs of Tory Gov.
While you may not have voted for Sunak or Truss (no one did as they were unelected) - if you supported the Tories at any point then you're culpable because "you get what you vote for". Friends of mine have died very directly due to Tory neglect btw so I do totally understand what you mean about the very serious NHS, social, economic and crime issues.
LWHL - Rather assumptive of you to have said "You must be young." - I'm not willing to divulge my demographic but... what I will say is: any assumption(s) you make about me are far more likely to be incorrect, when compared to probability odds of your assumption(s) being correct.
Savage - anyone here more than a week has had to put up with endless macro ramblings totally unrelated to CPI. You’ve made clear you’ve no interest in the share yet you dominate this board recently….. and now it’s your politics! Do us all a favour and keep those views for the BT board