Member Info for AimMaster2018

Started accumulating. Just what I needed 😌 imho

Capita got a mention lol

*Call centres*

Productivity and service levels could be transformed in the public sector by AI-enhanced efficiencies that automate the simplest tasks for call handlers, argues Adolfo Hernandez, the chief executive of outsourcing group Capita.

For example, pulling up past interactions with customers saves going over old ground. Programs can stitch together council services in the background, so that the planning application department and the building services are aligned. Or by listening in the background to transcribe and summarise calls, reducing time spent writing up notes.

Capita has introduced its “Agent Suite” product with two clients. Early indications, it says, show a 20% reduction in average call handling time, a 25% reduction in post-call administration and 15-30% increase in calls that are resolved at the first interaction. Nils Pratley

It's stuff like this https://www.bbc.co.uk/news/articles/cgkjjkjy4p8o

Shows government is serious about technology. So makes capita well positioned to push AI which capita should benefit. Government now needs to prove AI is going to help push growth and be proactive in showing its being implemented. I remember not long ago AH shared a post where capita was invited to parliament amongst others where they showed how capita can use AI to help public sector i.e NHS etc. Just need to show contracts being won Imho

I'm playing both trades at these levels until it wakes up. Eventually want to be long. I just stated for the price to appreciate then they have to deliver, then you won't see these prices. To be able to find £ 250m saving v currently market of around £225m is something. As long as debt is low and controlled. Free cash flow from 2026 will be something where profit could be at levels of current market cap imho. I currently watching to see if Lombard Odier Asset Management will increase its stake and average down imho

The only way the share price would appreciate if capita executes it's £250m saving assuming it's annualised with minimal debt. Continue to grow margin towards 8% which is just under 200% increase from 3%. If they can show they can grow with product offering backed by government AI contracts. Continue to reduce property, rent/lease. Then at market cap of £225m would look silly. Even with revenue at £2.2billion with margin of 8% is £176million.. which is why i think this is one of the most watched stock. The question always hangs, will they deliver. It is worth noting, when £160m saving was announced, they set a profit margin target around 8%. Since, the savings have increased to £250m with medium term margin target still remaining at 8%. Once legacy loss making contract falls off, which is eating up profits. I would take drop in revenue any day on loss making contracts. It may reduce revenue but with the new saving target, margin could be higher than what's targeted which is when you see 40s and 50s and beyond. Imho which is why I'm here and am sure many are too imho

@trenners as i have previously pointed out. It feels like a closed period imho

Literally 95% of the people posting are long but complaining about the share price. Yet the longs don't want to dig deep into their parkets to take the share price where they see value. Yet the 5% that are short or univested are seeing gains. Benefit day is Tuesday? Imho

Ftse 100 up around 1%

Ftse 250 up around 1%

Ftse all share up around 1%

Capita down 0.57%

Imho

BoE is forward looking lol 😆 imho

Https://www.bloomberg.com/news/articles/2025-01-16/uk-inflation-lowered-by-stats-body-using-christmas-eve-air-fares

The UK inflation figure not showing true picture based on above article ? Imho

Reduction in interest rate likely to further fuel inflation. UK inflation set to rise in January. Energy cost has risen, tariffs won't help. Employer NI cost to be passed onto goods and services further increasing inflation. You would not cut if inflation is above 2% knowing inflation is to the upside in the coming months. It would undo all the hard work imho so don't agree with u JO. Me and my cats think the same too imho

I cannot see banks cutting rates with uncertainty around tariffs otherwise they risk inflation getting out of control. The oil and gas rises are acting like another war has broken out but increased sanctions on Russia oil is likely to push global inflation higher. This is all before trump tariffs. UK gas price cap has gone up in jan so inflation in jan is going to be higher. Imho

Has anything really changed though?

US inflation up

UK inflation dip by 0.1

The market jumped when infact US is worse off with inflation than it was before the announcement. I call it relief rally imho

When market spiked, dollar dropped and it's starting to rise again. Imho

To make you happy, I've made a loss 😆. Lol. I I don't think many expected the market to react the wjay it did. I could have stayed in, but i had to question myself, why is market cheering inflation rising to 2.9 and UK having inflation at 2.5. To bring it to 2% is going to be very hard. Oil, gas have been on the up, and next UK inflation for January is expected to be higher. And analysts predict it will hit 3% by summer. With trump tariffs coming. Is this bounce in the market a dead cat bounce. Iv called it relief rally. So I expect realisation may kick in. Nofear stated its fomo, and that was what made me think. Made money on short and long position. Now let the interest in savings give me so risk free reward imho

JO ur calculation doesn't make sense.

If one buys £100k at 13.66

And sells at 14.06

You don't make £500 after charges.

Ur maths is awful imho

Dont* bonds rising again. Relief rally.imho

I missed savage garden, down want him to be on his own. So thought I'd join him.imho

I'm out. Gla imho

Bonds dropping below 4.70. Much welcome relief imho