Member Info for AimMaster2018

- Schroder looks to have kept their 20% stake having increased

- Lombard Odier Asset Management (Europe) Limited increasing their stake to 5.31%

- registered office changed further reducing cost.

Institutional investor started increasing their stake recently, reducing available float. Been years since we've seen such activity occur. Wonder if they know something? Imho

Registered office changed, further savings imho

I recon we close around 17.60 imho

The 5% holding rns, the timing is very good, it's before results. In addition to this, it's good to see a new institutional investor hoovering it up.. Just need II to fight between themselves to buy more. Clearly they're see a turn around story here. The subtle drop could mean mms collecting to fill an order possibly? imho

Yes delayed reaction after budget, u can see mitie and serco have gradually recovered. Capita has recovered a little following recent drop.

If you asked a long term holder, when Capita was going through transformation under JL, what they would want as an investor to see at the end of it. They would say, something like. Increase revenue, lower debt, higher margin and profitability. Under JL we only saw 1 out of 4 ( which was lower debt). Which is why the share price has dropped near enough all time lows. Under AH, we're seeing 3 out of 4 (lower debt, higher margin , profitability) with the 4th likely to be address through re-investment to drive growth. So share price could go anywhere imho I see risk reward very good imho

Iv always said, debt has always been an issue, we had debt of around £1.3billion at one staged and have been bought right down to lowest level ever seen when we get the update in December. So that's a green tick. Then margin level has near enough close to double, that's another green tick. Yes, revenue has dropped, but it has led to increased profitability with cost cutting measures. AH has been working on matrix that is relevant to stakeholders. So how will market react. Firstly debt level being low, it will probably seen as a turning point. If market looks forward. We can see fcf and profitability visible. So at these levels, risk reward looks attractive. Imho

I'm looking more forward to debt level being the lowest its ever been. Last time, the market was little concerned that debt level would rise in trying to increase profit margin or that the debt level hadn't drop as much the the update showed. With capital one sale and confirmation on recent rns that capita will have minimal financial debt. And hoping for further improvement in margin , with no pension deficit payment next year, it should set a base to really drive that profitability. Making the market cap look really silly imho

U mean 17th

@theoldtrader, just look at the market cap, and we've just recieved £180m. Enough said imho

@savage, I remember u saying ur other half invested in Synthomer PLC and told us u were looking to save up deposite for a house. Could the bitterness be due to investment not going the right way. I mean synthomer has dropped near 50% in 6 months. Leaking money and feeling disgruntle, you want others to lose money and feel the same way too ? And we know you want to trade BT but the market isn't moving how you want it. I mean BT was trading at around 1.48 at one point which u sold around 93% and sold the last 7% at around 1.41. BT Dropped to around 1.36 ish which wasn't good enough for you. The price is nearing ur sell price and worried you may have to pay the same price u sold at or higher lol imho

@savage must have a sore head this morning. Wasted the past month, thinking market will crash, the BT results provided opportunity but wasn't good enough. Greed got better of him and wanted it cheaper. He hoped uk gdp report would do the job, that failed! And now hoping December report may do the trick lol 😆 both stock he tried deramping I.e capita and BT both finished green. What a wasted Friday ! Imho

@savage must have a sore head this morning. Wasted the past month, thinking market will crash, the results provided opportunity but wasn't good enough. Greed got better of him and wanted it cheaper. He hoped uk gdp report would do the job, that failed! And now hoping December report may do the trick lol 😆 both stock he tried deramping I.e capita and BT both finished green. What a wasted Friday ! Imho

'I think we see 17.20 + this afternoon imho' aimmaster2018

I think we see 17.20 + this afternoon imho

Savage waited the whole week hoping uk gdp figures would drop the share price to 1.30. But has now been left with a dilemma 🤔. Every penny this rises, the more post you'll get imho

Results being on Tuesday is good and not only a Friday lol one positive imho

BT is up savage? U had ur chance lol

Savage waited the whole week for these gdp report hoping everything crashes. Even stopped investing. But ftse is recovering BT just turned GREEN. Bet your disappointed lol the market didn't react the way you wanted it imho

You've waited the whole.week for the UK gdp report and the stock hasn't changed much in price lol imho

Thank you for the assessment @nofear. The timing concerns me a little. But yes, will have to keep eye on it imho