Member Info for AimMaster2018

Sharehead from

2nd March 2023, u say renewal rate was 91% which i presume was for last year. This implies a significant decline to 69% for the first 6 months of this year. Cyber breach was in Feb March. So decline due to this? Could we see further decline due to loss of reputation? Imho

Recent number from August 2023, not old data from March 2023 that ur using.

AUGUST 2023: The renewal rate for the GROUP reduced to 69% reflecting the loss of the Teachers' Pension contract within Financial Services in the Experience division.

For you to say repeatedly, renewal rate is 99% is a lie?

U did not specify it was renewal rate for a division.. what people want to know is renewal rate as a WHOLE business i.e GROUP.

this along side PE figure you've pointed out which is lagged data from the past. Makes me question ur post

Imho

The renewal rate for the Group reduced to 69% reflecting the loss of the Teachers' Pension contract within Financial Services in the Experience division

Issuance of £101.9m of USPP in July

Further debt ?? Imho

Free cash outflow excluding business exits2* of £53.4m (H1 2022 outflow: £16.5m) reflecting increased working capital, the cyber incident and increased digital investment

They're using money to try and stay afloat imho

Reported loss before tax of £67.9m (H1 2022 profit: £0.1m) due to business exits, non-core Portfolio goodwill impairment and costs associated with the Group's cyber incident

Bubble, it's all waffle based on hope imho

Continue to ignore the signs! The more recession sounds louder, the more II will begin reducing in the market. The more councils will go bust and governments debt interest payment becomes hard to service as tax receipt will be lot lower with rising unemployment in recessionary environment.

14p soon

Imho

- Public division is whats keeping the revenue stable

- portfolio division which is now disposed off showed revenue growth outperforming other divisions over past few years post covid which is no longer

Here's experience division from the report:

We expect a lower rate of revenue growth in H2, driven by the non-repeat of contractual one-offs in H1 and continued volume attrition within the closed book Life & Pensions business unit.

Imho

Yup coiled spring into a recession imho

Yes, we need to go with our own decision. I'm following the independent investors I.e II and MW for direction plus my assessment as highlighted below. Imho

I'm sure Jl bought in the £2 or £3 pounds too, they were In the know then too. Look at the price today! They bought around 33p, In the know again? Look at the price today. They bought recently, was it PI constant pestering of IR to force them to.buy as no II willing to buy to invest some confidence. Imho. I see u at 14p -ve imho.

In the upcoming trading up, if the company doesn't show any profits, as im expecting it to be loss making. the disposal cost plus cyber security cost and increase in labour cost in addition to lack of new contract wins due to high profile data breaches. Most TU has seen the share price tank on its release over that past few years. What helped last year was portfolio division pushing the revenue up from the bounce back from covid recovery, which is no longer as its sold off so can't save them this time. Public sector and experience are slow growing. The probability of retesting the lows are very high imho sometime u question why II was selling for it to drop this low, can't be simply because of cyber breach. Could it be the results? Out at better price before the storm . Why would they leave when the turn around is complete supposedly? MW holding short comfortably without reducing at all time low price. Do they see further downside Imho my map to 14p for starters is laid out imho

Correction, moody downgraded US credit from 'neutral' to 'negative' after US close yesterday. Expecting US equity to be impacted on Monday imho

Very exciting time7 Nov 2023 13:28

Next two weeks will be gold

???

I see broomtree added more here today ? Imho

Was very close with my prediction. Imho

Expexting low 17s when America opens up. 17.32 UT imho

Gocpi imho imho

Recession coming imho buckle up