Member Info for AimMaster2018

This sale takes it above the 700 m mark. So far we know, disposal target has been achieved, we expect debt to come down substantially as recipe of disposal coming together, we know the division and reorganisation I believe was completed end of last year, we expect free cash flow this year, SM also said they expect increased revenvue this and that last year the business has grown, also alot of business have been won in January 2022 already...looks interesting gla

Following intra day fluctuation can drive people mad, if u look back to history of capita price. When it was around these levels people mustav regretted not having patience to have held when it reached £10 plus. This is one of very few shares that is at a level when covid hit and since, dow and ftse 100 is near pre covid levels. So this is due some upward moment imho

Rns can come anytime, am sure IR will have eye on the share price. I do expect debt reduction definitely, they could however could add that to disposal rns or in march report. Any debt reduction is good news will be taken positively, material reduction could see this fly imho. Capita had a plan and a structure. So once 700 m disposal target is achieved. Then it would point to the fact that they will be where they want to be. IMHO

If analyst have this valued at higher price than today, what is the probability of a new institutional investor taking a stake. The UK economy has grown fastest in g7, outsourcing imho becomes very important expecially capita has staff and infrastructure to take on new contract. Also to outbid other bidders with simple low cost business model... u can see more contracts being won already in this month. So at market cap around 550 m is cheap imho

To me, free cash flow was highlighted in HY1 report. How they would achieve is was through reorganisation and reducing the division from 6 to 3 if am right. Transformation was completed or near complete end of last year from what I heard hence why some transformation chief officers were let go because they've achieve what they were bought in for imho. They then recruited growth officer in December to now grow revenue etc etc

Any undervalued stock will correct itself. This is clearly one. Where cash exceeds market cap imho. With transformation nearing end, the numbers should show this year. Analyst have price target close to double current price. Do remember, once it moves, it moves big. IMHO.

The concern is Schroders has issued 2 holding rns in 2 days, and they hold large stake in this unloved share. I don't think the share price wouldav been around 45p odd without them. They seem to be offloading presumably at loss, according know0, they bought around 40s... as someone said before why they selling when they should be buying imho.

Just have to hope schoder isn't selling again

Apparent china sent some war planes surounding Taiwan from what I read

https://www.google.com/amp/s/www.marketscreener.com/amp/quote/stock/CAPITA-PLC-4007375/news/Heading-How-we-helped-Defra-transform-a-struggling-public-sector-agency-into-a-thriving-laboratory-37606547/

The price of capita has never really reached pre covid highs although ftse has reach near pre covid levels. The price is at a low base and the company are in far better shape now than before the pandemic. As Stuart Morgan said in one of the post mentioned, there's some inaccurate information out there and are easy target. Broker ratings by atleast 3 analysts has this above 55p in the past month or so. Market cap of under 600m which is less than capitas cash position. Also, I think they said they'll have 50 m free cash flow from restructuring which should cover any inflationary cost. IMHO

The market cap is below 600 million...when the announcement was released in December, Stuart M was surprised by the reaction of the share price when it dropped around 20% from around 46p....assume the share price today was still 46p after December statement and then end of year results turned out bad. Then u would expect it to drop roughly 10 to 15% (depending on result of course) from 46p price level ....the point am making here, the price has dropped around 20% on literally saying what they announced in half yearly report. as someone has has said before, this share is priced to fail and it seems worse possible news is priced in, so even if there was bad end of year result, the downside is minimal, do you think this company which be valued anywhere around 400 m. Which is ridiculously low...hence why shorting is such a high risk but wouldav been favourable had the share price was around 50p mark on assumption result wasn't going to be good. Also in addition to this. Someone wrote the message recieved by Stuart M. Saying debt wouldav been reduced had the receive payment of disposal before December so we can assume the debt wouldav been reduced from recent disposals as highlight in the rns to directly pay down debt in the final results. All this in my opinion of course gla

It's a quick profit making contract lasting 6 months that they never had. Quick returns in the short term. Improves the balance sheet imho

https://www.google.com/amp/s/www.marketscreener.com/amp/quote/stock/CAPITA-PLC-4007375/news/Capita-and-Microsoft-join-forces-to-put-20-000-Surface-laptops-in-the-hands-of-Northern-Ireland-s-37606820/

Should bounce imho from here

Stuart Morgan even said, it was PI's that were selling after the December statement and not Institution. With low number of shares exchanging hands whilst Institution held their shares tightly. The drop from 48p to today's price caused by PI's while analyst have this at above 50p plus. IMHO

Also around 42% is held by institution imho. So this defo can move as there's less shares in circulation exchanging hands imho

I think the cash balance is more than the market cap at current price imho

Covid situation seems to be phasing and UK is on the verge of lifting plan b, so you would think the division hit with covid should bounce and could see revenue growth jump this year hence profitability. As far a transformation is concerned, its seem to have or is coming to and end and disposal target is on the brink of achievement. Revenue growth for the first time in 6 years, and profitability achievement in H1 all put together should help share price to appreciate imho.

If they letting the people who were there to help with the transformation leave, doesn't that mean they've done what was expected of them and transformation is complete imho