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We should all book leave for that day then? Imho

Rachel reeves moment is coming soon close to your screens, the bond markets is behaving more extreme than under liz trus imho

Angela Rayner says she should have paid more stamp duty on flat purchase - and considered resigning

In high inflation and high Interest environment. Low debt, cash generating, and contract secured companies likely to thrive. Capita is a interesting proposition imho

Back to square one then ? Moved from staples to growth stock during period of high inflation and expectation of no rate cuts till next year. Not wise imho

I think the next support here is around 1.35 to 1.40. Nothing visible above that from my charts imho

Further redundancies it seems kipper imho

Https://www.civilserviceworld.com/news/article/building-the-foundations-for-agentic-ai-in-government

Soon I believe institutional investor probably move away from growth stocks especially with how bond markets is behaving imho

We have public sector growing at 4 -5% with secured contracts, with low debt and on the verge of achieving fcf. Surely investors should be flocking to stock like capita when growth stocks dependant on consumer for revenue contracts imho

Has to rise from here, investors should be driving to stocks like capita imho

Higher interest rates in no good for consumer which is likely to contract revenue and profits imho

City investor should be back at their trading desk. Very close to concluding cost saving exercise. Then cash should be flowing. Sspg I must say is probably the worse decision, especially revenue is consumer based. People are carefully watching what they eat and are eating healthy. Persistent high inflation is further going to knock consumer confidence. What's interesting is, public sector revenue is growing between 4 -5% which is at the rate of inflation or higher. Imho

Avocet, consumer facing stock likely to face the dip. Retail stocks taking a hit. Even midas suggesting sell for grg. Once consumer confidence drops with persistent high inflation. Bottom line could be hit imho

bubble, over the years, there's been alot of issues with the business and probably 3 years ago we were promised £50m fcf under previous ceo which never happened and its been very long time since dividend was stopped. bab**** went through dividend being stopped, selling non core business, a transformation and its risen by 300% ish and now dividend paying.

issue we had was:

1. debt being over a billion, some was saying this was going to be the next carillon. imagine what the interest payment would have been and how much cash it would have swallowed up to service the debt. business today is of lower debt, financial debt of below 90m?

2. we had loss making contract which was eating our margin a businesses which needed cash to be injected to reach their full potential but were non core to capita. all sold and have stopped bidding for low margin contract

3. we were low margin business with plenty of fat that needed trimming, words uses by analyst were, 'complex'. things looks more simplified , cost trimmed, and margin improved. releasing hopefully fcf

4. the cost of the above is at the expense of revenue. surprisingly growth increase and upgraded in public sector leaving issue with experience

summary :

1. we have low debt

2. we have higher margin

3. higher margin leading to higher profitability

4. the fcf to follow to be used to reinvest to grow revenue. when revenue starts growing in experience. the companies transformation is complete.

imho

So after the first cuts was announced of £60m. Sp was around 18 to 19 I think. Since then we had further outflows to service further cost saving which was increased to £250m. Which is just over 300% more cost saving than initially announced. At early August total saving came to £205 m. With saving of £10m per month.. the total saving end of August should be around £210m to £215m leaving £35 to £40 cuts left. From 1st sep to December. The cash then should be flowing through. Then I'm sure they'll becoming cash rich. With right people in charge, and their contacts. I'm sure they'll spend wisely not to undo the lean, efficient business. Wonder what the SP will be when rns drops of cust cutting exercise has been concluded. Imho

Worth watching

https://www.linkedin.com/posts/adolfohernandezf_ai-creatingbetter-activity-7359140405629665280-k6pm

Citadel and glg are cranking up the short, retail and food stock are taking a hammering, people eating less and healthy and hot weather is driving people away to cold stuff.. inflation remains high so people are watching what they eat imho I'm currently shorting stock where revenue is dependant on consumer as consumer are cutting back, revenue likely to shrink, affecting bottom line mho

Continued downtrend imho

1.50 getting g wver close Imho