I prefer the next rns to show harwood have upped their stake and most important past that threshold as some metrics have been better than what they envisaged. Which should have enhanced the investment case. So watch for the red dot imho
In Richard stavelys past interview he stated public sector revenue growth was around 1% and stated experience needed sorting. And that once close book mortage is sorted which is draining 20m. Everyone will want this stock. The revenue growth since for public sector has been greater than 1% off memory was that 4%? In his recent interview he said, public sector alone would be worth aroubd 700m? That's probably on 1% revenue projection in public. So at 4%? He would value it higher? In uncertain time. Secured revenue like those in public sector is comforting. They just need to offshore everything in experience. Company where revenue that is consumer driven likely to see dive imho so at 275m MC risk reward looks evern better than when the price was 3.50. A full £1 cheaper imho
Worldquant Llc has increased 2 consecutive days by the total of 0.12% .. theyre cranking it up imho it feels like tomorrow could be a big red day. Possibly 2.38 close tomorrow imho
RE: Wrong strategy for these tough macroeconomic times10 Aug 2025 09:10
So I understand ur rationale savage. The company has to get smaller to chase those margins. Its evident from public and experience divisions. Public is generally low margin division and its revenue has held and has grown moderately. Experience is where u see high margin contracts but revenue has plummeted. So the points raised by savage is reasonable.. as a side note. The close book etc that's draining £20m a year could go on till 2030 from what iv read. Thank you savage, you've helped me think about something I haven't thought about so I shall hold of for now imho
RE: Wrong strategy for these tough macroeconomic times10 Aug 2025 08:58
Fair point there, chasing margin means giving up market share. Competitors would likely to benefit form repeatable business and grow towards market leader further making the tender even more competitive. I would rather have lower margin and more business than higher rmargin and clinging onto contracts imho
The company is still going through the stabilisation phase. Basically sorting the foundation. Then generate crash to reinvest before they start seeing growth. Which is going to take a while imho.
Shorty, the drop has been staggering. The sentiment has completely changed. Someone wants to be out quickly. Positive sentiment took months and months to build, all seem to have gone. Weve closed on days low and broken through another support. There's just no bounce and hard to even trade as it looks like sustained selling. A further 7p drop could cause carnage as further support is broken to take it near £2. I'm calling 2.38 tomorrow imho