Member Info for BadgerB

Kipper, just to note on your comment below. Experience is 16,000 employees, Public is 10,000 (reference slides 22 & 25 of the 2025 annual report). We'll soon have a much much lighter workforce.

'...you see Capita or it's 30,000+ employees being immune to economic downturn?? I want your opinion....'

If this ensures the focus is on delivering the CSPS contract, seems like it could be a sensible move. Check with Capita IR.

*contract

My understanding is the current focus is delivering on the CSPS contact before taking on another scheme transition.

…this is the growth opportunity we’re targeting. This is why our pipeline is growing..

The back-office BPO opportunity in UK public services is vast, driven by a, £75.4bn total UK BPO market in 2026 and a government strategy to modernize systems, aiming to save roughly £1.8 billion over 15 years. Key opportunities focus on digitalizing HR, finance, and procurement through shared services, following the Shared Services Strategy for Government.

Key Drivers and Opportunities:

Massive Public Sector Need: The government's "Shared Services Strategy for Government" aims to move departments away from fragmented, legacy systems toward consolidated digital platforms, opening up outsourcing opportunities in payroll, IT, and HR.

Cost Efficiency Targets: The drive to save £1.8bn in Whitehall highlights a focus on cost reduction, making external BPO partners with expertise in automation highly attractive.

Key Service Areas: High-growth areas include financial services, HR support, procurement, and specialized administrative support.

Market Growth: The UK BPO market is experiencing strong growth, with 11.1% CAGR expected through 2033, fueled by a general trend of 57% of UK organizations looking to increase back-office outsourcing.

The opportunity is expanding beyond traditional, repetitive tasks to complex, data-driven services that support modernizing public services, with a focus on compliance and security-cleared staff for central government contracts.

AI can help with a lot of things including sentence structure, grammar, punctuation and spelling.

Anyway, it was blatantly and unapologetically misleading to impersonate another member, hopefully they received a ban.

@marcusexile - for my money six on your list can be ruled out and I wouldn’t disagree with your analysis for the remaining one!

Oh well, looks like LSE have removed the misleading impersonator’Heatseeker’ today. Pays to report on such behaviors. With any luck the individual responsible will also be removed (we all know who that is).

Agree, lowest of the low to impersonate another member, reported to LSE.

Oh dear - someone appears to be impersonating Heatseeker77 here? 1 post, member since last month..

Oh dear, Savage is agreeing with himself.

@Trisor - slide 7 on latest communication (link below) provides some insight on growth strategy, i.e. middle / back office focus. I also found Adolfo's input in the Yellowstone Q&A update on the new pipeline process helpful.

https://capita.wistia.com/medias/zspnea4b8r

‘Annualised’means exactly that funnily enough… that is £40m cost savings per year.

‘We will be taking actions to deliver annualised savings of c. £40m, across 2026 and 2027. The anticipated associated cash cost to achieve these savings is £20m’

IR have posted today’s webinar on the website now :

https://www.capita.com/investors/results-reports-and-presentations

@Trenners - Oasis are smart cookies. Investors will look back at this share price in a year when we’re generating £80m + FCF once the deferred income drops off the balance sheet and wonder why they didn’t remortgage the house to invest at this level. I’ve been topping up each day in the past week.

For those who have a spare 1.5hrs, in attached link click on ‘he told the hearing’ Capita hearing starts at 11:01.

https://www.thisismoney.co.uk/money/pensions/article-15550947/amp/MPs-Capita-bosses-civil-service-pensions-chaos.html

Thanks Trenners, agreed. Didn’t expect to see this SP level again, excellent opportunity to top up an already significant share holding.

Capita upped resources to 750 staff to fix inherited issue quickly, interesting read :

https://www.civilserviceworld.com/professions/article/civil-service-pension-scheme-capita-overwhelmed-for-backlogs-and-call-levels

Https://itbrief.co.uk/story/capita-cuts-hiring-time-by-43-with-workday-ai-tools

Savage - what is hilarious is you expect people on this chat board to believe what you write here. Sorry dude, people are smarter than that - it’s blindingly obvious you’re paid to post negatively about all things CPI.