Member Info for Bertles

If you read the 25/6/20 in detail pretty much all the news is already out.

The upto £50m saving is an arbitrary figure that I would expect to see. Thet have said 60% of the staff are working from home. There is no excuses not to be seeing a ton of overhead savings, meetings, travel, office costs etc Add to that 10,000 furloughed staff not generating expenses etc

Given the FY2019 results CPI should have been really focussed on all sorts of cost savings anyway!!!!

Also I think analysts will have a sharp eye on Capita's liquidity and cashflow. That seems to be the noose around thier neck !!

Also a sharp eye on the CFO if he buys/sells. It seems thats by far the most accurate indicator where this share is headed !!!!!!!

Just to add to that if its anything less than £200m then I suspect the reaction maybe negative.

£100m - £125m - share will probably collapse
£125m - £175m - share will probably may slip/hold on a sliding scale
£175m -£200m - share may gain some support/indifferent
£200m + is really where CPI need to land to really get support

I think H1
Turnover £1.7Bn (down £175m)
PBIT £115m (LFL)
+ £45m Savings
+ £6m Furlough
+ upto £50m Covid related & overhead savings

I would expect to see +£200m PBIT at least !!!!

https://polaris.brighterir.com/public/capita/news/rns_widget/story/xo3m5mx

I dont think todays RNS makes much difference. Impact has already faded away by the afternoon.

It only affects 2021-2026. Most people are concerned about whats happening now!!!

Yeah LOL he defo knew something for a CFO to sell out like that on the day of announcement sends out a terrible message.

No wonder there was a run on the collapse straight after!!!

Back to today, the RNS gain from this morning has already washed out. Continues to follow the same pattern. Nothing sticks !

Actually looking at it seems very fishy. On the day of the results announcement this year the CFO sells a big chunk of his holding.

He sold at 104.30 and the share collapsed in subsequent days to unbelievable lows and where we are now since

Something really stinks there. This kind of behaviour is not on. He must have known :-(

You can see if you click on CPI Directors deals their activity.

The small buys are probably part of an automatic remuneration package.

Having scanned down the list I see Patrick Butcher sold a load on the 5th March. He's the CFO and he sold a load at 104.30 on the day of the results announcement!

He must have known something which explains why he sold on that day !!! The share price collapsed straight after !!!!!!!

The pattern seems to be you hear some news, the share price gains some interest. Then it slides back down again.

It just means the support is very very soft. Which is more surprising as price is already so low.

Like it bumped up this morning and is slowly coming back down again!!!

Agree hamm67. Lets wait until next week.

The RNS today wont influence the share price like actual published results. Investors want to know if this company is making money!!

I can see now its a poorly run company. They seem to have no engagement or reliable communication with outside investors or recognise the importance of it. That kind of explains the major share price collapse. GL !!!

Thanks, so we finally have a committed date!

Announcing pipeline is all well and good but we have no idea if they actually make money on these contracts. Until they publish, how they are doing I cant see any major movements in the price.

Its not even back at thd 45-50p it was a month ago and I am now beginning to understand why! Its no way for a plc to behave !!!

Good initiative to ask them direct !!!

Until we hear clear cut financials I fear this share is not moving anywhere fast anytime soon.

The worst thing a plc can do is not keep their investors informed how they are performing. Major investors lose interest and walk because they no longer have trust in the company after that. I think this is one of the reasons why this share has collapsed so bafly. No one seems to understand the company anymore !!!

Announce a date in the next couple of weeks? Jeez thats dragging it out !

All companies have monthly results and YTD figures as a matter of course so cant understand why this delay.

Its a plc and it has a duty to keep its investors informed. I can now see why the stock has fallen away so much !

Any news on the H1 results today?

We've had a few people mentioning dates every week but the dates come and go but no results!!

Does anyone actually know the date they will be announced!!

Some interesting insight there. The banks are probably at a low ebb at the moment. I dont expect great shakes anytime soon but these could be one for a steady long term outlook

Ones like these can bounce back. The 2nd wave is the biggie though as it could wipe it all out and then some in a flash!

Im gonna keep an eye on it but its too much of a rollercoaster on show for me at this price!!!

Its slipped again this morning!!

Do you think they wont be posting half year results ! Surely they cant do that, we are all expecting them all this week !!!!

Its slipped again this morning!!

Do you think they wont be posting half year results ! Surely they cant do that, we are all expecting them all this week !!!!

Dave ....not interested in those things to much. Thats standard in most companies.

If you read the link I gave H1 last year the transformation was into 2yrs and they made positive announcements.

By the end of the year something major must have went wrong in the transfornation. The Year end announcment was very negative.

I think something big went wrong in those 6mths and this share got wiped out.

If they have already made £45m savings this year then I would defo expect to see £150-200m for 2020 H1

Any news on the results yet? What is going on its the 5th Aug today!!!

Im looking at it as a recovery stock so want to understand if its on the right path. No point investing in a company on a downer !

Something seems to have gone badly wrong in H2 last year. It moved from very positive sentiment to very negative in just 6mths!!!