Member Info for burgeseb

I guess Harry is signing and commenting on pseudo names - Shalmar / Hubstar and Five Candles :)). Anyways Harry has no other work to do

KEFI has 60 employees (S inquired from. ChatGPT). I am not sure what are they doing and how theyare remunerated. Harry should be booted out

Nothing worthwhile will come from Saudi investment nor any funding coming from Banks. Conman Harry has not mined single ounce of gold since last 20 years and he proudly proclaims that KEFI is gold exploring Company. If KEFI will not start work its licence will be given to another Company. I doubt if Harry can get another round of funding from private investors. Best thing is to first boot out Harry and his inefficient team.

Getting a place in Guardian news paper on an article relating to AI shows the dept of transformation which Capita has under taken. Go Capita Go. By end of the week the price should cross 16 p.

Why were previous two post which discussed about the possibility of bid for Capita removed?

Fantastic. If the offer price is 45 p the Board should reject the offer because it will value Company at 750 million. An improved bid of 60 p can see the valuation to be £1 billion which seems reasonable for Capita

Very well written UPshunt. Harry can not be trusted. The only thing which he will do now is to bring positive update, increase the price and he and his team CASH out at high prices. He will then resign and have a good retired life at our expense. What a shame. Mockery of governance

Regarding politics - I feel Conservative government under Boris Johnson did a good job in respect of Taxation, Spending and Interest rate resulting in economy growing at fastest rate amongst G10 countries with borrowing levels least amongst these countries. Except for brief period under Liz both the PM's and FM's did good job.

Savage - you need to understand concept of costing. Let me explain you with your example:

In 2015 my income is £3000, and my rent is £1500. - I have £1500 leftover for bills, leisure etc after I've been paid & have subtracted my rent expense...

BB - Agreed

In 2025, ten years later, cumulative inflation has added 25% to my rent costs (outrageous I know right?!)... However, since 2015 my income has unfortunately halved (because the boss went on a mad austerity drive).

BB - Your assumption is that income has decreased but costs have increased which is not the case. Since income has decreased cost associated to generate income such as employee cost, infrastructure costs etc have also reduced though not at same intensity as income.

Present CEO is driving efficiency by reducing cost to first bring it in line with revenue so that margins improve and once it reaches optimal margins (say as in 2015) it will focus on revenue increase. In 2024 though we see decrease in Revenue we see that margins would be around £110 million as compared to previous year loss of £60 million even after one time spend in cost reduction activities. IN my view all intangibles like GW etc. is written-off and therefore there will be no additional impact on future margins

Market sees two factors for increase in SP. Growth in Revenue and growth in margins. Capita has achieved growth in margins and once it shows YOY growth of 15 % in Revenue which I expect it from next year we will see exponential growth in SP

Savage - you need to have like to like comparison. In 2015 the share price of Capita was 700 p (50 times current valuation). So even if it is currently booking 1/3 the inflation adjusted revenue booked in 2015 then also I see a lot of value in this stock. The reason being bargain price at which it is available (2 % price at which it was available in 2015).

Capita under previous leadership had focus only on short term gains. Their commercial managers were hated by the clients and slowly it started losing clients and it is in this state today. Outsourcing in UK has huge potential and with exploiting offshoring potential it can regain back lost ground - slowly and steadily. If one is patient they will be surely rewarded with share price touching 70 p to 100 p in next 5 years. One should remember that Capita commanded good business when Labor government were in power

Go Capita Go. Today the share price has to cross 14.25 p convincingly and never to return at below 14 p levels. With expected profit of £110 million in 2024 (results to be declared in Mar 24), EPS of 5 p per share the SP of 14 p is not justified

KEFI is and always remained exploring Company. It has never been a mining Company. I do not believe narrative floated by Harry's sympathizers that value of 15% stake is 70 million which values 100% stake in JV to $450 million. At the most the stake would be valued at $5 million to $10 million

Helen Paris seems be very efficient - response in jiffy. This shows the efficiency of the Company and how people are aligned to common goal

Lordy - Quite a bit of hit but you should recover. Guess you have good quantity or purchased it at high price. In any case you should recover fast. Expect 42 p by year-end.

I am in-tolerent to gluten. So gluten free Burger for me please :))

Shorters - Actusraypartners Limited and Qube Research will disappear along with other shorters in this chat forum

Was going through results of Capita for H1 23-24. There has been a marked improvement in all Financial parameters which markets are currently ignoring because of Dec 24 Trading update. In my view the update was very truthfully pessimistic but not worded well. In my view the results will be much better then expected in Mar 24 with Company outscoring on all Financial parameters as compared to previous year. We can expect the price to re-rate to 25 p before results and 30 p after results . One can expect the stock to rise and stabilize at 42 p by End of year

Go Endeavour Mining Go. Share price to reach near to its potential valuation of 2200 p. Let's We are wishing for good results and RMS update

One Good News on large Contract win can be expected this month. If the deal is valued as much as £500 million over 5 years then expect the SP to touch 20 p by EOM

More Investment - More Dilution. Harry will get coppers say £5 million to £10 million which he will gladly accept and issue shares at 0.40 p further dilution our position. Harry is untrustworthy and he needs to Go. GO Harry Go