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It's hardly 'leaking out' if it was flagged in the TU before Christmas?
We know already that 2023 is a write-off because of the hack and the disposal expenses.
The only thing that might stimulate the SP in March is a compelling vision for 2024 that flags good news for investors. But as AM has written elsewhere, the only thing that moves the SP in a sustainable way is an improvement in the fundamentals.
To avoid disappointment, but aside any hope of an upward move in March and come back in August for the update that really matters.
Simply reflects prudence and accountability imho
@sharehead oh I have been!!
Analysis plus optimism ... but yes, for now just a dream
I will take a look at the ticker, down tools and walk to the pub to buy an ice cold pint of lager. I will sit quietly at the bar and savour the feeling of victory that comes from having analysed the business correctly and backed a winner.
That turning point might even come this year ...
Don't lose sight of the fact that the government likes Capita to own the difficult contracts. Part of our company's role is to be a whipping boy and occasional scapegoat. Look at the shambles in local government. Expect to see those essential services moving more and more to companies like Serco and Capita. Local govt in UK is an incompetent mess. Private sector does it all better imho. But it is difficult. Hence a barrier to entry.
Yes ... agreed
Hopefully just him trying to be a 'social CEO' .... all the rage these days apparently
Just check HHH81 and you are right. Looks like a lot of lightweight behaviour on LinkedIn ... slightly concerning
It would be a capitulation. Ain't gonna happen.
AH won't want to start his relationship with shareholders with a damp squib that puts him on the defensive. He will want to be seen to come out fighting for our interest as well as that of other stakeholders. Otherwise what is the point of him?
Therefore, I expect him to take the results broadcast as an opportunity to deliver his inspiring vision to all stakeholders, include shareholders. So yes, fingers crossed for a serious inflection point next month.
Aim, is that a spa you've installed at the back of your house using money from a charity project focused on your dad who was a captain in the army and is now sadly deceased?
I agree Broomtree.
He just makes me question myself from time to time ...
I've always welcomed Aim's bearish voice.
If you invest, you need to think, question and reanalyse your decisions regularly. A contrarian voice avoids echo chamber problems. Thanks Aim.
What's your target price? I'll buy more when we hit it ;)
I agree, Culley.
AH looks like someone who understands *timing*
No, I don't think that.
I wouldn't change my message below. If your analysis has changed, it should give you the answer you need.
Odd conversation ...
It should be simple:
1. Are you a CPI shareholder?
2. If yes, does your original analysis (and reason for investing) still apply
3. If yes, hold. If no, sell.
4. If you did not have an analysis in the first place, you should probably sell IMHO as you should be in funds, not individual shares.
My analysis still holds so I don't need to worry about selling. I find it odd when others take a more emotional or less analytical approach. Why would anyone want the stress of doing that? Weird ...
No offence intended / all IMHO / DYOR DYOR DYOR DYOR .... and GLA
Totally
I didn't view the portfolio businesses as 'juicy' ... quite the contrary. They were often based on aging 'legacy' software that is riddled with technical debt .. that means high cost of ownership and deteriorating cashflow. I was glad to see the back of them. Old crapita bod paid too much for some of them too, so they were never going to deliver a return on the financial debt they caused in the first place imho but that's another story. Capita's core business today - thank goodness - is delivering long-term services with solid ARR supported in most cases by cloud software services increasingly based off m365. That is a more solid base for growth and profitability than a decades-old 'bag of spanners' .... imho
Https://www.fool.co.uk/2024/02/02/with-a-p-e-ratio-of-3-12-is-the-capita-share-price-too-low-to-ignore/
Timid but positive … finally
The turn of the tide begins with small eddies like this