Member Info for chillphill

No HL too

If so we’re good for doubling…

Not that I’m complaining…

Kat- I haven't been able to gauge nwg growth/progress in the investment arm as yet. Evelyn seems to be such a new acquisition it seems their figures are not integrated yet (well I cant find them or their impact on q1). Can anyone correct me please?

Theres a double bluff here possibly. Without an update you’d expect a dive. BUT - Drachs haven’t sold down any (i hope and assume) so perhaps being in the know more than us mushrooms, are happy to endure the shrinkage knowing theres a boom coming. Thats one theory I suppose. All that said - decent honest investors shouldn’t have to think on these lines - its investing not Russian roulette! Sadly thats why I started/finished unloading in the low 40s. Gla I hope my theory pays off for you.

Didn't agree with the leader head on last post segment. Let’s use this correct one. The update was bullish. It paid caution to the mid east issues too, with the increase of loan default provision attributed purely on a ‘mechanism’ basis which is a mandatory safety provision. This should hopefully rise today but if not, will fly when mid east is resolved. Aimho. Gla.

Thought this was common news already. Actually stated as a positive as its a hassle draining contract with hmg understating issues which surfaced on mobilisation. Similar to the olympic contract with G4S - the government doubled the number of security operatives required at the last minute and then blamed their inability to organise on the contractor who was left holding the baby. The contractor cant speak their mind publicly as it impacts other hmg contracts and relationships in play

Can you expand plse Norfolk?

Hi Bolton,

The rise above £3… To be honest I can’t see this below £3! look at the footprint in the trading history of this business, yes they went wrong, but now there seems to be a rectification plan in play along with focused driving activists. Not saying the repair work is anywhere near final; arguably it’s just underway but the optimism for such a business has to carry a lot of weight. I think this will languish in the mid Threes waiting for progress news. I wish i’d bought more in the mid twos

Introducing more focus and accountability in individual silos stops the cross business reliance on ‘carry news’ such as ACOTAR. Great announcement, should boost turn over and margin IN ADDITION to the fantastic times ahead due to SJ Maas factor.

In order to state a qualified pipeline value in an RNS i should imagine and hope

A formal tender needs to be in play

The opportunity is qualified

The ITT has been accepted by both parties

The bid has been submitted and is under consideration

The award date is within the FY

Would be interesting what parameters are used as I have seen pipe dream pipe lines in the past

The wax holding the feathers melted according to the air investigation

We share the same optimism with GBG so you cant be all that bad ;). Why the low valuation on CPI? Yes lower turn over (maybe - but a giant pipeline could change this). But ultimately a much smarter company with higher margins and no ‘dross - turn over vanity’ contracts - they deliberately got rid of many hence turn over dropping . The forward PEG looks to be well below 1 so I’m scratching my head as to where your concerns are. Good luck on GBG btw - we’ll do well here. I’m trimming near/ at 230 and will let the rest roll (famous last words)!

More supporting - sorry…

Capita's FY2025 results (reported March 2026) showed a 34.2% increase in adjusted operating profit to £113.5m and an improved operating margin of 5.2%, driven by £250m in annualized cost savings. While adjusted revenue declined 1.2% to £2.2bn, the company saw strong growth in its Public Service division, but experienced a 17.5% revenue drop in its Contact Centre division.Key Financial Metrics (FY2025):Adjusted Revenue: £2,199.5m (down from £2,225.7m in FY24).Adjusted Operating Profit: £113.5m (up from £84.6m in FY24).Adjusted Profit Before Tax: £74.5m (up from £40.5m in FY24).Free Cash Flow: Improved to a £(54.0)m outflow (compared to £(110.9)m outflow in FY24).Net Debt: £(461.6)m (compared to £(415.2)m in FY24).Total Contract Value Won: Increased 36% to £2,055.3m.Operational and Strategic Highlights:Performance Drivers: Strong performance in Public Service (4.5% growth) and Pension Solutions (4.5% growth) was offset by declines in the Contact Centre division due to previous contract losses.AI Strategy: The company heavily invested in AI, including Microsoft Copilot and Agentforce, resulting in over 200 AI agents deployed to drive efficiency.Outlook: Capita aims for positive free cash flow in 2026, supported by a strengthened balance sheet and a growing pipeline of £19.8

Hi all. I recently took a medium position in CPI. My initial attention was raised by one of the last three episodes of ‘playing FTSE’ a Spotify podcast. They had an activist investment company as a guest, Oasis management, who outlined what they were doing within CPI to turn it round. I must admit they didnt seem to suffer fools… At the end of the evaluation their main takeaway, apart from the termination of low margin high hassle contracts and resolving inherited problems on a large hmg contract, was how AI could significantly transform margins upwards (reflected in the results CEO overview) Oasis were very upbeat so this caused me to research further. It is a bit of a punt but at these levels the sp slippage risk is offset. We’ll find out in the coming updates - hopefully even a move toward divi reinstatement too!

Savage - I agree re the global software sell off. Common sense has prevailed that AI will help these companies; not replace; especially when much of the databases these companies draw from are strictly licensed or internal. Lseg, expn and gbg should all recover nicely after offering once in a lifetime ‘re’ entry points. Hopefully this should chug through the macro mire into the 220s + as the April update approaches. All IMHO but good luck never the less!

AI question placed -GB Group plc (GBG.L) shares fell sharply today, 9 April 2026, primarily due to broader macroeconomic pressures and a "risk-off" sentiment in the UK market. While there was no major negative announcement from the company itself, investors are reacting to heightened geopolitical tensions and technical trading signals that have dampened confidence in growth stocks.

Should imagine Hex may slide a little as he seems to follow oil. An rns on sales agreed take off deals would now really help.

B life… I’m a little confused; your sharing the outcome of ‘a secret’ which arguably is more secretive/sensitive than the route you got there. Would have been nice for you to explain the maths behind the valuation. Personal thoughts- it will fall a bit more - but the potential (and NAV) will always be there for the upside forward view. There’s always the possibility of a takeover or investor rebellion too. Still cant work out an entry point though but I think this is close.

B/life - not disagreeing this is a mess of a company atm - or other falls are likely. But HOW do you come to a specific number? Again no disrespect meant. I came out of this, bruised, last week having miscalled the bottom (luckily reallocating the money to LUCE which set me more than straight). I would like to get back in at some stage - but cant fathom an entry point which I think is above your numbers. The falling knife and all that. Best of luck to all holders.

Recent broker upgrade and Chinese based manufacturing with market leading growth in EV charging tech…. The company has proved to be a gem. If it falls to the low 60s on any macro volatility a top up is a no brainer!!