Member Info for clairesmith

yeah looks very interesting that 8 holders now hold about 70% of the company.

to buy the 30% free shares is only £420m. So would cost much to be a major holder and have the company purely owned by 8 or 9 parties.

this is becoming a very interesting share. with Top Shop out of the way, asos buying up merchandise and product ready for the spring summer period, and their growth with the US in Nordstrom.

feels like a crazy dream to buy up the shares so cheap at the moment.

from a post on the Asos board:

Are Citadel bringing Nordstrom & ASOS together?

Today 11:32
https://finance.yahoo.com/news/nordstrom-inc-jwn-hedge-funds-184404979.html

https://www.nordstrom.com/brands/asos

https://press.nordstrom.com/news-releases/news-release-details/nordstrom-and-asos-announce-game-changing-joint-venture

https://amp.theguardian.com/business/2021/jul/12/asos-nordstrom-topshop-us

https://www.lse.co.uk/rns/ASC/holdings-in-company-8komc266c3lw401.html

massive news and move, Asos already working with Nordstrom to rebuild their USA Retail and online fashion offering.
The USA has been in need of a good online clothes retail company for a while, and ASOS have the brand loyalty from the youth (15 to 35) market where the growth and money is.

can see Asos more to MCAP of £2B within a matter of weeks if this is the direct things are going

\DYOR GLA

okay, so what you are saying is:
Average revenue £4B = fair value market price of 1920 (i assume per previous market valuations)

Asos H1 (Nov 2021 to Feb 20212) had profit, however, this was reduced as they had bought lots of products ready for the sales period of Spring and Summer. as such they loaded up stock earlier to avoid any market bottlenecks.

therefore, if they have increased revenue in March 2022 to June 2022 they will have an extra increase in profit as they have already done large merchandise buying in preceding months.

as such, a price of 1850 to 1920 does seem reasonable based on the numbers.

of course dyor gla

wow, thanks for the cheap share tree shakers.

should bounce back to 6 regions easily over next couple of weeks

yes, looking good and strong now.
glad to be getting these shares cheap, considering the BoD is aiming to double profit over the next 2 years, and the share is at discount based on performance
great to have a company that consistently delivers profits and growth.

looking forward to the dividend payment and getting paid to hold a share with potetnial

looking weak still, can see this drop into the 13's with another tree shake.
the hold time on this will be in the 6 months to a year looking at market factors.

good share to be in:
consistent profits
more growth on the way
dividend ex date for May 2022
the cost of acquisition and channel building done to grow revenue streams

great company, cheap stock, dividend coming

price has stabilised and reached the floor.
looks like the platform is built to move up, and tons of upside to this share price.
very exciting times and looking forward to the dividend on the way and share price moving back to the 300's

this is looking like a good opportunity.
dividend on the way, and the company in a stable position to deliver growth and profit.
compared to the majority of the market this is looking very good.

"capita (LON:CPI - Get Rating)'s stock had its "outperform" rating reaffirmed by Royal Bank of Canada in a report released on Thursday, MarketBeat Ratings reports. They presently have a GBX 50 ($0.66) price target on the stock. Royal Bank of Canada's price target would suggest a potential upside of 146.31% from the company's current price."

Source: https://www.marketbeat.com/instant-alerts/lon-cpi-a-buy-or-sell-right-now-2022-03-2-3/

some great food for thought there KevinC100 and Hexam.

appears that capita have made a very big turn in debt to revenue structure, and moving into a much better position.

happy with my cash in them to grow over the year and make some big returns on very little risk.

as much as this guy is being a bit too rampy for my taste, they do appear to be correct in their thinking.

i dont understand either why this business currently only has an MCAP of £360m.
Capita are a house hold name with massive contracts and constant revenue streams.

this should be in the 40 regions easily based on the numbers

yeah, looks like the floor is formed indeed.
have just topped up more, looking forward to some great news coming out and making profits soon.

Capita are in a good business model at the moment, with long term services contracts, meaning that even with market wobbles in theory their revenue will be consistent.
given the current stock discount of 50% since Decemeber, and that they have paid off a lot of debt, and showing profit and reveue growth, this is a great opportunity.

have bought a good holding and plan to add as much as possible on the way back up to the 30's.
Good stable company that has done re-structure work the past few years meaning they are now moving into high rate revenue and profit growth potetnials.

just looking at the MCAP to Revenue potential, could see if market slow down due to channel issues maybe a last test towards the 70's?

paid off a lot of debt
restructured the company to be more revenue-generating
have increased their run rate revenue streams

even on a conservative bounce going to 26 on some good contract news is easily possible.

We will know on Sunday when the PM says the plan, however it's looking potentially like soft lockdown circuit breaker over the festive period.
This will indicate the direction of the markets on Monday

Be cautious everyone, they could still potentially drop on Monday for the same reasons that boohoo dropped.

Soon as we are post Xmas the company will release another statement on how this was the biggest trading year ever and the share will rocket.
We've see it happen multiple times and the price drop is sheer manipulation.
Watch the shorts close position while buying all the cheap shares from fear.
Happy Christmas scaling scum