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“I’m not sure how the uk government would react to PE taking over the likes of Serco and capita”
Why? You have got companies like Zellis and Liberata in the same space as Capita and Serco (admittedly on a smaller scale), which operate perfectly well in the hands of private equity.
I think if we really want to start a debate about provenance, let’s specifically discuss Russian oil being rebadged for global distribution, then let’s look at Boohoo?
Https://www.capita.com/news/capita-signs-new-customer-experience-contract-irelands-national-transport-authority
It is on their website
Hex, so the only material negativity between March 23 results and Aug 23 update is the data breach and the £7m OPC variance. Is the market justified to de-rate from c. 44p to c.15p. According to IR all other knowns were known.
Hi Bobby, if you look a bit further down the page, you will see that this disappeared yesterday:-
Marshall Wace LLP 0.49% 27 Nov 2023
MW are usually spot on with their positions, so possibly a good omen.
Very interning RNS’s. Very quick check on the New Mexican holding shows 10% holding of Talos. Hmmmm
,”Insider Trades of CONTROL EMPRESARIAL DE CAPITALES S.A. DE C.V. Beneficial Owner (10%), TALOS ENERGY INC. Beneficial Owner (10%), PBF ENERGY INC.”
Https://www.ft.com/content/00084cd4-064d-41cc-8e08-0ed2da9ec7d2
Think the markets have reacted well to US inflation data.
UK’s turn tomorrow.
VIX also below 14.
All seems to be in right direction.