Member Info for Culley01

@Trenners yes I do agree it’s always a year or two down the line & then something comes up to make it another year or two.

I’ll give AH a year to make his mark & show progress otherwise I’ll reluctantly depart from Capita

I suspect you need to bang on about diversity in order to win government contracts.

As long as the focus is on efficiency, cutting costs & delivering value to Shareholders I’m happy

I think the August 1/2 year figures will be the real indicator of where we’re going

Now now boys, stop squabbling & let’s have posts based on CPI itself

If this keeps up & results disappoint AIM will get his 14p buy in

@Trisor Yes I hope so but I suppose because AH is an unknown (at least as far as CPI is concerned) we just don’t know how he proposes to handle things

I’m getting somewhat nervous ahead of results. Based on December update we don’t expect them to be great & this share needs constant good news to stop it falling.

We’re totally dependent on AH giving an upbeat message.

If he does & we get good 1/2 year results with FCF in August it will rocket otherwise it will just drift & probably decline further

HHH81 I would have expected him to have 6 weeks or so to get to know more about the company & formulate plans before making an announcement. In addition we are in a closed period prior to Y/E results so a statement accompanying the results makes perfect sense.

Let’s just hope it contains some concrete plans & targets with dates & figures clearly laid out & how he proposes to achieve them

All will shortly be revealed !!!

Fingers crossed

Yes the government should reduce the size of the state but when we have a Conservative government who increase the size of the state & we are shortly going to get a labour government I can’t see it happening.

My worry is that a labour government will bring back more contracts in house (like the congestion Charge on the premise of saving money (& at the same time increasing headcount & power & senior salaries) . Of course they won’t save money but the damage will be done.

I don’t think AH would have taken on the roll at Capita without a lot of due diligence & satisfying himself that a turnaround is not going to be a long slog but that most of the background/ preparation work has been completed.

He seems to achieve pretty good SP growth over a 2/3 year period & them moves on.

Personally I’m positive on him but a lot will be revealed in the expected statement with Y/E results in March

Does anyone know the value of the Congestion charge contract which is due to run out in 2026?

Basically we are all relying on AH as CPIs & hence it’s shareholders saviour.

I only hope & pray it works out.

I personally think we will need to wait until August results for any meaningful improvement but hopefully we’ll get a strong statement with the results in March outlining plans/ forecasts with

timescales for completion.

2 of JLs that didn’t (or won’t) materialise were (the indicated ) reserection of dividends in 2024 & elimination of debt once disposals were completed. Fairly major lapses.

I really think (& hope) that AH is a breath of fresh air as opposed to JL.

I (like kipper) find it staggering that he has taken 6 years to dispose of the various business that he thought were superfluous & has made some improvements (not to the SP) but at a snails pace. I know Covid didn’t help but everyone else had to cope with it as well.

We won’t hear anything from AH until results as CPI is now in a closed period but hopefully he’s going to come out all guns blazing

Good luck Trustfund & let’s hope you make it back one day

The problem is that £3b revenue means nothing if it doesn’t produce FCF.

Once we have FCF we will then have dividends & the whole picture is completely different.

My guess is August statement will show FCF & I would hope for an announcement then about resumption of dividends

I seem to remember that JL said some time ago that AI could be used to reduce or replace the temporary staff that are taken on

Thanks Peterrr just what I wanted to hear, sounds really positive

Whilst I totally agree that no company is 100% safe I don’t think AH would have taken the job of CEO without a lot of due diligence to make sure he wasn’t taking on a dog.

Judging by his record he has pretty good timing of when to move to a company which, with a bit of help, is likely to show a substantial turnaround in the SP

& then after a few days drifts back down again.

We need TFC, dividends & low debt

This share is so depressing

Whilst I didn’t expect any long term upward movement until 1/2 year results I didn’t expect falls either.

It seems to need constant positive RNS to just stay still

Personally I have blocked both of the posters referred to so can’t see their postings, however I would very much doubt that any of their postings have any influence on the SP & are made just from vanity/ desperation etc