Member Info for Culley01

From my analysis of my compressive chart data I can see a strong resistance at 339.4368

Once breached it will be a clear run to 356.7894

@Daltry July 4th is also my birthday!

I was in Leningrad (St Petersburg) in 1976, which was the 200th anniversary with a load of Americans & that was fun.

We’re only at just over 22p in old money although it seems higher post consolidation

@Kurtz excellent summary.

Couple of points. I think the last loan was around 7-8% so interest payments could be slightly less.

I also think the 6-8% margins are a medium term aim so I would expect that figure to improve over time, especially with the emphasis onAI. I believe the industry average is around 10%

We have been promised more guidance in the half year results in August so hopefully that will make the future clearer

I think as our FCF materialises & our AI efficiencies take effect we will start to be seen as a tech company with a subsequent rerating

@Trisor that’s just over £10 in shares which in a couple of years ( if not sooner) should be achievable

Sorry ‘ further progress’ not ‘fury progress’ although I quite like the idea of fury progress!

£4 is only just over 26p in old money & 2 years ago we were trading around 33p so 26p then would have seemed bargain basement prices.

& of course we have a totally different & much better company with a clear path to fury progress

Slightly mystified ( although delighted) at this meteoric rise.

The June figures were only reiterating what we already knew.

Could there be something else driving this?

Would agree with GMAN but I hope that prior to H1 we will get contract wins, improved guidance in August results, new ratings etc to bring this up to £4 or so by Y/E with H1 figures then giving a further boost to the SP.

I think we are now on the radar of more IIs than previously & this should drive the SP upwards

I wish there was a filter which would automatically remove any comments about other posters & just leave posts that relate to the company ie CPI

I’m delighted to see the rise over the last 10 days or so but this is still at 20p in old shares & should be more like 40p ie £6 with more to come as the cost cutting, AI, sales of non performing parts etc feed in.

Personally I’m hanging on for £10 & this is less per share than under the JL rights issue con

As someone said last week £3.00 by Friday?

Not saying which one!

I chickened out of my sell strategy at £2.85 or so & buyback at £2.60.

I’ve got a little over 50,000 shares so I figured a 20p gain on 5000 of them is only £1k against the downside of missing out on further rises. Also thanks all for thoughts on this

Thinking of selling 10% of my holdings & set a buy back at say £2.60.

Any one else tempted?

@Trisor £4.50 is only 30p in old shares. I would hope for a lot more long term

The SP reaction to the update is going to depend on what guidance we get reFCF etc.

Without some very positive info I would expect a drop, as usually happens on figures which are superficially negative, even though they may well be as expected & in line with previous guidance

Watching this video brings out how important the CEO is of a company.

JL was using CPI as his exit from business & had no particular personal ambitions apart from getting a very good salary & trying to be Mr nice guy.

In contrast AH is relatively young in CEO terms & although he has already proved a lot is ambitious, highly intelligent & very motivated to create a leading AI company with CPI.

Talk of bids, takeovers , £6 share values in my opinion are totally underestimating the potential of this company that Adolfo is looking to realise.

Hang on in there & if the coming update results in a SP drop ( I hope it won’t) just look further ahead

Simpiles Yes I agree but possibly we’re talking about different years. To me June & August 2026 are going to show actual FCF on the accounts for a complete trading period with no ( hopefully!) one offs to distort things. I suspect that’s when dividends willl be announced but of course if they come before I’ll be delighted.

It is getting almost as boring ( before I deleted him) reading posts on savages reviews.

Unless I delete Terry, Trisor etc (which I don’t want to do because when sticking to CPI they can talk sense) I’m stuck with it unless more people just delete Savage.