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The thing CPI represents such a small part of their portfolio that even if it suddenly doubled or even tripled over night it would barely be felt on the wider portfolio.

Schroders I doubt. Unless the results are abysmal.

RWC more likely. I took hours one night digging out in what funds the CPI shares were held. It all depends on the strategy of that particular fund. In both cases CPI represented a tiny proportion of the overall portfolio 1 to 2% from memory.

They don't try to beat the market. They want to create funds which slightly over perform the indices they are tracking.

That selling might have had nothing to do with their opinion of CPI or it could have.

Indeed right question to ask. Not much we can all do but wait for Friday. I for one would rather they turned up end of day as I have a motorcycle lesson and don't want to be distracted.

GMAN one II sold 10% of their CPI holding. Sorry to be pedantic, but "sold" on its own sound they dump the lot.

So yes Know0 is right they are holding.

@gman 600+ mill is plenty

I do love how you use your multiple accounts to recommend your own posts.

Passmores with "the rampers on here", first I think my posts were definitely not ramping and no one actually ramped. Everyone is bringing in concerns about debt and I'll be the first to sell if they don't deliver on what they promised.

Second why would anyone listen to some actual deramping twerp not able to answer simple questions and changing name every few months so he can carry on his little game.
Most views except yours are pretty balanced on this BB.

Everyone acknowledge there are some issues with CPI and most invested here invested because they believe the risk/reward of the BoD pulling it off is worth the money.

You in the contrary play the dips shorting with your spread betting account. How about you stick to PasslessoftenOnThisBoard

I disagree. You cannot put all purchases or JV on the same bracket.

https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.marketscreener.com/amp/quote/stock/CAPITA-PLC-4007375/news/Capita-joins-forces-with-Filtered-to-scale-content-intelligence-and-smart-skill-building-for-emplo-35896320/%3Futm_medium%3DRSS%26utm_source%3Dgooglenews%26utm_content%3D20210720&ved=2ahUKEwiHgOb0iZPyAhXkQUEAHWD8BRQQyM8BMAR6BAgLEAM&usg=AOvVaw2QIePCjihEpC9sOz2qSYwg&cf=1

They need to compete and crossing a line on acquisition s would be stupid.

I was actually expecting some pretty major m&a during the crisis which we did not see (not only with Capita).

Maybe they are still being negotiated. There were a few but I expected much more. Some serious opportunities out there for anyone with money.

By struggling I mean businesses who struggled because of covid and are in ****. Mine was for instance and now finally pulling out.

With all that cash from disposal they have 2 options,
1 pay debt
2 buy new more profitable businesses

I think they are doing both. Now is the best time to buy struggling businesses. But I want them to pay debt.

Needs to be a right balance.

@Gman, if the BoD has not managed to turn this around with all the magic tickets and money the gov has been splashing everywhere this year there is something seriously wrong.

People have made millions in outsourcing for the gov during the pandemic and some who were not even in the outsourcing business.

With the amount of Dosh they have made with disposal I'd would be really disappointed and likely would sell as it would crush my trust in the BoD. But I have no reason to doubt them till we get the results.

Cash is right the biggest issue is debt restructuring indeed but at the last meeting presentation we know they started paying some off (sorry do not remember the amount of someone wants to fill the gap) and the BoD has been clear that disposals were going towards it. Now it's a question of trust.

I hate debt and I would be really annoyed of we don't see some serious serious clearing of it H1 and much more on H2 with the final disposals.

It's normal to be frustrated. But stating there hasn't been any news is untrue.

We need to see some results on debt in H1 and if the last RNS is worth anything that revenue is growing even with disposals.

We need IIs to invest and increase their holdings.Capita has a terrible rep which it's having a tough time shaking off, this year is meant to be the turning point.

Enormous progresses has been made and while like Passmores new account bellow mentioned they disposed of revenue streams they also created new ones more in line with the core business. That's without counting new contracts and other restructuring.

"just ain't any good news" these kinds of comments make me feel like I'm living in a parallel univers. Have you not followed anything capita related since the start of the year?! Or you think your little comment will stop prospecting investors from opening the RNS section?

Noob67 the spreadsheet is only as wrong as the data entered in it. So if Moon entered the wrong data it would show him the wrong results.

The spreadsheet was just to help make forecasts. You put in the t of concentrate, price of copper and other variables and it would tell you how much the company would make in revenue. Nothing more nothing less.

Theory: IIs can buy over the weekend or at least set positions. So it could help big players I guess.
Just a theory

Depends what you call MM. The company is now owned by IIs and merchants who will look at slowly disposing of their shares, which will keep the sp low for some time.

I don't like putting all financial market players in the same basket. MM are not II.

chablard we are due updates, you are the one deramping with "And without news incoming this'll just be another p and d."

nb_riley, you might want to read about the debt restructuring of PDL. Nothing to do with UK market