Member Info for Fatsam010472

Https://www.highwaysmagazine.co.uk/companies-and-contracts/tfl-extends-capita-contracts-900m

No one seemed to pick this one up so I thought I would pass it on.

Bit more information here

https://www.publictechnology.net/2026/06/16/business-and-industry/capita-expects-to-improve-troubled-whitehall-pension-delivery-this-month/

Https://www.pensions-expert.com/defined-benefit/mycsp-staff-union-announces-three-more-weeks-of-strike-action/69793.article

Seems to me that the noise is getter louder. The BBC, The Register, Computer Weekly, Civil Service World, Savage and Aim. I really think it's time to buy a few more. IMHO

The shorters are possibly hedging Aim, who knows? It's probably better that you are out, we don't want weak hands bailing when the share price really starts to move up.

@OldAlarvian - Yes, so you keep saying over and over again???

@Trenners - Are you going to tell everyone each time you sell some shares, because I'm sure we are all really interested to know.

@marcusexile - not really interested if i'm honest, he generally fills the board up with pointless comments about other posters, which i agree can be annoying but they have there right to their opinion, it's upto the readers to determine if wish to form their own opinion about the comments, not for the dictator to say what they should and shouldn't be reading. this, along the side the frustrating share price, constant company ****-ups and mis-leading information doesn't really help. i remember distinctly reading the news article, which i'm sure most of us do about how john lewis had turned capita around, how long ago was this?? it doesn't take 11 years to turn a company around unless you have greedy ceo's riding the wave rather than doing the right thing. the constant flow of excuses, one off costs, major dropped b**llocks are really starting to wear thin. but having said all that i still think that capita will come good (just my opinion) but i have yet to see proof that the ai technology is providing the benefit we are looking for. talk is cheap but money pays the bills and i assume this is the reason why we are all here. adolfo needs to stop with the excuses and start delivering what has been promised. unfortunatley i think that there are going to be a few more bumps in the road before capita starts to take off, but this is just imho, and based on my historic buying strategy i am likely to get it wrong again.

@Heatseeker77 - You seem to very quick to critise other peoples comments and portray that everyone else who has a differing opinion is someway biased or wrong. You call people names which is obviously a floor in your character and seem to think that you are the great oracle. Yet you have been a fully fledged member since June 2025 posted 956 times. This equates to nearly 3 times a day, every day for the past eleven months. I don't think I need to say anything else.

@AdamWoodman - I would say there is plenty of reasons why Capita can't start flying, and it revolves around incompetence. All Capita need to do is stop making the same mistakes but for some reason they seem incapable of doing this. The company has been in freefall since 2015 and they keep making the same mistakes. I assume there were thousands of iterations of testing the software to ensure that this could not happen, yet it has again. Don't get me wrong I am fully invested in Capita, but this is becoming a running joke now and I am starting to loose faith in the leadership, Adolfo needs to take the bull by the horns and make sure this doesn't happen again, reputationally this is yet another disaster.

Really!!! @Culley01 - So it's got nothing to do with tanking the share price and then buying a bunch of shares before releasing positive news and making a quick profit? Wowsers what planet are you living on Lol!!!

To be fair UBS have been in and out more times than the Hokey Cokey over the last month. If you throw 10 darts at bullies dart board, one of them is likely to hit the red bit. It's good to hear that Capita are winning contract renewal's but there has been at least three good new items recently and the share price has only moved down which makes me think that the markets do not have confidence in Capita and the improvements due to the use of AI are still pending, although I do believe it is just around the corner. Capita have to make sure they do not stop drop the ball and ensure delivery on their promises in 2026 or it may well be yet another flat year. On the upside the recent drop in the share price has allowed me to pick up a few more shares but if the March 10th results show any signs of weakness I think we will be back to £3.00 quicker than UBS can do yet another Hokey Cokey move.

Barings will continue to pursue Capita for compensation for 8,000 client's they have on their books. If Capita go to court and loose, I suggest this could be another £10 million hit depending upon level of compensation and court fees. In my opinion I don't see this as a major issue other than a constant spread of negative updates in the news, just more frustration in my opinion. Capita need to make sure there are no more dropped b******cks going forward, it's time to start delivering for shareholders.

https://www.lawgazette.co.uk/news/court-rejects-abuse-claim-in-capita-data-breach-case/5125850.article

Mobico Group has not redeemed its £500 million hybrid bond as of early February 2026.

Despite the bond reaching its first optional call date, the company has officially confirmed it will not exercise its voluntary option to redeem the instrument. This decision has several significant financial implications for the group:

Coupon Reset: As the bond was not redeemed by the February 2026 reset date, the coupon will now reset based on the five-year gilt yield plus a 413.5 basis point spread. Analysts estimate this could cause the annual interest payment to nearly double, potentially reaching approximately £41 million.

Credit Rating Impact: By keeping the bond outstanding past February 2026, the instrument will eventually lose its 50% equity credit from rating agencies, as it will be less than five years from its effective maturity in 2031. This change could lead to a significant increase in the company's reported leverage ratio, which rating agencies like Fitch have warned could trigger further downgrades.

Strategic Context: Management indicated that the upfront proceeds from the recent sale of its North America School Bus business (approximately £273 million) were too low to prioritize the full repayment of the hybrid bond. Instead, the company is focusing on preserving liquidity and reducing other debt obligations.

To be fair anyone who has worked with the CS knows that the budgets are always woefully under target and I would expect Capita to anticipate this and make provision for such an outcome in the contract. I have been invested in Capita since 2018 and the news articles today are no different from what they were back then, a constant stream of carefully crafted news by the BBC and the Times which deliberately leave out the finer details of what is actually going on and to try to encourage this rediculous notion that the CS would do a better job. Bla Bla Bla....... Anyway I'm not going anywhere anytime soon and good luck to all the other long term holders.

Capita has been named the highest-designated Major Contender and one of the largest global providers by market share in the Everest Group’s 2025 Customer Experience Management (CXM) Services PEAK Matrix® Assessment 2025 - EMEA.

The Everest Group PEAK Matrix® assesses the market impact, vision and capability of service providers. This year, the report highlights Capita’s AI solutions and its, technology ecosystem, as well as the company’s ability to deliver high-quality service and respond with agility to client demands, as its key strength areas.

David Rickard, Partner, Everest Group, said: “Capita’s strong expertise in regulated sectors such as government, BFSI, telecom, and energy and utilities is being reshaped by its bold investments in AI-powered CX capabilities. Through its AI Catalyst Lab and AgentSuite, its gen AI- powered proprietary solutions suite driving agent productivity, quality assurance, and customer insights, Capita is evolving its service portfolio to meet the rising demand for AI-powered customer engagement. These advancements, combined with its strong presence in the UK&I and Germany, underpin Capita’s recognition as a Major Contender in Everest Group’s Customer Experience Management (CXM) Services PEAK Matrix® Assessment 2025 – EMEA.”

Corinne Ripoche, CEO of Capita Experience, said: “We’re proud to be recognised by Everest Group. It’s a brilliant reflection of the energy, creativity and commitment our teams bring every day.

To be fair that doesn't necessarily mean its a new short, shorts below 0.5 are not usually reported. They may have just increased the short slightly.

When the share price was falling, every single broker was behind the curve with their forecast, and I wouldn't expect anything other than the same as the continues to rise. Not worth the paper they are written on in my opinion.

Really.....haha

Just to rub salt into the wounds, the share price is now lower than when Capita first floated on the stock market in 1993, now that's a pause for thought....