Member Info for GMAN12

Well, Well, not posted here much, but I was expecting a reasonable update but not as good as that. A long way to go but cost & debt management have been above expectations. That was a pleasant surprise this morning. A lot of pluses going forward indeed for 2026.

If it was today then 0.12% is 378000 shares over half of today's sells.

These fluctuations can be reported late ie before the update, they might be hedging a larger long position or it could be they're out and out shorting. Who knows?

More like hedging at this price.

I think you've got your chart upside down mate.

@Trisor, given the lack of news then it does look odd on the back of 5 other analyst adjusting slightly down after H1, but welcome nonetheless.

I'm positive on the long here but I'm suspicious of this rating (unless they know something we dont). Last time I looked the analyst consensus was slightly downgraded on all metrics bar revenue between their March forecast and the latest in August after the H1 results.

I think that was the reason for the pullback. Hopefully more will follow.

Https://pressgazette.co.uk/north-america/reach-in-the-us-profit-mirror-express-irish-star/

From another thread. No idea if there's anything in it.

Original contract £63m over 5 years.

AIm,

Broadly agree on 1 & 3 as per TU although going forward TCV has already increased without any big ones particularly.

2. I'm looking to see what impact the cost savings have and will have impacted on bottom line operating profitability. I'm expecting an increase in operating margin but overall decrease with no business exits proceeds.

4 "net debt to increase accordingly" was in the TU due to £55m outflow of cost reductions & efficiencies, but fully or how much they didn't say.

Looking for a greater specific guidance ranges on Rev, PBT & FCF for YE as a lot of other firms do but CPI have not been as good at in the past.

Where the proceeds of Capita one have been invested & where cost savings have been targeted, I'm hoping contact centres specifically.

As for the SP no idea. That will depend on how the numbers stack up against the consensus on Capitas Analyst page & any unforeseen news goid or bad added in.

Been a few peripheral good signs but needs hard numbers to support. Let's see., I'm in LT anyway but wanna see tangible progress.

Adjusted revenue explanation in the 2024 accounts. "This measure of revenue is used internally in respect of the Group’s continuing business (being the Group’s continuing activities, which exclude business exits) and the Board believes it is a good indication of ongoing performance".

Have a look at the accounts, read and understand how an operating loss turns into a large net PBT. Let me know when you need your hand holding again 😁

I'll tell you circa £55-60m only just over half of that was realised in the 2024 accounts they were sold by August. You really are terrible on maths or clutching at straws.

What was Capita One revenue?

That's because it's in the RNS and fecking obvious! Just the same as your prediction of under £2b revenue ie a £400m drop doesn't equate to 4.5% to date and broadly flat for the year in the same RNS 🤣🤣

@Trisor we've already been guided on FCF. I can't see a month to 6 weeks making too much difference. Other than a re-iteration I don't think we'll get a further update til the Dec update.

Agree would be good to see what contract wins or % of are as a result of the new technologies being employed. We know TCV is gonna be up on last year. Beat it a month in advance.

@Simpiles not convinced it was purely that reason as they might be anticipating a share shortage and took advantage of the DCC rns to gain a bigger float. I don't go off the buys/sells but noticed for 3 weeks there was a trend of more sells than buys by some margin over the period.

These short term spikes/dips are always cancelled out long run.

3 largs buys gone through. I'm guessing that could be Worldquant closing in total. Seems the right volume given they'd reduced.

@Kipper9

None arr recommendations just those sectors are down at the moment and they are solid or reasonably solid companys which should return as/when the market does for those sectors. I stay away from AIM as a rule.

@Kipper9, WOSG, SFOR, FUTR, WPP to mention a couple. I'm only in sfor just now for similar reasons to CPI but watch these and others quite regularly. RCH is occasionally a quick win too.

@Kipper9

Those numbers are from the TU so unless there's other things in play then they should stand up 1 minth later. Agree the recent buy ins are an excellent sign. Net debt will be up but that's already disclosed. The TCV is higher for 5 months than the full H1 24. Granted that could "lumpy" in nature re the timing of renewals but still better.

I do think the share consolidation & cancelling the share premium account to be significant. But we'll have to see how high confidence is in guidance as to a future dividend.

Best case scenario is you'll be selling those August. Not guaranteed but possible.