Member Info for GoCPI

"Is that even possible? You can sell at a loss not sure you can buy at a loss."

Yep, if you've sold/short at a lower price level. ;-)

The largest division (public) is still growing, and growing above expectations, now at 62% of total revs and like to increase a couple of more % points by the end of the year. Old Rachel's push for more public spending is certainly helping CPI, and as we do more offshoring, NI cost hits should trend lower too.

Low margin contact centre drops and isn't a surprise to me anymore! The pivot there will be towards higher margin contracts driven by more offshoring and Agentic AI.

After an absolute eternity, CPI is finally on the cusp of sustainable FCF generation from H1 25 onwards. And it isn't smoke and mirrors anymore.

Will AimLess buy back at a loss?

To me, the kicker is public sector ramping up well - mid single-digits revenue growth and the low margin contact centre business dropping off, as expected (and desired). Pretty good progress. For a change we've now seen net debt not ramping up like crazy in H1, which has been the perennial bane for CPI.

CPI moving away from JL's private sector consulting business driven model to a more sustainable solid public sector revenue majority driven model. Good job AH/XW/Pablo

Not very well..PMSL!!!

Adjusted revenue expected to be broadly flat. Capita Public Service guidance upgraded to mid single digit revenue growth, Contact Centre now expected to deliver a mid teen revenue reduction

I thought you'd be a bit more better informed, AimLess. Numpty put 50% tariffs on copper product imports and of course there's a concern that copper demand will be a lot lower as there's not enough refining capacity in the US.

More importantly though - MSFT and META have both beat revenue numbers handsomely and all's well and kicking in the Mag7 world. I dare say it will rub off well on us too - not you though as you got to be in it to win it ;-) !!

Yes we could indeed see 3.50 on the results announcement next week.

He uses the ultra sophisticated 'Pass Wind' method!! It's as good as it gets from a valuation viewpoint - DCF be damned.

Until this market sees a news release with even a mildly positive prognosis on revenues, the SP will lend itself almost perfectly to MildTiger's trading approach - Buy and pump, sell and fear monger!!!

Path of least resistance until the forecast prognosis changes in still down!!

AimLess/Meekie strike again...

Not to worry about investors here AimLess - I know you're a clever hindsight trader, but no grey matter involved there. The clever investors are those who quietly carry on with their business of investing a good chunk of their money in undervalued shares, make money when the tide turns, sell how much ever % they want to when their targets are hit, but not sit around here and pontificate, or start fearmongering posts when there is a stock price correction. Big deal - shares go up and down, and they do so for many reasons. Buying strength getting exhausted near-term OR non-material news like yesterday's causing panic among light-weight investors.

I take this drawdown as a buyback opportunity for my trading position and pile back in starting tomorrow. H1 will be OK, but H2 is where the chips will fall in the right place for CPI.

Keep up with your pointless posts though - I'm sure your clueless fan club loves it!! It takes all to make a market, dunces aren't discriminated against.

"I think they will plug away until the revenue picks up, the share rerates and then look for a merger."

"they are hoping the Big Tech AI CAPEX is peaking and as that spend slows the focus spend will move elsewhere to Marketing or Tech Services"

These 2 comments are my views too - they aren't actively seeking mergers until a turn in the sector spend arrives as either Capex spend on AI plateaus OR the US economy turns around with the recent fiscal stimulus (OBB) kicking in and as the tariff headwinds dissipate (hopefully). Numpty Trumpty, begrudgingly albeit, realises that outlandish tariff threats/implementation aren't good for US businesses and shouldn't do too much to rock the boat. The market can go back to its merry ways for our stock price. :-)

Good volume up day today!!!

"On Monday £938,000 worth of total trades dropped the market cap by £5,670,000"

Thanks, Auson. This kind of stat is what vexes me to no end with this exchange!!

"so.. H1 Results seem unlikely to stimulate much IMO.. and it will all rest on improvements later in the year ..

Oversold though based on hedge betting IMO"

Certainly agree with the first point - H1 will be a washout and it's the commentary in the H1 report in September around how business activity is trending in Q3 and forecast for FY which could make a meaningful difference to the SP. Is it just Hedgies betting or even PIs selling as even a small amount of selling pressure creates an inexorable pressure to the downside, on next to no volume. THat's what I lament about us being listed here,

"current SP (more than) reflects the current state of business at S4"

What I meant to say here is that the S4 valuation on the LSE is more dire than the current state of business (FCF generating) would dictate.

Cheers, Alpha. That's a good read and the current SP (more than) reflects the current state of business at S4. If we assume even a mediocre FCF of £40 for FY 2025, at the current market price that's a circa 25% FCF Yield. That's bonkers. I get that revenue growth has been but a pipe-dream in the past 3 years and this shiite exchange can only ever properly value companies on that metric and ignore other key metrics such as FCF yields.

With the lack of growth, we're in the value company bracket but not even being valued on that basis. And that's disappointing.

Revenue growth in Q4, but hopefully in Q3 if the tariff headwinds go away!!!

GLA and we need it. ;-)

"The tarrifs are ignored as white noise. That's why he is called TACO. Tarrifs will be down again by the end of the week. The guys an idiot, can't string a sentence together."

Never underestimate the power of an idiot to consciously bring down the stock market and by extension US economy - his peanut brain still thinks that tariffs are wonderful for the economy as they bring down deficits, but conveniently ignoring the fact that it's nigh-on impossible for traditional industries to move back manufacturing to the US in short order.

Markets will have to start pricing in higher risks to the economy as counter-tariffs are unveiled by EU/Canada (their biggest trade partners) and IMO it may not be pretty watching the markets in the coming weeks if numpty decides to re-escalate his tariffs. I won't be surprised anymore if his cronies have taken on large short position through leveraged derivatives on the S&P/Dow. If TACOs out like he did in April, then all will be well, but as we now know for that to happen there'll need to be blood on the (Wall) street.

In this scenario we'll just have to put up with a lot more tripe from 'Terminal Decline' Jcj07. Brace yourselves!!

Hmm, calling the death of the sector - crikey, so say the arm chair 'analysts'. Geez, there will be upheaval in content creation billing model and agencies are pivoting already.

Meta/Google's AI content creation tools will cretainly help SMEs lower costs, but they're never Agency customers anyway. That detail is getting lost in armchair analysts' regurgitated views. There is a period of upheaval that's ongoing now, and WPP in particular is a victim of their own mishaps and ending up losing large clients to Publicis/Omnicom...Their revenue loss this year WAS a given their scale of recent client losses - Mars being an obvious one.

This silly low liquidity market of course throws the baby out with the bath water!! if there's anything that's predictable about the LSE, it's this.

About par for the course wouldn't you say?? The glories of primary listing on the LSE is making all of lse2000's dreamd come true - who'd have thought? Some of us did.

Resigned to new lows until a revenue flip comes around!!! Seeing is believing is the mantra

" Not so much CPI but personally am preparing my powder for such an opportunity. S&P on multi year high & Nas similar on all time high's. US debt at staggering $37trn. Weak Dollar."

The time of reckoning for the US from Numpty's policies is probably a 2026 story particularly if the pooper continues with his trade haranguing. Another $3.5T debt locked in over the next decade - there's no fiscal propriety in the US anymore. GOP has all but given up on their fake fiscal responsibility facade now.

All that stimulus has to be good for the markets - nothing happening this year or even the next (in terms of a fall/correction), IMO. Onwards and upwards = good for CPI.

Since I posted a few tongue in cheek messages this morning ahead of a maxed-out working day.

I logged back in and the message board was an absolute treat!!

1. You had Ekimp getting upset that young Kipper was pumping/ramping because he reposted an RNS and that was diagnosed as a massive pump.

2. Kipper got upset and blocked Kimpie.

3. You had good old Crow crying out loud that he was a zen master impermeable to swings of both NoClue/AimLess as well as the pontificators who call out weekly targets

4. You then had AimLess and the 'pontificators' singing NoClue's praises (head-scratcher as NoClue isn't an altruist who only posts anthing relevant when it suits his agenda - pump when he's long and dump when he's out - no different to AimLess)

4. Predictably enough you had the king of thin-skinned indivs, NoClue, responding that a post about him jolted his ego to action enough to respond saying that he was called to action during his sunny Scottish holiday by people calling out his greatness aloud

5. And you then had Rachel Reeves crying on the front bench in parliament because her 'Rachel in Accounts balancing books' agenda is being ripped apart by her labour colleagues before her very eyes

6. Plenty of you trigerred good old Meekie to action by calling her crying out

7. New pumping traders out in force calling out higher targets with the ostensibly transparent aim of getting out at higher levels for easy profits.

8. Finally through all this drama on this very dramatic day, you had CPI hit new 52-week highs and closed a smidge higher today.

If anyone else through their unburdened eyes, has seen something more that I've missed, please feel free to contribute to this - however pointless you know/think it is!!!

Lol..:-)

GL holders that are sticking it out through these drama filled days.

The CTO then.. That's an important source of privileged information.