Member Info for GoCPI

"Kipper I’m keeping quiet as thought of me going green is giving me pulpitations".

@Trisor - The holders will all get to the hallowed lands (no pun intended). Some more patience from us into 2026 and I can't see why we shouldn't be deep in black. Another 8% more to new 52-week highs - that tell us that the market is getting a lot more confident about the turnaround story and is actively front-running it. Or there is a massive news leak.

"I wonder how much the Labour Gov't increase in NI contributions will encourage companies like Capita to move their operations overseas?"

A lot, I'd say. We saw the article just last week that 300+ jobs servicing Scottish Power were put on redundancy notice and that sits in the Contact Centre segment. I suggest it's just the beginning.

https://uk.news.yahoo.com/300-jobs-risk-london-based-140741153.html

"It's a shame for those wonderful contact centre operatives here, who may well have voted Labour, and now see their job 'exported'."

I can't agree more, but that's what happens when you implement a large business tax policy. I just hope, and it's a just a hope, that this policy doesn't keep us mired in a forever low growth mode!!!

@kipper - yes, our valuation is low on a comparable basis. However, per my previous note, the issue for us is the Experience division and the negative operating margin in the largest segment therein, the Contact Centre business (>25% of the entire business). Fix that through more use of Agentic AI and Offshoring = lower costs, we can get to higher operating margins across the business. That's what XW and the rest of the C-Suite is focused on.

Slow and sure progress!!!

All the best, Daltry. Wishing you a speedy recovery and a positive remission prognosis.

Serco's update was positive and they're a calling for a small uptick in revenues for FY 2025. Their's is fully public sector and their pivoting a bit to defence which can only help in the current climes. The public sector growth is in line with our uptick too and for me that's what is keeping our SP perky. We'll probably be closer to 70/30 public/experience in the next year or two, and unless growth recovers in the UK, we can see this tilting further to the public division.

Keep this up, AH. No vanity projects/ventures, unlike, dare I say, JL & co.

HHH - go out get some sun and chill with a beer (or whatever tipple tickles your fancy) and stop reacting because someone points out the pointlessness of some actions. Don't let your thin skin syndrome get in the way of losing focus on these boards. Peace and out. I shan't be taking up any more space on this pointless topic even if you're so bent on continuing with this.

Pontification enough for you? LOL..

You bought back in AimLess? And hence the morning 320p pump... ROFL.

Ask me the SFOR question on that board and I'll pontificate endlessly about the investment virtues in a great turnaroud story.

To add to Simpiles' inputs - selling Experience division is nigh-on impossible in the current economic climate (low growth, high costs). I can't see anyone picking up the pieces when profitability is diminished and the largest segment in there (contact centre) is underperforming. Using AI to reduce headcount as well as offshoring many roles (already ongoing as recently reported - in a big way thanks to labour's NIC increases) is a key driver to get operating margins back to black in that segment as they were negative in both 2023 and 2024. And as luck would've had it (or maybe incompetence), JL's much vaunted pivot to consulting services in the Experience division came at the worst possible time for them - it coincided with the Ukraine invasion/high inflation/low growth phenomenon that put paid to consulting services' growth ambitions since 2022, worldwide. AH/XW has moved away from these grandiose ambitions and is focusing on delivering profitability first and foremost, with a great chance to scale when the sector turns around.

It'll be good to see how this revamp is manifesting in the H1 accounts for Experience after peeling away the one-off cash costs for redundancies. A little bird is telling me that its panning out rather well. IMO.

Never mind, HHH. You obviously feel the need and have the time to respond to Meekie to continue having extended pointless conversations and keep his loser therads going - whatever floats your boat. Why would I filter you unless you're personally abusing me? It's not like I'm undisciplined in responding if I thought it was pointless to respond.

Onwards and upwards, CPI.

You can always put the link through archive.ph

Here it is - https://archive.ph/APZzt

Here's the link to the NYT article.

https://archive.ph/Ru5zY

For full context, read the NYT article here. With a quote from Ter Haar and the 12 AI Ad agents orchestration put together by Monks.

I get that the market is queasy about the prospects for Agencies when Ad/Content creation has been democratised at scale by AI and hence marking down the SP to these levels and valuing us at distressed levels at less than 2X Adj EBITDA levels PLUS we're dealing with a shiite depth market (my favourite gripe). My good friend Jcj07 thinks we're in a terminal decline after reading too many of these headlines over the past 12 months, but I'd argue that we're not, but we're still in the show me the money bucket.

We may still be treading water, SP wise, till the business direction of travel becomes clear as we roll into Q3. Rates cut restarts should start to materialise in the US in July as I think that Trump has pretty much strong-armed the fed into cutting next month. Rate cuts across the pond is all of what really matters to us from a business improvement viewpoint.

Good luck, Kipper9. Never a bad thing taking profits though, even if Coinbase is going up more now. Your 300p projection by Friday was more than spot on I have to admit - it came home 2 days early. :-) Keep making those calls - in the current trading pattern for CPI, I'd have to go with you over AimLess.

@Trenners - no issues with you selling - that's a personal choice. A profit is a profit, a lightening of positions based on one's own expectations is never a bad thing.

I was only calling out that people's near term price expectations could change if they think that the price has risen too far, too fast and they decide to take some profits. And that point, the thinking goes that a near term price becomes almost inevitable because it has risen too far too fast. But the market moves in mysterious ways and maybe an institution is building a position as these bargain basement prices, front-running an incoming FCF bonanza from 2026 onwards!!

"Why are you incels always so angry" - You ask a question for which you know there is a pointless answer. Wouldn't the best way be to not triggered by Meekie and never respond to any pointless baiting he throws at this board. We know he's a loser gaslighter who's consistently called this wrong - why would anything we say to him stop him from posting more here to get more attention and click-baits? ROFL..

Anyways, moving on to more important things - we had a > 200% average trading volume trading day today. And we're not terribly far from 52-week highs too!! The setup is fantastic heading into the H1 results release - I won't be surprised to see us break above those highs post the results. And with a smidge of luck/news, maybe even prior? All to play for here...

"With Aim selling out his trade at 282p a few days ago and missing out now, it begs the old question of is it best to attempt to trade the high's n low's, or buy and hold (as Warren Buffett recommends)."

When a share is locked in a trading range, that AimLess trade strategy is a great one. However, when it breaks out of a range on no news - I'd think that there is either a buyer accumulating in the background, or some leaked news - then that trading strategy goes out of the window. Aim will be back when it settles into a trading range though - no doubt about that.

It's a no-brainer that the chaps waiting for a retrace are those like Trenners who sold a chunk looking for a profit taking bout to buy-back in and that's just not panned out. There are also plenty of us on here who believe this could break to 52-week highs after the August H1 release and are holding on.

In the short to medium term, I suppose it doesn't matter to us if we get a small correction. That sets up a good base for a clear breakout should H1 be a bit more positive.

Xcite - Dare I say that the only PIs mugged were the ones like you that were out and out wrong. Calling for a 10p bottom and then to see a 60% + jump since the consolidation/reverse split must truly be debilitating for the know-it-alls that said a fall was inevitable post consolidation.. PMSL.

Onwards and upwards!!!

Nice one, Kipper.

ATB, and slowly we will rise indeed, IMO.

"£3 by Friday prediction"

Are you projecting, Kipper? Lol.

What with oil down 10 bucks from late last night, wow that was one helll of a shutdown of the Strait of Hormuz!!! The black swan got its backside handed to it by the non-pretender today.

Do we think CPI is going above 280 tomorrow - no brainer, me thinks. 300p in sight.