Member Info for GoCPI

Happy to see the likes of AimLess, Meekie, Shorty, and all the other lower price seekers squirm. Can't read the investing room. Our astute government is spending a shiite load of money and it doesn't take a genius to figure out who'll benefit here. Public division on it's way to a 70% share of CPI's revenues and with our AI delivery focus, that could even get bigger - even if the experience division is struggling because of a moribund economy.

Onwards and upwards. And hold the line!!!

"I always listen to the market on the basis the collective intelligence is probably better than mine.

I f the deal is locked at 30p and the SP at 23.8p then its not locked at 30p.

I would go as far to say that the rise may be due to PI's chasing " certain" gains as opposed to the big players piling in..

In which case why haven't they?"

We're talking about the world's greatest and the deepest stock exchange at work here, the incredible and inimitable LSE. Haven't you noticed yet?

"The possibility of another bidder at over 30p is also probably higher than Sidara not paying 30p next year"

What a load of baloney - get a grip laddies before posting. Sidara has deposited the shareholder money in an escrow with Goldman Sachs London bank and so the possibility of Sidara not paying 30p next year in the absence of the court not sanctioning the merger, is zero for all intents and purposes.

Another bidder at > 30p - a small possibility, but unlikely IMO.

It looks like 60p Graff is confused a touch after yesterday's events and can't seem to switch properly between that moniker and his other 'LucaMacleod' profile. ROFL..

We did get a good chance to buy today at a 25% discount and that's gonenin my SIPP pot in lieu of some of Gilt holdings. Thanks to the LSE, the best stock exchange in the western world where the markets are deep and price discovery is uber realistic!!

", this is Wood and you will have been here as long as I and know the likelihood of shareholders getting screwed over yet again hence the discount"

Too many battlescars getting in the way of making a decent return - that's what makes the market I suppose. Yesterday's 'Yes' vote got the risk of the deal derailing and shareholders being left out as bagholders down to less 5%, IMO. Sidara cash should be incoming in the next few weeks and lenders will them follow - not sure if the fuss and the discount differential is warranted,

GL, however you play it.

"Bought some more at just below 24p - why the huge discount?"

Plenty of idio*ts trading on the market getting out with a small gain from their gamble yesterday and as always a seller's loss is the buyers gain. I'm swapping out some of my 10 year gilts to a near assured return here and I can always buy them back (and more) towards the end of H1 26. When the UK government sovereign guarantees are being questioned, what's a bit more risk to pocket a gross 25% return in say just over 6 months?

"😳not long to wait then Kip ,

Let me know when I’m able to contribute and your not short 🤔🤣🤭😩

"

Right DarkBlue, it looks like Young Kip has closed his short here and is wanting your company to take this higher. FOMCL. I wonder what AimLess and the other META Fanboys are looking at for their next trade? Oh wait, it's this stock right here.

Good luck longs - 2026 isn't too far out an thanks to our free spending government, CPI will yet be a winning beneficiary as the Public division continues to grow.

Nice one, Toby. I'm also down similar % as you, maybe a bit lower, but I've put this away as 2026 recovery story. Jam tomorrow yes, but maybe a tad sweeter?

It's good that uncertainty ended, finally.

Softbank NVDA sale? The less we talk about that the better it is. They were caught with their pants down when they sold the majority of their NVDA stake back in 2019/2020 for a pittance. They could've sold the stake for $250 billion if they held on - instead of the circa $10 billion they received over the 2 tranches, including the final sale this October.

https://fortune.com/2024/06/21/nvidia-stock-ai-chips-softbank-vision-fund/

"About 40-50p potentially with the reasons I have listed"

With the kind of unbridled optimism, is it wonder that most people can't make money in the markets and left holding the bag as they can't accept reality? IceCool and Stew2000 seem to fit right into this bracket. I don't have a big position here and when Wood gets taken out for 30p, I will lose some money from that trading position in the high 30s, but do acknowledge what's coming the shareholders' way here. Do I really see a white knight in a still high interest rate environment willing on to punt with a higher offer price than Sidara's based on an order book where FCF generation is an unknown?

Unlikely is my take, but stranger things have happened. I'd give that scenario less than a 10% probability, but we can't assign a zero probability I suppose.

What's the resident idiot on this board (and others), AimLess, upto these days. Clutching at straws with the AWS down posts as if they have a bearing on the stock price and by extension his missed 225p train. ROFL..

My company's one of AWS' largest customers worldwide and whilst we did issues with our software in the US, EMEA was just fine through the travails last week on the East Coast. Oh wait I forgot that 90% of CPI's business is in the US... ROFL et PMSL.

Get some rest AimLess - your amazing cluelessness will not make you much, assuming you don't lost your knickers with your shorts!!

Maybe it's not accummulation, but good old distribution happening on heavier volumes this week. But someone's got it for S4 and of course if the UK markets break down alongside the US, then we're in for a ride lower too. Unfortunately...

It's about time I setup a new account/user name. I've picked 'RunS4' and I have a lovely feeling that the new avatar is what will light fire under this moribund stock price. I'll post as soon as I'm able to - hopefully as soon as tomorrow. LOL!!!

@Simpiles - our resident gaslighter has been rather busy flipping the IDs around between Meekie and Aimless this evening and agreeing with their trading views. Just when you thought these 2 gaslighter IDs were not enough, we may have a possible 3rd (or more).

But AimLess Meekie Gaslighter still wants us to be convinced that they're doing this for the wellness of this world.

Good lord - the mind boggles .. Can't be bothered with these Cuckolding F*ckwits!!!

Should we bring in our resident shorting gaslighters, pardon me 'I'm a poor PI who doesn't know what shorting means' crowd, to comment on what this means for CPI's outlook? Asking for a friend here!!

Another observation - when we fell last week (a fair bit), it was on pretty low volume - it's about par for the course on this STUPID stock exchange. But moving past that, the volumes have picked up a lot this week on no real price movement and I take that as a sign of some heavy accummulation going on. Ter Haar and Knopp bought in at these levels 2 weeks ago and if you trundle through publicly available data on wins/progress, you can see why they've been buying at these levels.

Personally, I've been buying more this week and in the midst of negativity and uncertainty in the ad market, I could be accused of going STUPID too, and maybe I am. But I'm also looking into next year and seeing how the US economic growth could ramp up in 2026 when OBBB stimulus really kicks in and that can only aid ad spend and that's when my bullish thesis could start to play out here in S4.

Chaps - please do keep an eye out for posts on LinkedIn related to Monks/Monks tech/Ter Haar/Meeker and signs of wins/bullishness is always to be noted. And unlike our resident pumper 1msn who pops up on a price jump and keeps pumping hard, and vanishes when it drops ostensibly because he's sold out his positions (Oh I know, the cynical me who doesn't buy BS on these boards when I see one), it'll be good to actually find and post bits and bobs that are useful to the old faithful (call them LTHs) and see if that helps.

Good luck.

Whilst corporate strategy experts like Phrontist pontificate about golden share and a lot more, it's probably worth keeping an eye out on what's happening with the GM account.

THis is a good read on how Monks USA is helping GM in the US with AI driven content creation and how embedded we are becoming in that eco-system.

https://archive.ph/XxLLV

And a couple of months ago we expanded our footprint with GM by becoming the Foundational agency for GM Canada as well. Success begets success, and once the tech companies marketing spend normalises (GOOG), these additional wins could/should help with the topline. More updates with the Q3 release will be interesting.

https://www.linkedin.com/posts/monks_guess-whos-revving-up-for-success-as-general-activity-7353471671657234433-19XL/

Jeez - the board's been taken over by the Gaslighting shorts - Meekie and AimLess. Missed the move up, got their backsides handed to them, and now doing the bidding of their £3 an hour paymasters to try to move the price down. The comedy show still continues..

Thanks, Auson. Your additional insight there is appreciated.

"in terms of reducing employees ..it cannot be easy given that they have employees in many different locations involved in different geographical markets ...

..it isnt like everyone is in one building and they just decide to close down 1 floor ... i suspect it is much more complicated than that .... although they are now able to spread cost savings around the group and follow best practices created via the monks center .. cloud creativity and cloud collaboration must assist too... if you do lose talent it inevitably ends up at a competitor i suspect ..."

if you read s4's hy 25 report, you'll see that they've stated that the job cuts in h2 2025 were primarily focused in the non-billable job functions, and in a services business you can read that as finance/procurement/hr, and you'd think that most of these are likely cut from higher cost countries like uk/netherlands, etc. higher one-off costs because of payouts in europe, but a necessary evil. any billable role job cuts must likely be in the us and i can only speculate on that notion, and that entails lower severance costs (in the us) vis-a-vis the rest of the world. i'd be less concerned about our fired headcount being sucked up by competition and be focused on first cutting out fat internally. there's enough fired employees pool from the holdcos floating about globally that we wouldn't need to worry about securing additional heado**** when the turn in business kicks in!!