Member Info for GoCPI

@Burges - Ex-CPI call centre worker Meekie's prognostications are in line with Rachel from Accounts' analysis of what it takes to kick-start the UK economy. We're seeing how they're panning out for GBP and Gilt yields - that's the consequence of Gaslighting and thinking you know it all.

On another note, FCF of £350m that you stated is a pipe dream. THat just isn't happening and if we get to £100 to £150m next year, we should all be happy bunnies.

Resident Gaslighters are out milking Global SNAFUs and of course the UK disaster that 'Rachel from Accounts' has brought out in full force with her stupendous budget. Near term - who knows. AimLess maybe isn't wrong when she says that panic selling can push us down to all-time lows. I'm not blind to the fact that this could happen and hence I'm not in the job of investing based on short term panic. If we do get a washout in CPI's share price I could look to add more. On the flip side, maybe Trumpty wouldn't shaft the UK over as badly as feared by the market.

And let's know forget the amazing trade deals that Rachel did down in China last week. THat should boost UK economic growth by 2% points in 2025 - what an amazing chancellor we have, heh? Hold your horses - with Rach running Finance, CPI will get to £2 in 2026. Lo and behold!!

"Waiting for the action to commence with S4 ....in position now ....."

IMO, this is unlikely until Trumpty is in power and enacts his America First agenda in anger. Probably a mid to end Q1 2025 bounce for S4? With a lowered cost base, any early signs of a turn in marketing spend will get us running, but I suppose we'll be range bound till then, unless there's more insider buying OR if there's an upside surprise in the update a couple of weeks out (this isn't my base case at all).

Jcj - I try and read all posts too, but doesn't mean I agree with them. Good luck however you play this. I have my eyes firmly planted on the outlook in 2025 H2 and I suspect we'll be rangebound unless Trumpty gets the market going in the near term.

Our resident gaslighter Meekie's views of CPI are as relevant as Clueless Rachel's prognostications of a booming UK economy on the back of her mindless put down of the UK economy. Just as Meekie got booted from his £11/hour call centre job at CPI that made him bitter about CPI, so will Rachel and co in circa 4.5 years.

Those holders who look past near term palpitations brought about by the numpties running the UK, plenty of returns are to be had. Would you rather listen/respond to gaslighters on here who can't hold an easy call centre job and rely on the idiots running our economy to give them handouts OR look through the constant tripe on here and wait for golden returns? Those are the choices, and I know where mine is at...

"well...it is all about cost control .... and matching the expected revenues .... and it isnt as if they dont know the revenue situation so cannot adjust costs .. in H1 the operating loss was minimal

The name of the game right now is merely to right size the business .... and then see what happens from there .. hire again when the need then comes"

Spot on, PC.

LWHL - I broadly agree with that thesis. 2024 will be shiite and that's a given now. The only thing left to be known is how deep the revenue loss rot was in 2024. On balance, I'd still expect to hear (maybe in the March announcement) that revenues in 2025 will be lower than 2024, and this useless UK market probably knows this too. Whether that'll come as a surprise to the participants to warrant another mark-down is unknown, however Trump may end up being the unlikely saviour for S4. ;-)

All we can do is to now wait!!

Thank goodness no one pays any attention to what you write!! Maybe except for jcj07!!!

Reactive CFO, and a dour one at that. About time and good riddance!!!

"When S4 goes down dramatically on no news, you blame the LSE, lack of liquidity & general state of affairs in the UK, then on the next post you seem to suggest that the UK economy has nothing to do with S4. Make up your mind mate"

You're not even making the simplest of connections, Jcj. The LSE is shiite because 1. ostensibly the European traders have been fleeing the LSE, slowly but surely, since Brexit became reality and 2. the remaining market particpants have decided that investing in the US markets is the only way to deliver alpha. The numerous stats about the stock valuations on the LSE plumbing the depths are pretty open to note. There is no balance in terms of stock price bounces after a sell-off - it's a perpetual one-way street downwards until there's 'positive news' by which time stock valuations go atrociously low and cause pain to holders leading to the likes Vanguard selling out. A healthy liquid market like the US markets provides that cushion due to the sheer number of market participants in it - not so on our shi*tty exchange. How is that difficult to see?

Out exchange is shiite not just because the economy is shiite, there are not enough participants who can provide liquidity. Is it any wonder no one really wants to list on this garbage of an exchange anymore? S4's financial fortunes of course have little to do with the UK economy. But we're in the uneviable situation where MS doesn't currently want to list on the US markets and I still don't know what can force his hand in this regard. That is certainly one thing that he can do to course correct the SP and that's my biggest gripe with him.

The Tories only paid lip service to boosting valuations/liquidity and nothing they put out came to fruition - British ISAs being an example. Labour has shown why they didn't deserve to come to power with that economy killing budget - maybe that's hyperbole, but isn't too far off reality. I despair for the UK economy and the markets. However, S4 has a very good chance to transcend the shiite UK markets once Trumpster takes over the Presidency. So say the US CEOs and I can't disagree.

"it's clear you are super pessimistic about the UK economy,"

What does the UK economy really have to do with S4's prospects? US is 78% of revenues and the entirety of Europe is circa 17%. In Trump, MS believes. As much as I dislike Trumpty, he just may be the messiah for a return to growth in the US through tax cut expansion and that'll bring back IT and marketing services spend. I'm counting on a modest revenue rebound in 2025, after a dour 2 years. We should see a good H2 2025.

AimLess - shouldn't you focus on BTC above 101k and watchout for your backside handed to the longs? No wait, you've miraculously closed your short!!! ROFL.

CPI will follow that trajectory soon!! If only the UK markets were quarter as deep as the US markets, we wouldn't be languishing at these levels. Hey ho!!

"Twenty-six (26) companies specializing in short selling have CAPITA PLC on their short-selling radar. The total share of all short selling positions is 12,63%. The largest share is held by Qube Research & Technologies Limited with 1,10%."

AimLess - Did they give you these stats at the Spa while you were getting your nails polished? Sounds in line with they'd deliver!! PMSL...

"Trisor to me it's obvious SavageKeyboard is an ex-employee of Capita. I have no doubts about that whatsoever. Let me ask you a question as an investor: If you were interested in a company and did your research on it and asked a few questions on some random discussion board and you didn't like the answers...would you stay to 'have it out' over and over again? No of course not."

Word is that Meekie lost his £15/hour call centre position (mid level) when CPI tilted towards an AI driven approach that doesn't need as many agents and Meekie was trading most of the time instead of delivering results. And he's been bitter since and has now been afflicted by full-tilt short madness. Of course, labour will continue their wealth transfer agenda from the corporations/'wealthy' to non-performers like him as that's their MO, but it now gives Meekie plenty more time during the day posting tripe here for 20p a post from Qube (had a recent pay hike). And he sure riles up plenty of holders. ROFL..

All this is from a credible source in the DWP!!

Good weekend chaps, and keep the faith. I know it's hard to when there's not much light shining down on longs on this shallow junkie stock market that Labour is hell-bent on destroying!!

I'm betting it isn't more of the same for this US majority business - it's just the shallow UK market that makes this (and other stocks) be as volatile as they are on next to no volume - utter tripe of a market. I added more today.

It looks like our wonderful Labour government is doing a phenomenal job of tanking the economy, and the currency with it. Who'd have thought, heh? Large scale NIC increases is great for business and growth!!! Hmm...Just like our Meekie's analysis. PMSL.

"Over the last 30 days you have made 339 posts Savage, and 229 have been about Capita, a share you have no investment within at all."

Does we really think this Gaslighter has no skin in the game? ;-)

"I think your just trying your boiler room antics to try and keep the price of Cpi down hoping" - @DarkBlue - no need to think really - I've seen lightweight Meekie's MO being employed many times through my investing journey. In 2020, Oil was a dead sector and anyone investing there was a useless investor doomed to go bankrupt. - that was the prevalent gaslighting theme from fellow numpties like him. And then just look at how that panned out in 2021/22 for holders who bought near lows when the sector was left for dead in the water - that's when a killing was to be had if you avoided listening to gaslighters like Meekie and AimLess.

"incorrect, I'm not underwater on VOD as my average SP is 68p." - this is a pearler from our resident gaslighter. The MO relies on them convincing others making money all the time, even when the gaslighter buys at 100p and is shi*tting bricks at 68p.

Gaslighters rely on posters pinging them back thinking they're looking out for the good of investors. It's anything but that - they and their shorting friends rely on swaying just a few holders in a stock in a shallow market that is the LSE where a few trades can directionally move the share, to the downside in this case. It's sad, but these are sad, agenda driven posters. CPI needs to raise funds - that's the constant gaslighting message from our resident numpty. Fundraising my ar*se.

Here's a week challenge for you Gaslighter Meekie - let's see you put up a screenshot of your holdings in Vodafone with your purchase price visible. I'll then do the same with my CPI holdings. I bet you wont, not even with your fake screenshots. PMSL...

Anyways - NY 2025 beckons and with it a change in underinvested sectors like ours. And management is taking the right set of actions to reduce cost base to a much higher level than JL has ever envisaged as part of his miserable 'turnaround' strategy. Patience will deliver in 2025.

"I've never worked for CPI or CPI competitors either. I'm just a working class small time investor looking for companies to invest into. I don't short as I can't take the risks."

Meekie is the biggest gaslighter on this board. No sane person would suggest that they're not short and yet keep posting negative and even false 'news' day in, day out. This is gaslighting at its best. Working class my backside. Meekie - If you don't have any skin in the game, your precious time is better time is better spent on actually looking for ways to make money and not pontificate about your pointless 'analysis'. At least AimLess is transparent about his intentions to short and is making money in the near term - it's the sly shorters like you that are the worst kind of posters on here.

2025 will be year when the Jam tomorrow guidance will stick, IMO. I look forward to the day when I'll gleefully stick it to you and AimLess. In the meantime, we patiently wait for the inevitable turnaround in CPI's fortunes.

Different why? Based on what? - - The US corporate leaders are licking their chops at the prospect of Trumpty coming back to power in 2025. Spending wallets shoulf finally open up for marketing spend and consulting tech services, after 2 years in the doldrums. That's the potential upside scenario for S4. My chips are placed there.