Member Info for GoCPI

3.7 million shares traded today and not 24 million. It's still pretty strong though and more than double average daily trading volumes.

https://www.londonstockexchange.com/stock/SFOR/s4-capital-plc/company-page

https://uk.finance.yahoo.com/quote/SFOR.L/

SmallOx - there's no real character around here for me to assasinate. I'm here to make money and I'm long. If someone hangs around here for any extended period of time and claims to have no skin in the game, them I have no time for and they're Gaslighters. I'll glad take on a short and their thesis, and have a sensible discussion as to why they think it's going down from these levels. That is intellectually stimulating.

Uninvested Gaslighters - that lot I don't have time for!!!

@Capitalizer - I have seen far too many of these chappies on these boards to not even ask the question. If you want a one-word answer, and I'll volunteer it to this board, it's 'Gaslighting'.

Can you think of someone else on this board who specialises in that trade?

"I want to see us hold 63p today." - I'm sanguine about where SFOR is going, irrespective of where we close today!!! However, I can't deny the feelgood factor of seeing our portfolio value bulging today. :-)

@1Pencil - I know you have holdings in S4 and you'll know that what moves S4 is completely different to what moves THG. Circa 80% revenues there are from the US, and they have a quality management that hasn't bitten off the hand that feeds you (valuation wise) - the sellside and the broader market participants. I still have some holdings here, but sold most of mine and moved to S4 a few months and couldn't be better placed.

Maybe the next update will move THG if there is considerable progress on FCF generation and profitability, and we're heading to the time of the year for retail when there are tailwinds and there's a good chance this heads to 80s. Maybe the UK macro will help, but with mad Mouldy at the helm, there's probably an upside cap to where this can go - the market just hates him and that matters too. All IMO.

As for quality of posts - too many penny penching short term traders on here, and they are the only ones making money in THG. Not the buy and holders. And the traders' agenda on here is only too obvious.

All's well, Nige. The trajectory is still just fine. Daily price movements are just a function of demand/supply for the shares and to me its a fool's errand to second guess where SFOR will close at today.

If I'm a long investor, and I am one, it doesn't matter at all where we'll be today/end of this week. I'm waiting for business fundamentals to improve as the US economy gets stronger aided by rate cuts. That's when a stock price greater than today's book and closer to future discounted earnings stream will be realised...Let the traders trade though - just don't be caught out by an expected piece of news that rockets this up when you least expect it.

"becoming a Bull Market in the UK." This only matters if you're a medium to long term horizon investor - not if you're a penny penching day trader ;-).

Mind you, if one is an astute trader that can read technicals and follow the money correctly, you can make money trading stocks. Not everyone is cut out for this though.

I don't really bother/care about what's happening on a day to day. The medium term trajectory of travel seems only too obvious (upwards) and volumes are still running very strong - some pretty heavy accumulation going on, IMO. As I said previously, I'm now back to nibbling on SFOR, now that its dropped into the 50s. Could it go lower - maybe, and that'll make it a screaming buy, IMO.

Whatever happened to Meekie's 1.1 GBP-USD exch rate and the other doomsday prognostications for the UK economy. US running way cooler on the jobs front, and USD will continue to weaken. Good for the UK economy to continue to get stronger and inflation to keep dropping on the back of a strong GBP. Great near to medium macro news to back CPI's rise up next year.

Till then we got to put up with the daily endless tripe from FearFul and maybe even AimLess.

M7 - there was a 818k reduction in the payrolls to March 2024 vs the monthly BLS numbers. I'm not quite sure if a 50bps cut is guaranteed with these numbers, but it is very prudent. Will the fed actually do this? It's a coin-toss still whether it's 25bps or 50bps. The market will love a 50 bps cut.

Seeing darkness all around I'd imagine...

Sounds about right to me too, M7. May the perky volumes long continue...

Not every fall in the SP is down to the shorts, mythical or otherwise. There's probably a more simpler and mundane explanation and that's good old profit taking by traders/holders who hadn't seen 65p in what is eons in their book and got out of their holdings.. That isn't abad thing in my book as weaker holders are shaken out and newer traders/holders jump in for the next leg higher. I take comfort in higher trading volumes yesterday with a rise into multi-month highers, and that too on no new news.

All's well and good with SFOR, IMO.. Hold for gold!!!

It is a done deal and that's baked into the SP - any notion that we'll jump when the deal closes is plain silly, IMO. If the deal doesn't close then we'll sell off, but there's very low probability that will happen.

We won't be debt free - we'll likely be net debt free. There's still a 10% interest bearing debt (just over £100m) on our balance sheet and the sooner we can can repay that, assuming that's callable, the better it is for us. It's the best use of the cash on the balance sheet, IMO, and it shows the market that Pedro is that bullish on CPI's financial prospects going forwards. It's unlikely to happen, but that's a major bullish indicator if there was one!!!

Lol...more than right, imho. But it takes all, I suppose. ;-)

It was a good day in the market for SFOR, my largest holding, and another turnaround stock with a very solid management team. CPI's turnaround is happening at a good pace too, albeit held back a bit by a weaker UK economy. I suppose traders are the ones making money when the SP is chopping around like it is now, but I'm happy to sit back and relax and wait for the big payout, even if that's 2025 ;-)

GL Holders..

"Cats out the bag imho.

If they drop it back in 50’s whose going to refuse".

Sounds about right to me - I'll add some more if/when it drops back to the 50s next week. I feel a lot more confident now that we're at the cusp of a intermediate breakout.

Lots more sellers than buyers - profit taking at work towards the close. It is what it is and I'll take the move up this week. We would've loved a close above 63p, but one day soon!!

"63.94 GBX +6.74 (11.78%)

What's behind this ?"

I suspect these are general market rumours - either on an prospective bid OR H1 numbers news leak. It's welcome news for all of us, however we really don't want to see a low ball bid at these prices, just as we're on the cusp of an industry turnaround and just as we're winning new business with the likes of GM.

H1 results will be known to the Finance teams and that can easily make its way out to some of the market participants. Plus the GM win could add give revenues for us in H2 = increased margins off a lowered cost base. If the US skirts a recession, then we could be off to the races in 2025.

GL holders...

No matter though - the turnaround is coming!!! Not too long, IMO.