Member Info for GoCPI

Good volume up-day. Let's hope the trend continues. US macro news was perky today and that's pushing up risk assets, us included. THankfully the market is paying attention to pushing up the right stocks that are US focused. If Dentsu's revenues have stabilised, we can't be too far away from getting there, even with our tech client focus, noting that GM revenues may start accruing to our P&L from Q3. All to play for here.

@NigeCo - crikey, you've been here ages then..maybe there are a few more on here who've been around for a while?

I heard Jon Lewis placed an even bigger order. Big news incoming !!! After the US data came in very perky today - no recession there on that news!!!

"Correct me if you think I am wrong but... isn't it usually the case that central banks cut rates in order to provide support to and economy which would otherwise be contracting/deflating if they did not come to their aid?"

SK - if it is reactive monetary policy, that's what would happen. However, what's happening now is that economies aren't deflating/contracting at this time, but many inflation indicators are rolling over into deflation territory. Labour market risks in the US are rising and if that leads to a full-blown recession there, there will be knock-on effects for us too. This is why the fed rate cut cycle will start next month and we'll continue to cut rates here in the UK - just to avoid another (mild) recession like the one we had last year.

Good for the economy = good for CPI in its current shape. Simples!!

"Anyone who doesn't want to can join the labour Party. .........I buy shares out of pure greed."

Daltry - shouldn't we all as the primary objective for any investor should be to make money, irrespective of who's in power? People get caught up on their political idealogies too much and forget to digest what a party in power could mean for the economy, the market and our holdings, as an extension. That's all I care about even though my preferred party is not in power.

I think the UK economy will come good in the coming quarters. Labour's inherited an economy on the cusp of a upside breakout supported by lower interest rates and higher government spending. I don't bother with idealogical doommongering that higher cap gains taxes (if and when they materialise) will kill the economy - they won't. I'll just have to plan around it as I see no point moaning about it when you still live in the UK. I'll just have to go with investments that do well in a growing economy - Capita, with a lowered cost base and a focused management team stands to benefit when growth and spending on IT services comes back. The rest is all noise!!!

I'm no Tory idealogue, unlike quite a few on here. For the country's sake, I'd like to give Reeves and Starmer plenty of leeway to succeed. For the sake of the economy and the lifting of the broader malaise that has persisted over the many years since Brexit became reality and its trumpeted to-be successes turned out to be fake, It's only fair and right that Reeves & Co do what they can to turn the UK around.

Maybe they can, maybe they can't and the next election will be a judge of that but for now the reality is that we'll be under labour for 5 more years (at least) and anything that labour can do to move the UK forward from the Brexit induced morass, is more than welcome in my books. That's how a UK-focused company like CPI really succeeds and makes us the SP multiples that people keep throwing out there as price targets.

Qube has Meekie and Oxford (no matter the latest tune today) doing their bidding on this board - no doubt they feel they hold a winning hand, until they don't. ;-)

"*I think I am correct that none of the Capita public services companies went into 'managed for value'."

Wednesday - I'm fairly sure that Capita One was in the Public division. The remainder of the managed for value business seemed like they were from the Experience division - life business for example.

Managing for value - I'd read that as we won't be making large investments to further growth in those businesses, but we'll either hold them to realise cash/profits OR we'll sell them if the price is right. The price for Capita One was more than right and off it went. That is good execution, IMO, and one that sets up CPI's balance sheet very well for the ongoing turnaround.

We'd all do well to ignore the resident gaslighter's gaslighting about further rights issues/fundraising from shareholders. She was barking the same thing when CPI was near the all-time lows at 13p - she and her master/s got burned by that adventure!!

Rewards accrue to the patient - great rewards to the very patient. :-)

"And so Oxford is revealed. Now obvious what he is doing. Oh do give us the benefit of your top and lucrative banking career and tell us what picks you are speaking of."

It was clear as daylight he's looking for a lower entry point for his masters (to cover their short) and hence the constant stream of posts in a company that he supposedly doesn't have skin in

As far as picks go, I'm sure we'll soon be offered up gaslighter.com as the best growth opp for us suffering shareholders.. Lol..

"@savage: I have seen a fair share of jer.k.s in my time but have to say you perhaps beat them all.. now go to your lovely wife and tell her she didn't marry a complete loser"

It's very likely, IMO, that Meekie is a woman.. You may have to turn the gender around in the post above - but I broadly agree with the message. LOL..

MeekieKeyboard can't bring herself to acknowledge the fact that the SP moved up from 13p to 21p and the correction from there even meant that we are way higher than the 13p we were at when the gaslighter was advocating that holders should sell, not withstanding the GBP-USD 1.1 and CPI below 10 prognostications. Crikey..

Pablo's purchase today is more icing on the cake!!

However, it's still the same shiite. 915k volume day and this closes up above 51p!! I seriously wonder, for more than the hundreth time, why on earth are we not listed on the NYSE.. LMAO..

"You were saying?"

Yes, I was saying!!!

Chaps - if we all do a bit more objective analysis, not the stock market type but people, we'd know that OxChappie and MeekieKeyboard work for the same shorting firm, either GLG/Millenium/Qube. No one who is sane who claims not be invested in a listed company's bpard hangs around like a bad rash and keeps spouting the same BS over and over.

The simplest reality is no one who doesn't have a vested interest in a company either on the long side or the short side, and in this case the short case, would spend an inordinate (or even less) amount of time posting negatives about a company that they know is profoundly undervalued. .

Posting a bit of macro (Meekie) accompanied by I never short, whilst being newbies but then seemingly know a fair bit about what happened around the GFC with the Fed, and then to claim they're on this board for the greater good of investors - they're utter jokers, IMO. I'd have half a iota of respect for these 2 posters (well I'd suggest they're the same poster) if they have the ba*lls to own up to the fact that they work for these Hedgies...ROFl..

Anyways, ignore the near term noise (and these shorts) and look out for improving

fundamentals at CPI....The shiite LSE valuations notwithstanding.

The good news is that the price spikes during the day were accompanied by volume spikes - someone is accumulating the lots from weak sellers.. ;-)

"WPP down 2.2% - S4 down 8.3%. We can conclude 6% is S4 effect :-( " - this aged very well, RWD. ;-) I'm not poking you, but the shallow market can and does throw some occasional surprises. Who knows where we go from here, but I hope over the medium term it's broadly up than down. I don't really worry about happens on a day to day basis..

I think they will, Auson. Just as they were too slow to start the hiking cycle and caused that bout of massive inflation in 2021/22, they wouldn't want to be seen as too slow at the wheel again. The next fed rate cut will be 50bps, and the futures market is currently pricing a 2% probability of a 75bps cut in September. If the markets throw a fit in the coming days, then the Fed will have to cut inter-meeting - they just wouldn't want to risk a massive downturn in the US economy, IMO.

Auson,

The Fed futures currently show a >90% probability of a 50bps cut in September. 25bps cut is Pásse and won't do the trick. If the stock markets get worse from here, we may even get a 50bps inter-meeting cut. And that's very welcome for value shares to get their thing after the current bout of volatility wears off.

Gaslighters Meekie and Oxford in full flow. LMAO... ;-)

CPI won't be immune to near term swings and that's fine by me - it's part of the investing realities. Once the BOE cuts by an additional100bps (min 75bps) over the rest of the year, CPI will be in a grand position going into 2025. Gaslighters gaslight, and that's part and parcel of their trickery!!

JO - more likely to be MeekKeyboard.

Volatility in the US markets taking down broader indexes today - 96% of Fed cutting 50bps in September/60% chance of the same for the ECB next month - and I'd wager there is a greater than 50% chance of BOE cutting the same too next month.

You and I can't predict where the markets will take CPI in the next few weeks, but I'll refrain from trading and hold my horses!!!

GLA...