Member Info for GoCPI

I can't see on what basis a share placing could come in the picture, certainly not after USD debt was raised in H2 last year. There are no large debt maturities due this and maybe a small one next year, and knowing the cash proceeds from the asset sales are in the bank as recently as from a few weeks ago, I'd like to understand what the talk about placing is all about?

There are plenty of probable risks out there and recession concerns are high on that list, but putting a share placing risk on CPI when there are no near term liquidity or debt redemtion headwinds, is just misplaced - all IMO.

A placing?? I suppose that's the second best thing to debate on here, after AimLess' and NoClue's Pearlers!!!

Indeed Baz!! Falsehoods arejust not on and I hope that numpty is banned for a few days (at least). I reported him for market abuse too!!!

"How can glanbia sharp as ever get their full year out for end of Feb whilst Thg waits till snooze fest near start of may"

This is one big reason why I just don't buy that THG will/can list in the US whilst you have the current management running this show. Just imagine the quarterly financial reporting and forecasting that need to be delivered to the market. I can't see these lazy b*ums get around to doing it and hence the LSE is the easiest place to continue doing what they're doing now - the LSE bogeyman punching bag is easily at hand. We wait to be pleasantly surprised though!!!

It looks like MildCat's market abuse posts calling THG a scam were taken down by LSE. I can understand holders being frustrated with the state of affairs at THG from a shareholder viewpoint, but posting blatant lies to suit your trading position is just not on. Hopefully, he's banned for a few days, as I've seen with some posters in the past.

"sells the business to other potential customers" @Trisor - thanks for the post and broadly correct. I never thought that CPI had an issue selling its services to Experience clients even after the hack last year, and these are now a way of life. Government contracts are chugging along nicely anyway. The hack did cause a disruption in H1 as management attention was completly focused on fire-fighting, and H2 was more the Experience division's business dropping off story - recession concerns were plentiful and plenty of other consulting/outsourcing business had a horrible H2 as well.

It's good that we're now seeing opening of wallets from the Experience division's customers, and if that trend broadly continues it just means that there is more visibility of revenues in that division, and that tends to be higher margin business. These are the positives, but I'll temper my expectations until next week and see what actually comes out of the update.

Whilst most welcome, nothing much really changed here on the back of that news, IMO. As I've been saying, we're still in a trading range between 17p and 23p until there's more clarity on FCF generation, and we must really hope to get some more clarity on that next week. If more job cuts (or anything else) are forthcoming to boost margins and FCF, that's what will take us out of that trading range. Fingers crossed.

"Refer to my earlier posts about the EU expansion, this is Corrine Ripoce's lead on the back of high service standards and improved tech." Cheers, Peterr. This is the key difference between the type of (low-margin) grunt work (outsourcing) with low skilled labour that Capita does for Public clients that DDD was discussing a couple of days ago versus the more outcome driven outsourcing that CPI does, arguably more so, for the private sector in the Experience division. It'll be great to see this trend continue with other customers, particularly if they're net new.

The news was leaked yesterday and hence the run-up. ;-) There's hardly anything that the market doesn't get wind of. :-)

Good Lord, too many typos. -- The good old stock market *adage* - buy when everyone's fearful and *sell* when everyone's greedy.

"GoCPI is paid to devalue THG"

@Crafty - PIYML. Your boss is doing an unenviably brilliant job with this. Why would I need to pile on any more pain on long suffering shareholders ? Note to myself - Mouldy's PR team wins either way. We just need to wait for the next outrageous board filling message from the PR team - it won't be too long off I wager.

@GTC - Crafty's PR team is paid by the number of posts made on this board. Please don't upset their meagre (well maybe not) earnings by letting financial facts get in the way.

"Obviously sentiment here is on the floor at the moment."

This is the absolute key point for investment consideration. US macro is nowhere close to falling off a cliff - Atlanta Fed's Q1 GDPNow is tracking at 3.3% growth rate for Q1. I think spending will modestly come back and I won't be surprised to see a 100% rise over 2024, acknowledging that it may be a very conservative number with the Olympics and the US elections tailwinds. 2025 should see SFOR do better as the Ad market normalises.

The good old stock market - buy when everyone's fearful and see when everyone's greedy - always works when you take a out of favour sector into account. Do I believe that SFOR will go bankrupt? I think it's highly unlikely and therein is the medium/long term opportunity if you're willing to look past the ST noise.

I know Auson can relate to this - take the oil sector, particularly the US and Canadian ones as we were coming off the Covid recession in circa July/August 2020. That sector was extremely unloved and you could invest in almost any stock in the US/Canada (even the UK before the windfall tax in 2022) and you'd make many multiples of your investment - I held most of my investments and got rid of most of them in mid 2022, a few months after the Ukraine war started. I personally believe that this is where SFOR is sitting at - in an unloved sector that has experienced recessionary conditions in 2023 because of recession fears that is looking unlikely to come about, and spending in this sector should trend upwards as we move through 2024 and beyond. All IMO.

What's happening here - surprise, oh surprise. A global e-commerce giant contemplating an LSE listing? We need more of these and quickly, to save good old Blighty.

https://uk.finance.yahoo.com/news/shein-edges-closer-london-ipo-074353120.html

If my favourite light-weight posted something positive today , it must be because he ready DDD's post today and re-purchased what he sold last week. :-) If you read DDD's post about the state of outsourcing in the public sector and look past the noise, there shouldn't be any massive surprises on the order book side on the public side. And Capita is giving up on low margin business like the Teachers' pensions contract lost last year to an Indian outsourcer. That's the way to go.

10 more days for us to get a first sighter of Adolfo's vision of where he wants to take Capita and what that means for us shareholders!!!

Crafty and my other dear acolytes,

Good to see you at the top of your game in pushing THG on these boards - this is why we have the best little known message board PR department in the whole of the blighty. Most people don't know how good I am at building wealth for my shareholders. The city and its sell-side coterie has been a perma thorn on my backside, but with believers like you, and with OT I pay your team for posting after hours, we can negate these detractors who actually believe I'm not the second coming. Just look at the likes of Tom Hunter and Ian Macdonald who made plenty of money off me at IPO time, many millions, by backing me from the early days when the going was pretty easy. Newer shareholders from 2020 may lose out on wealth, but that's OK - you just turn your other cheek . When you compare their situation to the likes of what's happening with the sub postmasters, let's just say they're not in that bad a shape.

I commend your PR efforts to bring the truth out on these boards. We may have continously missed our sales growth and earnings targets since 2021, but given that I'm the one who's built this British goliath from ground up, I feel I'm more than justified. I love how you keep repeating 5x to 10x revenues multiple on these boards and you know you'll get plenty of suckers reeled in. You'll get your 0p stock options for all your hard work on here - I'll ensure we create wealth for those that matter.

Someone emailed me this link a couple of days about this loser who claims to create wealth for a wider shareholder community and apparently has a solid backing of wall street. Even though he's been put down multiple times with massive stock selloffs ranging from 50% to 90% over the past 2 decades, he apparently just put his head down and ran with it and just focused on creating shareholder value. That's a loser CEO - he can't just take these stock value takedowns on the chin and pretend he doesn't care that they're out to get him. Just make sure that the next hit is on him.

https://finance.yahoo.com/news/rise-jensen-huang-nvidia-ceo-180638968.html

Let's meet up next week in HQ to take about your stock bonuses for 2024 - the only KPI that matters to me is the number of brown-nosing posts you make on this LSE board (and for the love of me the messiah, I hope you know this site is not owned by LSEG, the entity I pay you to disparage every day to deflect from my shiite execution). However, I do complement you on having your other little minions on this board to biggy me up. You'll all be suitably rewarded.

In nomine secundus christi amen!!!

Primis Mouldy.

ROFL....

@Auson - I don't have access to a bloomberg terminal. I just use IG and Interactive broker newsfeeds. When you say Bloomberg holdings, did you mean to ask if other institutions are increasing their SFOR holdings?

"I think by now its clear to one and all that you are somehow connected to Matt and THG. I don't care what your connection is but I do care about the truth and your Matt/THG propaganda is nothing more that, 100% pure propaganda."

Hear, hear Yespsb. I've already said Crafty is THG's PR rep on this board and there is little Naivete in that statement. Mad Mouldy is a shiite CEO, much talk and no action. And a big reason why THG languishes where it does. Easy pickings for the market is what we are.

On a positive note, Whey input costs are down circa 15% since the start of the year and that'll help with nutrition margins, depending on how much of these input costs were hedged. LIsting THG on a US stock exchange is not the panacea for a market-orientation incapable CEO like Mad Mouldy - he should get lessons in sell-side/buy-side analyst management, from a true stock market winning visionary like Jensen Huang. A bit less hubris and acknowledgement that when you don't deliver to growth expectations, your stock will be hammered down - it's not personal. The market, US/UK/wherever, shows you up for it!!! It's just that thin-skinned Mouldy takes it way too personally.

Maybe he gets lucky this year and the macro helps him - we await with bated breath.

In my humble opinion, not too many better places to stash away some of my NVDA gains than in an unloved and hated stock like SFOR, sitting at near all-time lows. I get the near term concerns and I'm fully prepared for the event that we may get another leg lower, but if there's a consistent theme that's played out since the onset of Covid, its that rolling sector recessions are a reality and stock picking from a sector that could turn is generally a good way to make money. I like that SFOR is a lot more US exposed than its peers, and has been hammered down, no doubt for good reasons, and that's what makes it attractive. I'll nibble whilst the nervous nellies sell.

GL, however you play this.

I'm certainly a buyer - added a few more today.

Do they see there's a risk-reward imbalance in staying short? It just might be that, but IMO, at best we can expect a slow grind upwards if the US macro reinvigorates business spending in the coming months. Anecdotally, US manufacturing looks like it has turned a corner and that could be a harbinger of better times for US businesses that are not AI related. As long as the inflation trends in the right direction in the next 2 months, we may see a May cut, or at worst we'll see a June cut. Wait and watch for the update/guidance next month - S4 would've had another month to fine-tune their revenue projections for 2024.