RE: Royal Navy contract12 Feb 2025 09:42
Which way is the wind blowing today...
Rockwood has around 3.5% invested and are in contact with management raising any concerns and highlighted what capita are doing to increase free cash flow in their video that trenners posted not while ago. Rockwood had invested in SDL that AH was the ceo off before it was taken over. So it seems they have worked together in the past to invest in a company under the same ceo. Which implies Richard stately has some confidence in AH in delivering. Imho (they've put their money where their mouth is)
6 minutes and 40 second onwards from below clip:
https://m.youtube.com/watch?v=uRYjDypLDpk
Whats weird is, share price rose when in December 2023, they announced £60m cost saving. Then they increased that to £160m ish, the share price had been stagnant, and now £250m cost saving and were hovering near the lows. So a cost saving of 3 times of that announced in December 2023 and share price is at these levels. Its crazy imho
You would think services would do well in these environment. Goods and manufacturing, metals are the sectors that are likely to take a hit and ones whose businesses operate in America. Capitas revenue is contracted so can increase margin through efficiency whilst other sectors likely to take hit on margin with increase cost imho making capita even more risk free stock to hold imho
If capita can recover some of these cost from government for operating in public sector, it would put capita in stronger position imho
Pounds on the up. Qube is probably completely out having reduced to 0.06% 2 days or so ago. Feels like a closed period with vesting. Something brewing quite possibly. AI currently the hot topic. NI fijutsi contracts up for grabs possibly. Boards well here imho
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