Member Info for JamesOxford

The rise in Capita's share price (and most other UK stocks) is due to the BoE rate decision on Thursday. As mentioned in my previous posts, I think the BoE will drop rates by at least .25% and this will be a boost (albeit small) to business and consumers across the UK, and for the UK stock market.

Of course Aimless and SavageGarden have said that there is no way the BoE will drop interest rates. Let's so who's right tomorrow.

@joshtompson Don't be a stupid idiot and ask for 'investment advice' on JS Sports' stock on this JD Sports discussion board! DYOR.

@Garonne. I have no doubts that Prudential is an excellent stock to own. I will keep it safely tucked away as it provides me with excellent exposure to the Chinese and Asian economies. When these economies take off, so too will the Prudential share price.

I do expect Pridential share price to rise in mid February to April especially. However, I am not bothered whether it does or not. Moreover, I am not your financial advisor, so make your own decisions over whether or not to invest in Prudential.

I do recall a while back you said you want to sell, then the other day you said you have bought more and topped up. You seem all over the place - but maybe that's your investment style. I would suggest if you are nervous and struggle to sleep at night over your investments, then sell up and invest in BT Group or Lloyds or a similar 'solid' company...slow growth, dividend income etc. Or look at a term deposit with a bank.

Personally, I don't watch Prudential's share price on a daily basis. I'm not fixated with daily movements. I plan to hold for the medium term i.e. 5 years. so daily movement in its share price does not bother me at all. Prudential is a well managed and profitable company who operates sucessfully within the Tiger economies and it will do very well over the medium term.

@Simplies ‘The question is do you checkout for the gain or stay invested for the income!’

Personally I won’t sell until Capita share price hits circa 30p minimum or there is a takeover.

Ok nothing to see here…yet! Lol

@Moyes123 can you please copy and paste the notification details or message you received about this?

I know Deutsche Numis are involved in merges and acquisitions for their clients . Capita will be looked at now by many private investment companies based in the US most likely. As it is too cheap to ignore indefinitely and Capita are in the outsourcing sector and provide AI and technology solutions and private investment companies like this space. I have mentioned this a few times now..This could be big….lets see.

@Simpiles. Good point about the Capita tax year i.e. Jan to Dec. The main point is that the revenues must increase in the set of results due March 2026 i.e. due to the low revenues shown in March 2025. Therefore, I predict a slow and steady rise until March 2026 (at which time the Capita share price will jump on and continue the upward trend). After all, at the moment the Capita share price is a lowly 14p! Lots of upside here...to say the least!

To state the obvious, the trend for Capita is now on the up since 9 January 2025 to date. A number of savy investors have started to notice that the Capita share price is severely undervalued, and have started to buy/build/add Capita shares to their portfolio in plenty of time to catch the inevitable climb upwards.

Capita's share price ought to slowly climb to a more reasonable 19-22p in the near-ish future as most of the 'unknowns' are indeed now'knowns'.

So what about the all-important March results?

AH will do his best to ensure Capita's KPIs in March are positive as that will mark his 12 months at the helm. These results will be heavily scrutinised by all and sundry. The market will look for positive signs that the future is bright with regards to the sales pipeline, AI and technology-driven solutions that earn 6-8% margins and are 'repeatable', debt is manageble (i.e. low-ish), and the cost savings of £250 million (a huge number which is higher than Capita's current market capitalisation!) is firmly under way.

However, sales revenue will likley be lower vs last year (March 2024), which is to be expected (by those in this discussion board at least) given that Capita has sold off parts of it's business and chosen not renewed certain contracts all of which are either unprofitable or not in line with the 'new' Capita.

That said, savy investors who like to invest in future-growth stocks like Capita will know that the lower revenue 'base' declared in the results in March 2025, means that as some of the over £5 billion in sales pipeline is converted into new sales/business/contracts (combined with 'rollover' contracts), means the new and repeated sales/revenues shown in the next set of results in March 2026 will be positive in percentage terms (i.e. vs the same time the previous year in March 2025).

AH has made it clear that the Capita ship needs to be fixed, and then and only then, will Capita look to focus on increased revenues. AH is no fool - in fact I would describe AH as 'a smart and quiet high achiever'. Terefore, I predict that AH will direct his sales team to ramp up increased sales/revenues after March 2025, and a few contracts may even be 'held back' until April-May 2025, so that the next set of results in March 2026 show increased revenues (i.e. vs revenues shown in March 2025). Now that would be a smart move by AH...

In summary, AH will present a solid set of results in March 2025 and his KPIs will be achieved. However, AH knows that markets like revenue increases quarter on quarter, and year on year...so the lower the sales/revenues are shown in the results in March 2025, the more impressive the revenues will be in the next set of results in March 2026. We all know what that means...as soon as Capita's sales/revenues start to rise, so too will its share price. Why? It's obvious. Declining sales/revenues is the only 'elephant' left in the Capita room! Once that elephant leaves, the Capita share price takes off!

@AdamWoodman Don't be concerned - you are not in breach of any 'inside information'. It's very nice of you to mention updates here which are also freely and readily available to your fellow Capita staff members.

I know I mentioned it before, but thanks for your work at Capita and here on this discussion board. Much appreciated by one and all. Keep up your excellent work!

@Fash26 'Thank you for the words of wisdom'

You're welcome - don't mention it. Sorry I didn't read beyond your above comment.

@JG68 Just checked - Vodafone DOWN over 7% today. Capita UP over 3% today. SavageGarden sure can pick them...NOT! Lol

@JG68 'Savage has reared her ugly head on her beloved voda this morning. My heart bleeds, not'

Are you serious, SavageGarden is invested in Vodafone???!!! That old Voda dog is covered in fleas. It has sold more parts of it's business than I've had hot dinners! Now it relies on a merger with Three to keep it's head above water! And SavageGarden banged on and on and on about Capita!!! Savage has no clue, none whatsoever! Lol

I doubt SavageGarden is a professional short… I think he’s exactly what he says he is….a blue colour worker and small time private investor. He simply doesn’t know enough about economics and investments and how companies work to be any more than that.. He is a lightweight.. he probably hasn’t posted for a while as he is in the process of trying to get a job. I heard he still lives at home with his mum and dad which is pretty embarrassing when you start to hit mid 20s. IMO & DYOR Lol

Thanks for the video link Trenners. Richard makes the observation that Capita's cost savings of £250 million is more than Capita's total market capitalisation of £243 million (as of the time of this post). That comment from Richard's was really funny! We all know it's true, but when an investor says it out loud, it sounds too good to be true! And yet it's true! This is an example of what I mean when I say the parts of Capita are worth far more than the whole of Capita...especially at today's share price!

@Garonne I won't add until the test results are back and positive. I like the 'unknown to be known'. At that stage, I will add significantly.

Agreed Jxp101 Many stocks will be down today...Friday blues and all that! Lol

@Rock The RNS did not have any affect on the share price as it was off-set by the news of the 1,000 Capita staff who went on strike the same day as the RNS. AH has sorted that and the strike has been called off. But a wasted opportunity for the share price to gain a little traction.

@HHH81 Yes I did sell out due to Capita's diversity awards which were only awared to black staff. In hindsight it was lucky I did sell out, as the Capita share price dropped significantly shortly thereafter, so maybe other investors thought the same way as JO (oops I slipped into third-person there accidentally on purpose lol). 'Go woke, go broke!' and all that. However, I could not turn down the opportunity to invest at the recent lows as I know the turnaround is well underway. AH has been there and done that before.

The Zephyr story and stock is not on many investors' radar at the moment, which is why the share price remains a bargain at a mere 3p! Lol

However, when the tests are complete and successful, this share price will climb dramatically. I expect 7-10p initially. Then a small claw-back to say 6-9p as some investors take their small profits and run off (convincing themselves that they're clever!). Then the next all important phase (i.e oil 'liquid gold') will take this share price to 15-20p and probably higher. We just need to be patient and wait for the results, then as Trump would say 'drill baby drill!'

Very exciting times to come for all Zephyr shareholders!

Nice rise for JD Sports of late.

However, to me JD Sports - with circa £900 million in profits - still is a bargain at circa 87p per share.

There is no doubt that within 1-2 years, JD Sports will achieve the all important break-out of over £1 billion in profits. When that time comes, this share price will rocket!

@Garrone. Good to see you appear to have more faith in Prudential now. Clearly, the Prudential share price trend is up and this will continue throughout February right up to the results in March...other than the odd blip here and there - usually on the back of day-traders or nervous investors (who sell for meagre profits and convince themselves into thinking they're clever!).

Prudential are very likely to publish excellent results in March; and the Prudential share price will spike upwardson on the back of their results. At that point, the analysts (and I do mean all) who have advised that Prudential is clealry a buy (at circa double the current share price) will be proven to be correct in their outlook.

In the meantime, the early bird ALWAYS catches the worm!

IMO & DYOR