Member Info for JamesOxford

SavageGarden says 'I agree about weakness of this stock, in those moments when the market has been rising, is worrying for LTH's. If by some miracle CPI survives the damage inflicted next week, I still don't see it making it much beyond early March results. For clarity on my position, I've no connection to anyone working for CPI, I've never worked for CPI and I'm still a non holder of either any CPI stock or short positions either (because I don't short trade).'

So let me get this straight SavageGarden...you like to sit on the sidelines, waiting, watching and commenting on the demise of Capita for the sincere benefit of Capita investors...? I see, yes, right, of course...that makes perfect sense! Lol

This headline is out of date - I would say .132p was the bottom...

Capita now increased to .1338p up 1.36% today. Very nice and as Miranda would say "I thank you".

SavageGarden you are a self-confessed 'working class PI' with an assertion that Capita is in 'dire trouble'.

Forgive me if I completely disagree. So much so, that it may surprise you to know that I added more Capita at .132p today to average down even further. JO loves a bargain!

Let's see where Capita ends up in 6-12 months from now. I bet at that point you will 'vanish' from this Capita discussion board in the same way you did when the Capita share price was 20-22p recently. Lol

Trisor despite SavageGarden's claims that he has carried out 'due diligence' on Capita's financials, it is in fact SavageGarden who is full of 'smoke and mirrors'. SavageGarden may know how to read financials (as anyone can), however, he does not know how to interpret financials/updates in order to predict the future performance of a company.

Many times over, I could have called out SavageGarden's woeful attempt at de-reamping Capita at every turn (including the 95% renewal rate, and £5 billion in AI-based sales pipeline announced by Capita over recent weeks), however, SavageGarden reads and interprets as he sees fit. For example, I doubt, SavageGarden actually understood what a 'sales pipeline' was until someone here mentioned that a sales pipeline is prospects which may or may not results in actual closed sales. After that was spelled out, SavageGarden finally went quiet about the pipeline.

I think SavageGarden said it best when he described himself thus: 'The truth though is I'm just a working class PI who did my proper dilligence on this stock before being naive and going all in'. Personally I would never, ever take advice or guidence from a 'working class PI' who has carried out his own 'due dilligence' on Capita or any other stock for that matter. Good grief.

SavageGarden said 'It's my view some LTH's (those in really deep with CPI stock) may well now find themselves in a situation of sheer financial peril.'

When I read that I though, oops, SavageGarden must be deep under-water with some/all of his stocks. A phrase like 'sheer financial peril'...sounds like SavageGarden is talking from his own experience. I am starting to wonder if at one point SavageGarden invested in Capita and sold out at a heavy loss, so now wants to talk down Capita to try to take others down also as some type of revenge. Plausible? Maybe, it would help explain SavageGarden's fixation/obsession with Capita...

SavageGarden, here is a top tip from JO: Investment Rule Number 1: 'Never invest more than you can afford to lose'.

As most investors who follow Capita know, most of the Capita turnaround (hard work) has been completed. The Capita share price is a paltry .132p with its market capitalisation is a mere £223 million.

In my view, the total sum of Capita's parts is worth far more than the current market capital of £223 million. There is a real possibility that any one of three scenarios may play out:

A: Competitor buys Capita as a bolt-on in order to obtain synergies, productivity, cost savings, increased revenues, stable margins, increased profits.

B: Private investment company buys Capita as a stand-alone investment. This company may leave Capita to continue as is, or may sell off parts of Capita to cover the purchase price, so the new Capita is clear profit. This private investment company is most likley to be from the US especially as UK public companies like Capita are very cheap at the moment and the USD is stronger vs GBP.

C: AH and others take Capita private via private investment.

Never say never. I hope it none of the above actually happens, as I want to continue to be part of the Capita journey as an investor. AH has done an excellent job in only 12 months at the helm. That said, Capita is very, very cheap at the moment relative to the turnaround work already completed.

Of course there are plenty of bargains in the LSE at the moment. I have been very active and invested in several opportunities over the last few days especially, however, Capita is still up there in terms of serious potential at this current share price. I have no doubt that Capita's potential will be realised later this year and over the next 1-2 years.

Regardless of the macros in the UK economy at the moment, I will look to add to my position in Capita on Thursday or Friday this week, as the Capita share price is almost too cheap to ignore.

Well it's been a few days since I looked at the Capita discussion board - it seems I haven't missed much. SavageGarden thinks Capita will be bankrupt within two weeks and Aimless is still gazing into that cloudy cyrstal ball and making bets on which way the wind blows... Ho hum.

I am very, very tempted to add more Capita shares at these current levels. However, I will wait to see what Friday brings, as Friday is sometimes 'dip day'. Either way, I'm sure I will add between now and close of business Friday. JO loves a bargain!

Since JD Sports Q3 update, the GBP is far weaker vs USD, and to a lesser extent vs EUR. The weaker GBP bodes well for JD Sports' in terms of sales and profits earned abroad in USA and EU.

JD Sports' has experienced management in the UK and abroad. The fundamentals are sound, sales revenue growth is positive, margins are good, expected profits circa £950 million, and the balance sheet is solid.

As JD Sports continues with its expansion plans of circa 200 new stores per year, the outlook for 2025 to 2028 looks positive pays off in terms of increased sales and profits. As sure as night follows day, JD Sports will crack £1 billion in profit within the next 1-2 years.

JD Sports share price is oversold and remains a bargain at these levels.

It is for the above reasons I am very happy to remain invested in JD Sports.

Good to see in 2025 that CH has continued to be as open and transparent as he was in 2024. Good update and progress: clear, consise and factual with no unexpected surprises. For anyone who missed it - Zephyr RNS released 9 January below (link below):

Zephyr Energy plc (AIM: ZPHR) (OTCQB: ZPHRF), the Rocky Mountain oil and gas company focused on responsible resource development and carbon-neutral operations, is pleased to confirm that, further to its announcement on 23 December 2024, the Nabors Drilling USA B29 rig (the "rig") is now being mobilised to site where it will drill an extended lateral on the State 36-2 LNW-CC-R well (the "well").

The rigging up process is expected to be completed shortly, with drilling operations expected to commence in mid-January 2025. In order to expedite drilling operations, preparatory work on the well, which included the removal of production tubing from the existing wellbore, has already been completed utilising a cost-effective workover rig.

The extended lateral will be drilled horizontally from near the base of the existing wellbore and is expected to target an additional 5,500 feet of the Cane Creek reservoir. Drilling, once the well has spudded, is expected to take circa 30 days.

Colin Harrington, Zephyr's Chief Executive, said:

"We remain on target to start drilling the extended lateral in mid-January 2025, following which we will complete and production test the extended reservoir interval. The well has the potential to be a major catalyst in the development of the Paradox project and we look forward to providing further updates on progress in due course."

https://www.londonstockexchange.com/news-article/ZPHR/rig-mobilisation-underway/16844201

MasterCard reports USA retail spending up for holiday season 1 November to 24 December 2024 vs last year. Sales in the apparel category was up 3.6% with online sales of apparel up 6.7% and in-store sales of apparel up 0.2%. Other notable goods on the up - although not related to JD Sports - were jewelry (up 4.0%) and electronics (up 3.7%).

I view this as a good result, especially given there were only 27 days between Thanksgiving and Christmas i.e. 5 fewer days than last year. Of course this is Mastercard's data, I would say on balance - on the surface at least - this data bodes well for JD Sports in that online and in-store sales figures 'should' be up vs the same period last year in the USA at least. Time will tell vis the JD Sports update due mid-January. For anyone interested, Mastercard's summary is via link below.

https://newsroom.mastercard.com/news/press/2024/december/mastercard-spendingpulse-total-u-s-retail-sales-grew-3-8-this-holiday-season-online-remained-choice-for-consumers-increasing-6-7-yoy/

Centrica revenues will climb on the back of the big freeze. I would not be surprised to see a further rise in Centrica's share price next week.

OK Aimless apology accepted. To easy your worried mind, I have said I will let you know when I sell out of Capita, so you can clearly see how much I have invested in Capita. I do not plan to sell as I know the Capita ship has turned around and I know Capita will benefit hugely from the huge demand in AI and technology-based solutions and outsourcing services. Capita in 2025 will deliver due to these factors alone in 2025.

Now do me and everyone else on this Capita discussion board a favour and stop stalking me on this and other discussion boards. It's not smart, it's not normal...it's actually very concerning and sick. I do not welcome it in any way shape or form. I think if you did the same stalking to anyone else they too would be really, really annoyed to say the least. So back off.

Correction: Once again your honour, how did Aimless come to the conclusion I bought £20K at .1480???

Aimless the point I was making was not the .1480 on my first trade pon 19 December, but you then went on to say: 'Assuming he purchased £20k at 14.80. (Conservative here)'.

Where oh where did that stupid 'assumption' of yours come from i.e. £20K at .1480p....??? Aimless the story-teller at work again.

You yourself quoted me as per my post after my initial buy of £10K at .1480p i.e I posted: 'So I added £30K in Capita shares at .1390p about 20 minutes or so before 12 noon today when the BOE lumpheads announced their decision to keep rates on hold. In summary, Aimless I only have £40K in Capita shares as of now.'

Once again your honour, how did Aimless come to the conclusion I bought 2 x £20K at .1480???

Aimless is in fantasy-land.

I rest my case.

@Aimless I can't say that I waste my time reading my previous posts. Can you remember what you said on 19 December? Can you remember what you wore on that day? No of course not.

Can I be bothered checking what I said on 19 December? No or course not. However, I do know what my current Capita stockholding is and the buy price, which has been averaged down considerably due to my signifcant add at .136p.

Now stop your childish stalking and tantrums.

As mentioned, I will be more than happy to tell you when I sell in one lump sum, so you can see it for yourself - and so you can cry your eyes out then.

@Trenners 'When someone brags they've made a load of money shorting into results, selling before results were announced, buying back after the share price has plummeted after results'

It look slike you have directed the short at Aimless; and the sell before results and buy after reulst at me. If this is correct, I would like to say that I sold out of Capita on 6 December (check my posts on that day to see why), which was well before the Capita results on 17 December. You will see from my posts that I did not comment on Capita between 7 and 17 December as I was well and truely 'over it', however, I continued to post on other discussion boards. I did not say I made a 'load of money' when I sold out of Capita on 6 December, the fact is a made a small profit (my sale price was .175p), not huge at all and I have said as much since then - so please do not put words into my mouth. I had already diarised to follow-up on the Capita results on 17 December, I thought the sell-off was over-done, so I made a few small buys of £10K each as I was concerned the share price would drop further over the following several days and due to the BoE rates likely to be on hold (which would not have pleased the markets - ths turned out to be correct). I waited and then significantly added to my Capita stock holding when it dropped to .136p (check my post for confirmation of the same) - it was a no brainer for me. However, I still took a risk at .136p, as it could have dropped further, and may still do so. I am not saying for one minute, I planned this...I was fortunate in hindsight to sell out on 6 December.

If you read my posts, and check those dates as well as times dates on the LSE, you will see I am completely above board with the above and it all rings true. The problem is that some people believe what they want to belive without fact-checking previous posts etc.

I cannot prove I have my new Capita stockholding at well under .14p, nor do I need to do so. However, I have already promised AImless that when I sell, I will let him/her know well in advance and sell in one lump sum. I am quite happy to let you know the same when the time comes. Facts are facts.

Aimless seen as you have always been so interested in my trades here and elsewhere like some unwanted stalker, I thought I would turn the tables on you. Straight away rather than answer a simple question, you ask for help from your fellow de-ramping co-horts. I have cme to the conclusion that you are a time-waster and a child. Without any details on your so called 'short' position on Capita? I say you have no short position on Capita at all. I say you are making it all up.

I also think the way you asked for help, shows you to be very immature. I would say you are aged 21-23 years who is still living with your parents. The fact that you post at 2.30am confirms that.

I would rather you don't engage with me in future. I don't find you interesting or credible. I don't want to be stalked by you anymore here or on other discussion boards, so back off. Final warning.

Aimless You can second guess about my Capita share holding all you like - I will not fall into the trap of letting you know my investment. As for your guessing my buys - that is dumb. Where on earth did you get my buy price of .148p from. I posted when I started to buy back in with small of £10K and the price was clearly evident at the time of those posts. I also posted when I signficantly added at the price of .1360p. Rather than mouth off like the idiot you are and look for 'support' from your de-ramping co-horts, take a look at my posts and you do the maths.

The answer to your story-telling and smeer campaign against me is Point 4 - Exactly what I have said. Why would I waste my time coming up with false trades. I have never done that before in my life and do not intend to start now.

This I promise you, when the Capita share price hits a certain value, which will probably be later this year, I will let you know in advance that I am about to sell out in one lump sum. You will then clearly seel my trade and you can then put your mind at rest and know that I put my money where my mouth is. I can tell you know my current investment in Capita is probably 10 x your annual salary.

Until that time, I suggest you put a lid on your obsession, stalking and attemped character assaination of me. I agree with Simplies, your behavour is bullying and I can report you. Is that what you want? If yes, carry on. If no, back off.

Trisor I agree, but I think SavageGarden wants to make out he's smarter than he actually is. Anyway I don;t want to waste my time thinking about SavageWannabiethatneverwasandneverwillbe.

I want Aimless to answer my question (the same question posed by someone on the JD Sports discussion board, which Aimless ran away from when he was called out for being a pain in the a** there). I think it's a fair and reasonable question - and very simple to answer.

Aimless what is your short position on Capita? Details please...?

I say you have no short position on Capita at all. I say you are making it all up. Prove me wrong.

Trisor to me it's obvious SavageKeyboard is an ex-employee of Capita. I have no doubts about that whatsoever. Let me ask you a question as an investor: If you were interested in a company and did your research on it and asked a few questions on some random discussion board and you didn't like the answers...would you stay to 'have it out' over and over again? No of course not.

SavageGarden is a wind-up merchant. End of. He is like the annoying guest at a party who is rude to everyone and is a gaslighter. I doubt SavageGarden has any meaningful relationships in the real world, which is proably why he massages Aimless' ego with pointless comments, and is unable to remove his forked tongue from Aimless' left boot and crystal ball.