Member Info for JamesOxford

@SP28. Very good post. I agree. Just added an extra £27K today (to add to my two trades of £25K and £25K yesterday) will be happy to continue to add at this price. Building to a nice sum. Plan to hold 2-3 years and check in on developments over that time.

YouGov has been seriously oversold by those investors who are concerned the results will be less than management's own expectations and the declared short position. This sell-off will play into the hands of institutional and serious personal investors, as if the results exceed management expectations, then the share price will immediately rocket upwards from a very low base as these investors will pile in.

I have added further YouGov to my portfolio in a couple of tranches today. I am very happy to do so at this low share price for the reasons I mentioned in my previous posts here.

I very much look forward to the results and any further updates/announcements.

@Pokerchips your fixation with Trump is not really for this Prudential discussion board, which is why I mentioned your comments about Trump are fulI of hot air i.e. designed to impress but has no value. None on your comments on Trump has any impact on Prudent Plc or it's share price. Please take your grandstanding elsewhere.

...and Pokerchips says Trump is full of hot air! Takes one to know one!

I didn't know c-o-c-k-y was a bad word!

just my 5p worth: i don't think investors here should get too far ahead of themselves with capita at this stage. it is easy to become over-confident (or ****y) when the share price is on the rise. yes it has had a nice run lately, but that was to be expected after the capita one sale and the cash in the bank. there may well be a pull-back to circa 19p prior to or at the time of the budget on 30 october as any negative news for investors/businesses with hit the lse hard across the vast majority of shares. i know lots of investors who are currently only the sidelines (myself included) ready to pounce should the macro lse sharemarket fall dramatically. personally i won't add to my holdings of capita until after i see proof in the pudding with regards to further financial improvement i.e. in capita's next set of results.

Pretty easy to understand why YouGov acquired Yabble...

https://yougov.co.uk/economy/articles/50596-yougov-acquires-yabble

@HereKittyKitty Those in the know understand why YouGov purchased Yabble. Whether Yabble was from NZ or the USA it makes no difference. Yabble is an excellent addition to YouGov.

Personally, I don't need analysts to let me know when a share price is a bargain. Any more than I need an expert to tell me that a can of baked beans at Tesco cheap when it is clearly labled as 'Buy 1 Get 1 Free' or '50% off'. A sale is a sale. A bargain is a bargain. Analysts views and target prices can be somewhat wide-ranging (to say the least)...as you have shown with your high £8.50 and low £4.95 targets!

Just to add I actually see alot of similarities between YouGov and CMC Markets (which recently recovered from circa 93p to circa £3.30p per share) in terms of strong revenues, consistent profits, very low debt (virtually zero), lots of cash in the bank. Of course, both companies are driven by and operate within the technology and AI space.

The appointment of brokers and advisors typically means something is up. Something is afoot. A big, bold positive move could well be on the cards here. A move to the FTSE250 on the cards? Or some type of spin-off to the US NASDAQ? A take-over? A merger? Either way, I like to cover all bases, and so am very happy to have added to my holding today especially at the current low share price. A no brainer.

I expect the results on 29 October to exceed market (and management's) own expectations. I really like this company - strong revenues, consistent profits, very low debt (virtually zero), lots of cash in the bank.

I agree with Finley1. Trump will work to make US competitive again. He is pro-business, pro-growth and pro-America. Nothing wrong with that. China is it's own country with it's own problems, hence the China stimulus to kick-start the economy. Prudential is in the right place at the right time. Prudential's share price is still very low, so I am happy to continue to top up. In the very short term Prudential share price will increase from here as dividends due to be paid on 23 October and there will be plenty of dividend re-investment at these low prices, including my own.

@Trisor - I don't usually discuss politics but Labour policies implemented in the first 100 days have been diabolical! Led by Sir 'Two Tier' Keir...

Back to Capita - it would benefit no matter which party was in power. With AH at the helm who is supported by top class senior management, combined with Capita's investment in technology and AI, it will only grow stronger over time. In 18 months, Capita will look, sound and feel like a transformed company for the better.

@Trisor. No surprise to me that they added to their investment to bring their average down while the Capita share price is low. No doubt they will hope other investors will follow suit. I doubt they would be in the know about any RNS in advance.

As you know I'm a medium-long term investor in Capita, so I hope the share price continues in an upward direction. That said I'm a realist and a pragmatic investor. I don't like much about the Labour Govt. I don't like the way they have pre-empted the October budget like it's a doomsday event. Before or after 30 October, I think the sharemarket will suffer as a result...unless they can pull a rabbit out of the bag.

I hate the fact that Labour have cut heating allowance for our elderly, most of whom do not have hundreds or thousands of pounds saved somewhere. Meanwhile, open borders for 'irregular migrants' (Labour's phrase, not mine) from the war-torn country of...France! Come to the UK and enjoy free accomodation in lovely warm hotels, and free food, clothes, trainers, daypack, mobiles, meal allowance...

Meanwhile, our elderly who have paid into the tax system are penalised.

I hate to break it to Labour - but these irregular migrants are mostly all young men who are in fact illegal economic migrants looking to queue-jump and gain personal advantage for themselves, to the detriment of genuine legal migrants (who have applied and waiting patiently in line for their applicantions to be processed/approved before entering into the UK) and the expense of UK tax-payers. Economic migrants - nothing more, nothing less. Europe has started to wake up to this, when will Labour wake up?

@Lordy2020 Just to clarrify I don't think the Labour budget will hurt Capita Plc as a company in any way. Labour will reply on outsourcing companies like Capita. It was more an observation that the entire shreamarket will most likely fall about a week prior to the Labour budget, and then possibly on the day itself i.e. 30 October. It is dependent on the tax hikes - especially Capital Gains allowances, taxes etc. I do think that Capita will rise and fall in line with the overall sharemarket and not be 'singled out' any more.

@Trisor. Only the more recent investors who jumped into Capita at the recent lows of 14-18p will most likley jump off the Capita ship prior to the Labour budget as their percentage gains will be somewhat decent. Long term shareholders -especially those with negatve returns - should stay the course. There is no reason to jump off the Capita ship at this point in time, when full recovery is imminent. However, no matter how well Capita or any other company performs, the Labour budget is like a dark cloud hanging over a black hole, which will most likely drag the macro sharemarket down...and unfortunately Capita is part of the scene. I expect Capita to drop to circa 19p prior to or on 30 October.

Funders and investors ($7M for new drilling) are firmly behind Zephry:

https://www.proactiveinvestors.co.uk/companies/news/1058431/zephyr-energy-lowers-borrowing-costs-in-its-latest-rcf-redetermination-1058431.html

My only concern for the Capita share price is whether or not it will be dragged down prior to or after Labour's Budget on 30 October. Labour have been scare-mongering since they came into office with regards to their claim of the big black hole of £22 billion and the inevitable tax rises imposed upon British the tax-payers. Smart investors will sell out of the share market a week prior to the budget and wait until the dust settles. Time will tell how this will affect the share market...

@Elphi Thanks for the notes straight from the text book called 'Investment for Dummies'. I'm sure we've all humbled by your knowledge and wisdom. Good grief.

@Crowman Schroders 2% increase is interesting and a real vote of confidence.

I did say a while back that I know for a fact that institutional investors and serious private investors have started to look at Capita with a view to new/further investment. Not sure I was believed then. Proof is in the pudding now though. Sentiment has changed as turnaround is in full motion. Share price continues to increase. Surprised to see that NoFear and Aimless have exited and some shareholders on this board continue to sell...while the share price is on the rise!

Great to see as promised by CH that Zephyr has an investor for the drill costs at circa $7M without dilution of shares. It was always likley to be a profit share between Zephyr and the investor. The investment of $7M is not a huge sum and the risk-reward ratio is very favourable for the investor (based on previous drill and test results). Therefore, I would have thought a fair profit share would be 20-33% for the investor and the rest for Zephyr. That said, it's whatever works for the investor and Zephyr. Good to see that the drill could start as soon as December.

I like CH's style of management. Each RNS from CH has been measured, consistent, mildly optimistic and importantly always in line with CH's preceeding RNS statement. I am in no rush for the next RNS - happy to let it play out.

So far, so good. I like the Zephyr story and CH's progress made. I have a reasonable investment here at £100K and will no doubt add to that substantially immediately after the next phase - hopefully before the Zephyr share price takes off and hits the 10p plus. I am very happy to hold and add shares over the next 5 years to realise the obvious potential and financial rewards.