Member Info for JG68

Let's be honest the Telegraph have had a hard one for CPI since the hack and its surprising considering they are a Conservative backing newspaper.

One begins to wonder whether there are political motives for this ongoing witch hunt against CPI.

The shares are already near their all time lows, really not much downside considering there are now zero ongoing concern issues, so I would have thought there are far easier targets to short now.

John Dean

Encourage the BOD to buy some shares to show the market at least the BOD has confidence everything is progressing well.

And maybe encourage some analysts to start covering the company a little more than they have.

Sneedway

Thanks for your reply.

I guess I'm hopefully wondering if they're planning to offload the UK segment given that they've retained the name.

There again if their evolve strategy works and they increase revenue , FCF and margin over that period through to 2027, then all should be OK in the end.

I guess there was always going to be a short term hit to margins when increased wages / costs were being absorbed before the contract increases took effect.

I'm a little miffed how on the Monday after the results we had a minor rebound to 96, probably because of the news about the euro tunnel talks, but again here we are a couple weeks later with a further 10% shed off.

Maybe inflation data will be positive on Wednesday and we have a positive week. Long overdue

Sneedway

If you were to throw a figure out there what would you say that MCG could realistically offload the UK division for?

No chance, not even 80k mancunians using MCG for the Fa Cup final moved it at all when they striked that Saturday.

Ditto Mavswf

As Paddy says, not making the same mistake again however long it takes.

If you can foresee not requiring access to the MCG funds you have invested for the next year or so, just think about as a 1-2 year lock in with dividend income ( without the guarantee of 5%!, hopefully a lot more)

Mavswf

I'm sure he's not referring to you, he's replying to something earlier.

And I think he's got a shed load aswell and is well underwater too!!

Mavswf

I've just emailed IR again about this, and I've also asked why there is very rarely an analyst update for MCG, despite numerous analysts supposedly covering it according to their website.

I think we got one sell by Liberium after FY in March, and sweet FA following the recent update.

It seems that any investor relations are very guarded to say the least.

Still very disappointed directors don't feel it necessary to show confidence to investors and the market at 83p.

After overseeing probably the largest depreciation of investors capital value for the last 2 years, the least they could do is show some confidence.

I've written mine off as allocated capital until 25, with 6% yield, and although I now hold 197k of these accross 3 tranches, if I'm strong and don't sell even when breaking even, this could be very rewarding in that time frame.

Thanks Pokerchips, makes sense as usual from your posts.

Snufkin

It's always a relief when we're doing ok and markets are in meltdown!!

Anyone know why the ftse decided to sell off today despite decent GDP figures ?

Where have you been pokerchips?

What do you make of the 215 earnings target they forecast for H2?

Mikebarso

No buy massively overweight here so every penny hurts.

Only red ones today are this and pfc but they updated today so expected

Well it's my only red share yet again

Pokerchips

I have missed your posts!

I know its another co but we would appreciate your input on MCG.

Look at the June trading update from last year.

It's 22-27 time scale, increase margins, increase revenue etc etc

I think Mary may have been on the money earlier, some of the wording "out of our control" when referring to receipt of payments could be a precursor to a cash raise later this year, end of year like last time possibly.

And then a completely clean slate for 24 onwards

The RR demise last year was down to constant downgrades by JPMorgan, the market listened to their 75 target, they filled their boots and the rest is history. Shows how out if touch UK market is.

Same happened here with Liberium.

IMO brokers should be unable to invest for a closed period after they issue a revised note , similar to insiders having a closed period, might stop some of the self serving recommendations.

Not a pleasant read, must have been shorts closing yesterday.

Could be whacked back down today.