Member Info for JG68

These long periods of complete silence from the company always unsettle me now.

Until there is a confirmation rns stating the HY results will be 21st August, I'm half expecting anything nasty could be sprung at any time.

Just shows what little confidence there is left.

Trisor

Yeah read it wrong.

Not huge in the grand scheme of things.

Seems a great bit of business.

Trisor

Yeah read it wrong.

Not huge in the grand scheme of things.

Seems a great bit of business.

You lot will be releasing TR1s soon!!!

Capita

Mcap yesterday 263 million, announced a sale of one of their businesses today for 207 million!!

At 10 x earnings valuation.

Shows how broken the UK market really is in terms of just fair and reasonable valuation.

Anyone know what the revenue impact will be short term?

We know the PBT and ebitda but just trying to get a sense of August's guidance for H2.

For some reason Aimmaster changed his view to short from Friday which was evident in his analysis of the French election on Sunday.

I would just say even at 17/18 it's an undervalued stock.

Many of us were buying in 30s/40s at one stage.

Trenners

What's 4m give or take now!!!!!

Well it's showing hiw ridiculous the mcap of 260 is if we get 207 for that alone

It does show how broken the UK stock market is, essentially valuing the entire company now for 50 million quid.

Let's hope the market sees through short term impact to revenue and earnings

Aimmaster is going to go into deramp overdrive now.

Bye 300 quid charlies

It's tanking now!!!

You can tell that Aims gone more short again.

I think the immediate macro that could disrupt momentum on Monday is the the French election 2nd round, I think tomorrow.

Inflation is expected to rise moderately when the energy cap increases in October, but to settle around 2.5% which in the grand scheme of things is not major.

What I'm getting at is that it seems the market will move with sentiment, which has been severely lacking this year. And over the next few months there is time for a period of improved sentiment and momentum,, similarly to Dec23 through January 24.

Enough time for CPI to show they are on track in August, ride the wave of optimism, and then the market will start forward looking with regards to cpi significantly improving operational performance 25/26.

Aimmaster

I read that as usual it was US related and the reason the ftse 100 sank was because if US impacted banks such as Barclays etc dragging the indexe down. Obviously the 250 and everything else followed. So pathetic imo, because US indexes faired OK.

I'm really hoping that UK focused stocks, ie the 250 and the likes of cpi maintain a mini bull run, especially with cpi inflation expected to fall again week after next, and then 1st August boe rate decision.

This is without the sense of improved confidence because of a new government.

If you look back how stocks did in the year after Tony Blair was elected, it was like an inverted ski slope upwards.

Nofear

That's an understatement.

Ftse 100 is selling off hard since 2 ish.

Anyone know why?

Anyone know why all UK stocks are now selling off after 2pm?