Member Info for JordiMendes

You in Greggs Adam? Maybe just mentioned them previously, rather than actually invested. Shorts starting to drop there.

Just saying it how it is bubbles/heatseeker. I'm invested in other stocks too but in fairly heavy here.

I stated "The £20m - £40m free cash flow is inclusive of the CSPS contract", but knowing Cpi's past performance, there's obviously a good chance of a hiccup. Can't ignore past performance. But even with a hiccup, the price is too low and should he higher than it is. Should be above 400p and waiting for us to get there again. Good to see a strong start to the day, pushing towards 300p 👍🏻

Indeed Adam. Though I side with Trenners that Cpi have had so many "one offs", that another one will be around the corner.

The £20m - £40m free cash flow is inclusive of the CSPS contract. This was stated in their presentation and IR have stated this is still the case on many occasions.

Capita are up against it, but that stuff on advfn site was just utter waffle. Just AI nonsense.

That said, the backlog is still big but CPI say they are going to be ok by end of June. Knowing Capita they won't be, but if they do sort it, it will be a big plus and will show their AI plan is starting to come together. Time will tell

Looks like Meta was the letdown. Alphabet, Amazon and Microsoft solid results

Meta Platforms reports Q1 2026 earnings on April 29, with analysts expecting revenue of $55.36 billion, implying nearly 31% year-over-year growth. Meta's Q1 results carry some risk from the Iran-United States conflict, which may have pressured advertiser spending during the final month of the quarter.

Stfu you absolute lunatic. You need sectioning QF10

Typical Asos. 1 step forward, 100 steps back.

Sorry, my fault, mis-read.

You'll get your 300p, touched it recently. Will you stick with cash for a bit or invest elsewhere?

Well before Lewis? That is a long time. I would never leave a large amount in that long. But this damn share took funds I could have had in RR. Had some in RR but way more in CPI. Also sold Centrica for CPI too.

Yeah, always been "jam tomorrow", it's just taken way too long and if people bought at "proper prices" ie before covid, they will never get their money back.

Why the shorts are so high, I don't know. Possibly a combined effort with the press to convince people to sell. Another bad article printed in the Telegraph today. More and more of those plus high shorts will spook investors and some will sell. But as others have pointed out, a lot of the big boys are still here and a lot of broker recommendations are higher than today's price. I'm not selling at these levels, I'm going to wait until June. If they miss the target, which knowing Capita they will, I will have to look at things. Adolfo I do believe in, he has a fantastic background, but CPI could be too big a job. But the current price is too low, we were over 400p before the contact centre cr@p was sorted. The drag from that ruined forward guidance. Without it, the results were fairly strong. Hopefully the sale goes through, they sort the bloody civil service pension sh*te out and we get meaningful fcf. I can see another hiccup along the way mind. If I'm being honest, I just don't see how they sort the pension mess in 2 months.

Kipper, can do both. Lot's of shares you can class as "trader shares", until one day a company get's it right and the price skyrockets. Then longs say "we told you so. The current price is too low imo, but we'll see if they sort the pension nonsense out by June. I will be looking to sell a load when this does rise to 400+, but will leave some for the very long term. Look at Saga, was flat for a number of years, before the recent take off

@Heatseeker77 not long. It seems Capita have done ok, but due diligence obviously wasn't on point as it's been a mess. No excuses to not get this done by June. We'll see

Cheers Aim lad

@Heatseeker77 yeah June deadline so not long

It's a mess, but seems like they are actively trying

"once we have confirmation of the CCPS being back to normal levels etc within the next 2 months"

Cpi have their work cut out here. Have said before I know civil servants and know 2 Work Coaches, one who retired in November and one who is retiring in June. The one who is retiring in June told me the other one has not got her pension sorted yet. Obviously cannot verify this is 100% true but she has no reason to lie. For her, she has been told about the delay and hasn't been told a set date of when they will sort out. She did say Capita have been very helpful and she was quite impressed with the customer service, but Cpi really have their work cut out here. The backlog is absolutely ridiculous. If this does get sorted, then Cpi will have done an amazing job and bodes well for the future, however they are going to have their work cut out.

Indeed Rolex, definitely undervalued.

Adam, I have Greggs as well and it's interesting the shorts are so high there, don't know why tbh. It has held up well and I wonder if there will be a squeeze at some point. Ocado shorts ar quite high too, but often are. As others have said, maybe there will be a market correction coming up, high level figures have said as much. Next few months are going to be very interesting.

Really trying to get this share price up Adam 🤣.

Yeah the revenue is tiny, the bad press yet again is not great. Like I have said before though, Capita will get mentioned in the press, just from the work they do, but it's too frequent. Serco rarely get bad press, even though the WCA process for UC claimants is a joke. Seems like some claimants being found fir for work where not all the health information has been taken into account.

But CPI were lucky that recent breach that was reported didn't turn into a bigger story.

Nate, calm down.