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Appears that everything is being bought and held ready for re-rate, glad to have loaded up at these cheap prices

Looking good for recovery

It has seemed like that the past week lol

Yeah looking good for a move north

Now is the time to invest in Capita.
Price is down 50% in 3 months.
They published revenue and back in profit, they have paid down a lot of debt.
Also Capita have high retention rate of contracts and have shown stable and growing revenue.

Get capita now in the low 20's while you can, looks like a rerate is coming to send it back to the 30's

That's the interesting thing about Capita, they have guaranteed business and revenue due to contracts, combined with their amazing retention rate makes this a solid company.

They are paying off their debts fast, and could clear a lot more, while getting new lower interest credit facility in place, so fully paying off a substantial amount of the debt fast.
These means that even retaining the same level of revenue in theory their profit margins would increase with reduction in interest payments.

Fantastic opportunity.
DYOR GLA

Capita have turned a corner, 2020 was a heavy year for them. Now moving into a better streamlined age to drive and realise profits

Would have hoped that £2m in more buys than sells would do the trick lol

Looks like a strong platform is here.
Shorts show be closed soon.
Company clearing debt.
Revenue streams increased.
Run rate locked in contracts to guarantee revenue, so not affected by material constrictions.
Look good for a rerate end if week and back to 30's.

"Capita plc today announces that it received notice on 9 March 2022 that the Department for Business, Energy and Industrial Strategy will be taking no further action under the National Security and Investment Act 2021 in respect of the disposal of Trustmarque to One Equity Partners.

Accordingly it is expected that completion of the disposal will take place during March 2022. Expected cash proceeds are around £115m."

www.marketscreener.com/amp/quote/stock/CAPITA-PLC-120791931/news/Capita-plc-Clearance-of-Capita-Trustmarque-disposal-39717206/

They have another company disposal happening this month to the tune of £115m which should go a long way to clear more if the debt.

A big bit of debt was a VAT deferred bill that has now been paid. As such they can work on paying debt that has interest.

So the debt number might appear big, but very potential to have it down by £200m by end of year if taking over pay downs as reference.

Awesome work Cesna. Numbers speak for themselves and a profit of £139m this year puts the company at potential worth of £695m, which is 2x current share price! So potential for 100% profit from here

DYOR gla

I assume the reason the price has been held down for a week despite having vastly more buys than sells is:

A) let the shorts close
B) market manipulation
C) buyer in the background accumulation

It's insane how cheap this share is. Do people understand that capita has guaranteed revenue due to contracts.. they have cleared tons of debt and moving to profit.

Crazy how when the company was in a worst position their share was at 50's.

Oh well more profit for those that get in now.

I would be happy because I would be getting 30% profit on my investment.
If long term holders and the other don't want to get burned with a sell out at 30 then they need to start buying up shares and move the price north.

Imagine it's very tempting to sell the company now, considering they used a ton of the disposals to protect the Capita pension funds.

The CEO would get a big pay day too. Soo.....

If an offer of 30 a share drops I will be very happy.
And 30 a share for the companies worth and contracts it opens is worth double this.
Can see a USA investment firm easily buy for £500m and sit on for a few years and sell for £2b
The great thing about Capita is that they are not really affected by supply chain and have locked in contracts with government and big companies that will be around for decades.

Fantastic opportunity, the company have turned the ship and made profit, reduction in debts, and increase in revenue.
December 2020 and August 2021 this reached over 50 a share, so at discount currently.

Pay £357m for a business and get £3b in immediate revenue, sounds like a bargain to be.

Imagine alot of companies looking at this as a fast way to secure locked in government contracts and a way to build out into big clients fast using existing relationships.

Prime for a take over!

With the share price so low, would they now be a prime target for an acquisition?

Good churn past week, looks like selling finishing.
And a year of revenue growth and more profit ahead!

"total disposal proceeds
(£483m) including ESS and AXELOS, offset by
pension deficit payments (£156m) and
repayment of deferred VAT (£104m)"

So they used the disposal to pay down debts