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Thanks for replies both. None of that sounds outlandish to me. Stars aligning is a nice analogy.
Anyway, more power to my opinion that anyone getting in now, sub 20p (not a trader), could well look back in 3/5/10 years and find they made an investment in 2024 that subsequently changed their lives, and the choices they had within it.....
@broom, sold off your LGEN circ225p? Not good for the divi 9%? One of my largest holdings (after CPI) in my income p/f. Average is c232p, so a little down on the cap. You might miss any rise on the divi pay day coming soon.....
Hope you find a better home for your £££££££... . . ...
Mrs K prefers that Swiss stuff with the holes, but to me it isn't strong enough....
Hold on! If we can't find even the slightest connection between cheese & Capita, the resident Puritans will kneecap us.....
Erm.....might have to GPT-4 this.
Only going by the chart, wouldn't a true COB SP be nearer 17.85? Not that it matters a jot i guess. To me, the trend is down at the moment, so i am letting it be my friend.
Erm.....which of you is the chalk, and which the lovely chunk of Wensleydale can i enquire??
There are also some other events that might move the market, and therefore CPI SP...
Courtesy of netcurtains on ADVFN;
Key dates in September:
Wed 11 US inflation figures
Thur 12 ECB interest rate decision
Wed 18 UK inflation figures
Wed 18 FED interest rate decision
Thur 19 BOE interest rate decision
Fri 20 Triple Witching
One thing someone (?) on here was saying was that the C1 cash was already in the price at 18/19p.; that the increase from 14/15p was the 'C1 bounce'. This seems to have been confirmed as since the cash landed the SP hasn't moved much. So that was a good call.
I don't want to sound like a bl**dy parrot on repeat, but we need some RNS contract win news to lift us to the next level.......
NF, i think everyone & their cat now wants and waits for an announcement on a contract win. Perhaps something we would not have won without the steps implimented by AH. This would be a first sign that his strategy is going to work. The deafening sound of baited breath and chewing down of the nails*.
It's a bit like Gareth Southgate. There is the time to 'talk a good game', and a time to perform with results. Am sure, given patience and time, AH will have Capita lifting the World Cup....
* other opinions are available!
Well, i can say that a lot of us on here who have been through the JL day's know a good deal about being patient!
As someone already wrote the other day, we await......
New contracts at profitable margins
Renewed contracts at hopefully higher margins
Then, in December, a cracking update from our excellant CEO & exec team
By March we need to see some improving FY24 numbers; no more jam tomorrow ala JL day's
Spring '25, maybe a Cap Markets type presentation
Thing being, at some point in time, AH has got to move from message to actual performance. Honeymoon periods only last so long. My monies on him and i am certain he will come good for us.....with patience
NF, broom & i disagree on some things, including the manipulation of a companies SP. Other things he says i might agree with. Same with Hex; he doesn't rate data from a Bloomberg, whereas i do. We all can't agree on all things.
I think, as some do, that what we need are new contracts. New contracts brought about by the strategy being put in place by AH & his team. I hope Simpiles is correct and something is 'in the wind'......
@bubb, agree there, lots of us took the advantage to top up.
It's all a game we PI's have zero control over. All we can do is play on their terms.
So 'manipulators', now we all have all we need, can you kindly move the SP to the 25p level?