Member Info for Kipper9

@Macy, thanks for your input there. Will be doing a little digging over the weekend on where RS & Oasis are placing their bets.

@Tren, i get that too. The closure of the CMB, via an RNS, would be a gamechanger for the SP. If it's burning a hole in the FCF at the tune of £20m a year the sooner it goes the better.

@Tren. I see Staveley mentions Filtronic in the video dated 31 Jan. Was £1 at the time & spoke very possitively. Not sure if you're suggesting you hold, but the more i read, the more i like. Not sure why the recent drop, but same thing happened in March. Have a lot more digging to do but is already higher up my watchlist......

PA.com article from May

https://portfolio-adviser.com/beneath-the-bonnet-the-case-for-ryanair-cranswick-and-filtronic/

Apologies for being a bit off topic...

@Sim, i've been trying to educate the uneducated that the company is not reflective of whatever the share price is since dinosaurs left. The SP is a product of several 'players', mainly MM's. Media, analysts, they all play their part. Folks should do their research (if they actually do any) and trust that. Not spend endless amounts of time gazing at the price of the share.......other view are available.

@Tren, i read Harwood (Staveley) offloaded a few in May circ120p. Not a 'strong' watch, but have popped on my watchlist. Will do some research over the weekend.....

Have recommended Tren. But shouldn't that be inflection? You were perhaps thinking of some of the people in green boxes on here.......lol

Excellant shared research David, thankyou....recommended

The greatest 'hammers' supporter in history Tren. ... .....

Excellant Tren. So they have 'form'. Unless RS, Oasis, RWC, Executive Board are all fools, and the guy in the green box is really Warren Buffett, we should do ok given time.....

David, can't help you with the RS question. But this article details the sale of SDL to RWS in 2020. Adolfo Hernandez took over SDL in 2016, a company in poor shape. Four years later he, with Xania Walters, sold the company to RWS at an excellant price. I believe they will do the same at Capita. Turn it around, and then sell it off. Only 18 months since AH took over here, so lots of time to prove the detractors wrong in my mind.

https://slator.com/rws-to-buy-sdl-in-transformative-deal-for-the-language-industry/

Also, this is the executive team at the top of Capita. They come with fantastic track records and are all very experienced in their fields...

https://www.capita.com/about-capita/executive-team

@Tren, good to hear at least one person has seen this as a buying opportunity. Most comments today are in green boxes or akin to Corbyn atop a bus with a megafone.....blah, blah, blah.

In an effort to raise the level of conversation to above the gutter i will mention strategy. The way i do it is, i first do my research to assertain if a company is worth my money. Then it may go on my watchlist with a TP. I NEVER ever am fortunate enough to buy at the very bottom. So i plan to buy in 4 - 6 tranches. Possibly buy on the way down, or better, on the rise. Maybe i will have to wait a few months, especially if a company is in an unloved sector.

I did this with COIN when crypto was out of favour, buying all the way down to about $150. The waiting game paid off the other week when i sold at $338 & $400 respectively. The SP kept on going up but i am fine with that as i NEVER get out at the top. SP back to $300, so back on my watchlist.

Bought Qualcomm last week after good results. But SP dropped to bought my first tranch at $146. Next buy would be typically 10% lower. Etc.

Did my research last week on a Chinese EV maker called NIO. SP been in the doldrums for a while but got tempted on a small amount at $4.60 as is on the more risky side of my usual buys.

Hope folks will see the honesty and transparency in my comments. But please, please don't call me a trader.....

Que the rude clap trap.....

Buy the dip. In again @ 258p Also some Lgen for income p/f.

I 'don't' gaze at the share price. I look only at the company. The SP is not related to the company. MM's walking it down. The SP is a product of the market.

Be greedy when others are fearful. So, in @ 300 & 258 with a view to sell towards end of year.

Good luck whatever you do.............Tren; buying?

Am not sure actually which is worse; the idiots in green boxes or the fools that give them oxygen by replying!

That's brilliant Cap, thanks for posting......very interesting

It just baffles me H, it does really. Nice point re Ofgem. Someone said other day it was something & nothing, about right i recon. A ruse to lower the SP for whatever reason.

Odd, up over 5% or 15p to 294p & no more green boxes......more egg on face for them

Thing i can't work out Martin is this. What motivates these people? Do they believe that they can influence folks to sell their shares in the thousands, in an effort to effect the price of the share? Surely nobody would make an investment decision based on nonsence written on a public message board? Surely not! That daft comments fired off can move the market capitalisation of multi million, even billion, pound companies. Do they live in some kind of dream world do you think?

@Martin. 9 Recommends (& counting) for your post. Seems we are not the only one's who are sick to death with all the c*ap posted by a few desperatly sad people on here...

@T....Mayor of London?

Well said Martin, it's a race to the bottom in terms of content. Pathetic really. I am happy to say i have nobody in my 'real' life that speaks like a lot on here......

Good results IMV. Onwards to Dec update and FY 25.....

A few excellant summaries of H1 this morning. But mainly, for me, just a mass of green boxes. I only have two, they must be either agreeing or argueing. Am sure tho the content will be a race to the bottom.......

https://uk.investing.com/news/company-news/capita-reports-solid-progress-in-transformation-despite-contact-center-headwinds-93CH-4200017

Another instance where MAR's don't work IMV Simp

@G, that's my strategy with RIO; mining sector out of favour, somewhat due to to China downturn. But is cyclical, so will come good at some point. Looking for blue chip companies knocked down as in a depressed sector. See Rio as a good place to park some ISA money for long hold tax free divi. Until Reeves works out a way to raid peoples ISA's....!