Member Info for Kipper9

Excellant detailed summary Kurtz, it's appreciated. Lots of well thought through numbers in there.

I wasn't that far out with my 'table napkin' valuation of circ£1bn if AH comes even close to doing a good job. £1bn is a tenner a share.....

@Rogue, those figures from way back incredible. PBT of £585m (not sure of T/O). Lets go crazy. Lets say AH can get us back to those heady days. £11 a share now would be 15x (split).....£165 a share.......we can only dream! lol

E&oE

Something happened this week Culley. I think it was the II's finally seeing what a lot on here have been seeing and talking about for a while now.

'That was the week that was' but i'm hoping next week can be just as good....

That's interesting SimPil, thanks

You obviously have a much greater understanding on this than me (or most here) so thankyou for sharing

A 30% saving over time in our worst performing division sounds very good to me.....

If the other comment this morning is directed towards me then i have some bad news for you. I won't be reading it as you have been Green Boxed long ago. Unless someone can convince me that you have seen the error of your ways and stopped talking c*ap, you're staying there old chap......

@Go, excellant reply, thanks.

My point was that a mere 8 weeks ago we were at 191p (Reverse split) and now stand at 335p (a 75% increase), we must lift our expectations of what AH & his team can achieve for us over a 12/18 month timescale.

Serco 2024 FY Rev was £4.8bn, to our £2.4bn. Same margin. So, as we become more efficient, through adoption of products like Copilot, the FCF and operating profit must improve.

Perhaps the least we can become is a £1bn company and not quite the £2bn Serco is at. 335p is circ£350m. £10 a share should do it.....

SimPil, thanks for that opinion. Right, so our Call Centre business is the division that has been lagging the most and this Microsoft product can increase 'productivity' by 30%+. So, 100 operatives in a given Call Centre can, potentially' be reduced by 30? That must surely be a win win situation (except for the 30 made redundant). It puts our customer first by giving them a teriffic service, at the same time cutting our costs dramatically. Scale that up for a company employing thousands in Call Centres, and thats transformational.....

Reasonable summary?

@SimPil, can i ask you for your comments on that MicroSoft link i posted re; Copilot?

Integration within Capita reads as transformational for the business......

Thanks Adam, you might enjoy reading these articles....

https://www.microsoft.com/en/customers/story/24350-capita-microsoft-365-copilot

https://www.capita.com/our-work/rethinking-collections-customer-service-capita

Thanks for input there Rogue

Any other views/opinions?

I wrote yesterday.....

"Extremely basic, so don't 'string me up', but if Capita can show the same £260m Operating Profit by 2027 as Serco, then it's cap should be roughly the same?

Serco £2bn

Capita £350m at 318p

At the same cap as Serco thats 5.7x £3.18 5.7x comes to £18.12 a share ( i told you it was basic)"

Can any of you, who are far brighter than me, please explain why this is utter tosh & unachievable....

Yer, 330.01 was on the Ask......soon tho

330p, welcome to break even T....

@Go, i wasn't refering to you with my 'investment banker' comment btw

Hey Mr T & bubb, is that 324 i see!! Soon be there at your 330

You wouldn't think an ex investment banker would lower themselves to the level of conversing with an idiot H.....

My Lgen were in the doldrums for a good while and i often wondered if it was because long time CEO Sir Nigel Wilson stepped down. It put the wind up a few. But the new guy is now established in his role and the SP is reacting positively now.....

Am surprised the Green Box is here at all right now; i thought he'd be in Venice with Jeff & Lauren

For the sake of clarity, only short positions over 0.5% are seen by us PI's. Better data is very expensive. Theoretically there could be any amount of shorts 'lurking' at 0.48%. Am i correct with this?

But T, if they sold based on what an idiot says, they deserve all they get! ..... or don't get

I have him/her/it in a green coffin Sim. Highly recommended!

Of course, it implies that people are stupid enough to make an investment decision based on what they read on a free message board.

Surely even the dimmest dimwhit of Baldrickian proportions would know better!(?)

Might struggle with that @bubb, i see perhaps some profit taking from those pesky traders putting pressure on the SP

Wold agree with T's comment

Don't forget all you LTH's, a toast to AH & his team at the barbie this weekend please