Member Info for Kipper9

PJ..."Keep your powder dry, imo"

Wait for the dust to settle folks. Patience. Not CPI related. Market related. Worse possible on US open.

Remember, the share price is not the company!

Reading the news over the weekend the sell off on the US markets may well continue into next week. So our p/f's are in for another battering. Fridays 12.45% drop for CPI was, for me, hugely market related. So a testing of the low 16's is a stark possibility, maybe 15's. Who knows! What i do know for certain is that Capita is doing well as a company. Again, the glaring dissconnect of company to SP.

On the good news front i have managed to find some spare capital. (without having to sell any body parts...lol) Not a lot by the standards of many on here, but enough to allow me to top up. My cunning plan is to buy now in the hope that come April 6 next year i can Bed & ISA them. We will have had Dec update, FY'24 Results in March & RNS's too. By then i believe 15/16/17p will be seen to have been a bargain. In my dealing a/c (not ISA) so Reeves will probably stiff me for as much CGT as she can, bless her......

I was thinking that prior to any company results the 'serving' BOD or exec team are not permitted to make purchases of shares. Now, it will be interesting to see next week if they make further purchases to those already made. The SP is roughly at the level that they last bought. The drop off from c22p to 16's may be tempting plus it would send another great message of confidence.

I believe i have 'joined the dots'. SCP?

Echo that; you understand what's happening on a completely differant level to, well, most of us. Being ex-cpi......

Ouch bubb, not at my age thanks. Not even Equity Release. Look, i can do a fantastic deal on the wife's liver if interested. Mine is well bu**ered with way too much vin rouge sadly. Maybe i'll try the Dark Web.....

@Simpiles, i read your mini CV with interest. Excellant! I really enjoy your comments and ask that you keep them coming. Especially useful for the more, shall i say, less 'techie' members as my good self. Most appreciated friend......

Excellant comments 'old' chap. Am still excercising my grey matter to see if i can raise some cash for further topup. Think my buy at 16.91 on Friday might have to suffice as i see a 'bounce' coming Monday(ish). P/f a whopping £7,800 down (on paper) in 2 day's, so feeling a tad glum at the mo......a pittance for some here, but painful for 'ol Kipper

HaHa bubb. Am just sat in my home office trying to work out what i can sell to pile further into CPI with a TP of low 16's. Some of my VOD are into profit, about £140, and would release c£3,140 for a topup. Rest of p/f are in profit but battered down on Friday, so loathed to sell.

Would anybody like to buy a kidney?

Yep, that's me on circ23p bubbles. Something that i posted the other day re; Capita One sale. Now, i've had my abacus in action and need help with my sums folks. If Capita Group sold a part of the whole damn company for £207m when the Market Cap was c£250m, how the jiggery can what's remaining only be worth £43m? And, why is it (if i am correct) that the Hacks and Analysts aren't shouting it from the rooftops?

Before you all bellylaugh at my sums, please can i ask that any answers be on a Baldrickian level, so i might have a chance of understanding......

Nice summary PJ. Ok, lets call now the end of the honeymoon period. Now we need to proove this New Capita can bring in new contracts, alongside renewed. Some RNS's to this effect between now and Dec update essential. I liked the part AH talked about hyperscallers, and how he came from that world. He said integration of GenAI from these companies would be the best thing to happen to Capita. (circ minute 34). The next six months will be crutial. Sounds like the debt is all but gone, which is a great achievement, so no drain there on the balance sheet. Where the SP goes over this six month period is anyone's guess. Am still very happy with AH and, so long as we see some improvement at FY'24, i will be ok to hold.

Good few trades gone through at that price. All 20k. You buy in tranches?

Well done NF. Watch the webcast at some point & tell us what you think....

Don't want to name folks individually, but some smart folks on here. Can i ask you to give some feedback for us who might struggle more as to what you think of todays webcast.

Thanks to those who have given great summaries on results already.....

Like a vampire you mean? Am not trading, just seems like an opportunity. So don't need the absolute bottom. I thought results and webcast were as expected. 11% drop is hugely market related in the main, if not all.

Only Capita could have the poor luck to release good results into a US market sell off!

Update in December with some nice RNS's before....

H1 webcast is now available for those who wish to cheer themselves up

https://webcast.openbriefing.com/capita-hy24/player/?player_id=54321

@daltry, after a day like today i have use for one of those pretty one's if you can sort it for me mate.

Actually no, scratch that, the wife would divorce me and take half my Capita shares......

NF, took 16.91 at 2:55 10,000 for the bottom drawer to go with the others. May retrace further, but am happy with that med trem....

Others buying??

NF, et al, I have set a Limit Order for 10,000 sh @ 16.8p US futures will/may tank us further. If fills will add the the rest & come back to them H1'25. Last week i would have chewed my arm off for sub 17. I see value there in the med term.

Others tempted?

PJ, come on mate, like anything us dicks write on here is going to influence anything or anybody.