Member Info for Kipper9

Trenners, when you say 'selling in tranches'. Do you look for a set % on any particular tranch, 10% 20%, and then sell to lock in the profit? Then, if the SP drops, do you buy back? How much of a drop in that case?

Yep, my list of shares sold way too soon is dreadful. Buffet, i am not...

RDSB, BP, GLEN, BHP, HSBC oh Christ, the bl**dy list is endless

Why do i never learn!

@DarkBlue, i bought Meta at circ$100 and made the decision to cash some in at $150 for a few hundred quid. Bad decision. Only saving grace was i kept most of the stock. Still hold now & SP is $532. It was a lesson for me. I'd bought them for the long term (not a quick punt), but couldn't resist a quick profit. Am going to think back to that decision when CPI are nudging 20, & hopefully not c*ck it up again.......

Agree Trenners, that the SP rise was Election & Rockwood interview. But i think that although the general trend will be up, we might see some retrace to low 14's during the week. Nothing to come from the company until H1. So i'm thinking the SP will drift lower until then. Of course, i could be totally wrong.....

Bobsto, welcome to the board. As you will be doing research into Capita you may want to read this recent article from The Times on the new CEO. Here's the link.....

https://archive.is/btyjz

Excellant detailed comments there from both Trenners & Go. Nice contributions to the board, just what i come here for. Agree with most of it, but not all. Would guard personally against throwing numbers like 150p to 250p a share about, but the 30 - 50p range is achievable med term surely. But then, i wouldn't turn those values down! Lol

My recent comments on some shares that i have bought & sold, BATS & ITV, have netted me some profit, which i have locked in. By that i'm talking £500/£800 within my ISA. I don't think that makes me a trader/scalper as such; i feel i have just made the best of an opportunity that dropped into my lap. My CPI holding goes back to 2021(ish) when i started to subscribe to the JL turnaround mantra. Have averaged down sooooo many times with my 'final' purchase iv'e lost count. I now fully subscribe to the AH turnaround and intend keeping all of my CPI for the long run. To what SP, i don't know.

There have been a few new contributors to the board over the last months; Simples, Kuru(?) are but 2. Thankyou to you folks. Always coming here to inform, to educate. It's the folks who post the one liners that irk me. Saying the SP will rise to Xp, but give nawt to back it up. These nellies are of no use to me and will be keeping the company of savage(something) in the Green Box if nothing improves.....

Aim, nothing personal, but your grammer at times mate! Have to read it 3 times, then still not sure i get your drift.

Think back to the Lewis days. The situation with Capita under AH is totally differant; poles apart. Lots of + news. Staveley (Rockwood[who?]) are small fish, correct. For me tho, better a small fish than no fish. Key will be if SP holds 15 this next week....

David Lowden, Chairman of the Board said:

“I am delighted that Pablo will be joining Capita as the new CFO. Pablo has extensive experience operating as a senior finance executive across a range of sectors with companies directly comparable with Capita. He is highly experienced in driving change in complex businesses and has delivered significant cost savings, streamlined organisation structures and enhanced processes and systems. He has the right skillset and drive to support Adolfo in leading the next chapter of Capita.”

Pablo Andres said: "I am excited to be joining Capita as CFO, working with Adolfo, the Board and the leadership team to execute the next evolution of Capita’s strategy. Capita plays a critical role in society and there is great opportunity for growth and scale through simplification, efficiencies and technology enablement. With a growing market opportunity, Capita is well placed to solve clients’ evolving needs and continue to be a leading player in the markets they serve.”

Source: Capita Inv Relations

Don't forget also that our new CFO Pablo Andres joins the ex team in August from Ventient Energy. He too has a fantastic CV & has excelled wherever he goes. It's worth doing a little research on him imv. Am expecting more analysts upgrades in the pipeline after the Staveley interview. Silence from the company until H1 Res.

Hopefully the SP can hold. But remember it climbed to 15 in late May, only to fall back to c13p. To my mind, the SP does not reflect the company; it's manipulated.....

Crow, yer, impressive numbers mate. So, when we all meet up in 2026 to celebrate how well we have all done, the drinks are on you eh. AH as guest speaker? Or would you lot rather i book JL?

Good weekend all, just an England win against the Swiss to come now.....

Thankyou Simples. Yes, that debt at EUR946m will take a lot of servicing. Actually, Gross Debt is quoted at EUR1.137billion.

I was just trying to make a comparrison projecting forward for CPI using SS numbers. You could argue that Staveley's numbers are on the conservative side.....imo

Hate to here stories like that Kubrick, really hate that. Commiserations pal.....

At £5k a penny rise JG, i don't think you will be worrying about traders when the SP hits 30p+....lol

Maybe Stumps i am a closet trader, but don't like to admit it. An opportunist? Got shot of some COIN last month at $251. Locked in some profit & hope to buy back at sub $200.

I remember buying META at just over $100 and sold some at $150, thinking i was the new Buffet. Big mistake. So, with CPI, am hopefully going to have the willpower to hold on and not get tempted to cash in.....

Simples, can i ask you (or anyone), is it possible to compare Sopra Steria numbers now, and extrapolate where Capita numbers will be if it can perform similarly? Or would that be comparing apples to pears? Example; SS margin for 2024 targeted at 10%, whereas we are at 6%. Staveleys numbers are re EBIT & FCF of £90m are based at 6%. Surely at 10% that would radically change this. Their sales in 2023 are double ours and they have targeted FCF of EUR350m in 2024. So is that EUR175m, if we can match their margin? Or, am i thinking far too simply???

I wouldn't call myself a trader of any sort. It's just, with the case of both those companies i mentioned, they were beaten down good paying divi shares. I got a great price, held for the divi until the SP recovered, then locked in the profit. The divi being a backstop to the hopefull capital gain. I hold LGEN long term for the good divi. But the SP fell from it's usual 250 area to 230, so i bought some more. Once the SP recovers, i'll cash those in and keep my long held one's. I'll take the c10% yield until then....

As an example in my own case Stumpy. I recently fully exited BATS & ITV respectively. Took some profit and got some capital back in my ISA. I had, i thought, too much in the market. With that liquidity i was able to make best the opportunity to buy here the other week at 13.47p

Here Here Broom, the thing is does the board want quantity or quality. Fewer posts with opinions backed up with facts are quality. To inform & be informed.....

Still, soon be a quid, i recon!

Stumpy has a point there. I guess a good lot of us here have averaged down, perhaps a few times. So we are in far deeper than comfortable. Therefore some, even long term holders, may well take the opportunity to lock-in some profit while reducing their holding to a level where they can sleep better. Or they simply need the money out to broaden their portfolio's and spread the risk. Think i'll keep all mine for the long run up to reasonable SP levels, but i do take the point that such sales might slow the progress north....

SttB, very true. Looking at the chart since FY Results 6 Mar. Fell on the day from just over 20p to 13.32 in a week. Low was around 3 Apr at 12.53p. Since then 'traders etc' have kept the SP in the range low 13's to 15p. So agree, we need to break n hold that level. AH seems like a man who tells it like it is, so any last bad news he wants out in the open may well come at H1 on 2 Aug. If the market reacts poorly then, that might be an opportunity for further purchases. I won't be buying above 14.

I, and many of us here am sure, have a huge amount of confidence that with AH & his team, the med to long term future is very bright indeed. Capita has certainly moved no from the JL era......good luck all