RE: Friday Quiz29 Nov 2025 11:27
Reasonable points actually Aim. But, i see the pot as half full, whereas you are in the half empty camp. Yes, no new contracts (yet), possibly true. But i take a longer view of things. 2025 has been the year of increasing margins through implementation of tech. I see Capita pushing out from this and building through 2026. DARK's linkedin articles allude to this push. Am not too concerned about slight revenue drop, as this has been flagged by CEO & CFO.
Refer yourself to the level of PTP from before Covid. T/o double now. I'm looking at a timescale of 12/18 months to achieve sustained FCF & PTP.
But, i agree, in the very short term there may be some potholes in the road that a trader, oops Master trader, as yourself, may be able to take advantage of