Member Info for Kipper9

@Simples, thanks for that explanation. Am not au fait with all the tech stuff, just too damn crusty to take it all in. Wrong generation maybe. I was trying to make a very simplistic example. Your one is much better, but my learning curve is so so steep.....lol

Wonder if the ASOS news will affect our SP today?

Thats what i was thinking Wednesday. So, say right now there are 200 operatives in a call centre, dealing with all enquiries for a Capita client. Are we looking at some point there being only 50, so saving 150 salaries? The AI 'talks' to a customer dealing with all the mundane stuff. Then, it goes to the people to sort the more complicated issues, if any.

If correct, that would be massive for a company like Capita. Also, once all that is in place, it can easilly be replicated

Plus, how often are we kept on hold , being told that 'our call is important', waiting for an operative. Surely the AI Bot would be able to cope with many more calls at once than my 200 example.

So am i correct in assuming that a lot/some of the jobs going are because new skills are required that these folks simply do not have? JL types, who are only used to doing things 'the old way', therefore not compatable with AH's new tech strategy?

Will the advent/implementation of AI reduce the headcount drastically? I hear you can actually speak to a call centre and converse with AI, and not know, it's so convincing. If true now, that tech will be standard practice in 3 - 5 years (maybe less). If i worked in a call centre right now, i might be a tad worried about my future earnings. Progress i guess. But, even an old duffer like me can see that all that would/could transforn Capita's business.

Agree there Nick. The SP seems to be (or is being manipulated) in the range 220's to 250's. Done it 3 times since last November. As you say, some good news, on the Cala sale for instance, and we are heading up again.

Yep, as always, a huge pinch of salt required. But those numbers are comfortably north of the current 228p. I feel my c9% return is pretty safe, with some cap gain likely. Although macro, election, world events can screw the best of strategies. Ditto my holding in AV & BATS. Both also reasonably safe income plays......

@maybeoneday, well done to just get in, i've held for a few months but have managed to average down recently to 230p. So as long as the divi is held, which looks probable, i'm locking in a c9% return. Two brokers ratings in the last couple of days.

Bank of America raises Legal & General to 'buy' (neutral) - price target 268 (275) pence

Deutsche Bank cuts Legal & General price target to 275 (300) pence - 'buy'

S at 268p & 275p, which makes your entry price looking like a bargain. Good luck all......

E&oE

Ah. At last. Something worth reading relating to Capita

Well done kula

Lewis should have been booted out years ago. Talked a good fight, but no good at all in the ring. Guess if you're raking in £1.8m + bonus a year you hang on as long as you possibly can. I would!

In my view anyway

Couldn't you understand her? Her accent is strong....

Hopefully some analyst upgrades in the pipeline..

Sorry to be commenting on Capita, i realise this has now become a board forpolitical opinions

Yes, excellant presentation by all. Can you imagine Jon Lewis doing that? I can't! The word 'shareholders' was used, so we are finally being regarded. No capital raise. Dividends maybe 2025/6. Further option of capital allocation when/if opportunity presents. Capita's future is bright in the hands of Adolfo Hernandez and his proven team.

We just need the analysts in the room to write it up. 16p incoming

E&oE

Not sure on that Pacino, others might know better. But a bidding war wouldn't hurt....

Https://news.sky.com/story/former-cala-owner-patron-joins-race-for-1bn-housebuilder-13151983

1.3m down as a sell

But it's just an end of day UT

RNS at 7am in morning?

Hello, 14.2p. Up 1.57%

@broom, bought more LGEN on the dip today. Very unexpected opportunity.

I get the Schroders 'trading' arguement; but to sell 2 day's prior to Cap Markets strategy update seems a bit odd, with the SP already low.

"meanwhile we have the next div to look forward to which is in September."

Would that be roughly 6p, do you think Gulf?

"Therefore, I suspect that the stock will bounce back as investors reflect on the company’s new strategy. If this happens, it will likely retest the key resistance at 243.50p."

https://uk.investing.com/news/stock-market-news/legal--general-lgen-share-price-has-plunged-what-next-3543847

Apologies if this has already been posted

Sold a few on Monday then.....

Have i read that correctly??

Very good NF. All of my portfolio stocks have dropped off recent high's. LGEN & AV being examples. I also hold VOD and have topped up today @ 69p with proceeds of some COIN i sold @ $251 and some ITV i top sliced. My DEC have held up reasonably well, but not many of those to worry. Will top up my BATS if it drops to £23

Watching National Grid & Vale ADR in the mining sector.

All eyes here on Thursday for us long suffering shareholders. Lets hope we don't get a 'Jon Lewis' style of update eh.....

Good analysis in my opinion.

Thankyou