Member Info for Know0

whats the volume like?

it says on the RMS exactly! Are you too lazy to read an RNS??

My 1ok buy has been hit so happy!

Yours also Eats?

Hopefully profit takers from day trade - lets see end of day

GLA

ps RMM going nicely and my ITX is still roaring - Im going to top up there in the kids ISA!

Hello - anybody out there?

The buy back continues - nice to see the climb slow and steady - would be great to see a few RNS of contract wins

Whats peoples target?

GLA

Any you want to share with us Eats??

I think youre in RMM (Ive got a small 3k there) and think that will go north soon

SEE [5k} has started, but that is another long term hold

SAGE - Ive got 50k - that will bounce and I will be (capital) out at 610, although longer term its likley 700p

BAE - 10k - there has to be 12% to come on that and safe as houses - I hope!

GLA

I wish Id put more than my 7k into ITX a couple of weeks back - you cant even get shares today - up 120% already and the news we are expecting there is still a few days away!

Will probably buy more if the news is as we expect - after the massive jump it will get

Great post NoFear

I so dislike the ethics of shorts!

Today is again bumping along - spread is close

@Eats, I really dont know what happenned in Friday but the spread was showing over 13% for ages - guessing shorters were really having a go at it

Anyway, lets see how the week goes - I wish CPI wouldve taken a more normal trend such as Serco over the past couple of months - hopefully a trading update soon!

GLA

Nearly 14% Spread!!!

See sandbar have increased their short to 1.22%

These guys must be at the bottom now?!

Hope they lose their vest!

Didar - any SP will only be based on realistic estimates of future earnings

Those earnings multiplied by a "reasonable" number - avg taken as x15 but different industries have diff avgs

That will give the Market Cap, then divide by the number of issued shares to give the target SP

Losing ESS income will adversely affect Total Earnings, but thi RN contract is said to be profitable very quickly and could replace that income

If Capita has been able to generate most of its income - fixed govt contracts should have been able to be negotiated (as per Chairmans statement in Nov) and with good cost control, then an Earnings projection of 100-130M maybe realistic and this is why I am so heavily invested here.

For me, this is the "safest" undervalued FTSE250 company

When I invest 5-10k in AIM companies, then I expect to hold for 3-5 years - just like PE or VCs

But I have Sage/BAE/Serco etc, all that will return me reasonable sums in due course, but CPI is a x2/3 win I believe

GLA and DYOR

Know0

Thanks NoFear

Eats, pls keep posting the analysis - without RNS or other updates, this is the best info we can have to triangulate our other calcs

Cheers all

PLEASE ALL BE NICE - Life is not a dress rehearsal

Hear Hear - There has been some really good discussion on here of late, but last few days has gone back to the childish days of derampers in Sept/Oct

Lets all keep it together brothers - we all want to see it succeed really for all of our own personal reasons - make money, reduce losses etc

No Fear, I for one hope tmrw you will feel you do want to be back on the board helping many make money

Finally, I mentioned last week (& previously) that I was in ITX, RMM, RMS & DMTR

ITX went up 45% today - im 97% in a couple of weeks (my first 2k of my 7k investment up significantly more.

Im not a pump & dump as all above I intend holding for at least a year - some longer

ITX has a good chance of jumping big still - 21 Jan there is an announcement with Croda that could be huge . I also made good money on SEE but sold when it jumped big and tried to buy back in on a drop and missed - its gone 30% up since I sold!!

Anyway, Ive had a few good tips on these boards and wanted to share a few leads for peeps to do their own research

GLA - Come on Capita!

Hope so, because my first tranche was at 1.9p and second 2.85p so fingers crossed!

agreed its easy to take a profit, hope it falls and buy back in

Tried that with SEE recentlt - really good profit, just missed my buy back then shot 20% yesterday!

There again CPI I held as FOMO on further rise and fell like a stone!

Sometimes I think the MMs are just looking at my investments!! Its almost personal some days!!

GLA

Here for 2 years then consider options (unless we are bought out before then!)

Good news re the RNS and the podcast probably brought a few more in

Ive been sitting with this a few months and upped it to 8k holding a few weeks back after the first spirt up

May need to sell and buy back in my kids ISA so that I leave it a few years!

21st Jan may give us another big lift

GLA

BoBetts

Indeed, and if the new contracts and cost controls only provide a forward looking Earnings at the same level and at a conservative 15 multiple, CPI is undervalued by 50%!

If fwd looking earnings is 100-120M then SP should be a quid!

Thats why I am holding 115k in CPI

GLA

Thanks Eats - Im hope we will have some action out of todays GM - maybe some new Target prices from the market would be nice at over a quid (I know we have one at 130) but a couple others would be nice!

Thornton - yes pls, share the name. It gives a targeted lead to research so would be grateful

Ive been holding here since November and added after the first rise - when CPI bounces back I will probably add a bit more here but also Im in RMS, RMM & DMTR all have bright futures IMO - looking at 2-5 years on those

GLA

Fish - would be nice - Seeing that Motely Fool projection of £88M earnings - 15x would give SP closer to 80p!

That is what Schroders see - thats why Im holding big and expect to win big - wish me luck!