Member Info for Lordy2020

I don’t know the answer to this, but given the posts earlier today with cut and pasted information, whether the coverage regarding the data breach is wider due to the fact that public sector organisations are, in line with their governance policies and procedures, required to make publicised statements- demonstrating their remedial responses.

I’m theorising about this as I don’t think that there has been a similar level of coverage in relation to the data breaches of say EasyJet and BA, which happened in the recent past. The run time of media coverage seems a bit excessive to me.

See todays Telegraph article, where Capita stating the cost of cyber clean up 20 million! No mention of that yesterday on the webinar! This does not sit well at all. Capita can try and sweep it under the carpet but the market’s certainly won’t. I wonder what the next negative episode will be - CPI just can’t get in front of its self.

Difference of opinion granted and fully accepted. I do agree on the attrition rate and that is a concern. Not a problem unique to Capita, but nevertheless a live issue that needs addressing.

This was my question sent into the Q & A facility on the chat - "A question regarding the recent comment(s) in the Times, that a number of people are asking. Was there any truth in the suggestion that Capita 'paid off or negotiated' with the disruptive 'hackers' who have recently infiltrated Capita's internal systems and those systems of its customers?"

A direct answer was nicely avoided. However from what was said at the beginning of the response said it all - Helen was clearly bound by the rules of disclosure. In other words a negotiated settlement happened and is subject to confidentiality. However ................ This is old news now and the presentation was very good I thought, despite the knockers and the odd media bashing Capita is clearly in a good place going forward.

If like me, you are a long term investor, then the future is promising, and not just built on 'puff' - there is clear evidence of the effectiveness of JL strategy over the last 5 years or so and the company, in my opinion, is well placed for growth. Its a hold for me and I would hope to see a rise to the 60-65p range by April 2024.

Anyone else on the call today, be interested to exchange views after the event.

David Page - has continued to profess the strength of the brand etc. yet he is endorsing a sale, vastly below where the companies potential value lays.

Many share holders will loose out, whilst Page and co will disappear into the sunset counting their cash. Fair value imho is nearer 17.5 pence and this smacks of not having the drive to continue managing the company. I’ll be voting against the offer!

A very wise move indeed! All the speculation, right or wrong is just not helpful. That's not to deny, or judge, people voicing their opinions. Thank god we live in a country where we can. If this is a long term play, for which it is for most of us, unless we need cash and have to bail out and take a hit, I'm looking to put CPI to bed now and lets see what is happening a week prior to the H1 results. Genuinely good luck to all those who have stuck with this stock, I'm sure it will come good - the question is when?

Congratulations AimMaster2018 - another bout of factual and spot on drivel, but please do keep looking into your crystal ball! Maybe its time for your anti-psychotic medication to be reviewed!

In reference to the share price 'tanking' - we are in a very different place than even a few weeks ago, with the recent reporting and forward projections based on empirical data and performance. In the last few hours the price has moved due to MM's rattling the tree and playing their usual games + a small amount of profit taking. Remember its hardly ever a straight line north!

Good laugh!!? - Indeed and mostly fuelled by the drivel and uninformed whittering from AimMaster 2018. Aim don't be offended, its all said with no malice intended. However, would you class yourself as a contrarian investor?

Anyone shorting this share at the moment should seek the services of a psychiatrist! There will only be upside, and at a differing pace determined by the flow of empirical data and results. Of the many aspects of the CEO's statement last week, the really key one for me is the fact the order book is growing and Capita are winning new business, as well as having existing contracts extended.

There is a lot of rubbish punted out on this message board and the likes of Aim' are not only boring they talk utter drivel. Equally so those who tell people how many shares they hold and at what price are probably being slightly economic with the truth, and are dreaming! All I know is I have moved into a + position and am eternally grateful to the work JL and his team have done and are achieving.

Wow 40p hit, its been a long time. Interesting set of opinions and assumptions from GoCPI - I agree with your thinking and in addition reinstatement into the 250 will help. If H1 results produce good news, the confidence factor will rise considerably. I think that's when we are more likely to see the next condensed period of gains. Market sentiment has not been with CPI for a long time and I think £1.75 is a realistic target within the next two years. Additionally there are a huge number of long term share holders, institutional and private, who are locked into this share and are still nursing considerable paper losses, they will be in no hurry to sell.

Given where we have been for the last few years 2p would be welcome! Buys me a few long haul flights!

Better than expected reaction from the market to the FY results. I'm sure there will be a slight dip and then a rise, hopefully towards 40p, at which point I'll be breaking even! H1 results in August will be of considerable interest, as will the price in the market reshuffle in June, as re-entry into the FTSE 250 would provide a further boost. Its been a long time coming and for those who have been patient, we may at last get some reward.

I'm sure the more informed commentators on this board will have a range of opinion on these results. My own sense is that it feels like turning an oil tanker round! There is no doubt that the work JL, and others , have done is achieving positive results, but the pace of change and material benefits are set very much for the longer term, 5 years +. I remain cautiously optimistic but with no reference (that I could see) to any sort of dividend on the horizon I think its time to consider wider options for the money I have tied up in Capita.

As always I'll be interested to see the comments of the more informed.

Idiot - what a ridiculous statement of sheer drivel

You are overdue a slap ok knockout proportions AimMaster.

I hope your right, agree with your sentiment re movement. New contract wins are the most important aspect, making the business more sustainable over the longer term.

Ouch, but not expected “more likely in 2024”!

Realised income from disposals received by half year 2023. Efficiencies and benefits from the restructure filtering through but impact not for another 18-24 months. So far a number of positive strands and no real negatives, if you are in for the long term!

It feels like a work in progress, which of course it is. I like what Morgan is saying, but I wonder how the markets will react over the next 6-9 months. He remains illusion on indicative figures for net debt reduction. Over all feels encouraging, agree or not?