Member Info for Lordy2020

@EKIMP - "If you are asking which way perhaps you shouldn’t be investing in crap shares" ...... Sorry what are you implying in relation to CPI?

I should have added - unless you are a day trader or brought on the rise yesterday, for a short term hit, no need to worry what the market does today or for that matter for months to come. Its 12 months + that are when things become important as to where the company is positioned.

Unexpectedly we are now looking toward the end of 2025 to see any significant change and that's far from guaranteed. Revenue down is worrying and too much emphasis on the 'saviour' AI coming to the rescue. I'd like to have seen a generalised reference to growth areas the company are actively exploring. All in all expected statement and pretty much saying what most of us expected. Looks like I'll be holding for at least another 18 months, but at least this will keep the shorts' guessing to a large speculative extent.

RBC must have been running their monthly raffle last week! Rather than taking a considered, empirically based approach to their valuation and comment on company potential they like to draw names out of the hat, and then match them with whetever spin they think fits. Waste of time and serves no useful purpose. I agree with JG68, its FcF and the results of cost cutting that will make the difference. That, unfortunately, will not be tomorrow.

@Daltry depends how you define impatient. I've been waiting for some progression with this stock for over 4 years now. A bit of uplift expectation isn't unreasonable me thinks.

same **** another day!

Can you explain the relevance of this article to Capita please? CPI don't provide the hardware and are not responsible for the infrastaructure.

Good old Capita - from high 21's to under 18p, on no news, classic case of the mm's rattling the tree. Just more of the tedious cycle we are in, and have been for sometime. Yawn yawn. Rant over.

Why would the stock decline by 7% in two days - on No news. Answer: the MM's are bored and are shaking the tree. It's just a face of life when every PI is sitting there waiting for the day the stock takes off again (which is unlikely to be soon). The traders on here are far more likely to post, as their risk is in narrower fluctuations and they can easliy be left with a big negative very quickly.

Investors will sit tight and not worry - traders will be making the noise about resistance and level breaching. Relax and off to the pub.

Companies like Schroders don't play games! They make vast sums of money and don't care how they do it (as long as it's legal). They have been a long term shareholder of CPI and are committed to deriving long term value from their investment. Their average is now about 60p and they will not sell at a loss, especially as the company has turned the corner and is heading in the right direction.

Your right JO - Investing for dummies! - the same could be applied to your comment re the budget. There will be nothing substantive in it that will detrimental to CPI. More and more councils are starting to look at the type of services Capita are converting to, and their expertise will be valued even more. Schroders add 3% is a huge endorsement.

@JG68 - Well said I totally agree, its fcf and debt reduction + contract wins that hit the 6% + net margin.

Anyone else feeling rather underwhelmed by AH's performance online at the moment. Maybe I'm posting too early but this feels very samey - clarity on debt not stated and I'm not sure what the message actually is, in terms of the future ..........

No FEAR just couldnt resist posting, despite the fact he/she has sold out, stimulated no doubt by the new entry to idiots row - introducting the one and only Adam Woodman, a creatin of the highest calibre. Welcome Adam, you'll be a good mate of SK's in no time.

Looking forward to seeing what AH and co have to put before us at 3pm. im sure you'll find companionship in the form of

Well CPI has got through the summer unscathed! Apart from any broker upgrades and news releases re contracts etc the only two known events of any note are the Yellowstone webinar on the 23rd (which won't shift the price) and the YE trading statement. The later is of particular significance as I think it will set in motion the direction of travel, to be incrementally built on for the next 12 month period.

@NF - I don't think the trades that you reference are making any difference to the price and no PI's are dragging the price in any direction. Rather I'd take the view its the MM's doing their usual manipulation and tree shaking.

@Kipper - Exactly my point, youve spelled it out a bit more diplomatically. I couldn't agree more.

Usual rubbish, with predictable content from the usual suspects on this board today. No news come back in September. Yawn

I'm being lazy as I'm sure I have seen this published before - but, does anyone have the date of the Capita One settlement being concluded - ie when the cash hits the capita coffers? I think its the only known impacting (positively) information release that could make a bit of upward difference to the share price. I remain convinced that this stock will be rerated - but when? It could take another year, but I can see this rising to over 50p a share when it takes off.

@PJT12 - Very well said! - with Oxford and Savage the biggest right (or left) hand merchants of the lot.

@JamesOxford - can you offer us the benefit of your evidence base for suggesting that AH will be pursuing a rights issue to fund AI investment? If not why state something that simply will not be happening - you need to go the same way as SK, in the blocked bin.