Member Info for Lordy2020

As Christmas wishes go, there’s more chance of winning the euro millions!

I can only agree re the current value and if you look at the contributing factors for the substantive drop it’s well over done. Whilst the H1 reporting was disappointing, when compared with the year end, the actuals were not in line with such a severe downturn in the share price. The hack was already factored in. What we do need to see is a period of delivery and consistency that demonstrates progress. This will not happen that quickly in my view.

Thanks for these two posts Giantsquid, really informative and just factual and a very welcome balanced perspective, particularly in light of the recent decline in share price.

JL is only doing what any CEO would do, who is in the fortunate position to retire - maxing out his pot'. The BoD are in the dock for not performance managing him effectively, and in particular the chair. Whilst it could be argued that his strategy has 'saved the company' there appears to be no plan for growth over and above competing for government contracts. Its all very well having two defined divisions and a streamlined operation, but there needs to be a realistic plan, with attainable objectives to drive the company forward and this, together with continued losses in H1 + reputational damage due to the hack are weighing heavily on the company. In in at an average of 37p currently and hold little hope of seeing breakeven within the next two years.

Agreed, more significantly it would be better to see individuals on the BoD buying!

Carnage to resume at 8am today no doubt! Interesting to see if the seller has got rid yet and a bit of blue emerges.

Emphasises my point! A statement that is ambiguous, it implies that either they don’t know why the share price has tanked or they do and are not at liberty to disclose (we’ll certainly not to the PI’s). The very small thing I keep coming back to is the fact that they have appointed a new CEO and one that has the credentials to make a fresh and positive impact. If the plan was to break the company up and or seek to be taken over I think it would have been a different type of appointment or JL would have seen it through. But what do I know,

Hopefully the CFO used his own cash to buy and didn’t resort to crowdfunding! More seriously it would be nice to see CPI actually start to give some honest and simple responses to questions and assume a straightforward approach to how it reports.

They are an easy target for the media who want to run a negative piece about the company. A history of smoke and mirrors at best and downright lies at worst. Set aside the crap communications around the data hack, the message re earnings and exceptions was very different at H1 from FY earlier in the year.

I expect your the only person who has any spare cash to invest? But why come in now, when its going lower tomorrow?

Slight correction - they didn't buy the shares, they were given then as part of the remuneration package!

Yes I'm in I have 487,000 shares

profit! bull****!

congratulations to all those who had the foresight to average down and boast about it. total bull****, this is a dog share and i’m out. big losses but i can see this being eroded further. great job jl and the team.

Unfortunately I can only see downside resulting from the H1 results. Market sentiment is so against this stock at the moment, and with very little concrete good news, steady state of where we are at now (mid 20's) will prevail. The Cyber attack has seriously hampered CPI over the last few months, and came at the worst possible time, as it completely eroded any upward sentiment and price rise. Dividends? - forget it there is no possibility of this, we are a year away from an notion of a dividend. The best we can hope for tomorrow is no more bad news and that JL delivers a statement that is clear in all aspects, not the 'oh so often' smoke and mirrors.

I rarely post these days but I'm surprised that, despite overall market sentiment, driven by geo political and macro economic events, being negative, there has not been some upside to the share price. Unless I have missed something the investor relations event a couple of months ago offered a consistent and frank view of where CPI is and how the transformation of the company, which very much includes debt reduction, has proceeded. I would have expected some upside in the run up to the H1 statement, but so far nothing. I guess its a question of keeping the faith or bailing!

Try filtering out Fear and Aim - its amazing how much more sense this board makes!

Totally agree Go CPI - I do think though that completely eradicating debt is still a top priority, as it shows the recovery plan has worked, not the only positive factor I know, and that there are no smoke and mirrors lurking. As close to transparent accounting and factual data release is important in winning confidence. If and when the conditions and sentiment are aligned I'm still of the view that we have a seriously undervalued stock here.

Yup you cant get away from the facts 2008 banking crisis and 2016 decision to leave the EU, has impacted significantly on our economy. Even the staunchest Rees-Mogg type, if honest, would cast doubt on the wiseness of such reckless decision making!

Maybe - but I personally do not expect anything definitive re dividends in the H1 statement. I think they would be best served shoring up the cash flow and eradicating debt further, as the priority. Market sentiment across the whole of UK plc is at rock bottom at the moment and good news is best served when, and goodness knows it could be quite a wait, market sentiment turns positive. Capita, like the rest of UK businesses is subject to economic conditions that are not favourable at the moment. Sorry to state the bleeding obvious.

I couldn't agree more 'Laughing', re your comment toward NOFEAR. He/she/they - continually exhibit all the quality and intellect or a complete moron, with nothing better to do that contribute drivel and seek to devalue the contribution of those people who are trying to promote sensible fact based opinion and debate re capita.