Member Info for Newguy12

went ex div yesterday

I'm not blaming COVID. i'm just saying you cannot provide meaningful forecasts right now whilst this is going on. What the SP does tomorrow doesn't matter - the longer term is whats important and the next MNS will be a good indicator of the future trajectory. I would suggest you sell out if you have no faith in CPI - I know right now its not an easy share to own but no one said this share was going to be a quick turnaround but its important that management is seen to be taking steps to address the fundamental issues.

Agreed re the business plan, but difficult during COVID to provide any meaningful forecasts (and most groups still are not providing that clarity). Last thing they want to do is provide such forecasts in to the future and not be able to stand behind these - again the mkt would crucify the SP as management has no track record it can stand behind. This share is a long term play - there is no evidence to suggest further share placings either, and the rights issue a while ago was done when the kitchen sink was thrown at the company's finances so there would be reluctance to go back down that route imo.

Oh, and as for fishing for someone to talk to.....take a look in the mirror? ;-0

can we get some serious views on here please?

Capita was a basket case - still has many issues to fix, but first call was to ensure debt covenants intact which has been achieved for now. Longer term, Lewis is building a more streamlined business that is transparent and improved margins. This isn't going to happen overnight, and its unlikely the SP will return to anything like the past highs but if it can keep the momentum going then £1 in the longer term doesnt seem outlandish. The market doesnt like it when management indicate a return on disposal that doesnt come to fruition as it calls in to question the integrity of the communications with analysts. CPI doesnt have a good track record on this as we know so it will take time to build back the trust within the market. Views?

Good luck waiting for the 3800p level. ULVR is a quality stock.

The SP keeps going south and directors sell shares.....something we don't know?

Not quite the £500m touted.....

Any concerns 're Labour PFI comments today?

For goodness sake - divi only 11c !!

Sadly I agree on this - the company has undoubtedly grown but the past valuation expects huge growth long term which the markwt isn't seeing. The dividend yield is small and hasnt grown yr on yr either so this share is currently neither a growth nor income stock of note. Management need to address this asap but external price pressures will make this difficult short term. That's said, as has been said before, the drop looks over done to me unless you believe hsbc (though you know how good these analysts are...).

Anyone know the revised PE on this?

Analyst meeting at 930am I think so will be interesting to see what happens post that.

I wouldn't expect short term gains until future clearer. Sp based on future growth expectations which thus far is minimal.

Advair mentioned- constructive discussions with FDA.

Hi Could someone kindly tall me why I didn't see the price of £431.9 at 13:30 at the market? That is the copy of Hargreaves Lansdown "13:30 - 07/04 n/a 2300000 431.90p £9,933,700.00" Thanks

To put things in perspective - we are only talking £35k of trades yesterday. This company does have potential and yes it might be a p&d however it might also be merely a realignment of sp. We will see......

Price drop yesterday with big sells. Any ideas why?