Member Info for NOFEAR

9th october 2020- Toronto
Streaming isn’t the answer - The Blockbuster numbers game
The blockbuster situation is a problem entirely of the studios’ own making.

https://nowtoronto.com/movies/why-hollywood-refuse-blockbuster-boom-go-bust

Thanks Dave_1, You're much welcome.(*__*)

If we want understand how the mind works behind those leading investment funds like Bain Capital,
we need to review all their recent investment activities. By knowing how they're operating during those
large and small purchases of distressed companies debt, we will have a rough guess how the rest of
the investment funds would be operating and in particular what they would most likely to be offering for
the purchase of Capita ESS and be knowingly aware how desperate Capita want to sell their ESS.

The most likely as my previous 1st October 3-part post explained that the Francisco Partners would be
the ones who would be offering the most for Capita ESS. The time has arrived to investigate what the FP
are doing as of lately and what is their typical percentage that they would offer for a software asset like
Capita ESS.
I'm off to watch a movie. Take care Dave_1 and everyone long shareholder in Capita. GLA,DYOR. NoFear

Dave_1

Correction, it should read as:
Talking about vultures. Bain Capital would ever had bought Capita ESS divisional unit as they would had offered
at the most 31% of Capita requested priced for sale figure £500 to £700millions.

So, Bain Capital would had paid 31% of Capita ESS £500min Millions to £700max Millions wanted sale price
or better said they would possibly paid between £155min. Millions to £217max. Millions. This is what I think
Bain Capital would offered in the second round of bidding for Capita ESS.

Dave_1
Talking about vultures. Bain Capital would ever had bought Capita ESS divisional unit as they would had offered
at the most 31% of Capita requested priced for sale figure £500 to £700millions.

So, Bain Capital would had paid 31% of Capita ESS £500min-£700max. Millions wanted sale price or £384 and
£537Millions

Bain Capital is not new into buying distressed Companies debts.
On the 15th October they closed two major buyout debt deals:

15th October 2020
Bain Capital now owns Virgin Australia as its creditors voted in favour for the US private equity firm to purchase the airline for A$3.5 billion (£1.9bn, €2.2bn).

15th October 2020
Greece's National Bank in deal to sell bad loans to Bain Capital.
ATHENS, Oct 16 (Reuters) –
National Bank (NBG) , one of Greece's largest lenders, said on Friday it agreed to sell its entire 100% stake in Cypriot credit company CAC Coral to Bain Capital Credit as part of efforts to clean up its balance sheet from impaired loans.

CAC Coral holds a portfolio of non-performing corporate, small business, consumer and mortgage loans of a total gross book value of about 325 million euros ($380.7 million), mainly legacy bad loans.

NBG said the deal was agreed at about 31% of the portfolio's gross book value and would be capital neutral for the bank. Conclusion of the sale is subject to approval by the central bank of Cyprus and Greece's bank rescue fund HFSF, which holds a 40% stake in NBG.

Bain Capital Credit is a global credit specialist with $39.7 billion in assets under management, investing in leveraged loans, high-yield bonds and distressed debt.

Hi DIrective22,
I forgot to add you to my previous post list of Capita long share holders.
Please accept my apologies.
Smile.(*__*).NoFear

Good Evening Dave_1 Thanks for your kind support
"Do you really think the MM are holding down the SP for a possible takeover?"

I've got that inner feeling that Capita would like to asap sell their most valuable asset [ESS division Unit] to avoid perhaps not only for replinishing their cash balance sheet, but also to stop any potential hostile take over bids which would often back off it their intended takeover target were to sell their most valuable family silver or better said their ESS unit.

So what are Capita Plc planning to achieve from possibly selling their ESS unit ? If I dare to speculate, perhaps after the publishing of their August 2020 interim results were they said they would be looking to sell their ESS unit after making losses, this course of action would had been taken since they knew they were at risk from a hostile takeover bid and by anticipating such hostile bid risk, they put the word out that their family would be put for sale and therefore kept the hostile bids out of the way.

Perhaps, once they managed to sell their ESS, if any hostile bid did indeed came along, they would not get to have the ESS unit as it would had been sold and therefore Capita Plc would had gained a higher market capital with more room to negotiate any potential welcome or hostile bids.

[Crown Jewels]
This is the tactic of selling off certain highly valued assets of the company subject to the bid, those that are of greatest interest to the raider.

UK Defences against hostile bids and Strategic defences
https://kfknowledgebank.******.co.uk/financial-management/mergers-and-acquisitions

So, Dave_1,
Which of these possibilities would apply to Capita Plc ?

Will they want to sell their ESS and put the cash on their balance sheet to keep anyone from targeting them with an hostile bid knowing that by selling their family silver this would keep off
the possible risk of a takeover as whoever was interested in a takeover would shy away and
Capita would then continue to operate as a going concern company with a stronger balane sheet ?

Or once they sold their ESS, they would welcome any bids for a takeover but for a much higher price that would achieved having their ESS unit on the books ? As you know their educational software market value of Capita ESS unit is going down as more competitors are grabbing bigger percentages from Capita ESS ever so reducing monopoly in the school sectors, ect.ect. The sooner they sell their ESS unit the better for Capita.

Bertles
Your quote:
"Errrrrr yes you did.....they are your words and utterly laughable too
Ridiculous comment. LOL"

Part of my quote:
"I've managed to get a silent reaction from Schroder Plc by reducing a small amount of their major position in Capita.
Don't you know that when asked, investment funds like Schroders Plc, would never admit to rumoursor markets speculations that nowdays it's easily and ften disseminated by the financial media news channels with neither of the involved parties denying or admiting to the published media rumours.

Unless Schroders Plc publicly discloses their reasons for closing a very minor position in Capita Plc, nobody will ever know the truth behind such tiny downturn move especially when they were almost on weekly basis increasing their Capita Plc major shareholder. This constant increase of Schroders positions, was making it look more like they were planning to defend their substantial investments in Capita Plc from the other Capita major holders and have more of a control over the company present and future operational decisions.

If and I say it again... If I had or will have any positive or negative response from the Instituional Investors due to my on-and-off directed twitter campaign, it will most likely never be acknowledged as most ii would rather keep silent and await the right moment for when to let markets officially know with an RNS.

So, here we are I'm finding myself trying to explain to your two brain cells that struggles to keep switched on as I overload you with 'apparent nonsense'. My question to you... Why it bothers you so much what I've been posting about the bidding for Capita ESS unit, and Schroders possibly reading my twitter posts and then maybe or just maybe, they decide to 'silently' close a small Capita position? Frankly, you will never know my twitter campaign activity results.

I can today confirm in this forum that I got a very good result with thousands of impressions and clicks received over my posted tweets.

So please Bertles and OWLS, take another DUMP.
Smile.(*__*).NoFear

CORRECTION:
It should had read as:

Nothwithstanding the fact that I've never made any claims that my twitter campaign was responsible for Schroders selling a very small amount of their Capita investments, this does take away the coincedental fact that my campaign had only started on the 16th October 2020. Since then, many odd changes took place with Schroders selling and Capita Plc removing that section from their website quarterly newsletter where it said they would had sold the ESS unit by end of year 2020. Had Capita used the official and proper regulatory RNS channel, they would a great difficulty to remove what was posted on the 14th october 2020 without a valid reason. They chose not to issue that quartely update on their website newsroom section but did not followed it up with a RNS. In future, I will pay more attention to Capita Plc RNS rather to their newsroom updates.

Hi NoFear here.
How are you all doing today ?
Are we ready for the coming MagicMonday?
@Regvarny, @Moksha, @Mrcautious.

Also a big shout to:
Dave_1, DisabledMan, Eatstocks,Eegaisie204,Club1967,Zedmans,Supermanny11,Samb69,BenFou86,Night_Watch,EspecialC,Gotitwrongagain,Michaelgrogan,Scrambler,HeresHopin,Investing101,AimMaster2018,eviking,NewSid and everyone that is still a holding long position with Capita Plc. Don't worry because only the brave ones like yourselves will have survived the past week MM's heavy shaking of the Capita shares tree. We won't be fooled in selling up. What goes down must also go uP...uP.. and uP.

Thanks for taking your time to give your opinion on my recent 4-part post. I don't get the fact that we're still getting very nasty negative remarks from the likes of [OWLS and Bertles] who don't add any useful supportive information in support of the Capita future share price. Nothwithstanding the fact that I've never made any claims that my twitter campaign was responsible for Schroders selling a very small amount of their Capita investments, this does take away the coincedental fact that my campaign started on the 16th October 2020 and since then many odd changes took place between Schroders and Capita Plc removing that section from their website quarterly newsletter which they used the proper regulatory RNS channel, they would a great difficulty to remove what was posted on the 14th october 2020.

Anyhow, I'm also of the same opinion that the Francisco Partners could be the last bidders left to negotiate with the Capita ESS sale as they were the ones that would had paid the most out the four and then three selected bidders with F.Partners being the most likely to succeed as was mentioned in my 1st October 2020 3-part posts [Capita’s Education Software Solutions (ESS) unit and the private bidders UPDATE.

I would advise everyone to re-read my 3-Part post 1st October 2020 found in page 9 of this forum. Moreover,after you've read it, go and read my yesterday 4-Part posts on page 1 about the IRIS Software Group buying out iSAMS which today regvarny kindly said that the IRIS iSams acquisition was to compete with Capita ESS unit who has insofar kept the most dominant position in the eductional software UK markets. Smile.(*__*).NoFear and GLA,DYOR. Doom & Gloomers can take a dump.Hahahah.

The Owls and your left arm friend Bertles. Please do us all a big favour and take your ignorant 'apparent' investment
expertise up to where the sun does and will never shine. You're both a pair of jealous frustrated damn innit individuals
who just can't cope with others like me having the upper hand always in reply to your off the walls posts that clearly
shows you both have a very big chip on your shoulders. Sayonara 'MY FRIENDS' Smile.(*__*).NoFear

Hello Hello Hello !!! @indepthwins------>>>NoFear speaking to you.

Im still holding my great 57,000 Cineworld shares at 65p average.
Have a nice weekend.GLA.DYOR.Smile.(*__*).NoFear

What are you holding @indepthwins ?
The Answer by indepthwins will be..... I have No Clue GUYS. Hahaha..Hahaha..

We're in the UK and the Cineworld Group PLc is UK registered company.
Can you quote your figures according to where the Company is registered.

Perhaps next time you would consider to re-quote that 30-June-2020 comment on Cineworld in GBP. You're quoting Cineworld accountancy figures all in $usd because it looks more than GBP and has a bigger effect on the freshly signed up newbees and get them to sell their dear Cineworld investments mainly due to your distorted doom & gloom Cineworld hitting the wall soon because indepthwins knows so. I really don't think how you could spend so much time hitting the same tune all over again.

Please don't repost that creative accounting video again. Take A Break or you'll crack up. than what should be ideally quoted as £6,281.28 Billions GBP.

My Final post for tonight.

Cineworld (PK) (CNNWF) USA still open till 22:00 gmt with is the after hours trading.
converted from $usd to £gbp

Currently trading at ASK PRICE------30.72 pence
Currently trading at MID PRICE------28.36 pence
Currently trading at BID PRICE------30.23 pence

-------------------------FINAL PART 4 - of the Education Investor post 20-October-2020----------------
iSAMS is a web-based MIS used by people involved with a school, including data administrators, staff, students and parents, offering a range of reporting and engagement tools, covering admissions, academic reporting and tracking, examinations, wellbeing, communication, HR, fee billing and accounting. IRIS Software Group chairman Kevin Dady said: “As part of our growth strategy, we continue to identify opportunities to expand both domestically and internationally. Domestically we are seeing a growing need for schools to not only move to a SaaS environment for finance, HR and payroll, but increase their engagement with parents, provide more detailed reporting, and create more efficient, paperless administration systems. IRIS’s heritage, combined with its 11,000-plus school customers, investment in cloud technology and sector expertise will help iSAMS in the next phase of its growth. Alastair Price, managing director of iSAMS, added: “IRIS shares our vision for the next stage of growth. Its track record in the education market makes it the perfect partner. The support for management and its culture complements the next chapter of the iSAMS story. We are excited about IRIS investing into the business, reinforcing our commitment to service excellence for our customers worldwide. Grant Thornton oversaw the auction of iSAMS.

Thanks all for your attention. GLA.DYOR. Happy Weekend all the long Capita shareholders.
I'm still holding my Capita £20k shares at 31.5p average. Smile.(*__*).NoFear

---------------------------------------------------Part 3------------------------------------------
IRIS Software Group Executive Chairman, Kevin Dady spent 18 years with Capita, during which he had oversight of SIMS. By purchasing iSAMS, IRIS Education would also gain a large slice of the UK private school market, in which the organisation has has limited reach, as it sells chiefly to state funded multi academy trusts. iSAMS, whose profit has been touted at around £1 million by corporate financiers from Grant Thornton, claims to be the first ever cloud based school MIS provider. In the year ended 30 September, 2019, the company recorded turnover of £8.4 million – up from £6.9 million a year prior – and profit of nearly £632,000. Sources suggested that iSAMS would be a “good fit” within IRIS Education’s cloud-based product portfolio, which spans several budgeting, payments and administration software platforms. It makes sense; iSAMS would fit well with their [IRIS Education’s] accountancy product,” commented one source. Another said: “It makes sense with IRIS’s other bits and pieces. An acquisition of iSAMS by IRIS Education would also see London-listed Intermediate Capital Group deepen its foray into the UK education sector. Intermediate Capital Group bought a stake in IRIS Software Group in 2018, in a deal that valued it at around £1.3 billion – which, at the time, was the largest-ever UK private equity software buyout. Hg Capital has held a stake in IRIS Software Group for over a decade, most recently through its Saturn investment vehicle. Hg Capital knows the UK school MIS market well: its co-founder and former chief executive Ian Armitage is chairman of The Key, which is merging with rival Arbor Education, in which Armitage personally holds a minority stake. Armitage orchestrated the tie-up between the two organisations, it is understood,in which buyout group CBPE Capital is poised to acquire a minority stake as revealed exclusively by this publication. A source familiar with Hg Capital strategy told this publication that the group is highly motivated to grow IRIS Education because it is in comparison to the parent group.iSAMS is a good opportunity for them [IRIS Education], though they have to be careful they do not apply the normal IRIS buy-and-cut-costs model to drive up margins towards the 60% average that IRIS generates elsewhere, the insider added. I don’t think there are easy opportunities to share costs without damage to product or service.
Founded in 2005 after Price had been inspired to solve the frustrations of his teachers at the illustrious Rugby School, which he attended alongside business partner Pakes, iSAMS is used by more than 950 schools in over 75 countries and has more than 500,000 daily users. In addition to its core school MIS platform, iSAMS also offers three mobile applications geared at teachers, students and parents, which it launched in 2015, as well as data compliance functions and a school software marketplace

--------------------------------------------------------------Part 2-----------------------------------------------------------

--Education Investor Global published on the [6th October 2020]--

[Private equity-backed trade buyer closes in on iSAMS.]

A private equity-owned school software supplier is close to signing a deal to acquire iSAMS, the MIS used by a third of UK private schools. This publication has learnt from two sources that IRIS Education, part of IRIS Software Group, which is jointly owned by buyout houses Hg Capital and Intermediate Capital Group, is on the cusp of taking over iSAMS. A well-placed source was this week “100% confident” that a controlling stake in iSAMS will be purchased by IRIS Education, which sells a range of accountancy and administration products to more than 11,000 UK education institutions. A final agreement between IRIS Education and iSAMS is imminent, it is understood. When contacted by this publication, a spokesperson for IRIS Software Group said it was unable to comment on any market speculations. A deal, the value of which is unclear, would create a liquidity event for iSAMS’ shareholders – Alastair Price, founder and managing director, and Gregory Pakes, technical director, who earlier this year appointed Grant Thornton to explore sale options. Meanwhile, it would present to IRIS Education an opportunity to expand the organisation’s footprint in the in the UK school MIS market, which is undergoing significant change as a result of the auction of Capita SIMS and a merger between Arbor Education and The Key – competitors to iSAMS. In acquiring iSAMS, IRIS Education may see a unique chance to snag market share from rival providers amid an unprecedented shake-up of the sector, in which Capita SIMS is the largest player, servicing around 80% of UK state schools. Despite being a minnow in comparison to Capita SIMS, iSAMS has an advantage over the market incumbent: its suite of management tools, which is used by 30% of British private schools, is cloud-based, whereas Capita SIMS runs on antiquated in-school servers.

-------------------------------------------PART 1-----------------------------------------------
ExclusiveNews by Education Investor who in this article calls [Capita Plc ESS] division an antiquated software system in comparison to iSAMS now owned
The [ IRIS Software Group]

Global published on 20th October 2020.
The link below is behind a paywall

https://www.educationinvestor.co.uk/iris-software-group-acquires-isams-confirming-educationinvestor-global-exclusive/

[ IRIS Software Group acquires iSAMS ] published on the [20th October 2020]

Private equity-owned school software supplier IRIS Software Group today announced it has acquired iSAMS, the private school MIS provider Private equity-owned school software supplier IRIS Software Group today announced it has acquired iSAMS, the management information system (MIS) used by a third of UK private schools.
As previously published by Education Investor Global two weeks ago that Private equity-backed trade buyer closes in on iSAMS as posted on the 6th October 2020

HI GUYS !!(*__*) !! OR PERHAPS YOU COULD BE A PAIR OF LADIES TOO.

@ Bertles & @Owls

i GUESS... it may take two of you to figure out what it takes to be seriously involved with an investment where real money is used. But you and the likes of you would rather than fantasizing about one or many 'apparent investments' which in my view perhaps you would be pretending to be invested whether by going short or long using one of those free to use demo account using unlimited fantasy money.

So what is going to be for you Guys or Ladies apparent investors ?
Would you like to explain which of the two you are. Are you Real or Fake investors ?

So please tell me in few words or many words the following:
The Very Important Question that may take two of you to answer it correctly.

[Quarterly newsletter from Capita July - September 2020]

Why would Capita plc on the 16th October, remove the bit from their July - September 2020 newsletter where it said that their ESS division unit would be sold off before the end of the year exactly just one day after Bloomberg published their damming article dated 15th October 2020 which said that the bidders for Capita ESS division unit had all pulled back from the bidding process ? In my opinion perhaps it was all true what Bloomberg has published and this had forced without my direct request as my 16th october twitter did not mention anything to do with their failed sale of their ESS unit.

My first twitter to Capita plc was about them remembering to tell the pi & ii investors everytime they win huge contracts to issue an RSN, so that all the current and would be investors could take immediate action and act accordingly in a timely fashion.
Moreover in that 16 Oct first tweet to Capita Plc, I provided them with the web link to the full list of won tenders including a mention of the two YPO 2x£200million contracts.

However, as you all know they're hopeless for keeping us updated and we tend to find out these awarded contracts through other media channels.

Now Ladies & Gentlemen...Did you all get that ! Or maybe is too much for you to fully comprehend you sh.ite-bags... Smile>(*__*)<.NoFear. Ciao for now.

The OWLS ! "Have you really not got anything better to do with your time?" Are you asking this question to yourself ? What benefit are you to this forum ? ZERO in my book. Smile.(*__*).NoFear

I'll respond to you because you don't have a clue with what I do in my afternoon times apart from
having bombarded the many twitter accounts handled by CapitaPlc. I can confirm that insofar my
twitter propaganda is getting very quick results of which one that thanks to disabledman has been
flagged up to all to see. Its not a coincidence that I had posted the investor education link to them
today and the previous days with same retoric twitter posts.

I've also accused them of of ignoring the Bloomberg 15th October untrue financial sensitive article on the failed bidding for their ESS division unit, was not something to be left unchallenged and to update the Capita investors by confirming or denying the Bloomberg report. I also repeated the same capita twitted comment back to Bloomberg Canada and Bloomberg USA. I also tagged Bloomberg with Capita and Schroders twitters account proving these with a freely downloadable pdf file with my finding about the Capita apparent failed bidding of their ESS unit.

Therefore, I tagged all the above and sent out twitter messages making them face one and the other so that could see what had been posted by the UK education investor global and later on by Bloomberg and ask these to answer my tweets and tell the truth or face getting a legal action brought on by the investors for disseminating fake news that has materially resulted with Capita Plc share price devaluation and therefore a major financial loss to the pi and ii investors. Since my twitting campaign took off, I've managed to get a silent reaction from Schroder Plc by reducing a small amount of their major position in Capita. I also think if not a coincidence, to have the Capita Plc quarterly letter 14-October-20 to change the contents of their article and remove the part where it said they would be selling their ESS unit by the end of the year.

You cannot say that is just a coincidence. I say that potentially, I've managed to silently shake their tight cages by making them above look at my tweets which were setup mentioning all their twitter name handles. Perhaps, that's they way t went or maybe my twitter campaign was a waste of time according to the idiot of the village with nothing to and nothing they can learn because they're not invested or one of those investment fantasist.

The Capita Plc Quarterly letter for July to September 2020 was originally published on:
Wednesday, 14/October/2020 at 12:00pm GMT

The Capita Plc Quarterly letter was then modified on:
Friday, 16/October/2020 at 11:49am GMT

My twitter campaign against all the above mentioned had started on the 16th October, but I've never
mentioned the failed bidding process for Capita ESS division Unit that on the 15th October Bloomberg published and still today is negatively ham

Correction:
binx should had been written as boix. Boix is going to be burning with the rest of De rampers-D-Team-Shorters

A Hi All to the long Cineworld investors. You're very strong Warriors and I've read all the post bad and good one as I've not filtered anyone apart for managing to ban two LSE chat usernames for multiple posts and for registering an offensive screen name

Cineworld USA closed with an Ask price at 30.42p and a Bid price at 29.81p
this is the converted price version from the Cineworld $ USA to £ UK price.

Did all notice how quickly I've got @I s uck B alls BANNED ? They got BANNED under my request as quickly as 1,2,3. I hope you've joined together and also reported the offensive screename user.

Thanks to the LSE mediators who went into action and blocked the @I s uck B alls. This will be an example to anyone who setup an LSE chat screen name that is abusive,offensive and vulgar. Anyhow, I'm still holding my 57,000 Cine shares at 65p average. Today we re-witnessed the world renowed Cineworld vertical drop rollercoaster ride with full bounceability.

I'm still wandering if indepthwins,shorterguy,insi,binx,AXECAP1TALL,loyd-,dubaidave-aka DagenhamDave are still holding their 'Naked Shorts' after today Cineworld re-testing of their rocket launcher. Time will tell and you'll be burned by the biggershorts taking the exit door on the News that the Cineworld BoD have sorted all their finances with the lenders.

Guess what !
It will happen in a flash and the news will come either the night before the next trading or on a Sunday evening before th next trading day. I've also got the suspicion that Mooky will fry the shorters without any heads up given before hand. So, it will be a real Spookie event for the all the open small and big naked shorts.

Mooky announcement will come by surprise and no open short will be sparred from the Cineworld BoD massacre or short squeeze. You've been warned but chose to ignore at your own peril you've been playing with fire and soon you'll burn your shorts and you'll be spending this year Christmas eating shortbread biscuits dipped in Tea or coffee and that will be because you've burned all your piggybank saving shorting the world renowed Cineworld Group Plc.
Smile.(*__*).NoFear

Hi Everyone - I've twitted to Capita Plc, Bloomberg, Goldman Sachs and other business twitter accounts in regards to the education investor link https://www.educationinvestor.co.uk/exclusive-private-equity-bidders-pour-cold-water-on-price-expectations-for-capita-ess/ which was publishe on the 30th September 2020 and I asked these main three twitter accounts and the other business media twitter accounts if the could confirm the there after article tha was published by Bloomberg on the 15th october 2020. I'm totally pis.sed off once again with today share price result. I'm not worry as no matter what we're still on winner either by being taken over or by the sale of the Capita ESS division unit. In meantime, I'm holding my Capita shares £20k investment at 31.5p average. GLA,DYOR. Don't pay notice to the d-rampers Doom & Gloomers. Smile.(*__*).NoFear