RE: Capita Investor Webinar25 Sep 2024 18:35
Not much to add re. Webinar that hasn't been said already, other than to say I wasn't sure about the need for this latest event as it didn't really didn't add anything to what we'd been told previously at the highly successful Capital Markets Day. I do think that AH should lay low now, at least until we start receiving "new" business, as he could risk ending-up sounding stale or being labelled by the impatient out there as a guy who only "talks" a good game. Contract 'extensions' are not enough where the CPI transition has been talked up to such an extent that it demands to be matched by some hard evidence, "evidence / new business" which isn't tied so closely to those running the show previously. That said, we are still running to schedule and it would be unreasonable to be overly critical - talking of which........
I was a bit surprised to have previously read someone suggesting Stephanie sounded out of her depth - or words to that effect. Subjective, I guess, but as someone who's worked on the presentation front throughout his career, I thought she came across as knowledgeable and confident throughout the Q&A. She did well, imo.