Member Info for Rick123

The clock is now ticking as under 🇬🇧 takeover rules, Infill Capital now has a strict deadline. They must either announce a firm intention to make an offer or publicly walk away by 5:00 PM on August 7, 2026. 3 bag minimum from here.

The reason for the Sudden RNS, Safestay was essentially forced to make this announcement after Infill Capital Partners prematurely published details on their own website referencing a potential £40.9 million take-private deal.

Me 3. Love picking up free money 💰

Reported

Niel’s investment vehicle bought the stake at 112.5p per share, a massive 13-15% premium over the prior market price. Niel is known as a ruthless, highly successful telecom disrupter. His backing signals immense confidence that Vodafone is significantly undervalued and enters a significant new phase of growth, it’s going to leap up from here rapidly.

@aviduser

French telecoms billionaire Xavier Niel (founder of Iliad Group) shook up the stock by acquiring a 16.2% stake in Vodafone for approximately $6 billion (£4.4bn), instantly becoming the company’s largest shareholder.

'Ive got £300k at £4.98 average. Any suggestion?'

Sell and buy VOD! Simple really.

BRB - idiot

£7.15 per share then!

Correct 👍

😂. No chance! Up tomorrow morning. Have a good one!

@Garydav2

“Always a good time to buy when theres blood on the floor”

😉😜

Kipper 😂😂😂😂

Tomorrow, the technical floor as of where we are right now will act as a launchpad for dip-buyers. Not AI as make my own decisions.

That’s a great buy! Will bounce tomorrow.

3 days 😂😂😂😂

Can you two just get a room.

Well we all see things differently, I have bought in today based on the RNS, 🤷‍♂️

Savage

The fatal flaw in the landlord analogy is the assumption that a Business Process Outsourcing division is an underlying asset like real estate.

A flat has intrinsic value. Even if it sits empty and loses rent, the bricks and mortar are worth £450k. You can borrow against the property because the bank can seize the land. A legacy contact centre business has zero intrinsic asset value. It doesn't own land, it owns office leases (liabilities), desktop computers (depreciating junk), and contracts.

The asset is the revenue stream. But if that revenue stream costs more to deliver than it brings in, it isn’t an asset at all, it is a binding structural liability. You cannot borrow money from a bank against a £398m revenue stream that drains £35m in cash every year. Debt providers look at EBITDA and leverage ratios, not raw turnover. Massive, loss-making revenue actually destroys your credit rating, it doesn't protect it.

Your strategy assumes that retaining the £398.1m in revenue and using AI to trim the workforce would preserve value. But look closer at what that revenue actually cost to generate. According to the RNS appendix, that specific transaction perimeter brought in £398.1m in revenue but generated an adjusted operating loss of £34.9m. That means for every £1 of private sector contact centre revenue Capita booked, they were actively losing nearly 9p.

To make that business break even just on an operating level, AI and streamlining would have had to scrub out £35m in costs before saving a single extra penny for profit. By offloading it, Capita instantly vaporizesYour strategy assumes that retaining the £398.1m in revenue and using AI to trim the workforce would preserve value. But look closer at what that revenue actually cost to generate.

According to the RNS appendix, that specific transaction perimeter brought in £398.1m in revenue but generated an adjusted operating loss of £34.9m. 

That means for every £1 of private sector contact centre revenue Capita booked, they were actively losing nearly 9p.

To make that business break even just on an operating level, AI and streamlining would have had to scrub out £35m in costs before saving a single extra penny for profit.

By offloading it, Capita instantly vaporizes a £35m annual loss from their bottom line a £35m annual loss from their bottom line. Just saying!

Best RNS and yet only 12% rise, ridiculous. Come on must be 100% minimum today after that!

It’s churning at the moment. If your Level 2 order book asks at 0.10p rapidly depleting and the trading volume clocking consecutive spikes, the break will happen in a matter of minutes, as momentum buyers will immediately try to chase it up to the deal-implied price of 0.15, patience needed.