Member Info for Rock200

Well done Macy, thank you for posting this information from Rockwood, this should be posted again and again, for the new investors who are not aware of the amazing turnaround this company has achieved, the fruits of which will start to be appreciated on the 17th Dec, keep posting .

Well done on your Direct Line investment, that was a good investment opportunity, which I missed, but the big one for me is Capita, the CEO has done everything right from day one and the sale of MR software for £180 million was a master stroke and has put this company on sound footing, so the 17thDec should be a good day and a very bad day for all the shorters, we will see

Qube must of got badly burnt with Directline, I see the same scenario with Capita, l’m sure they will be twitching and will more than lightly get burnt again

Wrong again Aimmaster

Aim, yes, we may still see 16.5p, but I personally don’t believe we will, you can’t predict this market unless your in the know, my advice to you is wait for the facts to arrive on Capita and on the 17th Dec you will get it, positive news will rerate the shares, which what I’m expecting to happen.

Great to see a £30000 purchase by the CEO, very positive and factual sign to follow rather than the constant guessing game by Aim, certainly won’t be seeing 16.50p anytime soon after that purchase in fact the opposite could just be the start of a upward trend.

My take on it, is it won’t last Qube will either get badly burnt or they will get out very soon, the results are out next month and with all the positives, savings and the money from the sale of the software company, Capita are now on a sound footing and if we get some juicy contracts which I am expecting that will be the icing on the cake, all what’s happening is manipulation at the moment, Capita will come good.

I am calling a rise from this level as your normally wrong Aimmaster

200m+ on its way, virtually debt free, 2.5 billion in revenues, dynamic board of directors, pension surplus, just brilliant fundamentals going forward for the future.

Simplies is absolutely right in his thinking we should at least match Serco in the very near future.

Very soon we will receive the 200m for Capita one this will be the start of our move upwards in a sustained manner in my opinion, as the market loves nothing more than a wadful of cash to improve the companies balance sheet, to draw down some of the debt which is already minimal and to invest in the companies vision of the future under AH and his team.

I will give Qube Research no longer than the time it takes to receive our 200m for Capital One, as it looks on paper a very foolish investment by them, unless they know something that I don’t, which I very much doubt.

Thank you James Oxford, I will monitor the performance of RR, BAE and Capita to see which performs the best from todays date to the year end

James Oxford, what are these better undervalued investments on the LSE, this is your chance to prove you know of a better investment than Capita, if you answer this question and it turns out to be a better investment I will know your genuine otherwise I will not, because I personally believe Capita has already turned a corner and along with the direct investments by AH and Pablo the only way is up, hence my prediction of 30 pence by the end of the year.

Trisor -what makes me think CPI will hit 30 pence before the end of the year.

a. First and foremost- cash in the bank, cash is king and the market loves it.

b. Dynamic CEO who’s also a major shareholder

c. Pension fund in good health.

d.Low to no debt after Capita one proceeds of 207m

e. Staffing levels down from 57,000 in 2020 to 41,000 today.

f. 2 billion in revenues

g. Investing in AI - potential for more reductions in staffing levels

h. Forcasting 6 to 8% profit margin next year

I. Richard/ Hardwood investment

Rockwood.

And all the forecasters on Capita have a predicted share price well above the existing share price today.

And all the above in my opinion is not baked into the share price, so it should be explosive for the share value in the very near future.

210M will add at least 15 pence to the share price by the end of the year if not well before that date, maybe by the end of August, as this will initially add a value of 12.4pence to the share price, which will gives only a reasonable 30 pence a share. The Rockwood investment was the big one for me and it’s been followed up by another. All in my opinion, so do your own research.

Yes, I’m expecting SNDA to fly after the China visit, lots of positives should come out of that visit not just for SNDA but the whole region

Yes, brilliant bit of news, they have obviously done there homework and can see all the positives now and certainly expected in the near future, as I indicated yesterday we are heading for the 20’s now, our low was reached, so expect more progress, more new and renewed contracts, AI progress, saving in the bag and forecast, AH and his new proactive team at the helm, what’s not to like about this companies future now and the big one for me the shorts need to tread very carefully now or get burnt.

I personally feel CPI share price has been manipulated downwards for some months, but with the shorts gradually reducing and the results in early August the reverse will occur now and the 20’s should be possible very soon. AH has indicated the 6 to 8% is his goal on all contracts and that is what I believe will happen.

We are also still winning long term contracts, great news and there’s lots more to come from this sleeping giant, wake up and smell the coffee all the clowns that keep knocking this company , even with good contract news

Yes, I believe this is very positive for Capita’ future growth with AH steering the ship.

Profits in Serco, second half guidance expected to be 30% higher, than in 2023, that will in my opinion impact favourably on Capita as well.

Lots more government contracts will I expect come flowing CPI way, including the opportunity to bid for personal independent. Payment (PIP) contract which is up in September, but that will have to come in with a 6 to 8 % profit margin, AH will make sure of that, the future now looks very bright