Member Info for Savage_KeyboardR

Respite for EZJ today but a bad one for CPI

HS:

FY 2024 Total Revenue was = £2,421.6m (NOT THE ADJUSTED FIGURE BUT THE TOTAL FIGURE)

FY 2025 Total Revenue was = £2,312.3m (NOT THE ADJUSTED FIGURE BUT THE TOTAL FIGURE)

A simple % diff calc reveals the change to be: -4.51%

HS - I stated: "Total Revenue (the not adjusted figure) is down: 4.51%" - This is correct.

Richard Staveley was of course talking utter nonsense. Wonder how many others who followed him were burnt today?

Total Revenue (the not adjusted figure) is down: 4.51%

Net Debt (non-IFRS) is up: 11.17%

Plus LTH's have been diluted ~5% (an action to avoid further cash outlay this financial year - dread to think what today would have looked like had RL not done the lock-up deal). It really is looking dire for CPI tbh.

DYOR - IMO

It's true I got the Revenue forecast a little further out than I'd have liked, this time around (some lessons for me there on refining my forecast).

Usually, I'm less accurate when it comes to my SP forecast (something I've been trying to get better at) - but today it's looking to me as though my £2.87p was quite close to the mark. Lets see where it closes in a couple of hrs time, still potential for movement away from my forecasted SP of course. Where will things settle by COP?

CraigJD - A whole heap of debt for a business still shrinking YoY & one still needing more cost cutting yet... DYOR

Yes, I mean Canaccord Genuity got it 1/3rd correct didn't they?

🙄

I do not work for.a shorter. I am a PI precisely as I've explained prior. My interest is with learning as much as I can do because at the minute I only buy small LTH tranches. Hoping to step up to take bigger risks, as and when ready (as I do not have luxury of making a grave error or two - coming from working class background with nothing to my name). I have read a heap of material about shares, financials, market macroeconomics but not willing to risk making a massive mistake and losing what little I do have.

I dont always agree with Macy. However, I've welcomed their challenge and sensible critique or analysis in the past.

Trisor - i worry you've lost the ability for critical thought process tbh, you always peddle conspiracies when this stock dives, you rarely properly examine the financials and legit sources of information out there about CPI. I tried to point out the flaws in the CPI financials.

Market cap today around £340mil (RL own 5% locked up).

Net debt reported as £461.6mil.

What's going to happen to CPI in 2026 FY?🤷‍♂️

Agree schwee - thats where the pain is here. Loss booked + net debt up too. Okay so my revenue prediction was off the mark (was it though? - so many adjusteds simultaneously applied here amongst these FY results, going to take time to work it all out).

Trisor, as stated before I'm a lowly PI. Completely ridiculous conspiracy theory you have there. Always someone else's fault when this stock drops. Very sad & paranoid mindset to think everybody is 'out to get you'. You should seek help, honestly.

I tried to warn, CPI financials are dire - plain as day for an outsider to see, few on here listened tho 🤷‍♂️

Complete nonsense- oil is up around about 8-12% for the main trading blends. Source: https://oilprice.com/

£2.87p soon IMO - results day should be the trigger for the drop.

Why only £8.20? - might as well go for £25? 🤷‍♂️

😅😅

Dr Maze, I mean there is plenty of clarity of how wide reaching, damaging & destabilising the USA & Israeli military action has been. Thats why there is a strong sell off because the conflict is going to drag on for a prolonged period of time and lots of oil infrastructure in the region is going to end up significantly degraded and put out of use too.

DrMaze - With lots of media reporting on the Iran crisis I'd argue there is plenty of coverage and there is not a 'lack of clarity' as you put it. Lots of clarity IMV, it's just the negative repercussions for oil trading are very severe for many of the big western economies.

Bapco oil refinery in Bahrain hit by strike - their main oil refinery 😬

Carrington- you said "by the end of next week it will be all over imo - in the meantime I will just keep adding to shares that are bombed out (excuse the pun) - gla dyor etc"

What are you now reckoning today?