Member Info for Savage_KeyboardR

More pain to arrive this week on UK Macros ⬇️⬇️⬇️

Push on AI benefits all data businesses and not CPI alone... issue here is CPI not competitive, fundamentally why it's losing out to rivals and is a shrinking company.

IMO AI will benefit competition more than it will benefit CPI.

"could double in the next 3 years im in"

Delusional... have you actually taken a look around and seen the sheer mess UK is in?!

Lot longer than 3yrs till recovery for UK stocks IMO.

Long time stuck in a 570-590p trading range and possibly lower SP than that is now is far more likely scenario IMO... talking about several years ahead with little to no tangible upside.

Now that it's sub £5 it should fall pretty rapidly this week.

UK Gov Bond:

https://www.bloomberg.com/markets/rates-bonds/government-bonds/uk

Could 10yr yields already be teed up to rise above 5% this week? 😬😬

The problem with Gov deploying prose on AI, to try to boost UK markets is it just reveals vulnerability... i.e. because UK lacks something tangible to say then in desperation they're rolling out discussion on speculative boosts to economy.

Simply won't work as a strategic comms line...

What can work is cold hard new cash announcements, new trade/business to bring income into the coffers. E.g. the China announcement was decent IMO albeit too small on its own; if all efforts were spent on that kind of action & comms then that'd be more helpful than language around benefits of AI.

Really doesn't bode well for company which has apparently dealt with the difficulties and is claiming (via TU) 2025 will see revenues flatline,and then it's all up from there 🤔🤔🤔

When back in the real world in December 2024 a Defence Committee session shares info saying it's seeing "the the worst performance (by CPI) in five years"...

That's not a trait of a business about to majorly turn things around 🤔🤔🤔

AimMaster2018- no worries, I got what you had meant 👍😎 - definitely amplifying effect taking place for consumers what with £ falling, $ rising and oil 🛢 pices up too...

I saw that message you asked about the calculations... I'll take a look later 👍

"increase in oil prices is going to further fuel oil prices" 😂😂

Presumably a typo and you meant to say it'll increase Inflation?

Https://ukdefencejournal.org.uk/mod-plans-capita-replacement-amid-recruitment-failures/

64.8p please + FWIW I shall be buying on dips this week👍

Not rocket science... it's due to the IAG share buybacks elevating support for the IAG SP.

Agree with a slight amendment... UK inflation likely to blip slightly upwards this week, and then stay flat for extended period... as you rightly say, many locking their cash away now for the higher savings rates; biggest issue is that's not going to deliver tangibly lower inflation like it should do and has done in the past... that's because UK is now exposed to permanently elevated additional costs from brexit trade barriers... making it far tougher for BoE to control inflation without substantially elevated interest rates (which is punishing for homes and businesses).

OTCDS2023

Nice try at shutting down discussion... However, I'll continue sharing my views & engaging with others who've interesting alternative perspectives.

JG68 - aware there's only two declared shorts... doesn't account for all the smaller ones below 0.49% though does it now!

Also to add I found it super interesting since the New Year there's been no word at all from AH or the board... it could be argued they might believe saying something may make things worse but with such a severe crunch saying nothing also sends a big signal of vulnerability. If they remain silent next week it'll prove perilous IMO.

Thnx for the recognition AimMaster2018 👍 - appreciated 😎 and I agree about weakness of this stock, in those moments when the market has been rising, is worrying for LTH's.

I view next week as being a critical danger moment for CPI 😬. IMO if shorters were to go full tilt then I reckon they might well find they can pull CPI right under; due to the fact I cannot see where any substantial firepower would come from to send CPI upwards. IMO CPI board were very foolish not to have issued a better quality TU... they thought they could get away with pulling the wool over traders eyes; and I believe they've actually amplified potential damage through having taken that approach.

There's not even particularly large scale declared shorts open right now, if Qube & Actusray were to grow their shorts, and be joined by many others, then I think they'd collectively succeed in making a huge amount of money, and sending CPI into negotiations over cash raising exercises or into a merger/takeover pathway.

If by some miracle CPI survives the damage inflicted next week, I still don't see it making it much beyond early March results.

For clarity on my position, I've no connection to anyone working for CPI, I've never worked for CPI and I'm still a non holder of either any CPI stock or short positions either (because I don't short trade).

All IMO - DYOR

Trisor... thanks for recognising they're targeting £250mil cost cuts by Dec 2025 and to help them with getting there in addition to what they've already spent on the cost cutting efforts they've also committed to be spending an additional cost of 2x£50mil, being spent between FY2024 (1x£50mil) and HY2025 (1x£50mil).

Interesting seeing APG Asset Management N.V. trading on the RNS... they held 9.93% in may 2024... numerous Tr1 RNS since then & they're now holding just below 6%

Macy - I agree with PRK1 and my other comments on here with VOD & on BT board align 👍