Member Info for Savage_KeyboardR

Burgeseb - correction to your comment...

CPI in fact said at HY 24 that revenue would be single low to mid digit revenue reduction... I predicted they would miss that expectation and indeed they did because in the TU they had to say they now expect high single digit % reduction to revenue instead.

Furthermore they in fact stated "the total cash cost of delivering the cost reduction targets will impact free cash flow by c.£50m in 2024 and up to £50m further in 2025"

Keywords being 'Cash Cost' that's £100mil of additional spending out the door in order to cut future costs.

Whereas what you said was "The Company is successful in reducing cost by £50 million and this year the cost reduction would be £100 million." I.e. you incorrectly imply CPI will save themselves £100mil (£50+ £50)... which they absolutely will not because that is a COST.

SuccesstotheBrave - before celebrating that 0.91% SP rise I suggest waiting to see the results of the market closing auction period and the final UT trade first

JO - Oh please... what a load of nonsense... you're underwater with your CPI investments right now. whereas I've made sound calls about the direction for CPI. Some on this board were so confident in £1 a share they even scooped up more shares for themselves.

CPI is in dire trouble. Next week will be exceptionally painful for LTH's, and I've called out the ramper nonsense repeatedly and using trusted evidence. Beyond next week the situation for CPI is doubtful to get any better either... Lets see if they can even manage to make it to the FY 2024 results in Early March eh?!

Interestin Carrington - esp. given the JDW tranches you've bought too early (IMO - DYOR) are sitting as losses in your portfolio 🤷

Johnpwh - some say savage is pointless - others look at the market and realise savage was indeed broadly correct in their analysis.

More drops on the way next week. I don't see how JDW will escape the broad based squeeze when those painful GDP figs land on Wednesday, along with difficule CPI, RPI and PPI data too.

BoE can't cut rate at the February meeting either given the fall of the £... much more pain on the way to come.

Macy - That's because in summer 2024 I was looking for a growth stock to put some cash into... Asked some questions on that board which some rampers found to be especially challenging so they responded with vitriol and abuse, rather than directly addressing my concerns about the company financials...

So just explaining that on that CPI board I stood my ground when in fact they are the ramper trolls trying to dupe ppl into buying a sick puppy of a stock.

Agree on the cash comment... BT getting mullered today... Fortunately, I'd sold it all up for cash back in Sept and for ~20% profits too.

Nasdaq dropping more looks likely to me though probably after FTSE's close the doors for today.

AimMaster2018... you're usually pretty good at this... what's your call?

Shorters getting their shorts into position well ahead of next weeks GDP, CPI, RPI & PPI data releases next week? Presumably they don't want to miss out on the huge drop?

Trickytree55 - more conspiracies, Trickytree55 offers no tangible supportive info about CPI 🤷

95 percent renewal but... How many actual contracts compared to pervious year???

Impossible to know because nowhere is that available to read in the results.

Therefore it's smoke & mirrors because the downgrade on the revenue to 'high single digit percentage reduction' is where the truth can be found... AH strategy simply is not working.

and then you act shell-shocked when the SP drops? 🤷 - despite that being entirely foreseeable from the details of the results and TU.

If AH and the board have nothing to hide then why didn't they share the figures I point out as being absent above?!

I've always found Stumpy to offer a very different and insightful perspective to my own.

Conversely avocet123 typically shouts nonsense and has not yet contributed anything meaningful towards discussion

Damiansasha - hardly surprising... Geneva is in peak ski season mode... if you opt to pick a peak destination during it's peak demand operating months then it'll hardly be a surprise to see that it's busy 🤷

A better measure is to select a typically loss making route and to see if that is any busier? As that will act to reduce losses in a far stronger way.

Interesting Xhita... In 2 weeks I think it's entirely possible Easyjet have struggled with cutting their Q1 losses and the figure may just significantly miss your 50% ambitions. I'm not saying there will not be a cut... just that it seems more likely to miss the expectations than to hit them.

PRK1 - yes, sorry - does seem I misunderstood you and thanks for clarifying there.

Cheers for sharing the inside info on power consumption for BT there fleccy. insightful stuff!

Trisor - you pointing out that statistic just shows up what lengths AH and the board have gone to in order to hide the true situation... smoke and mirrors... as it's simply impossible to calculate is 95% renewal rate was decent or not when there's no full contextual information provided...

It's as though they literally wrote that to report as PR spin. At a time when they desperately need to regain credibility they're not helping themselves.

Trisor - thanks for sharing where you lifted the 95% figure from, finally you properly share where you lifted the quote from.

However, you've not shared the full context that CPI booked a 95% win rate on the fewer bids it chased and the win rates on new contracts dropped significantly from 57% right down to just 34%.

The most effective way for any business to deliver growth is through winning new work. Furiously targeting fewer renewals bidded for won't save the skin of the business.

Nice try though at presenting those stats as a success. Bear in mind though that win rate on renewals is only as a proportion of those bidded for. So if CPI had 200 existing contract, bid for 100 of them and secured 95 of them then that'd equal 95% rate... when in reality they have gone from 200 contracts to just 95 (a greater than 47.5% real terms drop)

Broomtree - Rampers on here are living in cloud cuckoo land. fingers in their ears... la la la they don't want to read the hard truths about this stock. They yearn only for £1 a share... any other discussion is simply lies to them or part of a mass conspiracy/paid to post.

The truth though is I'm just a working class PI who did my proper dilligence on this stock before being naive and going all in. Very glad I did because CPI is fast going down the pan on AH's fools errand failing strategy. Hexam even reckoned revenue drop could be as bad as 14-15%, and I respect their viewpoint because they've previously done thorough diligence on TUI when I was invested, and shared their financial assessment on the TUI discussion board.

I've said each of the following over last 6months:

$ would prove immensely strong against £ - I'm being proven correct ✅

Sales for CPI would fall short - TU suggesting there's no good news on the way. ↘️

Revenues for CPI would fall short of the HY expectations - TU suggests I called that remarkably well ✅

CPI SP would struggle - I'm being proven as correct ✅

GDP falling & UK economy tipping into recession would hit CPI really hard at worst moment for them - I'm being proven as correct ✅

I forecasted approx £2.38bn FY 2024 revenue - We'll know if I were right in Early March (if CPI manages to still be operating in its current form by then) 🧐