Member Info for Savage_KeyboardR

AimM - One day I'll have to learn how to short trade...

GoCPI - Firstly, US shutdown is not good for UK, that's total nonsense as it'll far more likely negatively impact all global economies.

As for slander on paid to post... makes complete sense that rather than considering the fiscal fundamentals for CPI you'd reach for the conspiracy theory toolbox.

Guess we shall see where the CPI SP heads in the coming days...

AimMaster2018 - I reckon you'll be entering the New Year in a considerably wealthier position tbh.

"that will change as the CPI recovery gains traction"...

AimM - on the Question of US Gov shutdown...

Chaos follows wherever Trump is associated; expect plenty more of that for the next 4yrs of his presidency! US citizens will be begging for him to leave office within a couple of months, even those who voted him in through their own self interest...

Trenners - Get angry with me all you like but I have done no harm to you whatsoever. I don't control the CPI share price, that's not in my gift.

Also there was no way the SP was going to be boosted by the update because all the signs of fiscal peril were plain to read in the FY 2023 and HY 2024 updates, which I warned about... I cannot help it that no one cared to listen and check the words for themselves (even though I provided direct links to the docs from CPI themselves)...

Look all I've done is to flag the risk and many have given me much vile prose for having done so - unjustified IMO

AimMaster... " If they couldn't predict correctly in June 2024 report. How can they possibly predict revenue for next 12 months imho"

B.E.A.U.T.I.F.U.L.L.Y put... and I think it smacks of AH and the board just fundamentally and completely not understanding at all how bad things are in the wider market that there's no possible way they were ever going to get away with this.

I'd just like to point out that months ago I warned about the fact CPI was carrying out what I saw as dangerous strategy through what I believed would be a time period where UK would be highly likely to be seeing a majorly difficult macroeconomic period (because it's all the pent up damage the Tories knew was coming... precisely why they didn't want a Jan 2025 GE)

AdamWoodman... "it’s what they’re doing about it that matters."

Bit of an issue with these words here because...

it's not about what they’re doing... it's actually more about the fact they already did something major. They sold Capita One off and already they've completely spent the money and they still need more here... and they need it right now actually... that's because Full Year 2024 actually ends on 31st December. It's just everyone here gets the report late (March for the RNS)...

CPI need cash imminently. The board need to do something ASAP because the whole UK market is rapidly tanking and the timing of the latest trading update with they way it was worded are combining to form a Quantum Singularity beneath CPI

Qube have been blind stealing for many months... then did some gentle raising over summer... now they're doing bigger raises which could easily turn into an 'ALL IN' here because what could CPI do to stop them? V.Little at all right now IMO

Tbf... I reckon Qube are doing that to extract every last bean out of anyone who decides to buy in... the move gently to 1% suggests deliberate planning IMV, this stock might just get shorted into oblivion here.

The only surprise from me is that they haven't yet gone for 2%+

An easy one:

"What qualifies as end of 2025"

Well to all us lot on hear, that'll equate to March 2026 - when the RNS for the FY 2025 results lands.

GoCPI... you think 2 roles in IR is completely pointless right now...

Just wait till the next RNS FY report lands - they'll be needing 10 staff just to field half the angry calls!

JG68 - you said: "let's say ebitda is 100 mill and they retain 1 x ebitda debt, which is essentially a worst case cash outflow scenario for 25"...

Except that is not what the update stated... it stated:

"2024 year end net financial debt to adjusted EBITDA, pre IFRS 16, expected to be less than 1"

CPI are saying that's going to be the position CPI will be in at End December 2024 (which they will then report that position on in the Full Year Results when they publish the figs in March...

So when ppl actually come to read the report in early March (entirely possible they even choke to death on their cornflakes on digesting that very RNS)... it'll already be the case that two full months (and a few days) will have already passed, so things will have become even worse fiscally by the time folks are reading that.

The problem here is even CPI's own trading update says recovery will not start in the coming months...

What do follks reckon?

*The bit I don't agree with is where TerryM1 said "their guidance was rubbish or worst lies."

They haven't lied with the statement and rubbish is rather subjective too... Personally, I don't think it's rubbish. CPI have left knowledge gaps which have to be filled when the Full Year results are reported but which are probably not obligatory for this recent 'Trading and Operating Update'

The first post of TerryM1's, immediately below, which I can broadly agree with👇

JG68 - useful to read that clarification you've received from IR. However... None of those words change the fact CPI are entering this period of UK economic pullback with a dangerously poor fiscal state on the cashflow front and all other metrics except future cost savings in perilous condition.

IMO it will not take much at all to tip CPI into insolvency... unless some kind of corporate action, asset fire sale, or additional borrowing (of large magnitude) is brought into play to raise cash (and fast too).

Nice, Nice! I still won't be buying any BT stock though... an SP drop is still on the cards IMV but in light of this perhaps the drop will not be quite so sharp. Maybe 130-135p instead?