Member Info for Savage_KeyboardR

JBCo - The thing is Baron Investment recently has been rather content to share plenty of news on SSPG being a consistent FTSE250 top faller... If they were any good, as in a robust market analyst/commentator, then surely they'd have delved into the 'why', and perhaps shared their views/summary? Alas... they did not do so and were only too happy to comply with the big name broker narratives.

Therefore makes it difficult to impossible to give Baron Investment anything other than the same attention other broker/analysts/commentators might receive because so far as I can see there's nothing special about their coverage or insights given they missed this huge shift in market sentiment for SSPG. If they missed this one which was right in front of them for many weeks then they'll likely miss plenty of other great stocks too!

Baron failed to call SSP early this morning though prior to market open 🤔

Capita is a sucker stock; total garbage business🗑 - it'll survive its next update, thanks to sale of Capita One but it's inevitable it'll suffer a fatal blow within 3yrs.

Fair play on the quick win JO. IMO hold for gold with this stock, all my buys were at lower prices than your £1.62. Tidy profits to be had from holding and accumulating on any dips, as I've no shares purchased above £1.60p, and plenty down around the £1.50p area 👍

Difficult one to say on the SP, markets currently have debtphobia and SSPG has a lot of debts which I expect some to continue peddling nonsense extreme narratives like 'zero debt business's are the only ones worth investing into'...

Just for you JO: these results mean SSPG in revenue terms (SSPG currently growing) is now at least 1.41x the current size of CPI (CPI revenues currently shrinking - for 9th consecutive year!)

SSPG board proving their growth strategy, through sound investment into growth markets, is working a treat!

Debt utilised wisely remains the best route to deliver spectacular results. Revenue growth here is massive and so shareholders can have confidence their cash is in safe hands with this business which is set to have revenues of ~£3.7-£3.8bn for FY25 when it was £3.03bn in FY23.

Lots to like here plus a nice sensible uplift for the dividend. A stock to keep accumulating in ones portfolio IMO!

SSPG proving

AbjectPerformer - nonsense prose... I sold the vast majority of my BT holdings at 149p and the rest veru close to that price, only small tranches were sold below there. It is the current 160p which is 11p above where I sold out for. I pulled my cash out to invest elsewhere and profit take. A good result for me, I've maintened my record of no losses since Dec 2022 when I began investing. A little gutted to lose out on the recent surge of BT SP, as I'd have done very well indeed had I bought back in when it dropped to 131p but... I didn't do so as I still feel BT is underperforming right now and the court case still looms large overhead too. I haven't changed my view that we'll see another retreat for BT yet. Gaps still present below 130p which have not been filled, just a matter of time before something triggers the sharp downwards drop IMV.

£1 a share still remains such a long way. Still... a small respite at the next results (aided by jettison of Capita One)... the downwards again thereafter!

Any business which hauls the majority of its employees back into the office for the majority of the working week will be as dead as a dodo within the decade.

Like it or loathe it WFH is just far more time efficient and is far cheaper, so it's here for the long haul. Businesses fighting this will lose and what's more they'll lose big time!

JO - Interesting you've followed me with a punt on this stock here! Yep, after selling off my BT investments some weeks ago I've been putting my cash into buying a number of tranches of this stock. SSPG should see sturdy gains in due course IMO.

Results tomorrow will be critical to the direction and pace of change!

The full negative impacts from the budget, the retail slowdown and ongoing weak demand all look set to bring this stock down to 590 and perhaps a little below. The fallout from recent weeks bad economic news has still not fully run it's course. More drops on the way IMO, Sub 590 highly likely.

Nice work making them monies peeps. Top work! As I said before I made pure profit from selling out from BT (bought in 102-130... sold out for 142-149, vast majority tranches at the 147-149 level)... Also that was the second time I'd made profit from being a BT holder.

However, on results I'm still glad I made the move to exit because fundamentally BT has major issues. The biggest... It is just not selling enough; other competitors are not seeing this trend and are reporting higher sales (both volume + profts). This tells me there's something much deeper which needs fixing at BT. Yes, I get the cost reduction angle, though it's offset by the huge potential for big fines from the court case overhanging, the extra NIC's and potential for defaulting Altnets to negatively hit BT's accounting books.

There's a whole heap of other shares to invest into elsewhere on the markets (I've been buying elsewhere)... I still envisage BT dropping to ~130p, it's not a question of if but more a question of when IMO and that's the reason I'm out & won't be buying back in.

PBT 592.50

SP 465

Interesting read:

https://www.theregister.com/2024/11/15/ofgem_smart_meter_capita/

Lunchbox - Look though you may well have overpaid for your BT holdings in past years gone by I only began investing in Dec 2022 and didn't buy into BT until 2023 (which I sold for nice profit before buying back in again later on with a much bigger set of buys) - Jealousy is an ugly thing... but I get it, it has to be difficult watching others make tidy profits from a stock you're holding at a huge loss.. One day maybe a bid will come in and save you?

Lunchbox - that's complete and utter rubbish. All of my sales of BT have been made at above the current SP. The smaller final tranche was sold just above the current SP price but all other tranches (and all far larger) which I sold were between 1.47-1.50 - Also all purchases made were between 102-136 - That's as much as I'm willing to share.

... and in the meantime BT's inability to sell may lock in it never reaching it to that imaginary future, the sales figs were alarming and particularly so because post peak capex this is precisely the time those figures should be seeing a clear uptick.

Winstanley - LWHL is truly a lost cause... content to live in a bubble of denial, only when it all goes horribly wrong can some learn the lesson sadly.