Member Info for Savage_KeyboardR

C1 was a profitable arm of CPI - selling it off delivers a windfall for the here and now but... means fewer positive contributions towards the next balance sheet down the road ahead.

AH has few options though, after many years of Tory decay and poor leadership at the helm of CPI his options were:

1. Sell something to stay afloat and hope for the best going forwards.

2. Deliver another set of terrible results and watch the market rip CPI to shreds.

BT has taken out debts to fund absolutely massive capital expenditure into FTTP + 5G for millions of households and businesses. Of course BT needed to take out debts to deliver the infrastructure but... that is precisely what debt is for, debts are taken out for investment and a collection of a windfall later on down the line. Fundamentally, the global economy is founded upon debt. If no person or business ever took on any debt then the economy would grind to a sudden halt.

Capita has a critical growth problem and that's why it's collapsing. It's only option right now to stay afloat is by selling off it's component parts to keep the balance sheet in the black but... CPI becomes smaller with the sale of each component part and if it were to stop selling it's parts then it'd be booking losses on the balance sheets.

More false conspiracy theories from the BadgerB...

I came onto this board looking for a firm to invest in - I've been crystal clear since the day I first posted.. I asked questions about CPI's financials & it's strategy... I've never received serious posts with any decent evidence to back up a positive direction for SPI- just a barrage of abuse & overly positive sentiment, when compared to the reality of CPI's terrible balance sheets.

The only reason I've continued to post on here is that it's interesting that my predictions have shown to be broadly true so far... yet still the lies and conspiracy theories continue to be directed towards me.

CAPITA Annual Revenue History

(Millions of US$)

2023 $3,501

2022 $3,729

2021 $4,376

2020 $4,269

2019 $4,697

2018 $5,230

2017 $5,458

2016 $6,653

2015 $7,393

CPI has at least halved in size since their peak in 2015... Revenues for the recent 2024 results posted were about £2.3bn and still falling, additionally the profits are falling too... only propped up by the recent sale of CapitaOne (a profitable arm of the business now no longer part of the business). IMO CPI is in a terrible position... Which is why I put my cash into BT instead over these last many months (I had been considering CPI as an investment candidate but what I found when looking beneath the bonnet was a burning heap of turds).

Offler - So just to check you are confirming that you purchased all of your CPI shares at around 13p? (give or take 1p)

Offler - which begs the question: Have you made any money from CPI?

Kipper9 - In order to be eligible to pay CGT one has to have 'gains in your capital' - Do any holders of CPI actually have this?🤔

Congratulations are in order! A profitable component part of the CPI business has been sold off - That'll boost the coffers for AH's continued adventures into the world of AI and help fund some more cost cutting measures too.

You now all own many shares in a smaller business! Great Success!

I've shared for a long while on here that I saw BT SP as easily reaching £1.60-£165p and beyond within this financial year. Several reasons we're now going to see a rapid uptick IMO:

1. US Fed Rate cut of 0.25% is pretty much a locked on certainty for W/C 16th Sep. It'll support all global stock exchanges.

2. Labour Gov has to investment/support FTTP+5G, plus more housebuilding. Even if there's a greater level of competition, down the line, there's now a clear route towards faster rates of growth for all market players to enjoy over the years ahead of this 5yr Labour term. ALL Fibre/Streaming/Mobile network providers will see higher growth rates, so competition becomes a lesser concern for all operators in such instance. Labour cannot neglect insatiable appetite for data.

3. UK inflation set to blip slightly upwards, over these next 0-6months, means End Mar 25 price rises for all telecoms company's are set to enjoy sensible but not outrageous price uplifts, 'the rising tide lifts all boats'.

4. Raw materials inflation doesn't look to be behaving the same as services inflation, should mean telecoms input costs are a little lower than might otherwise have been the case e.g. oil/fuel/metals/energy.

5. Fear of a stocks/equities crash amongst some investors is rapidly subsiding, much less drive to hit that sell button and far more drive to hit the buy button for FOMO. Certainly helps to have better core investors on board; Slim + Bharti - whom look as though they'll be more active + supporting/guiding the BT board. Drahi did v.little.

6. Less stock available to buy plus some of the short holders who've attempted to double down are now facing monumental costs to repurchase BT stock, will the short holders find re-assurance from AimMaster, Polo Tangy & UBS? In light of their bearish stance having already been proven to have been delusional before?

7. Dividends next week... some will always choose reinvestment so this will boost the SP, or at v.least act as a counter to some who may opt for profit taking...

The upwards sprint towards £1.60p should only take a few weeks here IMO... Hold on for the fun ride!

You mean the £5,000 a year ‘British Isa’ that isn't even British lol

Good riddance to the Tories. Finally the grown ups are back in charge!👍

Aim feel free to visit the BT board anytime you like 👍- next week is an especially good week to visit the BT board 😎👌

Again, more insults... no rational or compelling case is put forward by Aim as to why Aim reckons CPI is destined for greatness.

I've provided plenty of evidence to back up my views on the direction CPI is headed. All many on here have done is throw abuse & conspiracy theories at me in response to the high quality evidence I've shared.

I explained in detail why I though the recent CPI results would fall flat ans then when they landed on the RNS feed that's exactly what happened.

Conversely, those responding to me made claims of 40p or £1 SP surge being on the way. Swazzers posted charts showing massive gains due within a matter of days and weeks...

Yet still the CPI SP is sub 20p...

And to think for a few weeks I had thought I might have spotted a fantastic investment opportunity in CPI, until I dug beneath to see the breadth of the rot within CPI.

V.glad I put my hard earned into BT instead

The funny thing is Tang did encourage some shorters/sellers to double down and there's some of us who made nice purchases down at those £1.02-£1.10 levels - absolute bargain prices for BT stock IMO

UBS has Polo Tang shilling for them - he's discredited as he previously predicted the SP for BT would drop significantly below £1, which it did not.

I'll be buying more BT yes.

Not any CPI though, as it's being ripped apart for sale of its valuable spare parts. AH has a track record of doing so; with other past businesses, that's why he was appointed as CPI CEO!.. As soon as the good bits have been ripped out the hollow worthless centre will be all which remains.

Also yep, USA economy is doing well whereas UK is not:

1. House prices falling.

2. Unemployment rising.

3. Inflation set to blip upwards for a few months ahead.

4. BoE can't easily be reduce interest rates to provide meaningful support for businesses without amplifying Inflation.

CPI is seeing revenues + profits continue to fall as the sales CPI Is making are falling short.

HHH81 is devoid of positive data or a compelling supportive argument in favour of CPI... so they resort to meaningless petty insults.

CPI is in big trouble here and everyone know it.

CPI may not be yapping shareholders yet but it is selling off its own component parts of the business which are profitable (capita one) to prop up its financial results.

What will happen when it runs out of bits to sell off?

MaxJH - "up to my eyeballs with Capita with SIP and ISAs. In for long term and hoping the investment will help me retire in May 2027" and "Joining now as think most exciting times ahead over next 24 months for quite a while."...

Sadly I think AH is soon going to be tapping you investors for more cash for his grand adventures... the few good bits of CPI remaining are being sold off to keep the wheels turning but meanwhile the revenues and profits keep on falling and the cuts keep on landing... There will be little left of any tangible value and it's a cold dark austere winter ahead...

Will CPI make it out the other side?

😂😂 - He's a complete idiot! His rantings can pretty much be taken as a strong 'buy' signal! Louder he bleats the more one should hit the buy button! DYOR - All IMO