Member Info for Savage_KeyboardR

Certainly right velo where you say "I’m Starting to go into ranting mode." - All I have observed is your ranting of utter nonsense since you began posting yesterday.

CPI coming close to half* the revenue generation of 7yrs ago

Lordy2020 - what is obvious is the huge revenue shrinkage of CPI over the last 7yrs which looks set to continue further this year too... So with ATOS on the brink and CPI coming close to have the revenue generation of 7yrs ago... well that amounts to a lot of shrinkage... which weirdly you claim hasn't happened.

Alternatively... the trouble at ATOS and the well embedded long running decline of CPI could in fact suggest some big issues sector wide, perhaps this could signal contagion spreading in the sector? CPI looks vulnerable and ATOS could just be the canary in the coalmine?

"Closed for a quick trade" says AimBSmaster2018... More like you closed it because had you left your short open you'd be staring at prospect of making a substantial loss...

Nice try Bashed but... I'm not a BT engineer, I work in a completely different line of work & I've never worked for BT either.

If you're going to be in debt then the best time to be so is during periods of elevated inflation because the inflated revenues eat into existing debts thereby making the debts relatively smaller once emerging from the period of elevated inflation. BT board have sensibly spent on the capex and are allowing inflation to nibble away at those debts with the growth in sales to follow on, thereby allowing easy servicing of the debts. It really is that simple and those pontificating about how the debts will overwhelm BT shall be proven to be very wrong indeed. The demand for digital, data and telecoms is exponentially growing - the capex is delivering the new infrastructure necessary to support that long term growth. When the penny finally drops with investors this stock is going to absolutely soar.

Farage is a massive fraudster... still waiting on that £350million for the NHS and there's still not a brexit benefit to be realised. His ridiculous and endless ranting about migrants is seriously boring... his fans are majority gammon faced pensioners, who routinely perform by convulsing & frothing at the mouth on media demand... their effervessant & irrational anger directed towards people with no wealth or power to change and influence anything.

Farage taking power will be fairly quickly followed by economic calamity, much akin to what is happening in France right now. UK cannot have zero migration because if it did then many of the UK's pensioners would suddenly find themselves with no care and treatment, sadly lots of premature pensipner deaths would follow.

Velo, lovely and rather long winded story which led nowhere but... I think you've got this completely wrong. The financials were audited, they add up. The super deduction got extended, peak capex is here and BT continues to benefit from growing sales to new customers as demand for data & add ons is insatiable.

I was previously very interested in making a CPI investment but... I investigated the CPI financials which have been dreadful, then when I asked questions on here none of you could share any well evidenced reasons to justify your stance on CPI, as many of you seem to think CPI is going to shoot upwards in value...

Many times I've read on here '18p soon', '20p within a month', '40p soon on the Capital Markets Day' - and each time I've tried to understand your viewpoints, I've asked many on here for evidence as to the reasons/justification for the 'why' but repeatedly you've all come up way short...

Then when I annouced I'd decided to invest in BT instead you all just went mad with wild spreading of conspiracy theories and insults galore...

It's all super interesting because meanwhile I've made a fair bit of cash (on paper so far) with my BT buys... I still have some cash I can invest (in CPI or BT, or something else) but still I don't see a reason to buy CPI yet.

It's really quite simple and I've explained before.

Offler - from your descent/resorting to mudslinging insults I gather therefore you've no tangible/rational upside case for CPI...

Offler - Very interesting observing your excitement over what are falling CPI revenues, increasing pace of losses and need for high spending cost/investment to deliver brutal cuts. I get that AH is better at PR than his predecessor but turning the CPI ship around will take far longer than many currently envisage imo.

Longtimeinvestor - that's a good point about the 25% odds... certainly possible the BoE tries to cut as late as possible to prevent the £ from falling against the stronger $ - I sort of see it as 'neither here nor there if the cut lands in Aug or Sept... because if they opt for the Sep cut then they'll need to do another cut sooner... if they cut in Aug they can wait longer before making the second cut but the net result will be rather similar over the mid-longer term i.e. rates will be trimmed downwards 2-3 times by early-mid spring 2025 and the big investors will take into consideration the trend more so rather than the specific timing of each cut itself and that's why bonds are trimming and equities will gradually over time make considerably gains as big volumes of cash flows back into them.

Trenners - you say "Capita shares at 14p each after last week's Capital Markets Day is astonishing...."

I disagree and I very clearly explained my reasoning... as to why I felt it was entirely predictable but most on here aggressively attacked me, rather unjustly so imo, for me holding and sharing my viewpoint. I get it that my opinion was and is not a popular one but... I feel my analysis has stood up to scrutiny.

Offler - SP has hovered at this level for ages... can hardly say its meaningfully dropped as the recent small changes are just 'natural variation'. So Offler, I put the same question to you... Are these exciting times to be a Capita shareholder?

"Exciting times to be a Capita shareholder imv" according to Kipper9... very puzzling indeed and I wonder who else agrees?

Thanks Biskit - much appreciated!

Biskit - e.g. I hold my Bt shares with Hargreaves Lansdown but... how do I go about voting in the AGM?

Biskit - is there a link you can share via which vote(s) can be cast?

I agree SJN1 - Bond buyers will seek begin the process of seeking out better returns elsewhere, now that it's clear BoE will likely trim rates in Aug... I think equities, and especially those solid businesses offering investors a decent divi, will see a strong rally in the weeks and months ahead. I reckon £170-75p is easily achievable and certainly there's possibility we see the SP heads even higher.