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‘Unacceptable’: The Civil Service Pension Scheme transfer six weeks on

https://share.google/bJz0rp2MQMS90BUyU

With performance this poor by CPI perhaps it'd just be best if CPI gave up & left Gov IT project tendering for it's competitors to bag instead? 🤷‍♂️

Meanwhile... ⬇️⬇️⬇️ CPI goes

Cheers for sharing your views there Carrington. I think the market might be getting overly optimistic about those US inflation figs there. Fact is USA rate is still 0.6% above target rate for Core inflation. Bound to mean more US Fed rate holds, they'll not be able to make further cuts soon until that core rate shows some further signs of returning to target. If your view is "good inflation figures just dropped in the US so may add some support for UK equities this afternoon "... then I'd estimate there'd be a retreat as that excitement fizzles out. DYOR

Carrington - TBH it's difficult to disagree with what you're saying... As I had prior disclosed on here I sold off one tranche (up at ~£2.05 ish). Although, I kept hold of my sizable holding here. That's because I firmly believe in SSPG's business model & the current strategy being deployed by the BOD's - it's certainly yielding results IMO.

Carrington where do you think the SP will bottom out and when do you reckon it'll hit the price you estimate too?

Personally, I am holding here for the long haul (acknowledge it's possible a takeover bid ends up incoming... but if that should occur I envisage I'll end up in very healthy profit, since I don't think this would get sold for anything less than £2.20 a share.

DYOR - IMO

Trisor - Interesting words there. Can you pls clarify? - I was working on assumption new shares would be issued and handed to RL. What you appear to be indicating is shares from other LTH's are being handed to RL with no new shares being issued? Or there might have been a central treasury of shares held by CPI which they have handed to RL? Can you elaborate pls?

A good decision by Esprit2022 IMV.

EZJ falling to Sub £4 soon I reckon. DYOR

Schroders resuming their selling action is very interesting indeed. They had already reduced considerably. Summer 2025 they were holding just under 20%. Presumably they'll continue unloading, as they did so incrementally last yr. DYOR - IMO

Https://www.theguardian.com/business/2026/jan/07/starmer-vows-to-review-franchise-legislation-in-response-to-vodafone-case

Decent news landed from ECB - They've achieved hitting their 2% target rate (Av.) for Dec.

No doubt EU consumers will welcome the price stability- which will no doubt follow as a direct result of inflation returning to target. So far EU has proven to be the weaker trading area for SSPG. I'd be willing to reckon there's decent odds on 2026 being a year for better business performance for SSPG in the Eurozone, should offer support for SP here.

IMO - DYOR

That article you shared there AimMaster2018, about Capita MyCSP, is so interesting! So CPI are saying 'wait for the chatbots'... meanwhile giving no estimate schedule for arrival of the chatbot functionality. What utter shambles!

Reading those Trustpilot reviews of MyCSP users experiences is a real eye-opener into what's really going on with CPI's MyCSP contract.

ShropshireTF11 - What a load of nonsense, I simply don't engage with Avocet123 as they're blatantly a bot 🤖 which frequently copy + pastes other users posts. Plus if you read their past posts there's never any evidence to back up their word salad's of utter tripe.

I blocked Avocet long ago, haven't been able to read their posts for ages but... it doesn't seem to stop them posting against my posts which are well evidenced views I share on here and on other boards too.

"This is a multi billion market cap co in the medium/long term." - IMV this opinion is simply delusional. 5% of the business has practically just been given away to RL; a desperate measure to avoid what would have been short term outgoing costs. Any businesses coming from a position of strength would never take such a drastic & dramatic step.

Today's Market cap is £451mil and tbf I reckon even this is rather rich. We'll find out exactly how rich that market cap really is when those FY2025 revenues, costs and sales figs are published in March which is not long to wait now.

As for "Sameer Vuyyuru, tells Evan Davis of the BBC he plans to make Capita the first AI enabled BPO in the world."

Meanwhile here's a link to theTrustpilot reviews of Capita's takeover of MyCSP, which if you have a read appears to show there's no AI functionality and incompetence clearly widespread: https://uk.trustpilot.com/review/civilservicepensionscheme.org.uk

An error IMV - Sadly, I think you're about to be watching this stock crash downwards, right through the £2.40p threshold and far beyond. I did previously rate this stock but... sold off my lot when it became clear to me the Scottish, Welsh + English elections are going to see massive Labour losses. This stock had decent prospects; of seeing healthy incoming revenues with UK Gov ID plans but I doubt Starmers replacement will see through those Digital ID plans. It's UK Gov expense which that's both unpopular in polling and v.easy to cut too (to free up the cash for entirely different priorities). So I bailed and I think the fact this is now being heavily shorted & is dropping validates my theory. Unless there's other reasons I'm unaware of? (Do feel free to share alternative views if you have them, I'd be interested to know if others think differently).

DYOR - IMO

When the SP drops it's always 'Manipulation' 🤔💭

Nothing to do with the rapidly falling revenues, the asset fire sales, and those large fines levied e.g. by ICO

£3.50p on the way IMV - DYOR

Tbf... Personally I wouldn't object if there's turbulence & some SP drops. I'm holding a larger proportion, than is normal for me, of cash reserves. Potentials to snap up some bargain stocks, maybe? 🤷‍♂️

Reports saying Maduro captured. Which presumably are true, and in which case well... that's quite a stunning piece of military action conducted tbf. Hopefully peaceful conditions will endure and Venezuelans might have decent odds of a better Government taking over 🤞 - hopefully none of Maduro's cronies manage to step into the frame to draw out any kind of conflict or enduring of the police state corruption prevalent under Maduro 🤞

One thing for sure though; China, Russia & Iran won't be happy about their Venezuelan ally being overthrown (unless deals were done prior? 🤔)

Trump strikes on Caracus 😬

Further global Instability on the way, bound to impact oil prices in short term at least. Hopefully civilians do not get caught up & harmed by the military action 🤞

UBS selling again by looks of that RNS

I reckon Canaccord will be resoundingly proven to have been smoking something rather fruity when they decided on that brokerage rating of theirs! IMO

I see some of the open shorts have fallen below the 0.5% reporting threshold (presumed, as no significant SP rally, just a small rise).

Not long until those March results reveal to all what has really been going on for the coffers of CPI! I remain confident my ~£2bn revenue estimate is unlikely to be way out from the final fig.

DYOR - IMO