Member Info for Savage_KeyboardR

Some Macro's are going to coincide next week which I see pulling down a number of LSE stocks... UK House price, construction and Internet retail results, is going to make contact with a Tory party digging in and BoE holding rates... I think it's going to cause mayhem as holders begin to really understand the true depths of the UK's woes. Shorters are going to be out in force making a stack of money on driving some vulnerable equities into the ground. All imo DYOR.

Pokerships... "honeymoon of "hope" lol - hilarious... Results rolling in today/tomorrow are clearly demonstrating the vast majority have finally realised they've been sold a 'cesspit of turd' by Boris/Truss/Sunak - bout time they gave them a boot as their economic record and record on everything else is dreadful.

Pokerchips - You're not accounting for the Tories digging in until the absolute bitter end and the utter carnage that's going to cause. BoE can only do so much and every day the rot and damage grows ever greater. BT will be a good defensive play imo but it'll suffer from turbulence no doubt.

I've been basing my investment decision on CPI's results these last 0-7yrs and UK+USA+EU macros... Plus hearing opinions views of others, keeping an open mind should they have anything remotely convincing to counter the available data out there... Anyway so far I'm just not seeing anything persuading me CPI is a good investment yet.

Looking as though we'll see more falls today and into next week imo.

I'm pretty confident the RNS showed MS lending the shares for shorting action and I expect us to see more shorting action next week around the BoE rate announcement on Thurs and release of the minutes and comments by MPC members into the following week too. Get your buys in wherever you see value though as imo BT stock is going to do very well this summer ahead and into autumn too!

Broomtree - Completely to the contrary... I was super clear about my motive... I have some cash to invest and thw two stocks under my consideration were BT and CPI - I chose BT but I still have more cash... I'm just not currently seeing anything persuading me that CPI is a good investment yet. It really is that simples and attempts by some on here to label my motive as anything else are fanciful.

Interesting seeing Kintbury raised its short on 30 Apr in tandem with the MS RNS... Possible Kintbury shorters are borrowing the stock from MS on equity swaps I think...

GoCPI - interesting choice of words... I've evidenced my comments and I've made them available here to challenge/scrutiny on but the best you can come up with is accusations of gaslighting slander. Very curious. You also claimed that I'm "probably trying to get weak hands on here to sell to try and get a lower entry." - even more strange for I'm a tuppenny ha'penny investor here. Nonsensical conspiracy theories appear to be central to your argument and though curious, it looks very weak indeed.

Look throw insults about all you want but prior to investing my hard earned Englishes I'll always pour through the past few years results, together with context of macro e.g. ONS UK wide results too - i.e. to examine the landscape and asses if there's current value and/or future positive prospects of prosperity from making an investment. So far I'm putting down some fair challenges here and vitriol aside I've read very little that's changing my assessment of CPI - Sad really... because at first glance I thought I had stumbled on a possible goldmine with CPI and I was rather looking forward to being proven wrong/finding something less obvious from my analysis.

Trisor - I'm just simply looking at the published/audited sets of results... I recommend you give them a thorough read.

"UK is reducing its debt" - £2.7 Trillion and still rapidly rising... and yet no real terms growth to service the debts.

Trisor... Im not certain you're understanding Capita...

1. Long term contracts are proving unprofitable with revenues drying up simultaneously.

2. Yes, diversification to be welcomed but... I see no signs of profits received into the company coffers, is CPI mis-pricing in tender processes?

3. Outsourcing is not new, we all know this but... I see no demand growth in the figs and the macro situation looks unsupportive. Little evidence CPI is targeting its competitors lunch either.

My personal Credit Card Limit increases every couple of years too... doesn't mean I'm about to go bust... I'm just effective at managing my finances and growing my income, thereby allowing me a greater limit. The same goes for the US, as the world's greatest economy they've the checks and balances in place to grow their economy and their debts along with it.

Trisor: OECD forecasts US and Canada as the fastest growing G7 economies next year, both growing 1.8%.

Meanwhile... UK will be worst performer in G7 next year with growth of just 1% - terrible state of affairs and CPI relies on growth just as any other business does.

Actually the issue is that Trump is infinitely complex... like a shifting Rubik's Cube... completely and utterly impossible to predict - changing direction, speed, course and even shifting between infinite parallel universes with each passing moment.

That is the fundamental problem with him. He offers only chaos, trickery and deceit to both those he fools and those he rules over. Anyone who contemplates for a fleeting moment that Trump offers opportunity, is naïve much like a 5yr old promised candy by a delinquent & neglectful parent.

AICapone - You'll have opportunities into next week as BoE MPC and rate announcement will inject some turbulence to the SP yet. Keep your eyes on BT and you should find a few good entry points.

I think you'll find Pokerchips that US economy being king once again has far more to do with the job creation taking place:

https://en.wikipedia.org/wiki/Jobs_created_during_U.S._presidential_terms#/media/File:Job_Growth_by_U.S._President_-_v1.png

Super interesting how media outlets present the data as "US manufacturing sector contracted in April" because... that data is based on the PMI survey which is not hard evidence of a slowdown, it's just a survey on the opinions of company managers. When the hard data releases land it'll support the dollar some more yet!

"they may believe they have a better chance resolving issues with Trump than with Biden" - LOL, that ole Trumper is a major douchebag. It's too easy to forget them days his random tweets triggered market selloffs and then subsequent buying sprees, as those around him quickly tried to switch up the narrative and move on. Fed's not really in a tight spot at all, employment is booming, wages healthy, as is demand... thereby ensuring healthy tax revenues will inflow to the treasury coffers. The Dollar is king once again thanks for Trump having been turfed out.

USA economy is booming - ADP says private company payrolls increased by 192,000 in April, more than the 175,000 which economists expected. - Pay also up by 5%

If BoE MPC thinks UK £ can go up against the US $ on rates then A.Bailey will be making a grave error of judgement!