Member Info for Savage_KeyboardR

US Fed Decision was last week - Next one late Jan 2026

Trisor - Are you also called Bubbles59?

AimMaster2018 - That USA jobs report will no doubt help with knocking the market & CPI downwards I'd imagine, as when USA sneezes the world catches a cold after all!

Bubbles59 - aptly demonstrating there how exactly they keep law & order in their household, through teaching their family members a 'Very Valuable Lesson'.

are having a bad day after the market closed. they meet up for some commiseration drinks.

"i can't believe it," says terrym1, staring into his empty pint glass. "that stock was a sure thing. a sure thing! i put my house on it."

"amateur," mutters trisor. "i put my parent's house on it and took out a second mortgage on a property i don't own yet."

"i just kept buying the dip," trenners says, his voice hollow. "it dipped alright. all the way to zero."

the bartender, who had been listening in, shakes his head. "sounds like you three were chasing the trend without understanding the underlying asset."

"no, no," terrym1 interrupts, "we had a strategy. it was called 'optimism'."

trisor nods vigorously. "and 'denial'! we were excellent at denial."

"the most valuable lesson in investing isn't about profit," the bartender says wisely as he dries a glass, "it's about risk management."

"well, we're all out of risk to manage," trenners says.

"exactly," the bartender replies. "now you can focus on the next valuable lesson: how to make a decent ****tail on a care workers salary."

"With re-rating and other good news, this share should be flying very soon. The way things are looking, sky’s the limit!"

That comment by AdamWoodman aged well... 🤔 💭

Dont doubt they extended contract is helpful for CPI but... still no RNS's around NEW contracts, and therein lies the biggest problem CPI faces IMV. If it's to thrive it absolutely has to win new business, and IMV there's next to no evidence that's happening for CPI. Renewals definitely helpful but there will be a drop off percentage too, so overall I still reckon FY2025 results are going to fall short of expectations. I maintain my ~£2bn to £2.1bn Revenue estimation.

DYOR - IMO

Certainly potential for £2, if not now then in the months ahead for sure 👍

Your CPI short should begin to net nicely AimMaster2018 👌- £3.50 easily on the way for CPI in my view.

Carrington - Much respect for your decision there, and FWIW I think a wise move given context you've explained on your exposure to other stocks you're holding too. Nice chunk of profits you've been able to net 👍😎

I agree btw, UK economy straining under the mountain of debts accumulated through the 14yrs of Tory rule, and Labour compounding matters with some really poor mis-steps which UK could really do without right now! I spotted gilts ticked up again on the back of those unemployment. Hardly surprising, and I did say before I'd thought bank of England (Bailey had casting vote) should have cut going into the budget... now they're behind the curve yet again due to old hat economic thinking & defunct forecasts based on outdated assumptions.

I remain confident SSPG will do well so personally I'm staying invested (something I had long planned for, hence my slow & steady accumulating strategy) 👍😎

GLA - DYOR

Fair enough Carrington - To be fair... that's a decent return by anyone's standards and plenty of opportunities on the market, so I could totally understand if you opted to close and net that bounty!

Trenners, first time I find myself agreeing with you where you said "this is almost certainly NOT going to be trading in 5 years time in it's current form as a PE takeover must surely beckon in the next year or two"

However, I think the takeover price, reflecting some of the progress on the public sector contract front, could now be about £0.28-£0.35 in old money which is roughly 420p-525p in new money - providing the bidder has the ability to fully capitalise & leverage the deal. It's most likely the buyer by then may be able to bully LTH's of CPI. Hence why I still think 28p-30p in old money remains a potential landing zone for an agreement to be done. Previously I though 28p old money was the max a bidder would be willing to pay.

£10 a share just seems completely unreasonable a demand - for the same reasons I explained Cannacord broker rating feels ludicrous.

Carrington - Cannot say I'm at all in disagreement with you there. Except, I'll not be seeking to trim here, I'm content to hold & bag that Jan dividend (payout in Feb). Esp. as we should be seeing 2x BoE back to back rate cuts now, so very likely to be a 3.5% bank rate by very early Feb, that'll lend support to consumer activity over both Feb half term + travel build up towards Easter - which lands early Apr 26. I'm not really seeing any major risks out there for SSPG, it's gone for the global growth engines & I don't envisage they'll see any economic slowdown at all. I think it's the European focused carriers which may find things more tough going, but limited negative impact for SSPG IMV as the focus is likely to centre on ticket prices - i.e. the carriers should find themselves in a price war with the falling oil costs. The savings will have to be passed on since it's quite a competitive market.

AimMaster2018 - Dow Jones looks to be dropping despite the promising US market open

Canaccord being way up there at 900p is madness IMO - that'd be a market cap of £1.071bn (once RL shares are added to make the shares in issue around about 119mil). When considering the complexities in play here I think it's an absurd broker rating. All my opinion - DYOR

5x Reasons CPI is a poor choice of investment - In my view:

1. CPI has 34k employees. A massive workforce all things considered. Competitors have far more sensible employee to revenue + profit ratios.

2. 4.96% of the business has just been exchanged to avoid paying RL a lump sum imminently, whilst no doubt RL are confident they've opted for the most optimal outcome for themselves this deal nonetheless has served to dilute existing holders. All atop a prior rights issue too. Quite puzzling seeing LTH's so jubilant.

3. Competitors in the sector appear to be having few issues with growing their revenues, conversely CPI has seen consistent revenue shrinkage - CPI wheels have been kept turning via many asset fire sales. So why has this been the case? Well IMV CPI has to be, on net, losing out when it comes down to the crunch moments of closing out sales opportunities. H12025 did indicate some progress, when it came to public sector deals but... the recent TU indicates the rest of the business might well be struggling (see the % changes for the different elements of the business, some of which are massively down).

4. Big fine this year levelled at CPI by the ICO. Ofgem (still awaiting outcome).

5. Much hype about AI transformation - yet by all accounts the press coverage of MyCSP takeover by Capita has been pretty torrid. Certainly the case that not one of the articles is heaping high praise on AI driven features, so far as I can tell. Many competitors are progressing fast with AI deployment. Question is can CPI realistically challenge them to win over sufficient business and service their AI investment spending, and return the big revenue and profits? Required if they're to turn things around. Personally, I have strong doubts they can pull off such a feat. Sure there's much great PR being output on LinkedIn by AH but... is there any substance to the bold claims being made in those PR articles?

Ultimately DYOR - Of course it goes without saying that all of the above is my opinion on the state of play here with CPI.

Holders congratulating themselves on being diluted by 4.96%...

Do RL now have a headstart when it comes to potential interest of launching a takeover bid? 🤷‍♂️

On 9 Dec 2025 10:23 I posted this:

That latest RND states:

"5. Date on which the threshold was crossed or reached - 5th Dec"...

Sure, it has appeared today but... looks to have been a delayed one (may aid towards explaining the recent SP rise?). They're probably already selling again by now!

DYOR - IMO

Capita One was valuable - that was sold off when it was previously turning a profit for CPI

Trisor - Once the FY2025 Revenues land in around the £2bn mark (where I think they'll be) then a realisation of just how much this business has shrunk will dawn on invested folks... Currently market cap is £450mil, there's just no way CPI is worth that amount IMV.

There's far longer to go yet with this CPI story, and potentially UK PLC is about to post two consecutive quarters of economic contraction (currently tracking around about -0.1%). BoE Dec rate cut of 0.25% won't be enough to rescue the current quarter... Q4 looking ropey, and may not be able to be salvaged, due to the lateness of the central bank action (most central bank rate cuts take up to 6months to begin to take effect).

CPI still has far too many employees for its revenue. Lots more work there yet to be done. Difficult times remain ahead for CPI (which is why AH had to get very creative with the RL deal).

DYOR - IMO

Appreciate your dosage of realism here Wildcat_Driver.

Market Cap sitting currently around £450m... too high I think. Potentially the max value here, given the smaller size, forward costs and constraint of 5% control having been surrendered to RL...

I'd say max market cap, in light of ongoing low growth rates for western economies (esp. UK), is somewhere around £275m ish here. So approx. 119.42mil shares will be in issue once RY take up their options... Giving an SP of about £2.31p

All IMO - DYOR