Member Info for Savage_KeyboardR

Shorters don't seem to be getting their way... with buybacks in full swing, it should not take so much effort to force the shorters to trim or close out their positions 👍☀️😎

DYOR - IMO

Or for a bid, perhaps?

ShropshireTF11 - 200p will be easily achieved in the not too distant future IMO - if anything the mid-term direction is more likely to be towards £2.80-£3 a share because this business will soon enough be netting close to £4bn of annual revenues. Lots incoming to the coffers, for servicing the debts taken on to have fuelled the healthy growth this company has been seeing. Onwards and upwards!

Dartron - 100% agree with you about some LTH's needing to exit before the move to MM. I'm presume I'm pretty much following the same strategy as you are I think?! Pound cost averaging to buy tranches periodically, slow & steady, rather than attempting to buy a large amount, and potentially miss opportunities to buy up at better prices... Personally, I'm content with purchasing this stock at any price sub £2.50p, it pays a sensible divi (not too low, and equally not so high that it raises questions of affordability of the divi either!)

It's a business which is a little bit niche, but not so niche that a global shock strikes and it's suddenly a worthless equity. IMO GB Group fits the bill of just being a nicely balanced stock, on which I can have hope of a solid return - equally without fearing I may lose all my invested cash at the stroke of Donald Trump's pen, on a spontaneous new executive order!

One thing helps especially, falling BoE interest rates will make it less and less attractive to be sat holding cash in the bank or savings accounts... far more attractive to have that money invested into equities (particularly if inflation remains elevated too). I want to have already bought up healthy amounts of several stocks, prior to the masses of other investors reaching this inevitable realisation for themselves!

DYOR - IMO

"Why did they take 6 weeks to notify?" - A very good question from Trisor here and I imagine many will be absolutely furious. Had that RNS landed promptly then many might have made different investment decisions...

Does anyone think there is a legal consequence for Schroders what with that blatant breach of market rules?

IMO - DYOR

And to think... so many were so delusional in advocating £6 a share lol!

The results were so clearly very poor; and fundamentally that is why this stock has performed a significant correction, since those results were published.

DYOR - IMO

Took longer than anticipated to get there - though at long last this has fallen past my £2.39p (15.93p in old monies) forecast 👍

Threeputt - Fortunately, I cannot read the nonsense ramblings of avocet123, as I filtered them: if you look through their posting history they never refer to any factual sources to back up views. They're the only user on here I've filtered - because I think it's positive to consider all viewpoints.

Buybacks will be doing their job rather nicely at these low prices! Albeit I doubt the SP will show a rise, until LTH's are willing to step up buy more, and take this stock to towards the £2.60-£2.95 (where it should be heading for over the mid-term).

I'll certainly be eyeing up my 3rd tranche if this should fall towards £2.10.

DYOR - IMO

That's a most interesting RNS by Schroder's - especially how delayed the notification was. Wondering if there's a penalty due for that rather late notification? As surely that's non compliant with market rules? Unless perhaps a clerical error by the London Stock Exchange itself?

Imagine there will be many investors furious they were not informed much earlier? 🤷

Dartron - IMO the buyback parameters were very sensibly set. Not too much that investors begin to question the affordability, and not too little there's no tangible return for LTH's.

There's also the benefit of buying now, before the move to the main market, to save on the 0.5% stamp duty charged on share purchases within the main markets but not charged on AIM stocks. Strong forward look for GB Group IMO, as ID checking is growing significantly for businesses and Governments alike. I'm content with accumulating more into my HL fund and share acct. DYOR

Pays to be patient... I have just taken my 2nd bite here!🍽️😋

DYOR

AimMaster2018 - "public sector alone would be worth aroubd 700m?"

I think that valuation is over egged but... I accept your overall sentiment; basically that's the primary valuable part of the CPI business, and the rest is just bagatelle serving to drag it all down. IMO that's fundamentally why they brought in AH - to see if any other value could be found within the wider business, and to then fire sell those bits worth something in batches; for a bidder at the terminus to mount a takeover of the public sector side which will ultimately be left remaining.

I see SP is continuing to drift down - Sub 230p soon IMO - DYOR

AdamWoodman - What are you reckoning on? £6 a share? - LOLOLOL 🤣🤣

Maybe this hot weather has gone to your head and made you a little delirious?!

Straight up and dead serious... This awful business has grave & troubled times ahead of it IMO - DYOR

Kipper9 - you're talking a heap of gabbled nonsense. Always the older folk who've hoarded mountains of wealth who complain the most. Nothings ever enough for them, always going through life whinging... not content with the many freebies, the house owned outright.. it was always better 'back in their day'

Switch the incessant bleating record off 😴

Anyways, the selling will continue today IMO - CPI should drop towards £2.30p as it's losing revenue and spending cash furiously with each and every passing day ⬇️⬇️⬇️

DYOR

Further down tomorrow IMO 👌😎☀️

Or... back in the real world £20m, £30m, £35mil... it matters not because far more fundamentally the sales dept is failing to do the one thing it exists for which of course is close deals on sales! By far the biggest single issue CPI faces is selling shortfalls. Without sales there is no revenue growth nor healthy profits. Any hypothetical Ofgem fine is peanuts when compared to this one massive problem.

The strategy is all wrong and that is why CPI continues on falling. It really is this simple.

DYOR - All IMO

Lower still yet to some I reckon - next stop sub 230p IMO👍

"selling pressure to this level is unjustified imho" - Nonsense, selling pressure here is entirely justified following poor FY2024 results and the recent poor HY2025 too!

AH is simply trying to throw nuggets of hope (PR articles focused on AI) to those investors right up to their necks in this stock; appeasement so they don't hit the sell button! All the while those plans to further unload component parts of the business press ever onwards, and eventually those still invested will either be left holding a hollow worthless shell or... they might be partially 'saved' by a takeover bid (albeit at a rock bottom price, reflecting the lack of meat on the CPI carcass).

A good contrast to CPI performance is a firm like Computacenter (FY2024 it grew revenues (£6.9648bn) by 0.6%).

DYOR - IMO

"Can't believe the share price is back to 16p (old money)" - Surprising for you perhaps... I however, openly shared in my opinion this was very likely to happen. DYOR - IMO

ONS says continued cooling of UK Labour market, fewer on payrolls, fewer vacancies, slowing pay rate increases and reduced real pay growth due to rising inflation.

Some past figures also revised downwards so backs up the recent BoR rate cut ✂️

I expect these figures will trigger selling off at market open and as Aim pointed out there's USA inflation figs out later, to further compound the situation today?!

DYOR