Member Info for Savage_KeyboardR

Macy quiet once again... Perhaps tongue is caught?

I think this will par backwards... many other stocks doing well so looking likely VOD holders will sell and move their cash into alternative equities with better returns. Highly unlikely to see an ECB rate cut this month; so with Germany still floundering plus much work to be undertaken with all the three network integration into VOD here in UK then I think the SP will continue to struggle here - Sure, it's made better progress than I expected towards 80p in recent weeks but... I think that was due to VOD being seen as a safe stock, through the Iran/Israel turbulence.

I imagine selling down to 67-69p as news of autumn tax rises/spending cuts dominates the news - the heatwave has definitely had negative productivity costs/disruption also; so that will for sure weigh on the macro situation GDP etc.

IMO - DYOR

Seeing some large sales into this mornings rise - does seem like the rise has triggered much profit taking and presumably that's what's preventing the SP from mounting a big upswing?

I'm not 'All In' here either mind - too many macroeconomic factors to take that kind of risk level.

I've trimmed zilch here - in fact sold off others to up buy more here

Could existing LTH's Profit taking be holding back the SP here?

The only thing CPI is on the cusp of is announcing more asset fire sales, and more targets missed 🤣

All IMO - DYOR

12 month extension of maturity date for revolving credit facility... so this means credit & asset fire sales are being utilised to prop up this failing business which is experiencing YoY falling revenues and high spend on both AI investment and cost cutting exercises too (wonder if both are experiencing overspends too!)...

CPI looks to be in crisis tbh: "reiterate our full year 2025 financial guidance of broadly flat revenue, operating margin improvement weighted to the second half of the year. We continue to expect the Group to be free cash flow positive from the end of 2025.

Translation:

1. Revenues won't be broadly flat, they'll be down but... CPI bound to claim they might land broadly flat right until the very end; when then they'll inevitably miss that pie in the sky target!

2. The operating targets we said were tracking nicely are actually not, and they won't begin to until H2... and still they might miss that too but we won't tell you that until FY2025 results 🤣🤣

3. 'cash flow positive from the end of 2025' - keyword there is 'FROM' meaning this won't happen in H2 of 2025 and might only happen from H1 2026, and even then that's subject to possibility of a downgrade too.

LOL - this just reaffirms 'jam tomorrow' except its more like 'Jam possibly in 2027', maybe, if you're lucky.

What a sick puppy of a share! Terrible climbing down and backtracking on what was blatantly wayyy over optimistic prose, by AH and the investors relations - which has now seemingly been backpeddled!

All IMO - DYOR

Macy, did you remain short on this stock? If so you might well be reeling this morning? 🌄 🤷

As for Avocet123- I cannot read your posts- as you're the only person I have filtered (because you never use any researched evidence to back up your wild claims, and you add nothing worthwhile at all to discussions/debates).

Oh absolutely 💯- there will be upward broker re-rates here for sure 👍

100% agree, and as I'd said before I think the forward market Cap for SSPG should easily settle ~£2.8bn because although the business has debts it is rightly using financing wisely, to drive very healthy growth levels, and the revenues are rolling nicely into the coffers.

I cannot see this momentum slowing down because the board have invested into the right places around the globe. The investors should find it easy to maintain their confidence in this well run business, hence my view that many investors will be happy to keep buying this stock for LTH.

I've been accumulating a nice stake here - ai have not, and will not be selling a single share 👍😎☀️🥳

All IMO - DYOR

Or they may be planning on going full tilt with their shorts on the upcoming HY results? 🤷

HHH81 - what you mean there is profits propped up via asset fire sales? 🤔 💭

MarcusExile - simply asking a question... that's what discussion boards are for you know; discussing ideas (unless those happen to differ from your viewpoint , in which much nonsense is spouted, usually conspiracy theories of kinds)...

Look I have no idea why the SP has bubbled upwards, all I do know is the TU update served only to lock in more decline here- as it said revenues are down (yet again) so that's not good news at all for CPI.

I looked into key signs of a takeover bid from articles out there... question is what do others think? 🤔 💭

Interested to here opinions and other views 👌

Https://www.griproom.com/fun/12-signs-a-company-is-being-bought-out

Salted & Smoked Kipper... you say "Serco 2024 FY Rev was £4.8bn, to our £2.4bn. Same margin."

What you fail to consider is Serco is growing its revenues, its on an upwards trajectory, whereas CPI is still experiencing falling revenues which have not yet even stabilised. By FY2025 CPI is probably going to be around £2.15bn revenues with an asset sale or two and perhaps more likely it'll end up closer to ~£2bn because they're performing poorly when it comes to sales... so when you next undertake the Serco vs CPI comparison the gap between them is going to be bigger than present, not to mention the FY24 results were upto 31st Dec 2024, so pretty much 7 further months of decline have already taken place since those figures were true for CPI.

H1 results will be another 'jam tomorrow' situation.

All IMO - DYOR

If true that'll be quite a defining moment... someone else on here a little while back was saying there could be a takeover bid; albeit I'd much prefer to remain a holder and not sell out here (because I think this is going to be an incredible LTH)... if there were a bid then I think £3.50 would be achievable - that'd value the business at ~£2.8bn, and given ongoing momentum where growth is concerned I think that'd be perfectly reasonable price for a bidder to strike.

Hopefully, there won't be a bid and us LTH's can continue to enjoy the bounty for backing this excellent business 👌☀️😎

Takeover bidder accumulating IMO

Did it hit the price you wanted Macy?... Or did you close out your short? 🤷

Https://news.sky.com/story/money-live-personal-finance-consumer-latest-sky-news-13040934?postid=9794162#liveblog-body

Passengers could be allowed two bags free of charge on planes under huge law change...

"Airlines could be forced to allow customers to take two bags onto planes, completely free of charge, under a landmark EU ruling. On Tuesday, the EU's transport and tourism committee proposed changes to EU passenger rights rules by 38 votes to two (with two abstentions)."

May mean ticket pricing will need a complete overhaul?!