Member Info for Savage_KeyboardR

Divi showing in my account - Nice seeing the SP on the way upwards too!

Trisor- more nonsense! I've always used the All IMO and DYOR. Not on every single message, but certainly on the vast majority because what I have said has been my opinions & analysis of the CPI financials and people must do their own research to make their own financial decisions. It's not rocket science!

Trisor - that's utter nonsense. I've shared my analysis of CPI financials, and the revenue forecast I made was rather accurate too. In addition CPI have done a consolidation to lift their SP, and yet they're still losing revenue! As proven by the TU...

I do not give advice, I simply share my opinion. What investors choose to do is always their own responsibility!

All IMO - DYOR

Lol - no desperation here as I'm not invested either way so makes no difference to me haha.

Nice try with the conspiracy theories mind. As I've explained beforehand, I'm just a PI with small pockets... However, I've done my due diligence on the financials for this stock and I'm very confident the H1 results will yet again be poor. Not long to wait till they land 👍😎☀️

I should have added/clarified that UK consumers may drive up imports sharply - i.e. trade deficit with imports surge.

Kipper9 - 100% right about Trump trashing the dollar but... his administration can only do so to a certain extent, as they dont control monetary policy (fed holding rates high to provide strength and a counter to the tariffs).

Tbf Bank of England may find its forced into cutting rates earlier than they might like, simply due to exchange rates with the ECB's Euro and the Dollar too. Else holding £ rates too elevated, for too long, may trigger inflation to undershoot (as UK consumers could be motivated to go on buying and travel spending sprees with their strong £'s).

DYOR - All IMO

"if Capita can show the same £260m Operating Profit by 2027 as Serco, then it's cap should be roughly the same?"

LOL - there is as near to zero odds of CPI netting £260m profit for 2027 as such odds could possibly get...

CPI's 2024 FY revenues were £2.4bn, and were falling (they still are and the TU backs this up too)... versus Serco which conversely is £4bn plus, and growing.

Not to mention Serco has greater value assets, whereas CPI had the valuation of its assets reduced in the last FY 24 (driven by sell offs presumably as the business is selling parts off meaning it has fewer assets to its name with each subsequent sale).

CPI was profitable in FY24 solely because of the sale of Capita One - without it then it would have booked an annual loss, again! Dont forget for this upcoming 2025 FY CPI won't have income from Capita One anymore.

So it's delusional to be saying CPI has a possibility of generating £260mil operating profit in 2027. Ain't gonna happen.

All IMO - DYOR

HHH81 - Lovely theory and all but a US investor is far more likely right now to put their monies into US Treasuries - as they can currently net a decent rate of return for very little risk indeed. Whereas converting their dollars to buy foreign stocks would incur both currency exchange costs, trading fees (stamp duty for UK stocks) and not to mention their weak dollars will buy them fewer shares too... All ways you cut the metrics means the odds are stacked against USA investors buying big into foreign stocks but hey the proof might be found in USA dollar outflows currency data for someone who knows where to check out your theory?

Capitalizer - well that's just plain and utter nonsense - there' no rule anywhere that says Schroeders has to do well from this...

"Richard Staverly was right when he said that there will come a time when everyone will want to be a Capita shareholder ...maybe that time is NOW"

Richard Staverly sounds like they need their checked out... in a facility 🙄 - LOL

I happen to think there is a takeover bid coming... and IMO the best time for a buyer to strike is immediately after the H1 results because there's such high probability of poor performance that it's quite frankly as near to a certainty as things do get...

Bid price may end up being around £4.25-£5.25 (28.3p-35p in old monies) IMO because that'd make the market cap around ~480-600mil - which for a company losing money MoM, YoY would be about right... given there would be a few more years yet of losses before the winning bidder could turn the ship around.

IMO I cannot fathom there isn't a bidder currently accumulating here. The recent TU was poor, doesn't explain the rising SP.

DYOR - All IMO

"Plus a weak dollar and investors finally looking outside US equity will help too!"

Why would USA citizens, with their now weakened Dollars, spend them buying an utterly rubbish stock like CPI - a business losing revenue YoY and shrinking in size plus being exposed to ~3% CPI inflation atop of that (further amplifying the pain yet more!)

Completely delusional IMO - DYOR

191 to 317 - The same in old money as a move from 12.7p to 21p...

It's a day trading share for sure here and whilst speculation is helping to hold the SP up... when those H1 results land a big reality check is going to occur.

IMO - DYOR

Bubbles59 - Never fear, there's the H1 report to emerge yet... where revenues will be ~5% down, spending on cost cutting higher than anticipated, perhaps further debts taken out to aid cashflow and some further asset sales announced to keep the wheels turning too!

Plenty of time for 'your bubble to be burst' yet!

All IMO - DYOR

Maybe the shorters are content to pay the divi?!

"We know he's a loser gaslighter who's consistently called this wrong"

Except that's not true, is it?!

I said the FY2024 revenues would land in around about £2.4bn and that's precisely what they did! lol

Uplifted from 1.2p last year

Ever smaller business, with ever shrinking YoY revenues plus spending lots on cost cutting and AI adventures... Surely one of the large vultures will mount a bid for the carcass of CPI here, and that may well explain the SP rise because the trading update was poor and therefore seems highly unlikely it's the reason for the SP making a rise over recent days.

IMO - DYOR

Until around noon on Friday CPI was dipping (intra-day).

That same day Serco was treading water, until noon on friday when it began dipping.

Can't help but notice.... take a look at Serco stock price over last month...

Spot Serco SP drop ~5-8p from Fri 20th through Mon 23rd and Tue 24th today....

Meanwhile... over those very same days CPI has simultaneously risen.

Could this be a Serco takeover being mounted?

Must stress I'm simply observing the SP movements for both those businesses, and I have no stake whatsoever in either business - I'm just a regular PI and I've never worked for either of the businesses and nor do I have any connections to anyone who does work for them.

IMO - DYOR