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Agree horsey 👌😎 - off to a cracking start this morning already! 🌄

Will those shorting double down on their bets or will they bailout and buy the stock to close?

AdamWoodman- "I’m not selling any Capita shares until they go over £6-£7"

Results day is gonna be super interesting... and we shall see just how your quote there ages 😅

Revenues down, costs up... and yet they'll claim the so called turnaround is working -with their projections for healthy margins, greater efficiencies & strong profitability soon to come 🤔💭

IMO - DYOR

SSPG is going to be a winning horse 🏇 IMO - I'm backing it all the way FTW! 😎☀️🏆

India IPO this summer ⛱️ + buybacks in Autumn 🍂

DYOR - All IMO

Whilst market cap currently sitting around £1.3bn, therefore Macy technically correct, I certainly dont expect it to remain at this low level. SSPG is absolutely booming and although in recent results there were some extra IT expenses it's the case those costs and the debts are sufficiently covered by incoming revenues which continue to grow (thanks for the investment/growth strategy by the board). So £1.3bn will soon be looking far too low.

I see shorters are not getting there way today. Short have increased but is clearly looking as though buyers are happy to be doing long and laying down the strong challenging the shorters.

Will the shorters soon find they've made an error of judgement? 🤷

Personally, I don't want to see SSPG become targeted for a takeover bid but... I do agree with you horsey one that if SP remains this low then it'll be rather prone to a takeover bid being made because the business IMO is worth far more than current market cap figure, as it has strong forward growth prospects! Potential bidders may be very tempted to pursue snaffling SSPG into their realm.

Question is... if a takeover bid were to happen who do you reckon might bid for SSPG?

I'm content with how SSPG is being run though so I'd like current owners to continue with their strategy, the board has made wise choices to pursue growth aggressively - inflation has eaten away lots of the debts SSPG took out to drive it's growth and now the revenues are pouring into the coffers to easily service those debts. All SSPG has to do is stay the distance and the bounty will be there for LTH's to enjoy via combo of buybacks & SP rising as SSPG turns into the healthy profits phase.

IMO SSPG will likely become a £10bn annual revenue business within 4-7yrs. Future prospects for holders here are really great, esp for those getting in at current current SP rates - hence why I've gone fairly large on this stock.

DYOR

Agrree Horsey 👌 - Shorters like Macy & GLG getting a little concerned? 🤷

According to that RNS Barclays appear to have some of that stock on CFD's...

Trisor - The world's second biggest economy slipping into deflation matters for the healthy of the global economy.

Trisor - When the world's second biggest economy has it's fourth month of deflation then that's pretty indicative of a potential for trouble with the global macro-economy. CPI is sitting rather vulnerable IMO - it's not selling enough, it's revenues are shrinking fast, it's costs are excessive and the only thing propping up this stock is asset fire sales...

AH spouts dreams of AI coming to CPI's rescue but his strategy of chasing high margins is the incorrect approach for the time - AH is alienating customers through high pricing, when focus should be on bagging sales, with a plan to deliver the won contract at better value through efficiency improvements over time. Sales are being lost to the superior competition out there.

It's clear as day in the company financial results if you actually care to read them without rose tinted glasses!

DYOR - All IMO

China deflation 4th MoM figures...

Nothing compared to CPI, which has had 9yrs of shrinking revenues!

Nice one Roostersmillions - I imagine there will be ample opportunity to re-buy VOD, once it's dropped back into 60p's over weeks ahead (that's if you find you want to be a holder again?)

"Capita is changing at a amazing speed."

100% agree with you there! Revenues for 2024 are lower than they've ever been since 2015 when they hit £4.674 billion... FY2024 was £2.42 bn and what's more is that it's highly likely to still be falling because the sales department is failing to do the one thing it exists to do which is to sell!

AH has succeeded in selling off parts of the business to keep the wheels turning, and has managed to spend lots of cash on cuts too ✂️ - he's also spending heavily on AI and has managed to lose some big contract renewals like the Army recruitment contract with the MOD.

AH and the board have undertaken a stock consolidation recently to help with keeping the wheels turning for a bit longer.

I only wonder when the next asset sell off is set to be announced?! 🤷

Investors today own more shares of a smaller business, with smaller revenues too.

Check the CPI financials if you doubt any of the above.

All IMO - DYOR

Enjoy the bounce of the SP whilst it lasts... I still view VOD as likely to slip back into the 60p's in due course.

IMO - DYOR

Macy - true about some funds simultaneously being long and short hold on a stock. Canada pension do this a lot with their VOD + BT holdings.

Oh I'm not worried about SSPG whatsoever, holding and accumulating when I'm able. I have a pot of cash on standby for another purchase and fairly soon I'll be able to add to that cash pot (if I've not already spent it on more SSPG by that point of course)... so all is good here from my POV 👌😎☀️

£10 a share! LOL 🤣🤣🤣🤣 - someone's clearly been hitting the 🍺's early this week!

CPI is a cesspit... sales department barely doing any selling (see FY2024 results). Many loss making parts of the business. Asset sales then only thing propping up results meaning with each passing year investors own more stock of a smaller business. Revenues shrank significantly at the last results. Meanwhile AH peddles fantasy narrative of AI being CPI's saviour, yet CPI is spending much cash on cuts ✂️ & staff no doubt demoralised via meagre pay deals.

All IMO - DYOR

Avocet123 - SqueezyJet are struggling IMO... they've let their costs rise up excessively as they didn't consider ticket pricing could soften and I think they presumed demand would remain insatiable too. However, what's happening is the EU+UK economies are spluttering and consumers becoming considerably more price conscious, even beginning to show signs of delaying holidays/travel as balking at the over inflated ticket prices. Squeezy also hasn't been sufficiently rewarding LTH's either so I still remain of the view there will be a significant SP drop. Many holders starting to lose patience with EZJ and who can blame them... watching on while other investors make healthy returns for holding many other stocks except for Squeezy!

As for your comments - you never contribute any tangible analysis, just throwaway flippant nonsense. How deep under are you avocet123?

"Share buybacks for public companies are subject to the 10/12 limit, which means that a company can buy back up to 10% of its outstanding voting shares within any 12-month period."

The only explanation I can offer here is maybe VOD, having had buybacks operating for a prolonged period, might be fast approaching their 12-month period limit. It's my best guess, if anyone else has another theory please share.

Gwm121 - IMO there's a very very long list which will outperform VOD in the short term as VOD in my view is absolutely headed back into the ~60p's - not saying it will go right down to 60p flat... just that it will drop back into the 60-69p zone.

DYOR

Either they know something which we do not... or they're completely and utterly bluffing to prey on those LTH's lacking confidence to stay in for the longer haul.

Question is will GLG keep on cranking up their gamble? 🤷

Agree with you horsey one. Next week it'll be super interesting to see if prior to ECB rate cut tomorrow; whether GLG stay the distance on their shorts or not...

I reckon they'll smell the coffee, and close up their positions! As EU May data wasn't terrible. Yup, it locks in a cut tomorrow IMO but that rate cut tomorrow should then help inflation meet the target 2% rate, with only one further cut being needed by ECB a few months down the line from here. A nice soft landing for EU I reckon, with a decent return to growth in Q3-Q4, and an end to the cutting cycle for EU thereafter. If there should be a third cut (which I now think much less likely) then possibly not until Feb-March 2026.

SSPG poised to have a roaring summer season, India IPO mid-summer - Share Buybacks in Autumn, and should be seeing it's EU facing side of the business returning to being buoyant within the 2025 Year-End results. Honestly cannot see how a scenario could unfold here where this stock is worth anything less than approx.. ~£1.56p absolute floor price from here on in.

There should now be a long steady climb upwards to ~£2.25p-£2.50p

DYOR - All IMO