Member Info for Savage_KeyboardR

Skid35 - I'm no Trump fan, far from it... I despise his politics. However, I think he's played an absolute blinder with the blockade of Iranian ports.

It'll devastate their economy & other than defending their millitary assets USA can just sit it out till Iranian politicians descend into battling it out among themselves. Classic divide & conquer tactics IMO. Far more effective than bombing Iran could achieve!

So personally I think the blockade is precisely the tactic needed, to force Iran to strike a deal. Iran can't function with 90% of income switched off overnight, that kind of magnitude impact would collapse any sitting Government out there in.

So I view the recent shift positively and I think a peace deal will now landing fairly rapidly. Once done global oil supply should resume fairly quickly with oil back towards $60 a barrel by early-mid autumn.

As for the buybacks here with GBG, a good way to return value for LTH's IMV - supportive for SP throughout this market turbulence and begins compensating LTH's for the falling SP over last few yrs. I think the buybacks will continue tbh as there should be income to continue funding them even with this global turbulence as GBG is doing pretty well with winning new business. The drop of the SP was due to wider software sell off, GBG fiscal performance has been decent throughout and I think it'll hold up just fine. Take care not to miss out on the rising SP for the foreseeable🚀! DYOR - IMO

"Capita is in a stronger position than it has been over the last 5 years+" said Culley01.

Sorry but there's literally zero evidence of that being true. The CPI revenues have plummeted, the business is today far smaller than in 2021, with 5% now being owned by RL (in a deal watering all other holders down) plus... debts have been rising too. Theres no Divi either so holders fully exposed to inflation as their investment locked up with zero reward for their loyalty...

To claim things are better today than 5yrs ago is frankly delusional. IMO - DYOR.

Valid points there Dartron - I suppose much depends on your appetite for risk tbh. For me, I see the refinancing move positively - as GBG has plenty of buffer to whether economic turbulence now. Also, in elevated inflation environment it can make very good business sense to take out credit or roll it over (inflation eats debts away) so long as the debts are manageable. Yes, too much debt can sink a firm for sure but... not enough can be equally as bad, locking in growth collapse as competitors sprint leaving the risk averse well behind. I think GBG has struck the right balance here. I was concerned when UK Gov began to go soft on ID's but... I'm now thinking there's insatiable demand for ID check services that Gov will have to uptake those services if it wants to operate more efficiently. It'll end up being a no brainer for overcoming bottlenecks in the system. I think the global software sell-off has now run its course (the reason GBG along with others has dropped these past many moons). Onwards & upwards IMV - DYOR.

CHELMOCHASER - Oh absolutely, approach could definitely be made here. Tbh.. if a bidder is out there contemplating they'd probably be best making their move right now... Once Iran situation calms right down, and 4 after months have passed by (oil back at ~$65-$70 a barrel - I think it will rapidly fall) then really this stock would probably require a £4-£4.50 price tag (tomorrow they could probably get away with offering £3-£3.25 a share and it'd be a done deal). DYOR - IMO

Nice, Nice! I've now bought up more shares than I was in for previously here. This stock was already looking cheap before the Iran crisis, at today's prices it's a steal. IMO I think peace will be struck between Iran & USA (even if Trump has to resume the military action for some days to apply sufficient pressure for a deal to be reached). £2.30p should be easily reached here. DYOR.

I've added - No logic for this drop. Shorters trying it on IMV.

OldAlarvian - you're spouting nonsense. For where is the evidence CPI can post £100m plus annual profits within 2-3yrs?... Do share!

The debts are growing, the size of the business is still shrinking... theres no evidence of any turnaround so far IMV. DYOR.

Back in the real world perhaps Canaccord now getting desperate? After all they called £8 before and got that completely wrong.. Calling £9 now and nothing has changed. Maybe they'd pinned their strategy on many following their rating and then turning the screw on those who followed them?

Many reasons to have confidence this USA + Iran deal will hold IMV - Mostly as Trump appearing to indicate there will be deep co-operation & support. He's stated: "The United States will work closely with Iran, which we have determined has gone through what will be a very productive Regime Change!" - Trump was clearly proven correct on the ceasefire & peace talks (which Iran at the time denied were taking place).

Given context of arrangements made with Venezuela... Well I see no obvious reason to doubt that whatever has been agreed here looks much more like a deal for growth. Presumably Trump bribed the new Iranian leaders and they've gone for it (whatever the language from their media propaganda outlets).

Personally, within just a few short months I reckon oil prices will easily be sub $70 - possibly even heading towards $55-$60 levels as some demand destruction has already taken place past few yrs. Potentially an economic boom on the way by 2026 Calendar Year End. DYOR - IMO.

Absolutely Carrington 😎 - Soon be seeing £2.20p here IMO - repairs to the damaged oil/gas infrastructure should be more rapid than it might currently appear. Once engineers get working on the repairs they tend to make progress pretty rapidly tbh. DYOR

Rspectfully disagree - lots of open shorts here atm. I cannot see them remaining open, and the selling was already well overdone here. Buybacks in operation too. Many decent reasons for a steady rise towards £2.30p IMV.

Should find shorts getting burnt fingers here tbh. £2.30p should easily be on the way here IMO - DYOR

After all... why would an investor want to buy into this declining CPI stock when there are many other far better performing businesses out there to invest into?!

IMV any rise of the SP today will be short lived 📉 - DYOR

CPI did promise 'normal service by June'...

It wouldn't be normal service for CPI if there were zero data breeches🤷‍♂️😂

iranian ambassador to ****stan says efforts to end war at 'critical' stage... looking promising tbh.

CPI is only worth ~£2.08p - IMO/DYOR

Trisor - You're spouting nonsense again. I've never given any financial advise, ever. As for your slur suggesting me, Aim and Macy are one person well that's another of your ridiculous conspiracy theories. I've already explained I don't short stocks. Whereas Aim regularly does (and from their posts appears to make rather good money through doing so).

I think by FY 2026 results CPI will be sub £2bn - By then I reckon it'll have again increased it's debt levels (& simultaneously shrunk its size). Cumulative inflation will have eroded the true worth for LTH's. Approx. Valuation £250mil max, and likely still no dividend (excuse of investing to grow or for more 'cost cutting' endeavours). Certainly is possible a bid rolls in, from a competitor seeking to incorporate CPI & undertake a rebrand, maybe?!

£1.66p-£2.45p a share if the number in circulation stays around the 120mil mark. IMO - DYOR.

Stupmy - Agree, the SP direction is looking increasingly like a binary stake. Those who might place their stake on a swift end to the crisis via a peaceful deal being done vs. those inclined to stake their wager on a prolonged conflict with shortages & $150+ crude prices...

Wild SP turbulence looking inevitable IMV - not a stock for the risk averse or with a weak stomach!

Well said Sunlit - "Selling a major part of your business for a £1 is not a good news story."

100% agree with you there 👏👍

Not new business then, just an extension... therein lies the problem. Low to no growth is getting locked in through the pursuit of renewals at higher margins. It's the wrong strategy as all that can be achieved is the locking in of decline. There doesnt appear to be any sales strategy to pursue growth here. IMO - DYOR