Member Info for Savage_KeyboardR

Macy - Look I understand. You appeared to think that I was giving you some advice, when in actual fact and as I had explained "IMO" then it was clearly an opinion which I was sharing. Additionally, this discussion board is for people to discuss opinions, hence why I never give advice... and anyone saying they're giving out advice on here should rightfully be challenged.

I know this may be difficult for you to get your head around. If it is Financial Advice you require then there are many financial advisors available out there, you will just need to commission one to give you such advice.

It really is quite simple.

Macy - If it's Financial advice you're seeking then you really need to commission yourself a Financial advisor.

As specified I have always stated IMO i.e. in my opinion. This means precisely what it says which is... 'In My Opinion' and this is of course subjective to my opinion from my point of view. I have never claimed anything else.

If you want advice then maybe you're best leaving this forum and paying for some advice?

Trisor - respectfully I disagree. I think AH and the board failed to grasp the depth of the problem with falling revenues and as such they just didn't cut deep enough and fast enough. To me it looks as though they were overly optimistic, and this aligns with their PR content too. What they should have done was made 20% slashing cuts, acknowledging the demand shortfall, as evidenced by plummeting figures for their sales dept.

Yes, AH and the board explained the narrative of 'leaner, smaller, more agile' but IMO this appears too much of an afterthought and much too tame in terms of actions/response by the board. It's classic reactive rather than proactive.

Yes, CPI have made some cost cutting efforts but... the business is shrinking faster than their current cutting trajectory IMO. CPI board are going to have to make some major interventions over the coming 6-months ahead to address this reality I think.

DYOR - All IMO

UnluckyInvestor9 - you're talking complete nonsense.

IMO changes everything because it is very clearly stating 'in my opinion'.

An opinion is not equitable to advice because opinions are completely subjective.

Only those suitably qualified to give their financial advice can do so in UK.

This is a discussion forum for discussing opinions, it is not a discussion forum for giving & receiving financial advice.

If you do not understand the above then that is your problem.

Culley01 - did you see the revenue decline for FY 2024 results? Not to mention the profits were propped up by sale of Capita One... CPI are still yet to prove through results that they can even slow the revenue declines, let alone book any genuine profits (profits not propped up by asset sales).

CPI will be fortunate if revenues remain above £2bn for 2025 Full Year IMO!

Macy & unluckyInvestor9: my opinion is 100% subjective to the information available which I have been able to look at to form a view. However, I am not ever claiming to be offering advice because I completely acknowledge that there's much information out there I will not be privvy too. If you require financial advice then of course there are many financial advisors out there who you can commission for the advice you might be seeking to read. I however, can only ever offer, on this discussion board, my opinion. There is of course a very big difference between opinion and advice.

Carrington - with today's USA vacancies showing early signs of job creation weakness, and with the USA GDP (early estimate) out tomorrow then you may have timed your sale rather well, perhaps 🤷

IMO - DYOR

Macy - that's clearly not advice there. I stated it's my opinion i.e. inviting others to challenge or counter if they've a different opinion and any evidence to back up their opinion.

NorrisCole - Well today, and so far, it seems CPI is indeed down on the calculated consolidation price for this stock. Early days mind...

UnluckyInvestor9 - you said "definitely don’t listen to his advise" - For the record, I do not ever offer advice. Everyone should do their own research. Look I like VOD, I think it's a decent business with a good investment case. However, for me at this moment I opted to book profits through making a sale - one which I've shared transparently. You appear to have a problem with that (maybe as you don't have any profits to show for your VOD investments? - Perhaps?)

There's lots of good opportunities on the FTSE at the minute - VOD is a good opportunity, if at the right price of course.

On your platform you'll likely need to search for and find the new CPI listing. It's because the new shares are GBP 1/31p - whereas the previous were GBP 1/15p

Gotnorolex - if them YoY revenues keep on falling then £1.45p is the next stop IMO - however, in the meantime the efforts by the board to dish out some sort of reward to LTH's will likely maintain or even perhaps cause the SP to drift a little higher yo £200p-£2.20p

"Share Premium at £1 billion? Where on earth did you get that figure?"

Tbh I am not surprised at this, CPI SP has fallen significantly from the price many investors have paid for their shares. Market Cap has been hovering around £220-£230million... I mentioned before I didn't think CPI was at risk of imminently going bust and that's because if everything were to be liquidated then I did think CPI would have sufficient funds to be on positive territory. However, there's no doubting that CPI is seeing YoY substantial drops in its revenue and so if that trend continues, as it has done so recently, then there will still be a point of critical danger which may occur down the line...

So IMO whilst board taking this action does go some way to aid this CPI stock SP, via rewarding those loyal holders (and presumably to help keep them invested) it nonetheless still remains the case there is risk for LTH's if the board and AH fail to deliver the tangible turnaround they've been promising.

All IMO - DYOR

12.74p closing SP, multiplied by 15x makes the price for the start of the opening auction call tomorrow morning to be 191.1p.

It's happening £1+ incoming tomorrow

Looks about right to me - Although, the precise SP will depend on the market closing auction call today and the morning one first thing tomorrow too.

Helpfully the RNS appears to offer some clarity as one of the special resolutions passed was: "To authorise market purchase of shares."

However, CPI has YoY falling revenues which for FY 2024 was significantly propped up by the asset fire sale of Capita One. If there's now to be cash handed to loyal LTH's, even whilst the business continues shrinking then surely this is bound to lead to a future fraught with danger?

IMO

On Point 2. Share Premium Account Reduction...

That memo reads somewhat vaguely there - massively lacks clarity around which approach the board will seek to take there... and so I cannot see how that will be helpful to the CPI SP until that becomes cleared up.

Ouchie - so that means if CPI closes today at 13.0p well then tomorrow the stock would open up at 195p (with some holders losing a small number of shares, for those instances where their number of shares in hand once consolidated does not provide a whole number).

CPI destined to hit £1+ per share tomorrow then!

LTI - Completely true about the lower prices being great for the buybacks in operation. 100% agree on that.

meshtrader - Sorry but with GErman growth just having been downgraded to 0% for the year, I think £1.60p SP for VOD in next 18 months is frankly pie in the sky nonsense IMO.