Member Info for Savage_KeyboardR

Thanks Hexam for essentially confirming what I had already been saying for many weeks, and which I reiterated on the publication of these latest results 👍

Musk appears to be threatening to pull the plug on Starlink use in Ukraine...

Poland, which pays for the service for Ukraine, has come out saying they'll find another provider if this happens.

VOD has a competitor product to Starlink; could VOD suddenly find itself being a recipient of big scale.financial backing to ramp up the tech & deployment?

Sunbeam1 - no bounce to £7+ IMO.

I think it'll continue bopping in the 570-590p range spending short periods a little below 570p and also above £6 but no substantial rally for the next few months ahead.

DYOR - All IMO

More stock market mayhem for Monday it is then!

Fleccy as much as we disagree on politics and BT's current situation - I don't doubt that you did buy up that stock you've stated to have purchased 👍

Avocet 0 - 1 Savage 👍

The Company has today cancelled 861,183,896 of its ordinary shares of US$0.20 20/21 ("Shares") previously held in Treasury.

Now there are still lots held in Treasury (see the RNS) but that's surely re-assuring to those buying VOD stock 👍

VOD doing very nicely indeed today folks📈

Meanwhile CPI 😳

Fair play fleccy

Has VOD's satellite calling tech announcement gone & grabbed the attention of some big USA investors I wonder? What else could explain such a sudden upward leap here?

Making more here with VOD though, than I would have done had I held onto BT ;-)

avocet is nowhere to be seen though - kept telling me VOD would only go down or at best sideways 🤣

AH could also lose a lot of coin should Capita fail to deliver on those turnaround dreams

Trisor - think what you wish... I won't stoop to your level of hurling insults and spouting conspiracy theories.

I deal in opinions backed up with evidence from quality sources, which I share in my posts. Others can make their own minds up from their own research 👌

Serco commencing the process of building a stake towards eventually mounting a takeover?

Wild speculation BTW - I've no evidence.

Https://simplywall.st/stocks/gb/commercial-services/lse-cpi/capita-shares

New info added to Simply Wall St about CPI risks.

Now there's often factors Simply Wall St don't quite assess correctly - Prior to today they basically had CPI down as having no major risks (which obvs I completely disagreed with) - However, they appear to now acknowledge those risks with today's update it seems.

All IMO - DYOR

Fair play those are hefty purchases. However, few appear to be following whomever has done those big buys...

There's no demand for CPI stock for several reasons IMO:

1. Forward forecast is for flat 2025 revenues and with the macroeconomic situation & turbulence that forecast is rather ambitious. Particularly because the recent results were only in profit due to Capita One sale. Without that sale the figs would have been terrible.

2. There's still much more cost cutting yet required to be undertaken, CPI have been clear about that. Meaning more FCF spend yet will be put towards those efforts, CPI has to spend money in order to save money.

3. No divi - with inflation elevated for LTH's CPI is not going to payout any reliable income in the meantime. Pension funds in particular like divi paying stocks, as do PI's seeking out diversity in portfolios to net annual income.

4. CPI needs to keep spending on AI investments but... it's lacking FCF headroom.

5. It looks likely AH will seek to embark on more asset fire sales, the latest results did signal this to be the case. Any investor doing their homework will see this and know they risk buying into a shrinking company, one which has already undergone significant shrinkage. The trend still has not yet stabilised to a level plateau yet, that can be seen in the financial figs when looking at the % changes for the various CPI divisions.

Recovery, if it can be pulled off here by AH is still a long long way off IMO - DYOR.

TerryM1 - I've not once told you what to do - that's pure and simple misinformation.

What I did do was post on PNN that in my view the SP would continue to fall steadily, as many rump shares are being unloaded and as many LTH's trim their substantial holdings following the RI.

You said the SP falling was improbably because of the Divi - I cannot help that you don't like that I've so far been proven to be correct.

JG68 - You and some others have consistently hurled abuse towards me - I never rise & stoop to those low levels because I can only assume that it's emotional & irrational behaviour because the investments you've made are not working out how you might have hoped.

Look, I'm not to blame for your investment errors - I've simply pointed out facts-based upon the finances which CPI have published and about the wider macroeconomic situation too. I get that you do not like what I have said and the evidence I have shared but... today the SP languishes at 13.54p - I predicted it would struggle and the prediction I made has endured.

Danielh - the most bizarre thing about your rant on mobile phones... is there's good odds you're posting on here via your phone!

Avocet123 - It may be down for you but... It's up for me lad 😎