Member Info for schlemiel

Https://x.com/nimblephatty/status/1811172809827058065

Video interview

CPI is proper turnaround stock and I for one find that fascinating. Can it turn itself around? I believe it can but it needs higher margin contracts and maybe less reliance on state contracts but now they have the cash in the bank to mould the company from a position of strength rather than defensively which is where CPI was some months back

It's not a sell, it's the UT when the buy and sell orders from the order book are matched off

Feck me, look at the UT! 1.165m at .2055p and then a late print of 305k at .2055p...high of the day..healthy

Not sure mate, I wonder if it's Staveley at Rockwood?

Evidently there's heavy bidding by someone, pity I no longer have L2..

it's bid, bid and more bid

I had 2m shares in GGP at 1.75p and sold at around 4p or thereabouts. It went to 40p+.......suffice to say I seriously considered Hari Kari

She's buzzin' now

Tickled 20p

I've 'bottomed drawer'd mine though I had 250k but derisked some...SEE's somewhat of a sick puppy at present, we await any news that can turn around sentiment and fortune

Nm

How long have JAY been drilling and working Dundas? It must be years ffs and still they're faffing around with Dundas. Sell the fecking licence fgs rather than diluting the capital base of the company...

Michael Walters has been ramping JAY for decades...taking Walter's advice would have cost you a king's ransom

there's value here but it needs realising

At June’s Capital Markets Day event Capita CEO Adolfo Hernandez outlined how the businesses remaining standalone software assets were to be “managed for value” (see *UKHotViewsExtra* Capita’s big new plan). We now know what that means for the biggest of these software businesses with this morning’s announcement that Capita One, the Local Government software suite (covering revs & bens, housing and education) is to be sold to Orchard Information Systems, a subsidiary of MRI Software, in a deal that values Capita One at £200m on a cash-free, debt-free basis. Ohio, headquartered, MRI Software already operates in some of Capita One’s markets, notably housing, having acquired Orchard Information Systems and Castleton Technology back in 2020. In 2023 Capita One generated revenue and EBITDA of £55m and c.£21m respectively.

Initial thoughts are that the deal looks good for both parties, Capita has agreed a good price (£200m represents a c.10x multiple on 2023 EBITDA of c.£21m) for a software business that whilst profitable, needed significant levels of investment to remain competitive long term. MRI/Orchard have acquired a business that is profitable with strong market shares, and that significantly expands their presence in UK Local Government. Should significant investment follow, Local Government and Housing association clients should also benefit.

Offloading Capita One is not a surprise and will free up proceeds for Capita’s latest and much needed transformation programme, as Hernandez looks to drag the BPS provider fully into digital service delivery. The Disposal is expected to complete towards the end of August, subject to the approval of Capita's shareholders and regulators.

https://www.techmarketview.com/ukhotviews/archive/2024/07/09/capita-one-sold-to-mri-for-200m

Https://podcasts.apple.com/us/podcast/chuck-yates-needs-a-job/id1536448009?i=1000661739294

Join us on the Chuck Yates Needs A Job Podcast as we dive deep into the fascinating journey of Stephanie Berlin, the Chief Executive Officer of Energy Club Northern Territory. Discover how Stephanie navigated her path to becoming a leader in the energy sector, the unique dynamics of the Northern Territory’s energy landscape, and the exciting projects shaping the future of energy in the region.

Stephanie Berlin didn't start the Energy Club NT but has been a member since its inception in 2015. With a background in the energy sector and a knack for leadership, Stephanie was tapped to lead the organization, driving its mission to connect and support the energy community across the Northern Territory.

From the vast potential of the Beetaloo Basin to the strategic importance of natural gas as a transitional fuel, this episode sheds light on the critical developments and opportunities within the Northern Territory's energy sector. Stephanie also touches on the historical significance of Darwin, the region's unique geopolitical role, and the vital work Energy Club NT does in fostering industry collaboration.

Stephanie Berlin is the CEO of Energy Club Northern Territory. With deep roots in the energy sector, she has played a pivotal role in connecting industry players, driving innovation, and supporting sustainable energy projects across the Northern Territory. Her leadership and vision continue to shape the future of energy in one of Australia's most dynamic regions.

00:00 - Intro00:52 - Energy Club Northern Territory Overview04:36 - Understanding the Northern Territory05:42 - Northern Territory Energy Industry06:50 - Bombing of Darwin & Strategic Oil Reserve10:51 - LNG in Northern Territory12:20 - Beetaloo Basin Exploration18:00 - Fracking Ban Impact22:55 - Event Preparation Insights23:41 - Chuck Pre-Show25:35 - Chuck Introduction27:10 - Chuck Keynote Speech35:30 - Chuck’s Audience Engagement39:40 - Tim’s Introduction40:38 - Chuck’s Final Thoughts

Find us here👇🏼https://digitalwildcatters.com/https://www.instagram.com/digitalwildcatters/https://twitter.com/DWildcattershttps://www.tiktok.com/@digitalwildcattershttps://www.facebook.com/digitalwildcatte

I reckon the new CEO is going to take this company in a slightly different direction, a rejigging as it were. I reckon he has plans though what they are I have no idea, It should be fun

'Capita'

The only slight uncertainty is scum Labour and their attitude to Capital itself and outsourcing in general. Will they embrace it even further or reduce? Hopefully the former

Are we seeing a move of funds into this speculative sector?

That's a £64k buy. that's not pocket change, someone knows something

What does it say mate?