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I guess you have to also read previous announcements too

That’s the most recent reduction only

Could get more press attention imo

Bidding war should be interesting backdrop over the next few weeks

AM - I don’t think that there is a direct link between US market and Capita - I’ve said that many times

But - being massively undervalued with a looming bidding war - that’s rocket fuel

Think rising US market and bidding war all coming together- great !

Could be a big premium gets paid imo

Not true the adjusted profits rose significantly

Highlights just how undervalued this is

Love a good bidding war

II bought 33 million shares not so long ago

They obviously did their research

Yes AM - everyone eyes a lower price- you for example here

Buy eyeing a lower price and getting a lower price not the same

Bidding wars don’t generally result in lower prices

Strap in - this is going to get very interesting imo

Gla

Private equity firms are circling the payment services business put up for sale by Capita, one of the Government's biggest contractors.

Capita's Pay360 arm has been put on the block as part of a programme to offload non-core operations.

The sale has been under way for several weeks and is understood to be in its second round.

The asking price is north of 200million, which is close to half of Capita's stock market valuation of 433million, sources said.

Sale of over £200m likely to result in sp rerate imo

No AM we are focusing the company and bringing debt to or close to zero in the process

Cineworld said. Its net debt stood at $8.9 billion at end-December, up some $600 million from 2020.17 Mar 2022

See - not at all comparable

Our debt is dropping

No Cine and Capita’s debt management/ progress is very different

The Experience division is seeing progress with its win rate on new business, now at 48% from 26%.

Experience division now growing

AM the difference between yourself and many others that are invested/ investing here is you fret over half a penny falls

We on the other hand are very comfortable with the progress being made and can see the following in the future:

Large sp gains - ultimately to over £1

Dividends restart- whether that’s next year or the year after doesn’t matter to be as, again, it’s a significant long term revenue purchased cheaply

Share BUY backs - again propelling share price growth

So while I like to see the sp moving up - I know nothing moves in a straight line, I’m confident of our future course

I see this as a great opportunity- especially at these low prices

Gla

Already fed up of the sunshine AM ?

No matter how much you write- Capita’s hugely undervalued and is due a major rerate imo

Whether that happens next week or next month- I don’t care

Atb

Well definitely enjoy the sunshine

Atb