Member Info for sharehead

If a few on here sell at 30p as stated I doubt it will impact the SP as if it’s in a rising trend based on positive news there will likely also be BUYERS

IMO

I’m sorry GoCPI (and btw I like your posts)

But…..

Kipper posted earlier:

“No matter tho as we Vultures have thick skins, and i can't even begin to tell you what our stomach's can digest.

Keep it coming bro......lol

16's incoming imv”

Sounds more like something straight from the AM handbook imo rather than pragmatic

Just my personal opinion I guess

Kipper in one post you say you’re a hungry vulture and in the next a frail OAP - I think you need to get your story straight imo

It’s good to know senior management bought in here no so long back- gives a lot of confidence that results will be decent imo

Kippers sounds like he’s a very nervous investor imo

Would you top up at these levels- of course I would it’s a gift imo why wouldn’t you ?

So Kipper talks of fields as to why at 17p he would not BUY, but he would BUY at 16p and sell when it hits 25/26p which to be clear means he expects a rise here of over 50%

Then Trenners makes a post and Kipster is already questioning his strategy- I mean really ?

I mean I expect a rise here of over 100% and won’t be selling as long as progress is being made but that’s just me

So Kippers fascinating farm story below apparently is really important at 17p but not at all important at his advertised 16p BUY price presumably- very weird

Imo

From Pre-closing trading update to 30th Nov 2023:

Increased contract wins and execution of significant cost reduction programme

Summary:

Positive operational performance across both divisions; adjusted revenue GROWTH of 2.1% in 11 months to 30 November 2023.

Contracts won with a Total Contract Value (TCV) of £2.89bn, increase of 47% from 2022; significant improvement in win rate for new contracts and expansions to 70%.

Execution of efficiency savings with planned overhead cost reductions of £60m on an annualised basis from Q1 2024.

Underpins target of more than doubling Group operating margin from 2.9% and delivering sustainable positive free cash flow over medium term.

Completion of Travel disposal, exchange of Fera with completion expected in early 2024 bringing to a close the Portfolio Division disposal programme.

Reduced future pension fund contributions under the recently agreed 2023 Triennial review; actuarial pension surplus as at end March 2023: £51m.

So we know that Capita has shown signs of improvement from where it was, there are green shoots. We reported revenue growth, plans for doubling margins , and are working on positive free cash flow. Dividends could be back in a couple of years or sooner.

We also know that Capita has contracts which have recurring revenues over the long-term, which provide stability and recurring revenue for years to come.

The company's restructuring and transformation efforts should lead to further improvements and we know AI and our collaboration with Microsoft are all focused on driving value and performance as well as delivering improved customer experience.

A significant portion of Capita's revenue comes from government contracts, which offer stability and predictability and is a difficult area to break into

The Share price does not imo reflect these factors currently so if you believe these changes will make progress then this could be a great opportunity

Imo

Some examples of contracts:

Large contracts:

• £239 million contract: Capita was selected to administer the Civil Service Pension Scheme for the Cabinet Office starting in September 2025. This is a 10-year deal.

• £50 million contract: Capita won a contract with the City of London Police to deliver customer contact and victim engagement services for their new fraud reporting service. This is a 5-year contract with an option for a 2-year extension.

• €40 million contract (maximum): Capita signed a contract with Ireland's National Transport Authority to provide customer contact and information services for public transport users across the country. This is a 10-year contract.

Contract extensions:

• £20 million extension: Capita secured a 3-year extension with Westminster City Council to deliver council tax, revenues and benefits, and business rates customer management services.

Other previous Key wins also include renewals with Virgin Media O2 and the Recruiting Partnering Project alongside the British Army

We’ve also seen previous customers returning

From Dec:

Contracts won with a Total Contract Value (TCV) of £2.89bn, increase of 47% from 2022; significant improvement in win rate for new contracts and expansions to 70%.

Hi Airforce- welcome to the board

Sharehead is Heatseek from another site

Lols 😂

The paranoia!

Just for completeness also not true - I only post here

Notice asking for help

Everyone please don’t BUY any shares and preferably sell so Kipper can stop having to come up with negatives to hit his recorded 16p BUY target

Thanks for supporting him / her

Attack anyone with a differant point of view

I just repeated back what you said previously

Maybe that makes you think it makes you look disingenuous so you’re a bit sensitive to that ?

It’s not partially correct- I just repeated what you wrote before

Sorry I missed that you posted your hoped for BUY in price was 16p

Kipper - you previously posted that your trying to get to a BUY in price to then BUY in sufficient quantities to reduce your average from 29p to 26p

Presumably you expected to get back to at least 26p (you did because you said you would sell at 26p - although that seems a strange strategy imo at least)

As such all your posts today are somewhat disingenuous imo

Seeing your 16p entry turning to dust must be frustrating

Maybe you would agree tho, that this is now an investment decision based on Adolfo Hernandez.

Not really, no

Already did

Atb