Member Info for sharehead

Hi “here’s a link with possible negatives”

Big Lols 😂

At least AM is straight forward with his thoughts, he keeps it simple

Imo

We got hacked - yes. But the information was retrieved. And let’s face it we weren’t the first and we won’t be the last. Since then we have secured contracts upto half a billion. And lessons have been learnt.

AM we already on in place contracts that span upwards to 10 years that we can make more efficient. Can we bid future contracts even more efficiently, maybe.

But you need a lot more than just efficiencies to win them. Cost is only part of what you can to demonstrate. You need to show track record- and that’s the moat we have imo

And seriously managing costs in all ways, headcount, pay, AI efficiencies is exactly what successful companies undertake and understand. That’s how you grow margins. That’s what puts you on a solid footing.

If you are serious about cost cutting you have to make decisions in line with that strategy- a second 10% increase is a lot- something in between is not an unreasonable compromise I believe. It shows cost control is now being implemented and properly managed.

Best not to rise to taunts imo

Let Capita do it’s thing

And most of us will be happy about that

Imo

On target to double margins

Revenues growing

Imo

Back in the 20p’s soon imo

I believe the facts are that Capita is in a strong position for growth

- disposals complete and funds received were in excess of targets

- debt massively reduced

- pension top up payments complete this year

- winning new multi million multi year contracts with new and returning clients

- good track record of rolling over existing contracts

- new CEO with a big focus on AI and making Capita more digital and efficient

- collaboration agreement with Microsoft

- dividends back on the radar

- revenue growing

- prediction of rerate to circa 70p

It’s no wonder to me that those not currently invested are desperate to get in - hence spending so much of their time and effort here

Imo

Onwards and upwards

Imo

AM not on saying he called this correctly??

Did he get it completely wrong??

Could that be possible??

I think we will be back in the 20p to 30p range soon enough imo

I guess the expression BUY the dip is recognition of the fact that share prices don’t move in a straight line, but dips are just that, temporary retraces on the rerate up.

We’ve had fund managers predicting potential share price multi bags

Even the recent broker note identified big potential beyond their expected short term fair value target of 23p

Take advantage of opportunities as they arise imo

Gla

Sale completed today and more funds landed. No more disposals planned. We are in a strong position now imo as debt massively reduced with a plan to move to a more digitally integrated company and we have an agreement with Microsoft to take this forward

It’s no surprise that people are desperate to load up while trying to talk down the company before the next share price leg up kicks in

Looks good to me

Gla

Nice to see sale completed and more funds landing

Good to see he’s already fixed on really bringing AI forward with our technology partners - our collaboration with Microsoft will reap big benefits imo

Graph 😂

Is that the graph you use for all the past predictions that don’t materialise?

Or maybe they don’t see our collaboration with Microsoft as significant

Because Microsoft don’t have a successful track record… ?

Agreed. They must have RR in the back and their minds and the massive rerate after the change at the top.

Risk / Reward

Imo

* have to decide