Member Info for sharehead

Https://uk.investing.com/news/company-news/chinas-germanium-export-ban-may-benefit-rockfire-resources-93CH-3819856

Once the gas revenues start to roll in we also have the cherry that we offset tax against past losses

It’s all good imo

When GGP announced its asset was world class it rose from below these levels to over 40p - not instantly of course- patience was required

Without the 100,000’s BUYs it would have ended flat ?

But there were BUYs because this is at bargain prices imo so of course people want in now before it heads back into the 20p’s and beyond

I’m agreeing with Crusty - Rojo told us it would drop all the way from 0.6p to 2p - yes there’s been a pull back but there’s so much news due that for me that’s temporary and in the current market this is the best opportunity around imo

@Trenners - yes I agree Capita’s job is to improve profits & they did that on reduced revenues. So they did well imo.

Nice to see strong clear and positive messages

…..the company has made strides in improving its adjusted operating margin from 3.1% to 4.5% and has a positive outlook with continued efforts in efficiency and strategic focus on growth sectors.

Now that we have debt very much under control, transparent multi year revenues with increased margins, a clear strategic vision for integrating AI as well as cost reductions, the current valuation is imo primed for a massive re-rate.

Agreed Kevin the win rate has reduced due to Capita being more selective in its bids picking higher margin opportunities hence the significant increase in margin from 3.1% to over 4%

4% margin on circa £1 billion revenues with contracts that run over many years and high renewal rates is a great place to be imo

I believe this will double or triple and this is backed up by current disposal valuations such as Capita One imo

Massive opportunity at such ridiculously low share price IMHO

I guess timing is everything

Those who sold out on initial Rolls Royce rise were later kicking themselves at missing the BIG gains

Imo

Seems AM still pleased with his £50 profit yesterday

Shame he will be BUYing them back in the 20ps soon enough

Or just watching in envy

Imo

Should never have dropped below 30p let alone below 20p

Whole market capitalisation £260m and we sell one bit for over £200m

Anyone who thinks this won’t double or triple from such undervaluation is crazy imho

But they seem happy with fraction of pennies

Ride the wave up imo

Thinking Opportunity below 20p here is a closing window

Really shines a spotlight on how massively undervalued CPI is and what a BARGAIN of an opportunity current value is

You can try your nickel and dime or jump in a ride the wave to a more realistic valuation which imo is well in excess of 30p

This should help a wider audience realise the huge opportunity imo

So AH sees this as an opportunity to realise funds that allows him to progress his vision for Capita rather than sticking with what we have. Bit like a football manager raising funds for the new players he’s identified (given current Euro’s theme)

Gla

The Disposal will realise material value for Capita's shareholders and the net cash proceeds will provide the Group with additional cash resources to strengthen its financial position and further reduce indebtedness, as well as funding for its transformation journey.

AM has the same view, whether it’s rising or falling doesn’t matter either way. He was on the wrong side of the trades from 22p to 44p but never seemed bothered by that at the time.

I think we are on a similar trajectory now and imo fully expect to be back in the 20p’s sooner or later

Atb

I mean fraction of a penny retrace & then what? I’d much rather ride the new wave up imo

Back above 16p

Lot of headroom here imo