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So as already highlighted Money Week have picked Capita as one of their TOP tips for 2024 - they believe we can multi bag from these ridiculously low prices - with the potential to more than triple

“If the company can earn a 5.5% margin on its revenue base and the company is more appropriately valued at 11x operating profit, then the shares could more than TREBLE from here.”

Guidance was that we are ON TRACK to DOUBLE margin to around that 5.5%

https://moneyweek.com/investments/top-stocks-for-the-new-year

So they consider we should be on track to reach a share price of around 70p

Imo

Well if that’s how you feel I guess stick with Harl, I mean I’m not seeing the attraction there at all - but Atb

Happy New Year everyone

Btw - i agree interest rates have no real impact here because we have inflation clauses that our contracts

So we are covered either way imo

Hi AM

I’ve read up on HARL - very unimpressed imo

Not surprised you may actually want in here at a lower price- that would be much more sensible imo

As per Hope1815 there are commentators that say Feb / March for earliest first rate cut. More consensus around May - but will the BoE want to cut early to get on the front foot for once - who knows

I think CPI will do well regardless of when rate cuts come - I was just commenting on another post

Imo this clearly has the potential to multi bag which is a good enough reason to BUY on its own

But BUYing at current prices also locks in the long term potential for good dividends at a very low current outlay

So win / win

Imo

“It is one of the biggest contractors for the Government, managing the payment of TV licenses and recruitment for the British army. It still generates revenues of close to £3 billion at a margin that has significant upside, following a sizable restructuring of the business over the years by outgoing chief executive Jonathan Lewis.”

He highlights that revenues are now growing again, adding “If the company can earn a 5.5% margin on its revenue base and the company is more appropriately valued at 11x operating profit, then the shares could more than TREBLE from here.”

What short term pain?

It’s up 14% over a month with plenty more to come imo

First rate cut expected Feb / March apparently

We are on the cusp of a big rerate

I believe

Wasn’t so long ago same people were posting we couldn’t break 17p

How that work out

Imo

New CEO taking over soon with great track record to take us forward

Signalling switch from turnaround to growth

Disposals complete

New revenues growing while renewals continue

Margin on track to grow and double

Collaboration with Microsoft in place

Agree imo 40p’s could return soon

Great opportunity imo

😂

If it’s not your cup of tea give it a miss imo

If you are just hoping for a cheaper BUY in good luck

We all understand the value here and potential for big rises

Big punt

Big lols 😂

Guess some are desperate to get in

Shame they keep missing rises whilst hoping for fractions of pennies drop

When we’re back in the 30p’s they’ll be kicking themselves for missing out on current ridiculously cheap prices

Imo

Happy Christmas everyone

Looking forward to the New Year

We’re onto a good thing here imo

I believe we will all double our money from here and beat all those US stocks

But will take a few months at least imo

Only half empty 😂

Yes and when we are back in the 30p’s we will hear how the doomsters were actually loading up all along through out the 20p’s