Member Info for sharehead

Agreed

Imo

Anything below 30p is low hanging fruit imo

We’ve heard so many time’s wishful thinking about peeps hoping for lower entry’s that rarely materialise

Imo, just BUY and hold

30p, 40p plus sp are all achievable

That’s 50 to 100 % rises from here

Imo

30p is a 50% rise and imo should be easily achievable

I think 30p will come faster than expected

After the year end results this quickly rise from circa 28p to 44p

It’s been said before but the BOD and families all bought because as far as they can see the next few years look transformative imo

They know more than us

There are simply too many on here who underestimate how quickly this can return back to fair value (40p to 50p imo)

We heard we won’t see 18p for years, we won’t see 20p - yada yada yada

These posters were most likely loading up as they made these comments

The truth is this is massively undervalued and the sp can and does move quickly

Could see 30p’s soon

Imo

Any sells are getting mopped up

Traders then must decide if they can afford to stay on the sidelines and risk missing a 50% plus rise back into the 30p’s

There is simply no justification left for us to be in the 20p’s anymore imo

I can see this heading back above 30p quite quickly

All the reasons for the drop from 40 / 50p s are falling away imo

This is clearly a company that is growing revenues, retaining and winning customers, has a moat, has massively reduced debt and has a plan going forward to manage costs via AI & reduced headcount

It’s got a rocket under neath it now I believe

Atb

Great progress here imo

Big contract wins, high renewal rates, multi year revenues, cost cutting

Partnerships such as with Microsoft

New CEO

BOD BUYs

Schroder BUYs

Screaming BUY still

Imo

Nice we are back in the 20’s again

However so much headroom here as good news continues to land

Still massively undervalued imo

In Jan 2020 before the pandemic hit, this was £1.60 a share

Today, imo, we are in a much stronger position- debt reduced substantially, pension deficit closed, winning big multi year contracts, customers returning

At 19p I’m seeing a LOT of headroom for share price growth

And reinstatement of dividends

So exciting moving forward

I think

* and when

I agree with comments on here that Capita has a moat- you can’t argue with over 750 contract renewals & companies like Scottish Power that left & as when that contract then came up for renewal came straight back to us imo

This is a fantastic opportunity for both growth and future dividends imo

Gla

Hi NoFear

For me Capita is going from strength to strength and imo, that is not remotely factored into the sp, yet.

When this went from 28p to circa 43p after results this year the share price skipped through the 30p’s

Ok, the hack was used to tear the sp down to where we are now, which in itself created an amazing opportunity imo

This could easily take off again- we should still (at least) be in the 40p’s I believe

Atb

This went from 28p to circa 43p after results last year

The hack, which may get dropped, or in any event is insured allowed this to get dropped to this ridiculous level

But as confidence from all this progress leads the narrative why should we not be back in the 40p’s imo

Broker ratings range from 28/29p to over 50p

Gla

It was last year

It was an example of a customer that was a customer of Capita between 2005 and 2016, left, but has now returned on a new 5 year contract

Presume it’s likely that the grass was not greener elsewhere

As well as new big contracts, high renewal rates, Capita has also seen clients that had left returning when they did not get the same standards of service they received from Capita

An example is Scottish Power was previously a customer that left and has now returned

Capita last year told us it has secured a five-year agreement to deliver front-line customer support services for ScottishPower customers across the UK.

The customer management contract, worth up to £63m over five years, includes broad customer experience support services for Prepayment, Homemover, SME and Direct Debit standard meter customers.

Capita agents will use Assisted Customer Conversations technology, an AI-driven innovation to drive efficiencies etc

The contract is a further example that reflects Capita’s focus on securing significant work with new clients, building on high levels of client retention and success in growing the scope of work with existing clients.

I guess this and other new contracts, on top of high renewals show that we can attract new clients and win big contracts and, importantly, when we win them, the vast majority of customers renew and extend those contracts with us - thus growing revenues

Driving AI growth opportunities…

combining Microsoft's cloud and AI services with Capita's operational customer and delivery know-how. This includes the use of generative AI to support agents in summarising disparate customer information at a significantly faster pace.

The integration of automation and Generative AI-driven processes will increase productivity and efficiency. Clients can expect faster service delivery turnaround times, improved accuracy, and a smoother end-to-end experience for them and their customers.

Microsoft’s AI capabilities for businesses are globally recognised for their sophistication and success rate at boosting client and customer service, a key goal for Capita as it increases its investment in digital innovation and the application of AI technology in its client propositions.