Member Info for sharehead

* Any talk of insolvency is JUST plain disingenuous

Any talk of insolvency is not plain disingenuous and complete nonsense imo and cannot be justified

Shore Capital recently gave their view….

It is apparent, with restructuring due to complete this year, that Capita is set to begin to deliver better results. Much is now behind the group, challenges remain, BUT SURVIVAL IS NOT IN DOUBT ," Speakman said.

Terry - we all know why it is where it is (although the sp is ridiculously low imo)

The question is are we in a position whereby the company is now moving forward?

I thought the below summed up things quite well

Shore Capital recently gave their view….

It is apparent, with restructuring due to complete this year, that Capita is set to begin to deliver better results. Much is now behind the group, challenges remain, but survival is not in doubt," Speakman said.

"Over the next year we expect to see free cash flow strengthen and profitability rise. Given survival and operating improvement, we can't justify a 20p share price and a 'hold' stance."

Shore Capital estimates 50% upside to the current share price to around 30p, though much "hangs on the visibility of free cash flow improvement". The broker expects a swing back to positive cash generation in 2025.

Gla

Well, it’s been quite the frenzy here. Amongst all the negative posts it’s easy to loose perspective imo

Shore Capital recently gave their view….

It is apparent, with restructuring due to complete this year, that Capita is set to begin to deliver better results. Much is now behind the group, challenges remain, but survival is not in doubt," Speakman said.

"Over the next year we expect to see free cash flow strengthen and profitability rise. Given survival and operating improvement, we can't justify a 20p share price and a 'hold' stance."

Shore Capital estimates 50% upside to the current share price to around 30p, though much "hangs on the visibility of free cash flow improvement". The broker expects a swing back to positive cash generation in 2025.

So they believe that this (manipulation imo) will be short lived and target 30p for starters over the next 12 months

BOD clearly agree and see sp increasing from here

As did Schroders

Anyways, as always make your own mind up - but I added today

Gla

I think it’s quite disingenuous to try and compare Capita from where it is now, with very little debt, to Carillion. But I guess what ever it takes to frighten a few investors is seen as fair game

I think IIs look beyond day to day price fluctuations- only traders getting stressed as how much to BUY and when imo

Ok, so we have some traders sensing the bottom and buying back in

Other nervous traders worrying that this could easily bounce and they miss their chance

Some thinking they can hang on a bit more and buy for a bit less

And long term holders sat a bit bemused at the whole thing as we’re not interested in day to day ups and downs

Atb

More sells hoovered up imo

Risk / Reward

No one has 20p as an aspiration- to think so seems quite odd.

20p is seen by many / most as a fairly easy short term target to break past and continue onwards to 30p’s 40p’s etc

I don’t think the BOD we’re BUYing half a million plus shares in the hope of a couple of pence rise

Hugely undervalued imo

Thanks NoFear

It’s soon going back to the 20’s imo

Been a choppy week for markets - we’ve held up well

18’s and above will soon be here imo

Visible multi year revenues

Hugely undervalued imo

I guess i look at the Risk / Reward through a longer filter

I see risk from 17p as 16p

I see the reward as 50% rise initially to mid 20’s

Followed by rise upto 50p and beyond

Plus dividends

That’s my thoughts

I think it’s worth noting that 25.5p is a 50% rise from these levels and that’s a very reasonable target imo

This should already be in the 30p’s if not the 40p’s I believe

I think some think just because it is currently sub 20p they have time to load up, I think this is so undervalued this could bounce back to at least mid 20p’s on some good news

Clearly Schroders and the BOD who have all been BUYing recently think on similar lines

Gla

I believe we’ve seen the bottom now. Low 16’s tested numerous times.

Gives confidence to load up at these levels imo

* contracts (not companies)

It’s good that you remind us all NoFear of all the multi billion multi year companies we have running

That’s after all what will release the real value here to us long term investors

If some want to gamble on fractions of pennies along the journey good luck I guess- it’s a risk not worth taking for me

This is primed for a big rise imo

But traders need to talk it down or the whole market down to get there fractions of a penny drops along the way

I guess that’s something we have to learn to live with

I’m more big picture rather than day to day

Gla

I guess this gives everyone what they want

Massive upside for long term investors like myself

Ups and downs along the way for traders

Atb

Gap fill to 25p….

Would be nice