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There’s many of us that have sat on this for years because we believe this can get to the 5p to 10p + range

We know the gas is there, we know there’s lots of it, we know the demand for it is there

The rises so far are barely the start and the BIG rises many have patiently waited years for have, imo, barely started

Gla

Key word- “yet”

If you have say 100,000 shares and the spare cash instead of BUYing bolt on companies is funnelled into dividends- what might the return be in a few years? 10p ? 20p ? More ? Less ?

Be very interesting to find out imo

Last time the bubble of air was pressed this peaked at £8.15 in 2015 - I accept we are unlikely to hit those highs again because that time all the cash generated was used to BUY more companies to increase revenues, but the cash was generated

This time what to do with all that cash instead ??

Dividends? Share BUY backs ?

That’s the interesting question imo

I guess people who have been around the block know that moving services and debt from gov balance sheet is like pressing a bubble of air that just pops up elsewhere- the outsourcing sector imo

Well they are not short they increased their holdings

They probably won’t hold as long as say Schroders - maybe 100% profit and out ?

But by then as we head back to FTSE250 there will be plenty of IIs to take these off their hands imo

The gov want debt off their balance sheet….

But as you say it’s a bit smoke and mirrors with outsourcing suddenly picking up the slack

In the past this has resulted in strong growth for outsourcing sector

Clearly the entrepreneurial IIs and schroders amongst others recognise that

Exactly the more funds that see great value and load up the better !

So they have taken this opportunity to increase their stake here ?

Why did we not get an RNS ?

Positive finish today

Fundamentals here remain strong imo

Hi No Fear, I think currently the market is over reacting, which is not unusual, but that creates opportunities. Some companies will fall, but some will thrive. Given that outsourcing will most likely be a winner imo and that we have debt well under control, lots of long term contracts with very visible revenues and inflation clauses I’m not too worried here, infact it’s opened an opportunity I didn’t expect.

It’s easy to look back to pick winners and wish you’d held more- but it’s more difficult to look through the noise and understand what’s a BUYing opportunity

I think this had clearly shown it’s building success and I want in on that - I always intended to add more - I just expected it to be at higher prices

I guess if your window is short term it’s a bit scary- but if you have the confidence to look a bit further it’s a great opportunity

Atb

I expected to BUY more into rises - but equally I’m not looking a gift horse in the mouth ! None of the current turmoil imo is Capita related and I think it’s creating more opportunities for us

I increased my holdings here today and have a lot more in reserve- because we’ve seen where this is heading as markets calm as they always do and the new reality of more outsourcing kicks this higher still with more opportunities to go at - that’s my opinion

I’m not saying I do or don’t agree with that, but it’s predictable- and will open a lot more options here imo

So it would appear that the proposed solution to Gov spending is as I said a week or so ago is to shrink gov - which opens the door to more outsourcing- which is then off the govs books

Given the excellent progress being made by Capita this looks REALLY oversold imo

I just bought more anyway

Gla

Lols - you can’t say this BB lacks entertainment value imho ;)

Seems they are happy to tweak up and down over the space of a few weeks, which this website did not pick up on

AM as Phil said, on this site it shows the short reducing, however your link shows a reduction that this site doesn’t, they reduced again a few weeks later it seems, so fair enough- but they have had a short open all this time, which they have now marginally increased.

No AM they reduced from 0.54 to 0.51

Good try though

Smoke & mirrors eh