Member Info for sharehead

AM, I can see that you’re getting a bid giddy

Obviously I prefer the sp to go up, but the drop is a wider market issue than a Capita issue

There’s loads of factors that will send this soaring higher imo, and as I’m here forever and as such will reap all those rewards- then I’m not going to get to excited about daily movements

Soon be back up again imo

AM they actually reduced their short from 0.54 to 0.51

* 27.52

Same difference

You weren’t close at all

It was 27.60 when you predicted under 27

It ended 27.54, so barely below the 27.60 we were at at the time of your prediction

AMs predictions are notoriously bad !!

It is true actually

Anyway you said you’d sold out and moved on ?

Guess you mean you sold out and watching closely for BUY back in ?

Or you just missing Capita already

It’s worth noting that Mities p/e even after today’s drop is 30.73 v our p/e of circa 2

So the room for growth to catch up to the likes of Mitie as we go debt free and start share BUY backs and dividends is HUGE imo

Hi NoFear

Yes it was only a week or so ago AM acknowledged the real progress that Capita’s making and also delivering on what they promised- even ahead of schedule

But as we know he thinks he’s a master trader - even though he / she / they called the sp to drop all the time it rose from 20p to 30p

So I guess no one here really listens to them any more as he just doesn’t call this right

Great opportunity here for both growth and future dividend revenues imo

And let’s not forget our inflation clauses!

Rear Admiral Phil Hally seems very excited about working with Capita for next 11 or 12 years

Debt free or near debt free next year

Long term recurring and visible revenues

Growing revenues and margins

IIs adding recently

Dividends and Share BUY backs potential in next 12 to 18 months

P/e of circa 2 - reflects past failure- does not reflect turnaround building momentum

CEO predicted sp over 96p in next 12 to 18 months

Re-entry to FTSE 250 would see trackers become forced BUYers

Lots of sp growth opportunities imo

So big contracts running with the Navy, Army, and many other parts of MoD

Capita is the lead of the £1 billion consortium- yes they have others to help deliver as part of their bid but Capita are the recognised lead delivery partner

Rear Admiral Phil Hally, Director People and Training and Naval Secretary, said: “Today marks a landmark day for Navy training. Capita’s consortium will ensure that we are able to fulfil our ambition of transforming the way we train our people, unlocking more opportunities for them to fulfil their potential while increasing availability for operations; getting better trained people to the frontline, faster.”

Our news however is going debt free, rising revenues and profits imo

It’s the perception that a benefit has come to an end with traders looking for an opportunity there to trade their news imo

As I said - they announced completion of their share BUY back today

We should now play catch up with them as our share BUY back is yet to commence

Our powder is dry

This is hugely undervalued, we have £1 billion pound contracts such as the navy contract spanning the next 12 years, disposals are going great and ahead of programme- debt free or close to next year

We are yet to commence share BUY backs and dividends

Hence excitement as we now start to play sp catch up with Serco and Mitie

Mitie announced completion of their share BUY back programme- we are yet to start ours - again another growth driver here to catch up to Mitie and Serco on share price

So the navy contract infact provides very visible forward revenues until (at least) 2033

Well I’m only responding to your points is all - that infact we have numerous and large MoD contracts that run for many years to come and were renewed or won this year and last year

So Capita have had major contracts from across the whole MoD over the last year - the largest being the £1billion navy contract