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New PM to deal with energy costs head on:

“The dislocation in energy prices is now such that it makes sense for the Government to step in and protect people and firms by fixing wholesale energy prices,” Mr Lyons writes. “This takes the pressure off.

“It will also allow the Government to focus on guaranteeing future supply. It is a simple measure and it can be executed in a way that keeps the cost to the Government down.

Well let’s see which matters more

Gas prices

New UK PM

Bidding war

Fomo - who wants to be out when we have a transformational sale being fought over

Maybe so, but this soon bounces again. That’s why long term investors can take a relaxed approach and infact BUY into any dips quite quickly

Germany, until recently, bought more than half of its gas from Russia. Yet, Europe's largest economy is currently ahead of schedule in its race to fill underground gas storage facilities in order to have enough fuel to keep homes warm during the colder months.

Analysts told CNBC that Germany has been able to rapidly fill its gas stocks in recent weeks because of several factors. These include strong supply from Norway, the Netherlands and other countries, falling demand amid soaring energy prices, businesses switching from gas to other types of fuel, and the government providing more than 15 billion euros ($15.06 billion) in credit lines to replenish storage facilities.

Well the good news is Germany, the most affected by the gas cut, are at around 90% full in terms of gas storage

This will just speed up alternative energy sources imo

You had no strategy…

Maybe that explains why sp generally does the opposite of your predictions??

No strategy, no research, no rewards imo

The thing about Capita and outsourcing is that it’s a sector that does well when companies want to cut costs- we also have a fair amount of protection against inflation

All that makes Capita very attractive at these low prices

And in the background we also have an ongoing bidding war

So how come, after you posted negative views 422 times and the sp multi bagged, did you stop posting there and disappear ? Clearly your strategy there failed.

AM - no short position in Cine - you posted there 422 times - the sp multi bagged and you disappeared presumably suffering heavy losses

Here you posted that the sp would drop from 20p all the way upto 30p

Glad you’re back as shares prices tend to do the exact opposite of your predictions

I guess some people never learn

Bidding war should keep things very interesting here imo

I see AM hasn’t posted on Cine today- position there burnt ??

With ongoing bidding war here I guess he could soon be toasted here too !

* he posted negatives at cine at sub 2p and it multi bagged

That short must be really hurting imo

Thank god AM is back - he posted negatives at sun 2p at cine and it multi bagged

Here he posted negatives as it rose from 20p to 30p - so we need him back to breakout back over 30p

Gla

Moving up nicely

"He insists things have moved on and is mystified why Capita is still compared with the likes of Serco and Mitie rather than a rival to Deloitte Digital, Accenture and Infosys. "

Yes we’re moving into their arena

They have p/e’s of over 20

Ours is currently 2

Do the maths

Imo

Huh ?

Yes Serco had the head start

But catch up is way more fun from these levels

Bit of a down day across the markets as a whole today

But not to worry

Because we actually have an ongoing bidding war up our sleeve

Gla

Our CEO predicted a sp of over 97p in the next 12 months or so

He said shareholders patience should now be rewarded

So, for me, they see the sale of Pay360 as an opportunity to turbo charge all the opportunities ahead

Serco and ourselves were the same sp more or less in Dec 19 / Jan 20 - around £1.20

They are now £1.80 (ish) because they have already had the benefits of share BUY backs and dividends

So there’s a big gap to fill there for us now to catch back up imo

Because it’s been added to other parts of the company to be sold this year it should turbo charge debt clearance- which in turn could speed up dividends and share BUY back options imo