Member Info for sharehead

Think rising US market and bidding war all coming together- great !

Could be a big premium gets paid imo

Not true the adjusted profits rose significantly

Highlights just how undervalued this is

Love a good bidding war

II bought 33 million shares not so long ago

They obviously did their research

Yes AM - everyone eyes a lower price- you for example here

Buy eyeing a lower price and getting a lower price not the same

Bidding wars don’t generally result in lower prices

Strap in - this is going to get very interesting imo

Gla

Private equity firms are circling the payment services business put up for sale by Capita, one of the Government's biggest contractors.

Capita's Pay360 arm has been put on the block as part of a programme to offload non-core operations.

The sale has been under way for several weeks and is understood to be in its second round.

The asking price is north of 200million, which is close to half of Capita's stock market valuation of 433million, sources said.

Sale of over £200m likely to result in sp rerate imo

No AM we are focusing the company and bringing debt to or close to zero in the process

Cineworld said. Its net debt stood at $8.9 billion at end-December, up some $600 million from 2020.17 Mar 2022

See - not at all comparable

Our debt is dropping

No Cine and Capita’s debt management/ progress is very different

The Experience division is seeing progress with its win rate on new business, now at 48% from 26%.

Experience division now growing

AM the difference between yourself and many others that are invested/ investing here is you fret over half a penny falls

We on the other hand are very comfortable with the progress being made and can see the following in the future:

Large sp gains - ultimately to over £1

Dividends restart- whether that’s next year or the year after doesn’t matter to be as, again, it’s a significant long term revenue purchased cheaply

Share BUY backs - again propelling share price growth

So while I like to see the sp moving up - I know nothing moves in a straight line, I’m confident of our future course

I see this as a great opportunity- especially at these low prices

Gla

Already fed up of the sunshine AM ?

No matter how much you write- Capita’s hugely undervalued and is due a major rerate imo

Whether that happens next week or next month- I don’t care

Atb

Well definitely enjoy the sunshine

Atb

Like as right as you were right that Friday would finish below 25p - that kind of right

As for my BUYs, average etc - you have no idea because I don’t tell you

Unlike you who allegedly opened a short at 24p saying it would drop as it rose to 30p - feel sorry for anyone who listened to you back then

Give us a break ?

Seriously- is that coming from you

Mr Spam

And adds nothing here imo

Digital and technology

Our digital and technology strategy is a significant driver of future revenue and margin opportunities.

Both divisions currently have strong capabilities to support delivery for their clients, as evidenced in their rankings by TechMarketView and ISG. However we remain on a journey in which we are transitioning from traditional Business Process Outsourcing (BPO) contracts, where services are mainly delivered by agents supported by technology, to Business Process Services and Digital Transformation, where services and processes are much more heavily delivered and supported by technology.

The market for digital transformation is both bigger and growing at up to three times the overall market rate.

Our win rates remain good, at 83% overall, up from 76% last year, demonstrating strong competitive positioning in the market. Win rates on renewals have increased slightly from the year end and are now at 95% for the first half, with Experience at 99%. Our win rates on growth on account and new business have decreased slightly, mainly because of the impact of the Royal Navy Training contract. The Experience division is seeing progress with its win rate on new business, now at 48% from 26%.