Member Info for sharehead

Have a nice day AM

This confirmation that all is good and going as planned means the recovery in share price will continue

We don’t need fireworks to get to 60p plus - we just needed to know everything was as expected

You sound rattled AM - for someone allegedly short - I’d be worried too

This tells us everything is on track- it’s all good, going as expected

That’s all we wanted to hear

So all the reasons that Peel believe this will hit 48p and Barclay’s believe this will hit 65p remain fully in play

Totally undervalued here - and with recovery bedded in we should push to the 48 to 65p range imo

So as I read this:

Everything is on track - excellent

Forward guidance remains the same - no wobbles

Recovery bedded in and continues as expected - growth continues

All good

This year we have completed the disposal of four businesses: Secure Solutions and Services, AMT Sybex, Specialty Insurance, and Trustmarque. As a result, we have received total proceeds of over £750m from previously announced disposals, exceeding our £700m target, six months EARLIER than originally announced.

We expect the revenue growth in the first half of 2022 of up to 1%.

With a solid platform of secured revenue, a strong pipeline of contract opportunities and markets driven by demand for cost-effective digital solutions, we remain confident of delivering revenue growth in 2022.

As outlined during the 2021 full-year results, we expect profits in 2022 to be significantly weighted to the second half, with a reduced EBITDA margin reflecting the full-year impact of prior-year contract losses, structural decline in our closed book Life & Pensions business, and operational changes in the Army Recruitment contract.

We remain on track to deliver positive free cash flow in 2022.

We continue to expect a MATERIAL REDUCTION in net debt by the end of the year.

FAB

As noted at the full-year results, we continue to expect further strong progress in the second half of the year in revenue, profit and cash flow generation.

Excellent forward guidance

Well all your predictions so far either were very short lived or didn’t materialise

Let’s not forget that there was a tree shake from 25p to 23p less than a week ago - with hysterical posts on here that it would take forever to get back over 25p and yet LESS than a week later, those that ignored all the hysterical noise are sat at 28p

You sound kinda desperate- you say you started your make believe short at 25p - so yes let’s see - but as I said the big BUYers BUY in to every drop - so I’m not passing my shares to someone who actually understands their true value

But AM you’ve been saying the same thing for months and yet, despite some down days, which are quickly bought into, the UPTREND continues

AM - if you had bought sub 22p you would already be up nearly 30% and, imo, this is only the start of our journey up

Our friend- who will remain nameless for this hypothetical review is not (imo) shorting anything.

Say for arguments sake someone had been here saying this will drop since sub 22p - there are a number of reasons, hypothetically, that could be due to:

1) they are trying to load up on a monthly budget- so they doesn’t want the sp to run away

2) they are trying to hold the sp back for big buyers- I would say this option is unlikely due to lack of success

3) they desperately want a cheaper BUY in

4) they’re just bored

I don’t know- none make sense to me when being invested will, imo, provide much better returns

It sometimes drops for a day and then gets massively bought into and bounces right back the next day

That’s because there are Big BUYers who mop up all the sells VERY quickly.

On the last tree shake it not in only recovered fast but then quickly rose

That’s why this is an investment and not a quick gamble

AM - we keep having this conversation. The reason I invest here is because it’s a totally undervalued stock in an unloved sector and is near all time lows.

The US market is still massively overvalued and frankly until it’s dropped another 20% I won’t touch it. Also it’s hugely sensitive to inflation.

On the other hand we have already heard from Serco and Mitie that what was an unloved sector- outsourcing- is now growing strongly.

We are where we are partly because we dropped out of the ftse 250 and all the IIs that track it became forced sellers

That’s why fair value is currently set by Hunt and Barclay’s between 48p and 65p despite the fact we were well over £1 in Jan 2020

That’s why an II recently bought circa 30 million shares here

We have clauses that allow us to pass on inflation

That’s why I’m invested here and NOT in US companies

Atb

Targets from here:

Peel Hunt - BUY rating - 48p fair value target

Barclay’s - OVERWEIGHT rating - 65p fair value target

Sharehead - £2 target- lols - full disclosure- my target is circa 2 - 3 years from now

To add to that AM you have been telling everyone here since sub 22p that this will go down - yet it keeps on rising- yes there have been down days along the way BUT the UPTREND has continued nevertheless

Just wanted to say, iv managed to get a good short price and am pretty happy with it... defo got my clearence level.

AM - you don’t have any clearance level- your (make believe imo) short is under water

Previously to this you posted how you had made a few hundred pounds here and there - so clearly your not gambling much each time

Exciting times ahead here imo

Could open above 30p tomorrow imo

Is that code for underwater and trying to average down AM ?