Member Info for sharehead

Interesting thought on dividends here - AEX are clearly holding for the BIG imminent payday- they raised funds so they can sit back and wait for gas production- so then the money rolls in - so it could very well be that they milk this for all it’s worth and pay dividends- because they will also benefit/ receive the dividends- nice big recurring pay day for their forward thinking maybe

But what the markets REALLY REALLY LOVE is visible recurring revenues- and we’ve got that in spades

Sorry, and just to add - that’s why an II recently bought circa 33 million shares - because they actually understand that fact.

It’s back to basics.

In times of market turbulence- visible recurring revenues are EVERYTHING.

Imo of course :)

Thanks No Fear

Btw AM - I know we don’t see eye to eye - but fyi - I like that you post here - atb

But what the markets REALLY REALLY LOVE is visible recurring revenues- and we’ve got that in spades

Well it finished up - that’s just a fact

I wouldn’t let him bother you. The Nasdaq ended up and the S&P 500 and Dow slightly down. But it’s nothing to do with investing here. No one takes much notice. AM just wants back in here - why else would he post here so much when he said himself he’s not invested.

He knows he’s on a ticking clock because contract wins keep coming in and the Trading Update is upcoming so he has a short window to get his BUY in imo

I don’t know about anyone else but I’m looking forward to our trading update. I think Serco rose 10% on their trading update.

It’s not - but again- all the more reason to invest here

AM - yes I’m happy, because I’m invested here

Well it actually opened up imho :)

Horses for courses

The US market is driven by growth shares that use low interest rates to fund expansion whilst building market share, so inflation is a big concern for them.

Capita however working on long term contracts, that has in built inflation protection and actually benefits from other companies cost cutting as this fuels outsourcing- hence profit upgrades from Mitie and Serco.

Yes if markets drop, like today, we can get caught up in that sentiment, however imo that’s very short term. IIs are looking for companies that can flourish in this environment, which I believe includes Capita and are quickly hoovering up shares. They are happy to see any drops they can BUY into - hence recent circa 33 million BUY.

I guess it depends on your time frame. If like AM it’s half an hour then fine, if however it’s a little longer I feel the rewards here are huge

I certainly won’t be selling

Gla

Exactly- other than don’t have invest in over valued US shares and instead invest in undervalued value shares- well I would 100% agree with that

Or, even, just making it up maybe???

It’s not really that difficult to call since most US shares are down in pre trading

That’s why I wouldn’t currently touch US shares

In fact I would recommend being very selective

Like, you know, a sector actually issuing profit upgrades

The outsourcing sector

And tbh I think IIs agree that this is looking an increasingly safe bet - hence tree shakes whilst they fill more big BUY orders

That’s my thoughts

There’s a lot to be said for a sector that has clear visibility on revenues and inflation clauses in current times - profit upgrades rather than downgrades and already undervalued- imo

So for me Capita represents a safe pair of hands

IMHO

Yes agree, the general market is down, but I picked this because it’s a good hedge against inflation and recession etc etc from long term contracts of which 93% get rolled over, new contracts, inflation clauses, visible revenues. Gold nugget in these uncertain times imo.

We know Capita are winning contracts and the sector is strengthening. We know IIs are BUYing, we have trading updates coming. Everything else is just minor bumps in our upwards road imo. Gla.