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No Fear , I must admit to being puzzled that you would sell whatever holding you had having spent apparently hours putting together various things. Your choice ofcourse
Obviously if you revert to de-ramping again , I will be putting you firmly on ignore for good. Not that you would mind a jot, Im sure. What gets my goat is those who talk a game one way , only to switch to precisely the opposite as if the former "talk" had never taken place.
I will make this promise. If I get the opportunity to make some money and get out of here I will mention it on this board, wish everyone luck and never de-ramp. Only time I would ever be on here is if I'm invested
Quite right Savage re the conversion OR smaller offices allowing homeworking/hotdesking etc. Capita will almost certainly have a dilaps liability there unless they can assign the lease (unlikely)
Back into the 13s I see which is disappointing. When are we going to get a break?
Quite right Savage re the conversion of smaller offices allowing homeworking/hotdesking etc. Capita will almost certainly have a dilaps liability there unless they can assign the lease (unlikely)
Back into the 13s I see which is disappointing. When are we going to get a break?
Https://www.irishnews.com/news/business/beacon-house-capitas-belfast-headquarters-on-the-market-for-46m-S7CALJZPCNEPFCQY2E6T4B6DWE/
Thought this might be of interest . Surely these types of leases will become a thing of the past. Fit out, dilapidations , rates as well as rents
Savage-Capita has long term contracts . Labour wont be breaking those without substantial penalty.The services have to be provided. Who's going to do it? Unqualified perhaps more highly paid public sector workers?
Personally I see Capita as a recessionary hedge and Labour will just borrow more, exacerbating things. They wont cut . If anything they will ramp it up.
However, I do think Capita would be wise to diversify from the UK public sector an I do hope this is part of the strategy
Not where Im sitting -property is holding up very well. If they cut interest rates, that will put wind in the sails of the property industry
If, I as I believe, there will be a very large debt/currency crisis at some point you are going to see terrible deflation probably wiping out Covid and war related inflation. At that point, banks will aggressively cut interest rates and the new cycle will begin.
@GoCPI-I think its relevant to talk about the macro on a CPI share board . I agree with your last paragraph but would argue that US hegemony is now being challenged and countries are seeking to ween themselves off the dollar precisely because it continues to lose value specifically against gold (See BRICS and what they are doing)
Savage that's not deflation...what you mean is that the rate of inflation increases has slowed. The cost of things is not going down. There is no deflation.
I would argue that the decreases in the rate of inflation are misrepresentative in any event. The ultimate inflation hedge, gold , is soaring. That's despite it being non income producing (when you can get 5 percent in a bank) and having storage costs. Central banks are buying hand over fist
Savage-inflation is soaring. You keep on believing the figures / the methods of calculating those figures. Prices are going up. My wife paid £22 for 3 croissants and 3 drinks in London a couple of days ago. Nothing fancy either
Savage Keyboard America is in a whole heap of trouble. I would imagine the true inflation rate is far higher than they are letting on. They are adding 1 trillion of debt every 90 days and thats with a supposed 3.5% unemployment rate. Now you would have thought that close to nil employment would crate enough tax rate to ensure such debt would not have to be created. How they have kept it going I dont know but Bidenomics is a total S.Show and the US is on the brink. Watch for more regional bank failures . Im reasonably well diversified in a number of asset classes