Member Info for Trisor

Keyboard wrong. They can’t exercise all shares immediately. Over a 5 year period. They are sharing in the company’s future which they must believe in if they are willing to give up 22.7m now

Is this a possibility next year ?

Keyboard with all the potential pipeline and revenue opportunities with AI I expect more contract wins. Whatever shareholders are left with , if any sell offs, will be profitable imo

Personally I think that RL will exercise and with that Capita will be able to claim FCF . Expect further RNS’ this year. Just a hunch but this would tune with FCF by the end of the year .

RL are likely to exercise the option and why wouldn’t they. They can only exercise over a period of time as per the below and they get to share in Capita’s future which they obviously would believe in to not take the payment upfront

This option may be exercisable on or before the close of business on the fourth business day after the date of this announcement. If this option is exercised, the newly issued shares will be subject to customary lock-up arrangements during the migration period, which is expected to last five years.

Won not one . Sorry !

They will keep making savings, I’m sure and remember 6-8 profit for every contract one

The big one for me is the opportunity pipeline . The potential , specifically AI potential is massive . Mega bullish for the mid to long term here

Lovely message and I had a feeling they were waiting for something

Morning Marcus,

I hope you have seen we made two statements this morning – the resolution of the last remaining closed book Life & Pensions Contracts and a short trading update which guides for slightly lower revenue this year but reiterates all other guidance for cash flow, margins, debt etc and highlights a large increase in pipeline of contract opportunities .

The first release brings the last remaining legacy issue for Capita to a close. Sorry not to be able to pre-announce the date for the trading update but we felt best to give an update to the market at the same time as Closed book L&P and there is always uncertainty re timing until a deal is signed.

Any questions please don’t hesitate to contact Steph or I if you have any questions.

Regards

Helen”

A sell off and then a surge past the 400s by end of the year

The potential pipeline is immense

As public is the big part of the business this will hold together the revenue .

They now have a clear run . Something in this for everyone but even with a fair wind Capita is nearly there

In the second half of 2025, we've seen a significant increase in the Group's unweighted contract pipeline, with total contract opportunities across all divisions now valued at £16.5bn, up 41% from the half year. This represents the highest level the Group's unweighted pipeline has been for several years. Of this, £3.5bn relates to opportunities which have a strong technology component.

In the second half of 2025, we've seen a significant increase in the Group's unweighted contract pipeline, with total contract opportunities across all divisions now valued at £16.5bn, up 41% from the half year. This represents the highest level the Group's unweighted pipeline has been for several years. Of this, £3.5bn relates to opportunities which have a strong technology component.

Delivered our targeted £250m of annualised cost savings, enhancing cost competitiveness across the organisation, enabled and supported by our AI investment and strategy

This marks the completion of a key element of our 'manage for value' strategy, eliminating a significant future annual cash outflow from the Group and enabling us to focus fully on areas where we can deliver sustainable value."

Evergreens done , trading update as expected , FCF released . These are tremendous achievements leading to a free run in 2026 and beyond . Let’s see how market reacts but the opportunities here are now enormous

What the hell is going on?

There will be no victory laps from me here . TU could set us back here and then we’ll have these chancers in a frenzy on here. I hoped for 4.50 by the end of the year

They’ll come at the most inappropriate time for your bosses…

Please let it be so

Not a shorter , not invested, no interest, lost out on a 100 percent profit opportunity here

He is still here though …. Talking to about 10 investors who frequent these boards regularly 🤪🤪🤪

It really does depend on the TU though Trenners . When will it come Aim? Will it be early? Will it be late?

Aim if you’d invested at 1.90 and stayed invested til now can you imagine how wealthy you’d be. Keyboard too.

Hope to get more of these into my isa next year .