Member Info for TrojanHorse

It’s very odd, in June we had a pretty good trading update, since then the company has confirmed the disposals and won new contracts, now the broker upgrades but still the daily price has fallen. What’s the craic?

30 suppliers, but did that £1.2bn contract get added yesterday? https://bidstats.uk/tenders/?q=capita#756219903-756088839-56

Keep it up Know0, good to have you on the board! Like your positive stance.

Yeah as I said RWC built up an 18% share from 11% between March and December 2020. They averaged down and reduced some exposure it’s a pretty standard trading strategy.

The large build up by institutional holders and employee benefit schemes + director buys over the past 12 months says it all.

It’s also good to see the Axelos and EES sales go through, so far they are in line with expectations and following a strategy to clean up their balance sheet. It’s a good hold.

Don’t listen to the few on here who must be unemployed because they write a response every minute, every forum has them. Maybe they should get a job and earn money that way?

Yeah as I said RWC built up an 18% share from 11% between March and December 2020. They averaged down and reduced some exposure it’s a pretty standard trading strategy.

The large build up by institutional holders and employee benefit schemes + director buys over the past 12 months says it all.

It’s also good to see the Axelos and EES sales go through, so far they are in line with expectations and following a strategy to clean up their balance sheet. It’s a good hold.

Don’t listen to the few on here who must be unemployed because they write a response every minute, every forum has them. Maybe they should get a job and earn money that way?

Then there’s Schroeder’s, 49M added in December 2020, 4M February 2021…

So for anyone trying to make something out of nothing, bog off! You talk to much. You should also ask why the Capita Employee Benefit trust added 13M shares in April. Can’t be that bad can it.

RWC increased their holding massively between March 2020 and Dec 2020, prior to March they held 11%.

Blah blah blah https://www.thisismoney.co.uk/money/markets/article-9788967/Pandemic-predators-threat-200-UK-firms-say-City-analysts.html

Quote ‘Within this, it highlighted 65 'top picks' which it described as 'low-hanging fruit' for predators.

The hit list includes Persimmon, Dixons Carphone, Kingfisher, Sainsbury's, Capita, Bloomsbury, ITV, Vodafone and Halfords. ‘

It’s 34p, bottom feeding territory. I agree with this article https://www.thisismoney.co.uk/money/markets/article-9788967/Pandemic-predators-threat-200-UK-firms-say-City-analysts.html

Quote ‘Within this, it highlighted 65 'top picks' which it described as 'low-hanging fruit' for predators.

The hit list includes Persimmon, Dixons Carphone, Kingfisher, Sainsbury's, Capita, Bloomsbury, ITV, Vodafone and Halfords. ‘

Buy high, sell low, go home. Looks overdone, market reaction to COVID cases, been here before.

Fascinating watching level 2 trading of blue prism, every so often a 28,000 share sell order appears spoofing the market and the price fall 5p a go.

A better link without a paywall to the Royal Mail contact before someone thinks they get paid £47bn for it https://www.pensionsage.com/pa/Govt-cites-governance-as-driver-behind-Capita-administration-improvement.php

Also think this story partly led to the fall today (that and the general market). When you look at the details Capita is at the end of the Royal Mail deal which they get paid a poxy £3.9m a year for…they have to look at higher margin contracts, these small ones are not worth the hassle. https://www.ipe.com/capita-wins-admin-contract-for-47bn-royal-mail-scheme/10021269.article

On the other hand I keep seeing general contract wins increasing https://bidstats.uk/tenders/?q=capita definitely worth holding

https://www.capita.com/news/capita-signs-contract-with-virgin-money

http://www.publicnow.com/view/72E06BC6A8BDE338622977F40EB983007CAEADBE

98 out of 100 customers would disagree.

They seem to be employing at the moment, a large number of job applications have appeared online. I wonder why?

We’ve been here before, it’s fallen below £8 a few times in the past few years, this time the company has over £120m cash, £170m annual revenue, over £310m outstanding contractual performance obligations, 2000+ customers (many of which blue chip), a decent cloud offering, one of the best software packages with better security than others, a growing market with much more awareness regarding RPA type software, two+ US rivals who have had millions invested in them but are still not far ahead. I don’t like the dodgy broker ratings, the negative articles written to time with with good results and respectable growth on larger numbers, there’s more to these, too easy to push the price around, too easy to dump, too easy toPump. For now I watch the daily falls and see opportunity.

Suspicious.