Public sector contractors pass on national insurance increase to taxpayershttps://www.thetimes.com/article/9504e4ac-a6e3-4db8-980c-d78b79570354?shareToken=8fbdf6ccac949d97c9976b9b1d82f2e9Capita should be allowed to follow Mite |
@Wooster - Absolutely - these guys are walking away from some gold plated Amazon stock options to come and work at Capita.
They are being given a truckload of Capita shares to compensate them for what they've most at Amazon although some (CEO and CFO) have made some pretty significant investments too.
If Capita implodes then their stock here will be worthless and they will then all be taking a huge financial hit (over what the situation had been had they just stayed at Amazon).
They haven't come to Capita to fail as they are far too smart for that ...
Hence why I am so confident to repeat - follow their money! |
@Peter - we aren't talking about middle managers jumping ship from Amazon but senior managers who were already enjoying some significant Amazon stock options ... hence why Capita have had to reward them with (truckloads of Capita) stock.
The latest recruit - Sameer - only joined earlier this month and his remit is to productise these new AI tools and initiatives (and he's been given a truckload of shares in Capita too that vest as soon as April 2025).
The point I'm trying to make is that the strategy is moving in the right direction and it takes time to productise solutions and then create revenues and we are only part way through this process.
AH and his team have an impressive track record and this should not be so readily dismissed.
The changes and cost savings that AH has implemented in 10 months at the helm are hugely significant....
Just imagine the transformation that AH and his team would have delivered after 22 months ... which is the time frame I'm suggesting |
Trenners the tech was rolled out months ago in many instances and although popular hasn't translated to revenue. Scale will only be of use if you can grow market share and they still aren't winning much revenue generating work. Most of the competitors use AWS, Chatbots or similar so where is the differentiation? AWS was notorious for not rewarding mid level managers, they get a step up in pay as well as perks to come onboard. I am sure Alfonzo is dissatisfied by the still high costs and overall performance not meeting any of the financial models, just as JL was. Interestingly the most profitable sections of the business deal with data and client integrations and processes fairly much unchanged for a few years now. They may have a prettier front end and member engagement but the back end is still the same. |
For the sake of balance, those joining from amazon are being compensated for awards foregone |
 @Peter - it's not just that the directors are buying in, big time
It's not just that the directors are tech savvy (and JL wasn't)...
It's the fact they are coming in their drives from senior positions at, highly successful, Amazon - whilst foregoing large amounts of Amazon share options - to join Capita.
They haven't come here to fail - they've come to make themselves even wealthier than had they stayed at Amazon.
The strategy is absolutely spot on - creating products and partnerships with hyperscalers.
This is on the cusp of becoming a very successful, technology led, Business Process Outsourcers with a range of products and services underpinned by some of the most successful technology / hyperscaler businesses in the world.
This is light years away from the JL tenure and it's not going to take much, now, for the MMs to see the opportunity
I am confident we will see multiples from here in 2025 (which is why I have very heavily invested here).
AH is not a fool and neither is his management team ... You really SHOULD follow THEIR money! |
Also not one to follow the so called smart money. I recall a CFO spending 100k at 1.20 days before the first big crash. Lewis also bought in at double the current share price. Everyone who joined came tech savvy apart from Lewis but failed. Corrine lead the push back to Europe but the revenue has not materialised, because call volumes are not there, AI or no AI, it has made no difference. Expect further business sales if they can get a buyer, I expect defence training to be designated non core pretty soon. So debt reduction, losses, business sale, debt reduction and so on. |
Not one for the impatient.keep away if you are daytrader. |
Where are the profits - English
As you are aware FCF was always outlined for 2025 .... But doesn't fit your narrative 🤔🤔🥱🥱 multi alias Jimmy
Debt is also gone in 2025 .... |
simple, if i am wrong show me the evidence, where are all the announcements, where is the profits , where is the zero debt ? same old story , it is all coming TOMORROW !! as you know, tomorrow never comes...., |
Promised the world 😂🤣 you Muppet...funny how you and your many aliases have been busy on here and LSE today 🥱🥱🥱 |
Oh Jim we know a million miles between AH and JL, Adolf is transforming the business... |
CPI discussed from the 36-minute mark:
IMC 20/11/24
ROCKWOOD STRATEGIC PLC Interim Results and Portfolio update |
Trader is only stating facts, AH, has done exactly the same as JL, promised the world and delivered nothing....... just look at the share price , it says it all..... |
2trenners you've just got to accept trader🤣€514;🤣㈳4;was never is a very bitter fired incompetent ex-employee |
@trader4ever - I think your analysis on AH's performance is overly harsh. The share price may be down but the strategy (and the really smart technologists now joining from Amazon) are inspired.
City want to see profit before they re-rate this and I think AH strategy and execution is 100% on the money ...
Talking of money ... A lot of the board have quite very well paid (Amazon) jobs to move over to Capita and have also invested significant sums of their own money in buying shares here ....
These people are not fools and they wouldn't have left a successful career to join a failing Capita ...
Follow the money .... This is primed to explode over the next 12 months |
so far Adolfo Hernandez performance is reflected in the share prices since the day he started share price down from 22p to 14p. |
Let's hope Adolfo Hernandez in 2025 will start the Phoenix from the Ashes story, as occurred at Rolls Royce.Has the potential if he gets this right for this to multi bag several times going forward. However, the markets wany to see results with encouraging signs and positive forward looking statements! |
Funny that d1c4ever/belenda4 not talking facts again AH hasn't been here a year yet....do you not do any research my little bitter troll xx 🤔🤔🤦🤷 |
The Fact is , Adolf Hernandez so far performance is very clearly reflected in the share price since the day he started it is down from 22p to 14p |
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