Announced Traded Action Notifier Price Currency Amount Holding
07-Aug-24 05-Aug-24 Transfer From Adolfo Hernandez - - 2,509,709 3,159,709
06-Aug-24 05-Aug-24 Buy Tim Weller 16.24 GBX 1,062 820,675
05-Jul-24 04-Jul-24 Buy Tim Weller 14.07 GBX 1,228 819,613
13-May-24 10-May-24 Buy Tim Weller 14.18 GBX 1,217 818,385
05-Apr-24 04-Apr-24 Buy Tim Weller 12.91 GBX 1,336 817,168
21-Mar-24 20-Mar-24 Buy Nneka Abulokwe 13.25 GBX 74,324 74,324
18-Mar-24 15-Mar-24 Buy Adolfo Hernandez 14.07 GBX 325,000 650,000
15-Mar-24 15-Mar-24 Buy David S Lowden 13.65 GBX 250,000 500,000
07-Mar-24 04-Mar-24 Buy Tim Weller 20.40 GBX 846 815,832
06-Mar-24 06-Mar-24 Buy Adolfo Hernandez 16.21 GBX 325,000 325,000
07-Feb-24 05-Feb-24 Buy Tim Weller 19.72 GBX 875 814,986
08-Jan-24 05-Jan-24 Buy Tim Weller 22.45 GBX 767 813,236
08-Jan-24 05-Jan-24 Buy Jonathan (Jon) Lewis 22.45 GBX 770 3,249,051
06-Dec-23 04-Dec-23 Buy Tim Weller 20.64 GBX 838 812,469
06-Dec-23 04-Dec-23 Buy Jonathan (Jon) Lewis 20.64 GBX 835 3,246,741 |
buying is not a sign of performance, want to take a look at Schroders buys ? |
Dave the Divisions are really good at hiding reality from the Head Office. All contracts are in the bag, project work from existing clients will have huge margins, restructuring will create synergies ..... Do you really think they would have bought in with the knowledge they would lose clients and be cash flow negative at year end. Not a chance. |
One can talk the talk ...talking becoming reality is another...under the wider economic conditions... |
We have only seen talks from AH and his team. Reality is share price down from 22p to 14p since AH joined. This is his performance so far. |
Only in time will we know which opinion was right. However, I also take the view that the quality of this team will successfully transform Capita into a cash generation machine. That faith is also evidenced in their share purchases - the FD bought two lots of £50k’s worth of shares in May then topped it up in August buying £200k’s worth (1.2m). So in 12 weeks within the business he saw enough evidence to consider tripling the value of his shareholding. As they say, actions always speak louder than words. |
@Perer - a business is only as good as the people that run it .... And the people running Capita NOW are absolutely top drawer.
I understand why you would be unimpressed by the Capita of old ... but the old guard (led by Lewis) have been swept aside.... And we have some SERIOUSLY clever and successful people driving strategy and steering the business now.
If this class management team can't save Capita then no one can .... But I firmly believe they have the skills, expertise and experience to make capita a great, profitable, company again.
The people driving Capita now have SUCCESS written all over themselves! |
It's obvious your research is just on the people they are hiring, I'm just saying that for Capita past performance means squat. You have provided no content in how the business runs at all and what was put in place prior to and after Alfonzo joining. Counter my arguments, I hold so would love to be proven wrong, just don't just point to invisible research or your output on other stock as it is meaningless. |
Business Units are for sale, the proceeds will be used to pay for redundancies in other areas which are never provided for and debt will be temporarily reduced. Margins will be cut on the handful of remaining discretionary spend cash cows as the UK budget forces some serious belt tightening. That will be 2025. |
Then you will know that AWS, smart agent and all was rolled out in Germany 9 months ago to telecoms and insurance clients to much internal fanfare and generated nowhere near the expected revenue. Please give me your research rather than someone's cv. Telecoms clients are but a small and decreasing part of Capita's income. Bringing onboard a pile of telecoms specialists is no different from assembling the old successful team and is exactly what John Lewis did to abject failure. I suggest you have a look at the senior manager reviews on glassdoor over the last month, they are actually quite accurate, many from the tech teams they need to keep. |
I don't think so.If anything Labour is privatising businesses such as railways, etc, and nationising them again. |
Just reinforces how bolting on AWS isn't the panacea you all think. Slim margins for Tata means underwater for Capita with their bloated structure.https://aws.amazon.com/partners/tataconsultancyservices/ |
lol, if only Capita's shares dipped 3% on underwhelming performance. |
It was smoke and mirrors when they were lauded by Forbes as one of the most innovating companies globally in 2016. AI and edge computing bolted on is really no different when you are bidding to provide the same service you always have for what the client has to provide as the bare minimum and cost is their only criteria. The new divisional matrix is no more functional than the 3 rolled out in the preceding 4 years. New empires are created, just as hell bent on self preservation and keeping the status quo as the old ones. |
Been a nine-year downtrend, with only one up year in 2019, looks like it will close at a nine-yearly low on Tuesday:
free stock charts from uk.advfn.com
free stock charts from uk.advfn.com |
Nope Tata will get the work as they are 95% offshore with a slim hierarchy and can price accordingly. Buy British doesn't cut it when most local government, NHS trusts, Universities, Utilities, basically the core client base is insolvent, they will pick the cheapest and accept service standards will slip a bit. |
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. |
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