Capita Share Discussion Threads

[bakunin] 27/5/2016 12:09

Battle of the analysts this morning.
Deutsche Banks reiterates buy with 15.7% upside potential.

hxxp://www.directorstalkinterviews.com/capita-plc-15-7-potential-upside-indicated-deutsche-bank-2/412703165

The average of 1050 and 1250 is 1150

[tim 3] 26/5/2016 21:52

Oh yeah missed that thanks for posting hope you're right.

[bakunin] 26/5/2016 13:12

Upsloping reverse H&S completed. Breakthrough to confirm.
Target should be +100 circa.
Confirmation:
6-month downtrend line broken.
£12 round number target corresponds to heavy S/R area.
Clean golden cross (20/50) on 23/5 with follow-through the day after.
Recent breakaway gap on positive corporate update. Currently consolidating. Continuation gap imminent.
Fundamentals expected to show strategic change of course is bearing fruit (greater proprietary technological solution content in preparation for cloud-based future).
Overall market rally currently in course, especially for tech

[tim 3] 10/5/2016 21:38

Unusual to see these slagged off by analysts but shares strongly up.

Lets hope the old saying "price never lies" holds true.

[thomasthetank1] 10/5/2016 11:53

Read Panmure Gordon & Co's note on CAPITA PLC (CPI), out this morning, by visiting hxxps://www.research-tree.com/company/GB00B23K0M20

"Management are: "on track to meet consensus", but won only £0.46bn contracts so far this year – less than half the level at this point last year. Today’s update contains exactly half the number of numbers (pipeline, sales etc.) as the 2015 Q1 update. They do not say what has happened to the £4.7bn (Feb ‘16) bid pipeline (although to be fair they have historically only put a value on this twice each year). The pipeline is only “active” in public and private, rather than “buoyant”; which it was at this point last year. Only..."

[philanderer] 29/2/2016 23:17

Capita shares continue to slide as analysts cut their recommendations following the outsourcing group’s results last week and news that its chairman was stepping down.

It is down nearly 3% at £10.01, with Berenberg reducing its target price from £11.60 to £10.90 with a hold rating and Panmure Gordon repeating its sell advice.

Panmure analyst Michael Donnelly said:

The heavy fall in the share price post Capita’s prelims and the exit of its chairman [Martin Bolland], plus yet another change to segmental P&L and higher debt levels from public bond issues does not yet reflect the potentially significant new levels of risk in the business. Free cash flow growth at around 4% compound annual growth rate is not enough for us. Keep selling. We cut our target price to 900p (12.2 times PE) from 1000p on higher net debt and lower free cash flow.

[We have] concerns on goodwill, growth, cash and quality of earnings.

Donnelly said he also expected more impairment charges after Capita announced £105m from two divisions. Meanwhile Berenberg said:

Capita’s 2015 results were largely in line with expectations, driven by 4% organic growth and a 20 basis point underlying margin expansion (up 40 basis points including disposals). While management guides for “at least” the same level of organic expansion in 2016, the company has its work cut out, considering it currently has visibility on only one quarter of that growth. With returns and free cash flow generation likely to decline further in 2016 following the contraction in 2015, we maintain our hold recommendation.

[jdb2005] 26/2/2016 18:30

EI - I slipped up and sold too soon so only managed about 60% of today's rise.

Must be satisfied though as CPI was the other day at 998.

[essentialinvestor] 26/2/2016 13:33

M, well done if you caught the bounce, would be tempted to lock in
a quick if me, rather than adding to an existing holding.

[minerve] 25/2/2016 13:30

Yes, 11th holding as of January update at 2.69%; I have Woodford in my pension fund.

I would suspect he will be topping-up on weakness, I would be surprised if it is anything less than Strong Hold.

[essentialinvestor] 25/2/2016 11:40

Is Woodford still in here M ?.

[minerve] 25/2/2016 11:37

Results are a bit of a mixed bag. Forward revenue projection has softened from last update. YTD contracts low against last year and average contract length has shortened. Margins are increasing.

Overall, no change for me, I may take this opportunity to buy more if it dips below 1000 as it did earlier.

Good company with good prospects and a great portfolio diversifier for long-term hold.

[essentialinvestor] 25/2/2016 11:01

Organic revenue figure the city did not like, or value of contracts won YTD?.

[tim 3] 25/2/2016 10:39

Joy!Well at least there should be some support at 1000.

[tim 3] 02/2/2016 10:14

Thanks been watching for a while.

Should be a long term hold

[minerve] 02/2/2016 10:11

Good buy tim.

I am watching this to increase my holding.

[tim 3] 02/2/2016 09:51

Bought this am.

[el chupacabra] 03/2/2015 18:54

can only assume this mornings price action was a tree shake.

[el chupacabra] 03/2/2015 12:02

did anybody listen to teh 'call'?

[jeffcranbounre] 30/1/2015 16:55

Is now a good time to buy Capita?

I talk about this on today's ADVFN podcast>

[jeffcranbounre] 20/1/2015 18:02

Capita is featured in today's ADVFN podcast.

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Afren #AFR
Sky #SKY
Capita #CPI
LondonMetric Property #LMP
Balfour Beatty #BBY
WS Atkins #ATK
Aggreko #AGK
Victoria Oil & Gas #VOG
Petrofac #PFC
NAHL #NAHL
Rio Tinto #RIO
IG Group #IGG
Unilever #ULVR
Aviva #AV.
Friends Life #FLG
William Hill #WMH
Stock Spirits Group #STCK
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TSB Banking #TSB
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Coca-Cola HBC #CCH
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[armagan] 13/11/2014 15:10

Essential,

why would you argue the comparison is not valid?

[joan1234] 13/11/2014 06:16

3 Shares Falling Today: Capita PLC, Rare Earth Minerals PLC And Proteome Sciences plc
November 12, 5:37 PM

These three shares are firmly in the red: Capita PLC (LON: CPI), Rare Earth Minerals PLC (LON: REM) and Proteome Sciences plc (LON: PRM)

[essentialinvestor] 12/9/2014 09:14

To compare CPI to SRP is ridiculous imv.

[hyden] 24/6/2014 18:25

Armagan, I doubt that another bidder will emerge and given the board's recommendation, it is almost a done deal. I will now need to find a new home for the proceeds but that's a nice position to be in. :-)

(Apologies to other readers for the off topic).