Capita Share Discussion Threads

[big_brown_bare] 02/9/2020 17:50

Exclusive: Private equity giants mount first round bids for Capita ESS 01/09/2020Two private equity behemoths are expected to today table preliminary offers for London-listed Capita's Education Software Solutions (ESS) division as bankers collect first-round bids from a host of suitors, EducationInvestor Global can reveal.www.educationinvestor.co.uk

[aljm] 02/9/2020 11:06

another example of news means nothing to SP, how many times have we seen that ? great MM as always

[dealy] 02/9/2020 10:22

Goldman thought the shares were worth 240p in February. Some analysts now say 35p. Apart from a few charges and some revenue slippage the company is largely the same. So why would the equity be worth 90% less? makes no sense. it will rebound hard soon

[sr2day] 02/9/2020 09:03

patience required here.20p may be tested again.

[dealy] 02/9/2020 08:52

and the analysts are so negative on this, like the entire revenue base and backlk is worthless. meanwhile Zoom is worth 130 billion usd

[bearnecessities] 02/9/2020 08:46

Yep, shame. This is the one dog in my portfolio that just keeps on giving. Only thing keeping me in is any formal news about the ESS sale.

[dealy] 02/9/2020 08:43

even that story can't moove the price up today . incredible

[bearnecessities] 02/9/2020 07:51

https://www.educationinvestor.co.uk/Exclusive: Private equity giants mount first-round bids for Capita ESS 01/09/2020Two private equity behemoths are expected to today table preliminary offers for London-listed Capita's Education Software Solutions (ESS) division as bankers collect first-round bids from a host of suitors, EducationInvestor Global can reveal.Hopefully something to get this moving today, if nothing else.GL all.

[roundhowe] 01/9/2020 14:32

Sorry HodHasharon but it's carrying too much debt to be considered a safe haven.

And flagging up sales of profitable divisions is not good PR. Especially as it will probably not make a lot of difference to the net debt and might easily send the share price even lower.

Capita needs entrepreneurial leadership and fast. Jon Lewis sounds like a nice, competent man but Capita needs new products in new markets and I don't get the impression he's the man for it. Two and a half years in the job and not much further forward.

I was in Capita...and how, but long out of it and staying that way until it gets a real boss.

[hodhasharon] 01/9/2020 13:09

Agreed. I would have thought companies supporting essential government services would be considered a safe haven.

[dealy] 01/9/2020 09:58

we are in a period of extreme pessimism for uk stocks

[captain kod] 01/9/2020 09:28

This will be one hell of a cost saving!

Corona virus forced working from home to take off, this will result in a big cost saving benefit to Capita.

[john09] 30/8/2020 19:57

Big fat AVOID article in today’s ST

[dealy] 30/8/2020 18:31

it's very hard to change suppliers on outstanding contracts, especially in this covid environment. A lot of risk in making such a change. renewals very likely

[pyglet] 30/8/2020 18:17

Let's hope the govt continue to offer any new contracts that will be up and coming and not overlook them out of spite.

[dealy] 30/8/2020 18:00

The shares are performing like the company is in the hospitality industry. Its massive workforce is perfectly capable of working from home

[fft] 30/8/2020 16:58

The article is good news for CPI. It will, according to the article, save 20m on leases by 2022. There will be all the other savings on fit out, electricity, utilities etc.Helps CPI become a far leaner organization with improved margins.

[dealy] 30/8/2020 02:13

the untaken holiday issue? Storm in a tea cup

[dealy] 30/8/2020 02:12

business is actually pretty good for Capita. The sell off is massively overdone. These articles might get some interest up in the stock

[astubbs67602] 30/8/2020 00:57

Capita will shut up to 100 offices in devastating blow https://mol.im/a/8677655

[pyglet] 30/8/2020 00:56

Not a good write up in the Sunday Times

[dealy] 29/8/2020 08:11

As recently as February 3rd Goldman put this on their Conviction Buy list with a 240p target. The stock has fallen to 30p on very low volume since the results. No director buying to me indicates the disposal of the Education software business is being finalised or somebody is running the ruler over the whole company

[notknowing] 28/8/2020 10:55

20p target entry set.

[dealy] 28/8/2020 10:51

This company must have the most ineffective Investor Relations department of all time

[dealy] 27/8/2020 09:45

it takes time to run offer processes like this. Why would somebody pay 22 times revenue for Adobe? Makes no sense but investors are doing it