Capita Share Discussion Threads

[diku] 05/7/2024 21:37

CURYman...you not here?...

[chester9] 05/7/2024 20:41

Or Rockwood on Vox stating it's unbelievable value https://youtu.be/UPfCJ_v51Jo?si=xz-WQKXWP_ld4rRT

[blackhorse23] 05/7/2024 16:26

Pumping for dumping

[jotoha2] 05/7/2024 11:34

Clearly labour will need help with support services , so lots of new contracts to oil the economy.

[dylanl2] 05/7/2024 10:58

Is a labour government perceived as positive for Capita? Hard to say in my opinion

[catabrit] 04/7/2024 11:35

I would be amazed if PE was not already looking at this considering the severe undervaluation vs the potential. However, I would expect many to be deterred by the black box nature of the contracts. It is hard to overstate just how bad some of these were structured during the race to the bottom. I think procurement has improved since the likes of Carillion went bust (just look at all the contractors who are now flagging margin expansion after years of working through all the dud contracts) so one would expect newly signed contracts to reflect more commercial terms and more adequate risk sharing / control. I watched the capital markets day and then read the transcript and I really like the new CEO. And the quality of the jockey can be key to a successful turnaround. These definitely have the potential to inflect like Kier and RR and others so I have nibbled during this period of max uncertainty when the numbers still look pretty poor.

[dil 21] 04/7/2024 08:13

Yayyy quid by Xmas … told you skinny :-)

[socionomics] 04/7/2024 07:34

The uptrend should pick up pace today. I would have thought 50p was a more realistic end of year target, but £1 is certainly achievable if cost savings are delivered as planned.

[gripfit] 03/7/2024 12:21

Quids in now…. £1 for Christmas …

[hope1815] 03/7/2024 11:09

Nice Video ticks my research. The one point I picked up was the £180 Million debt only with most of the rest of the debt classed as Liabilities. This will probably be reduced in the coming 12 months with working practices changing to home working more. The FCP and profit margin of 6% to 8% can reach roughly £250 million while the company is worth £240 Million.

On the above basis, I do hope the Company can make it before PE buys it.

Happy Investing

[imjustdandy] 03/7/2024 09:08

Vastly undervalued

[socionomics] 03/7/2024 08:48

Makes you feel all warm inside :-)

[mirabeau] 03/7/2024 08:47

No problem fellas

[imjustdandy] 03/7/2024 08:47

Great entry price is 13.5. Won't get much better

[gripfit] 03/7/2024 08:44

Like it👌

[davidbennett] 03/7/2024 08:41

Mirabeau - thanks for posting. I like the way Capita was referred to as a market ‘blindspotR17;

[hope1815] 01/7/2024 19:11

FeelThePain I can relate to your situation, mine was Saga at the high of £30 to the depth of 70p. I averaged down and sold out at a 2% gain last year.

Capita Plc is different now if you look at the old board to the new now. You have a new CEO and a whole lot of appointments. When you look at the appointments all are experienced with proven track records.

The CEO has invested and basically got all the bad news out of the way. The CEO did not give excuses just facts and a plan forward. We are trading at a discount in real terms to its Asset/Net/Intrusic value.

If I read correctly you are 50% down by the present share price as of today of 13.26p. You have averaged down a lot then. If you sold out and a few months down the line the CEO has turned the business around with AWS, how would you feel probably worse.

I hold a few shares let's say but my average is around 16p, I look at Capita Plc now with the new integration of AWS and any new contracts which in the medium term should show increased profitability.

I have done my research on the appointments, and CEO plan, and read so much my mind is numb but in the end, I believe the present CEO will give a good return on your Investment.

Happy Investing

[feelthepain] 01/7/2024 18:44

Hope, not sure I am happy investing. This share probably makes money trading not investing. Would love to see an increase but this continual down trend is depressing. Shorts may be decreasing, but the shorts are the winners here.To put my moaning in context, I am nearly 50% down after many years of averaging down.

[hope1815] 01/7/2024 17:49

Short Decrease

Walleye Capital Llc 0.51% 0.00% 1 Apr 2024
Total 0.51%

Happy Investing

[hope1815] 30/6/2024 12:10

The interim results on 2 August 2024 are only 5 weeks away. With all the trouble with fellow companies with Atos/ SSCL. I am hoping a RNS contract in July 2024.

Happy Investing

[blackhorse23] 28/6/2024 12:02

Switched to RNK [better change to capital gains] 4 brokers issued strong BUY