Share Name Share Symbol Market Type Share ISIN Share Description
Capita Group LSE:CPI London Ordinary Share GB00B23K0M20 ORD 2.066666P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -26.00p -6.18% 395.00p 396.20p 396.60p 421.40p 389.00p 421.10p 5,866,332 16:35:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 4,909.2 -403.4 -51.6 - 2,635.87

Capita Group Share Discussion Threads

Showing 3026 to 3048 of 3050 messages
Chat Pages: 122  121  120  119  118  117  116  115  114  113  112  111  Older
DateSubjectAuthorDiscuss
16/1/2018
20:40
A positive statement from the Jonathan Lewis wouldn't go amiss - no news will definitely raise concerns. Expecting HMG to announce some kind of stress tests for major contractors. CPI simply isn't another Carillion and will benefit from the removal of a major competitor. No panic here, already well oversold!
eisler
16/1/2018
13:56
Mean reversion will ultimately kick in, timing that is extraordinarily difficult. The combination of ultra low rates, QE and governments spending significantly more than the annual tax take, are powerful forces. UK national debt is nearing £1.9 Trillion, in 2005 it was approx .5 Trillion, so there has been a huge price paid for some of this economic expansion coupled with the impact of the financial crisis.
essentialinvestor
16/1/2018
13:51
Good points Minerve.
tim 3
16/1/2018
12:20
EI I think you are right in your assessment. I think Woodford is playing this right personally and I am also employing the same methodology. Buying into turnaround business at value rather than overpaying for shares that will most likely never meet theirs. I think investors are too scared ATM. Although there is risk here I would expect the government to make sure (behind closed doors) that the risks of another outsourcer getting into trouble are minimised or else May might as well give the keys to no 10 to Jeremy now. Government contracts represent less than 50% of Capita's business, last time I looked, so today's announcement is dissapointing. Hope there are not more to follow.
minerve
16/1/2018
12:10
Good points EI. I also wonder if he is not guilty of a trait that is so prevalent on these boards,being afraid to admit he was wrong and taking a loss. Whatever way you look at it,and you might argue that its with hindsight but thats why we trust people like him to root out value,cpi was clearly not value over £10 and was a mistake and a significant one at that.It is highly unlikely to see those valuations again any time soon.The same could be said of PFG.
tim 3
16/1/2018
12:09
EI - I think that is fair comment. He may yet be proved right, being a fundies man, but he is appears to be flirting with the 'far side' of investing at the moment. PS - For the record, I am patiently waiting for GSK/BAB to test support.
fabius1
16/1/2018
11:09
Hi Tim, his longer term record is exceptional as you rightly say. I think what may have happened is QE has pushed some of his more "natural" holdings, for example ULVR, RB. etc, to levels he was not prepared to pay, or was uncomfortable holding. So instead he focussed on where he saw value, however some of these have turned out to be value traps. By not paying for high PE and perhaps also more reliable earnings profiles, he inadvertently went out on the risk spectrum with holdings such as PFG. It's ironic as a probable assumption was he was doing the very opposite and reducing risk by avoiding rich valuation, on which he may have expected some mean reversion. That's my very rudimentary take, and just speculation on my part.
essentialinvestor
16/1/2018
10:48
Hi EI As a previous big fan of his and respecting he is a long term investor I am seriously starting to doubt some of his decisions. Not only was he saying it was overdone when it was around £6 but he has been adding as recently as October and they have dropped a further 20% since then. He is also heavily invested in PFG another disaster area.
tim 3
16/1/2018
10:24
How many times did Neil Woodford state his view the CPI sell off was overdone?.
essentialinvestor
16/1/2018
10:14
Thanks eurotechie you are right those figures look awful and the similarities are scary,might give it a miss.
tim 3
16/1/2018
10:11
And more bad news lets see how it behaves around £4. If 390 goes all bets are off!
tim 3
16/1/2018
08:04
In theory, Capita should be able to pick up some additional contracts and 1 less comptetitor helps. However, looking at the company fundamentals, a profit margin of 1% doesn't fill me with much confidence. The figures barely look any better than Carillion's! http://shares.telegraph.co.uk/fundamentals/?epic=CLLN http://shares.telegraph.co.uk/fundamentals/?epic=CPI
eurotechie
15/1/2018
23:09
Tempted again £4 looks fairly good support and coupled with the Carillion news could be the bottom unless of course we get more negative updates from the company... A positive chart (even if it is just support in this case) backed by good news always gets my attention.
tim 3
14/1/2018
21:42
Some nice juicy opps for CPI coming up I think
eisler
13/1/2018
07:58
It's cheap anyway so adding in at minimum a crisis of confidence at carillion should boost the shares considerably
dealy
12/1/2018
16:42
Guessing the Carillion situation has had a +ve effect on share price today? Any opps to pick stuff up?
eisler
08/1/2018
11:48
Capita (LON:CPI) had its target price cut by Peel Hunt from GBX 562 ($7.51) to GBX 423 ($5.66) in a report released on Wednesday, December 20th, StockTargetPrices.com reports. The firm currently has a "hold" rating on the stock. Peel Hunt's price objective suggests a potential downside of 0.09% from the company's current price.
mj19
04/1/2018
13:11
This has got to be a recovery candidate given the overall market strength
dealy
14/12/2017
20:35
Did anybody short this banana skin at 700p?...
diku
14/12/2017
08:46
Bet Woodfords happy,been a big fan of his but in recent years he has had some real car crashes have to be some question asked,especially as he was adding not so long ago much higher up.
tim 3
14/12/2017
08:22
Jack Tang , you buyin’ ref post 1997? No , thought not!
escapetohome
14/12/2017
08:17
A numbers of impairments due to be announced...But really 10% of the value of the company? And falling...
andyj
12/12/2017
13:58
Market does not seem to think the trading update is going to be good
topdoc
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