Capita Share Discussion Threads

[eurotechie] 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!

[tim 3] 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.

[eisler] 14/1/2018 21:42

Some nice juicy opps for CPI coming up I think

[dealy] 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

[eisler] 12/1/2018 16:42

Guessing the Carillion situation has had a +ve effect on share price today? Any opps to pick stuff up?

[mj19] 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.

[dealy] 04/1/2018 13:11

This has got to be a recovery candidate given the overall market strength

[diku] 14/12/2017 20:35

Did anybody short this banana skin at 700p?...

[tim 3] 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.

[escapetohome] 14/12/2017 08:22

Jack Tang , you buyin’ ref post 1997?

No , thought not!

[andyj] 14/12/2017 08:17

A numbers of impairments due to be announced...But really 10% of the value of the company? And falling...

[topdoc] 12/12/2017 13:58

Market does not seem to think the trading update is going to be good

[topdoc] 06/12/2017 16:51

Trading update on 14th of December

[mj19] 30/11/2017 20:17

The drop was because of thisCapita (CPI) Given Neutral Rating at CitigroupPosted by Anthony Sawyer on Nov 30th, 2017 // No Comments inShare Capita plc logoCitigroup reaffirmed their neutral rating on shares of Capita (LON:CPI) in a research note issued to investors on Monday, November 13th, Marketbeat reports. The firm currently has a GBX 535 ($7.16) price objective on the stock, down from their prior price objective of GBX 640 ($8.57).

[dealy] 30/11/2017 18:09

All my stocks fell hard today despite the Dow surging. Lot of pain

[tim 3] 30/11/2017 15:39

Looks like they are determined to get it down to previous low at 4.30.

Strange has that much changed since it was £6 a bit back?

[topdoc] 30/11/2017 13:08

why the fall today

[eisler] 30/11/2017 03:32

Back to 550 by Xmas???

[sophia1982] 27/11/2017 21:32

Can anyone post a comparative analysis of the outsourcing sector companies?
We know that there is pain, but I still think that CPI is lowly rated vs peers.

[eisler] 24/11/2017 10:09

Good post Paddy. I firmly believe the new CEO is very aware of everything you have said and will implement the changes necessary to start turning the tide.

[paddyfool] 24/11/2017 09:43

You have to look at Capita in a similar lens to other outsourcers. Xchanging springs to mind. The issue is what happens when buyers are confronted with the fact that you are not what they thought you were, secure, great at what you do, I.e. its utterly safe to procure you. What has happened over the last two years is that it is no longer perceived by the market that it is utterly safe to procure Capita. Capita had a hard won reputation over the past twenty years. In the last years that reputation has been destroyed. Capita are no longer winning the volume of contracts they once did. Competitors are finding it easier to beat them than they did before. Government procurers actively discriminate against them. The non-organic route to growth has been discontinued, a contributing factor being the lower multiples that Capita itself is rated at make it much harder to stand up acquisitions, let alone the shortage of dry powder to execute them on. Xchanging was emerging as a new Capita when it started to suffer a loss of buyers confidence, which in turn led to a downward spiral in sales, the story thereafter is clear and well known. Capita from a higher point now looks remarkable similar.

[kamitora] 23/11/2017 07:05

Questor today:

"Among our other disappointing recommendations has been Capita, the outsourcing group. We rated the shares as a “hold” in October last year at 669p and the shares are currently languishing about 27% lower. We reported at that time that Neil Woodford, the high-profile fund manager, regarded the shares as undervalued and are comforted that he has recently been increasing his holding. This suggests that he believes the market is being too pessimistic in its assessment of Capita’s chances of recovering from its recent difficulties. Capita’s position feels very different from Go-Ahead’s: in the latter case a single event could radically affect the company’s value, with very little that it could do about it. Capita’s future is much more in its own hands. Questor says “Hold”."

[sophia1982] 15/11/2017 23:56

no news... do you see a reason for this fall/ Is it connected to developments in the sector?

[andyj] 15/11/2017 23:06

Waiting to buy in...