Capita Share Discussion Threads

[kevinford2] 23/11/2009 10:12

Hi all,

Look at this tip I found yesterday:

[trickyboyfish] 23/10/2009 18:50

Perhaps folks are moving out of mainstream stocks to more defensive stocks in anticipation of a major crash again?

[mroalan] 23/10/2009 18:44

huge volume today?

[oscar000] 22/10/2009 16:37

why any news

[trickyboyfish] 16/10/2009 21:08

bbd - you have mail

[bigbigdave] 16/10/2009 14:22

Seem to remember selling CPI at these levels 12 months ago.
Will it break out?
(no intention of taking any position just a passing interest.)

[oscar000] 09/9/2009 12:48

I think it may have been rerated soemwhere? Also talk of working with the private sector to reduce public sector costs may have changed sentiment

[brain smiley] 09/9/2009 12:33

surprising comeback for CPI.

After the last results the analysts said the PE was to high and margins were a concern.

[oscar000] 06/5/2009 08:40

They did mention it in their full year statement

[bigbigdave] 06/5/2009 07:41

Few negatives in there (for the first time). Shorting time??

[oscar000] 23/4/2009 07:54

Morgan Stanley upgrades to 7.50 target today from 6.80

[trickyboyfish] 24/3/2009 20:34

Apologies all - Just having a discussion about charts with a fellow holder elsewhere. Please ignore this.

[bountyhunter] 19/3/2009 20:40

which could be good for employee share schemes thereby giving participating employees future rewards compensating for restrictive pay rises I suppose!

[trickyboyfish] 19/3/2009 12:08

bounty - I agree that it should be good for the profit margins IF they maintain their current levels.

[bountyhunter] 19/3/2009 12:03

A cynic might see that as more profit for growing the business ;-)
...not a great move for employee morale though or for retaining the best employees.

[trickyboyfish] 19/3/2009 12:01

Strange that they expect to Capita to grow in the current climate when a pay freeze across the company suggests they are not so confident themselves?

[bountyhunter] 19/3/2009 08:22

Capita seems to have head start in race for recovery
The Times March 17, 2009
Market report - Peter Stiff

Capita, the outsourcer that collects the television licence fee and administers about 26 million pensions and insurance policies, was a beneficiary yesterday after Goldman Sachs uprated it from "neutral" to its "conviction buy" list, noting that it operates in a market that grows at about 10 per cent a year and was likely to benefit from the present economic climate.

The American investment bank noted that the company's shares had fallen about 18 per cent from their December highs and now provide an attractive entry point for what it believes is a "sustained winner". Goldman said that while it is the most expensive stock in the sector, it still looks cheap. The shares rose 9½p to 695½p.

[trickyboyfish] 17/3/2009 22:09

I can't disagree ;)

[bigbigdave] 17/3/2009 21:57

Well, yeah, that's about right innit 8-)
Lots of cheaper stuff to invest in right now.

[trickyboyfish] 17/3/2009 21:46

LOL BBD :)

[bigbigdave] 17/3/2009 21:40

FFS gents I did quite nicely out of CPI over 5 years 02-07, but no way would I be investing in this firm now. Wiganer is spot on, these should be 5 quid. One whiff of reduced profits in the next TS and these will get slaughtered. Reckon certain parts of the business aren't performing too well - it ain't all outsourcing.

[thamestrader] 17/3/2009 10:20

Can we puncture 700 today?