Serco Share Discussion Threads

[w1lbur01] 26/10/2020 09:53

Track and trace a poison chalice at the moment soon to be a political football maybe opportunity to top up lower

[jimarilo] 26/10/2020 01:55

Serco and corona virus patent

[w1lbur01] 17/10/2020 16:40

Agree sentiment will change. And with governments spending like no tomorrow and maybe even a cheeky bid G4S style. Or even a merger. Add a divy and £2 plus is on the cards

[mallorca 9] 17/10/2020 09:38

Wilbur,

you are correct that much of the recent price fall was due to negative sentiment created by the likes of Mike Graham on Talk Radio.
To me though that created an excellent buying opportunity !

[energeticbacker] 16/10/2020 16:09

Investor's Champion: What we can’t understand is how relatively modest levels of net debt of £100m - £150m will result in finance costs of a whopping £27m.

[w1lbur01] 16/10/2020 11:40

Problem is it's still getting negative press talkRADIO etc needs better sentiment and divy

[mallorca 9] 16/10/2020 11:37

It's still way undervalued.

[w1lbur01] 16/10/2020 11:34

Hopefully positive dividend news December will get shorts closing for easier targets

[salpara111] 16/10/2020 08:12

Great update, however the catalyst for a sustainable rise will be the long awaited return of the divi!

[babbler] 16/10/2020 07:43

Too many shorters...

[smithless] 16/10/2020 07:42

Couldn't have asked for much more. Should be trading at 160p+, but will have to wait re dividend

[babbler] 16/10/2020 07:29

Yes very nice. At resistance now.

[saltaire111] 16/10/2020 06:39

Divis coming back, plus a catch-up special?

Salty

[18bt] 16/10/2020 06:22

This looks about a 10% increase in the current forecasts for the year. And a huge increase in cash generation which ought to make resinstating dividends after VAT deferrals have been repaid a relatively easy decision.

Current year PER of 14.6x and it feels that growth should continue in 2021.

Forthright defence of their involvement in Track & Trace which should give answers to some of the posters on this board.

[tiger20] 16/10/2020 06:19

Good results imo

[thewheeliedealer] 13/10/2020 19:19

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion includes SRP and our take on increasing need for effective IT in government. We also chatted about loads of other Stocks and some Ideas for research, and the outlook for Markets and as usual a fair bit of educational stuff with regards to Investing.

Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 33) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer

[davethehorse] 05/10/2020 22:01

Test and Trace scandal dragging share price down?

[davethehorse] 21/9/2020 08:29

Looks like a return to 100p may be on the cards short term

[davethehorse] 18/9/2020 10:40

Shorters after it maybe?

[davethehorse] 18/9/2020 10:18

Interesting

[dropcable] 18/9/2020 07:48

Amazon is about to snaffle Test and Trace.