Hi
I wasn’t expecting us to be near debt limits
I wasnt expecting us to come in under lower estimates though either
They’ve not gone into any detail so expect that in results but I imagine they could strip out a lot of headcount costs here
Im more interested in “is it actually working” because theres a unique opportunity here at this price if it is. The company did 11 p eps i think in 2019. Theres no reason why that cant be beaten in the future and a share price of several quid possible |
And another 50p on top of that for the Trump effect.
US big tech going to roll the cash out now.
Dyor. |
john09,
and a further 10 Pence on top in sentiment as we are no where near debt covenants. |
The surprise in the debt is worth 5 Pence a share alone today |
lol and do u say the same to our resident loon who refers non stop about sausages donkeys and sainsburys ?
no
another moron adds pearlers like 'breakout - target £1.90'
awesome addition clown
the fact is no breakout until the wrongo top has been breached at 64 on a closing weekly basis |
you were obviously selling - another great buy signal my sigma friend
tongosti27 Jan '25 - 09:24 - 13680 of 13702
0 0 1
My donkey duo still adding? |
Breakout.
£1.90 target price |
Dowgate Capital's note out this AM suggests EBITDA of £85m, and end 2025 net debt of £125m.
At 33.5p / £204m mkt cap, that puts SFOR on a 2025 EV/EBITDA of only 3.87x. Far too cheap, in my view.
Dowgate comment:
"We retain our view that the shares will multiply from the current depressed level of just 0.5x revenues and 4x EBITDA as evidence of revenue recovery, margin improvement and further debt reduction comes through."
Could be the start of a monster recovery here. |
Tanya Bogin joins S4 Capital's Monks from IPG's Craft Worldwide to Solve for Industry Complexity with Speed, Scale and Spend |
Think this could be what the market likes...with expected more rate cuts coming...
Net debt will be significantly below current consensus of £185 million and below the lower end of the previously indicated range of £150-190 million, following a strong focus on working capital. |
cup and handle???...for tea or coffee?... |
this doubles from here over the next 12 months, easily |
Smurfy ,, please look at the positives |
And looks like we could have a little cup and handle here |
Still plenty of negative peppered in the rns. |
looks like the wrongo bottom is firmly in place
what a great move that was 64 to 32. Couldnt happen to a bigger egotistical 'donkey' lol |
Given debt is at least £35m below expectations, you can add 15% on the share price immediately today just on an EV basis |
Where is ky boi? |
SFOR is now not going to get WHATFOR
Very good |
Dowgate comment:"We retain our view that the shares will multiply from the current depressed level of just 0.5x revenues and 4x EBITDA as evidence of revenue recovery, margin improvement and further debt reduction comes through."Different view from Dowgate if anyone interested. |
Lol, oh Nige!!!You have been ramping the pants off this on this BB and LSE's for a long time (since the shares were over 200p). And you think bears are the fool's here?? Lol.This company is run for the benefit of employees, not shareholders. That's why it needs professional rampers to try and encourage investors. Nothing has changed with this update. The shares will bob up and down, but no one will make much buying this. |
For all the trolls who said that S4 was going out of business.... Well you had better think again fools.
"Net debt will be significantly below current consensus of £185 million and below the lower end of the previously indicated range of £150-190 million, following a strong focus on working capital. The net debt to EBITDA ratio at the end of 2024 is expected to be approximately 1.6x versus current consensus of 2.2x and a targeted range of 1.5-2.0x." |
Crikey. They've only gone and done it. I'll take that! |
Something which we take for granted is that folks seem to believe whatever tuis ds company is telling us. Like they've trained their models on 10k gpu's? Absolute nonsense. In addition, their site couldn't facilitate traffic earlier on in the day. Even my two donkeys on here should tell smth is a miss innit. Tic toc |
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