Great stuff, quid next week then?
All depends on your view on the debt & how quickly they could pay it down or refi. Equity value in at c.£85m for a £1bn revenue business is too low IMO, so a question of where do you think it could get to, say if EBITDA could hit c.£150-200m p.a.?
DYOR |
Could it be one of SCSW's 2025 NAPS next weekend? |
Currently valued at 85m, still small potatoes.Could be 150m to 200m in a matter of weeks Sellers have clearly left the building and now it will need to find a new trading range until the next update / offer |
Wonder if a buy-out by managment support by a private equity outfit would be on the cards here? if so what would the take out price be? Anyone any thoughts? |
Uncrossed at 84.7p. Up 11p +15%
💰 💰 💰 |
83p to 85p going into the close there . Up 10p on the day
Awaiting the UT |
Strong finish |
Only another £1.20 to go for me |
Well done John - great stuff. Im in from 54p ish so need over a quid for my first bag. I took a lot of comfort from yesterdays RNS though - Director buying almost 200,000 pound worth at 70p.
Hopefully they run this up past 85 into the close. |
Thats a bagger for me. Not bad for a purchase on December 10th with limited trading days
Holding for 150p |
To Infinity and Beyond Lol |
Boom, through 80p, next stop a quid as you say....DYOR, great end to the week.
These were £2.50 this time last year....no refi needed until 2026...let's hope trading is holding up...DYOR |
Break 80 then onto a quid |
Looking solid again today. Next stop a quid hopefully next week and then as people have said above, this has been much much higher in the past and is still a good business |
Could do with a few more of these ,, John ,, get it sorted !👍🏻👍🏻28077;🏻 |
?that's nailed on . Looking for a close above 80p today |
Lets focus on the first quid initially 😉 |
July 2023 this share was 8 quid. Looks like the drop has been way overdone. |
This share was £12 3 years ago. |
It's a staggering amount of funds from both the Board and the GM at one of the subsidiaries. This will be a few quid in no time. It reminds me of Next when it was priced to go bust at 4p but managed to trade its way through and their price is now £97. This has a similar feel to it. |
Wait for the vertical spikes to commence. We haven’t seen anything yet despite a 70% rise in a few weeks it’s rather dribbled upwards ! This dropped 70 pence alone in November I wouldnt bet against it rising 70 pence in January
Recap on one of our new investors (the other one is Morgan Stanley so no recap required in that instance)
Philosophy Capital Management is an opportunistic value-oriented investment manager targeting mispriced securities across the capital structure. Philosophy Capital is differentiated by its game-theoretic approach that blends real-world investment experience with philosophy, decision theory, and trackable roadmaps to success. Underpinning all ideas is fundamental, independent bottom-up research derived from first principles. |
Next notification will be Geoff Wilding I reckon. That could be a mega purchase |
Gavin Peter mentioned in Daily Mail today. Now over 5% |
https://mol.im/a/14244755 |
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