Member Info for JG68

They upgraded guidance last update, shares responded well then within a month back diwn here.

I don't get why the market doesn't reward companies that perform like this , correctly.

Wtf is going on here?

Minus 13% in 5 days, others recovering, this is just down baby down.

What a dawg this has been the entire year.

This is fast becomingvaxtotal dawg

Happens every single time, its rewarded on update day and maybe one other day, then retreats back.

It really baffles me how the progress on debt reduction is not sustained or reflected in the mcap.

It is ridiculous when you look at the actual figures, shorts are keeping this back no doubt.

I think at this valuation its hold and one day when least expected, you will be rewarded.

One things for sure, until they actually deliver this share is just casino bet from day to day.

The thing that seems a bit " same old"

Is the recent fine of 14 mill has been added to the cash outflow guidance, which suggest to me that there is monimal chance of improved cashflow this FY. So their saying from January onwards they expect to be cashflow positive.

Personally i can see that being delayed by 6 months until HY 26, because yhere are no signs of it yet.

The ceo has purchased hundreds of thousands of shares since being appointed.

Hes either an idiot or has money to burn.

Him buying shares now will mean absolutely nothing.

Be so nice if this holds for once.

Everytime over the last year, updates have been well received and then its retreated.

The ceo is either a complete idiot for buying hundreds of thousand of shares in the last 2 months, or just got money to burn.

How can

The Group's financial half-year end results consolidation process has identified, after the announcement of 7 October 2025, approximately £7m of overseas freight costs not correctly recognised in cost of goods sold, following an operating system update earlier this year. The underlying system issue has since been resolved but its financial impact is material to our outlook for FY26.

Lead to :

Therefore, we have reduced our outlook for FY26 based on revised second-quarter margin run rates. Group Adjusted EBITDA (pre-IFRS 16) is now expected to be in the range of £470m - £520m for FY26, compared to the previous estimate of £510m - £560m. For H1 FY26, the Group now expects to report Adjusted EBITDA (pre-IFRS 16) of approximately £191m, compared to the previous guidance of approximately £198m.

That's the first sentence( headline)

The rest says:

This is due to higher tax expense, depreciation and amortisation offset by improvement in EBITDA, lower charges on finance costs and fair value of warrants. The increase in tax expenses is primarily due to the one-time impact of the tax ruling received, which was announced on 14 May 2025.

One time impact, doesn't warrant this.

Even a fickle market should be able to forward look 6 months to YE when H2 profit and overall profit should increase to reflect increased earnings.

Unless there is something behind the scenes that no one knows.

Hi,

Yes very informative interview, very bullish, yet the sp is just languishing and on the face if it, seems there are no catalysts to gain any momentum.

Do you happen to know if there is a blackout now until new year? Seems a long time without any update.

FWIW

Some feedback from the company that I received.

Our corporate brokers have relayed that our shares, along with other internet consumer stocks, have seen some weakness in recent days relating to the perceived threat from AI.

We disagree with this sentiment, given we have core defensive moats when it comes to the evolution of generative-AI, including

strong brand, scale and network effects;

unique customer data set;

all consolidated data feeds from all carriers across Europe;

Ticket fulfilment engine,

licence, accreditation, bonding obligations.

We actually see Generative AI as more of an opportunity than a threat and are scaling our investment of generative engine optimisation, as well as AI features within the App. This includes our new AI Assistant, underpinned by our agentic, multi-agent architecture.

No doubt we will all be in the red Monday now, he's such a baby lashing out when something doesn't go his way.

Yeah GBR is supposed to be fully operational by end of 26, and supposed to develop their own platform for ticketing.

The worry is about 60% of sales come from UK customers, but the positive is that this government is so inept and probably incapable of producing a platform like TRN.

Personally I think dividends would be better rewarded by this market, the buyback isn't hitting the sides.

Think they got that wrong considering the sp keeps falling.

F off you pr1k, its Trump not atg, go have a stroke you idiot

Ffs what a baby, just because he didn't win the Nobel.

It's everything

Anyone know what's caused this afternoons sell off?