Member Info for JG68

Byehi

So you're taking a worst case scenario that revenues decline an additional 5% from the 738 they've guided even after this TU, which still results in a cash generative and profitable company?

Byehi

Havnt they stated 221 for ebitda at the foot of the TU?

Where do you get 175?

Nothing like a profit warning after your first year, and a recent broker downgrade.

They will hammer this today. FFS

Byehi

He's underwater like all of us, too far down to sell, and quite frankly the buck stops with him.

On his watch 50% plus capital depreciation, and demotion to small cap status, hardly inspires confidence.

Yeah gilts probably keep rising, im going to shut off from looking at my portfolios now, certainly until the end is in sight. Good old Trump.

Same same, fking nightmare at the mo

Paddyboy

Unfortunately I retained 100k shares in my sipp because im too far down to sell, average 72.

So yes, and having sold the rest in the isa at a big loss last year, started building another position also recently.

Isn't there also a 70 mill earn on from NASB if certain revenues/ earnings are met?

Anyone know the specifics of that or timeline ?

With the forecast net profit for the next couple of years, in excess of 130 mil, is it not able to pay down debt, and maintain buybacks/ dividend at the same time?

It just seems the market/ shorters are betting on fundamental capitulation.

And the irony is they upgraded mony today.

Shocking

Price Target Cut: Slashed significantly to 466p from a previous target of 1,220p.

Structural Headwinds: The analyst, Giles Thorne, cited "dual structural headwinds" from Agentic AI and shifting media consumption as primary risks.

Earnings Impact: Jefferies cut its FY26 revenue and adjusted EBITDA forecasts by 9% and 17%, respectively.

AI Disintermediation: The note expressed concern that Future's highest-margin revenue streams face significant risks from AI-driven changes in search and content discovery.

Valuation View: While the stock trades at a discount to peers (approx. 5x P/E vs 7.7x), Jefferies believes this is appropriate until the company demonstrates a clear return to organic growth.

The downgrade follows a period of concern regarding how generative AI will impact digital publishers' traffic and affiliate revenue models.

Future Plc downgraded to “hold” as AI risks, outlook cuts weigh

Broker downgrade to hold from buy.

Jefferies cuts target price to 466p from 1220p

I really despair getting involved here.

Strange timing given they could have included that in forward guidance for 26 when releasing FY 25 results shortly.

It refers to macro events and those specific to the UK.

TU tomorrow and given the last month and gilts being so high, im expecting bad news / forward looking statements tomorrow.

Another 5h1t show of an investment by the looks of things.

Is this the all time low milestone?

And yes, he's buying time until all those marines arrive this weekend.

Incredible that a democratically elected leader of the US is so untrustworthy, and the market moves on his every word.

Can't bring myself to average down anywhere.

Oh yeah, forgot to add, " did you know we're the hottest country in the world"

What an imbecile, and as for that Vance, what exactly is the point of him? He's just a silent goon by Trumps side. Bunch of complete -bankers.

I've stopped worrying about my HBs now, they've all been decimated the last few weeks.

Eventually that psychotic madman dictator, that only started this war to deflect from his paedo shenanigans, will realise that come November he will be toast in the US.

But my worry is that even if he offered Iran an olive branch, why would they take it?

Sanctions have crippled them for years, now they can inflict maximum damage on the West.

Trump is such a tool for not seeing this.

I wondered if it is a liquidity issue and it miraculously comes back on this afternoon.

Annoying to say the least.

I think the problem mcg have is that markets are pricing in the possibility of a rate hike as early as April, ECB and of course BOE.

Which is why housebuilders have taken such a hammering.

Can't imagine that madman wanting this to continue much longer with the mid terms looming.

But there again, whose to say the Iranians will stop just when Trump says so.

Why is it so funny to see so many people losing money??

Says a lot about you doesn't it.