Member Info for NigeCo

PEEL HUNT - "With the 2026 interest charge guided at £20–22m, this implies that PBT is likely to increase by more than 15%"

The latest analysts EBITDA forecast before todays results was £82.45m 2026 & £88.44m 2027.

Broker upgrades over the next few days.

A rerating of the undervalued share price in due course. IMHO.

2026 EBITDA will be at least £88.748m (2025 £81.2m)

I bet Wildtiger is pleased to have sold yesterday at 20p. Current share price 24.45p +4p. Stick to the day job WT.

1msn, do you have the link to the broker upgrade please?

S4 Capital Beat Analysts 2025 Earnings Forecasts

Actual Results V Analysts Forecasts

Revenue £754.8m.......£690.5m...... BEAT

EBITDA £81.2m...........£80.48m...... BEAT

Earnings -£24.8m.......-£34.38m..... BEAT

FCF £86.5m..................£49.99m..... BEAT

Net Debt £86.9m..........£139m........ BEAT

Https://uk.advfn.com/stock-market/london/s4-capital-SFOR/share-news/S4-Capital-PLC-Audited-2025-Results/98121627

Year end net debt6 at £86.9 million, below targeted range of £100 million to £140 million with leverage improved to 1.1x net debt/operational EBITDA

Full Year 2025 Net Debt going to be below £100m.... 2024 £142.9m.... 2023 £180.8m

That is some reduction.

"Thank you sellers. Back in for the results next week. What a nice day to be buying"

From one day to the next.... You will never hang yourself. Zero credibility.

Agreed Redwineday, I just said the same thing on ADVFN board.

Tuesady FY results....

Balance sheet is improving, any signs of revenue stablizing and this will be the catalyst for a rerating of the share price, 30p plus IMO. Not advice, just common sense.

"@NigeCo - S4 has already guided for net debt to be under £100m, likely to be close to £90m, and the consensus is still sitting at £139m. Where did you get these stats from?"

Morning RunS4, yes I agree with you, strange analysts forecast regarding Net Debt. The stats taken from marketscreener, link enclosed below. I will eat my hat if S4 doesn't beat the alaysts £139m Net Debt.

https://www.marketscreener.com/quote/stock/S4-CAPITAL-PLC-54379378/finances/

The latest analysts earnings forecasts for FY 2025....

Revenue £690.5m

EBITDA £80.48m

FCF £49.99m

Net Income -£34.38m

Net Debt £139m

Why Sir Martin Sorrell Thinks the World Is Wrong About Advertising Agency Business | BMI Unscripted

https://www.youtube.com/watch?v=KWkJJHbMfy0

SMS talks about past MSQ Partners approach. Plus "there's no reason why S4 shouldn't be making 20% margins"

Https://www.youtube.com/watch?v=FninGYo9WiI

1pencil, nice one mate. Thanks.

The seller has sold at least 24m shares within two days, in just two of the trades we know of, booking a big financial loss I would guess. Capitulation if indeed it is Patien Capital, S4's largest holder. Not a good sign when your largest shareholder sells out. Time will tell.

A spinning top candlestick indicates market indecision, featuring a short body with long upper and lower wicks, signifying a close-fought battle between buyers and sellers where neither gained control. It often signals potential trend reversals, particularly after strong uptrends or downtrends.

Volume of shares traded for the day 35.1m Share price unchanged @20.5p.

@15:54.... 14,574,840........ Price 19.101p

Is this trade the capitulation of the seller.