Member Info for petrencf

Could anybody translate this for me?

"With the additional investments envisaged, we would anticipate revenue growth in FY26 in the 15% - 20% range, with EBITDA margins in the mid-teens." Do this EBIDTA margins apply to the companies' full revenue or just the additional (growth) revenue? Thx

That is great, but how did the margins collapse completely? They say without investment EBIDTA margin would be in high single digit in 2026. So for 50m revenue it would be less than 5m EBIDTA.

"Since it was founded, the business has been profitable every year with revenues rising by 43% compound over the past two years to £21.9mln. Operating profits in the year to March 2019 were £9.4mln while the amount of currency it handled rose to £10.8bn from £7.9bn." Thit is from 2019.

I have emailed them this morning, av11.

Results are due on the 2nd of May according to IR!

Everything is up, but shorters can keep this down easily after a decent update.

I think they have sold some for a similar price to what they bought for back in January. They still have 5m shrares though. Do you think do they know more than any other investor?

Shorts are still increasing a bit, I dont get what is the reason for these movements after the last update. Any idea?

Are results due next week?

Do you think that the shorts should start to close now?

This should be valued 8-10x FCF to fend off any takeover approach imo. Net debt should be down significantly at year end. No share buybacks this year?

Good update today, the company on track to meet expectations. I am wondering when the shorters would like to close their positions. Next year?

Is Bank of America holding 6.85 percent of the shares now? The last 3 holding RNS were a bit controversial.

Indeed and they were picked up by a content buyer.

Final results were delayed, i think it has been paid in September with the next one.

Not 5%? It does not look like a profitable trade for them. Unless they have bought a lot under 300p. Strange.

Interesting article from the company which Future hired to sell Smartbrief.

https://www.siia.net/jegi-clarity-conference-panel-b2b-media-poised-for-growth-and-robust-ma/

Go.co and Dennis cost 900m GBP couple of years ago, and our market cap right now is 670m. Crazy times.

S4 Capital.

On EV/EBIDTA basis Future is valued less than SFOR where investor's confidence was completely destroyed.

The FCF yield is getting ridiculously high now, this should worth minimum 9-10 per share based on that one. No buyers left just algo trades. A bid would not be a surprise at these levels.