Member Info for S34icknote

Bottom line is 270 market cap vs 82 million cashflow ?

I think it’s a case that the down side is already priced in ??

Insiders have billions of shares to sell !

With debt being eradicated am expecting 60 p plus and a lot more over next 18 months

What’s the value of their contacts with the the big tech sector worth to a competitor like WPP !

18k buy nothing serious !

8 million shares when 1.7bn in issue and no doubt more to be issued in de one half when they say they need more money to expand the network !! Couldn’t make it up !

Yet sfor increased margins and performing better ?

May be because sfor are 50’percent in the tech market ?

1msn

Is this your only holding ? Or you holding other shares?

Wonder how much Was Spent on redundancy’s payments.

Average 50 million pa cashflow .

2000 staff gone in two years ?

Hence margins improving !

Debt 180 million plus to 86 milllion I. Two years !

You can see why it’s rerating from a 130 million market cap !

Cashflow at ten times is 500 million market cap !

So anywhere from 60-80p ??

82 million free cashflow after div Pa and increasing margins !

86 million profit on a 250 million market cap !

Can double and still be considered cheap !!!!

82 million free cashflow after div Pa and increasing margins !

86 million profit on a 250 million market cap !

Can double and still be considered cheap !!!!

Think you’re right 40p will be a challenge !!

Only natural for some investors to take profits are such a run !

I’m on the same opinion re 60 p ?

400 million market cap is reasonable for profit figures and cashflow figures plus debt reduction pa despite div payments ! My only worry is the next trading update is a non event and just confirms what we know already !

And the market falls with disappointment ?

Or are they gonna announce progresses with new whopper cleint builds ???????

How did Mathew get his shares ?? 380 million ?

11 million is a nothing with 1.7 bn shares in issue !!!

A 20 k trade lol !

This is without turnover growth factored in !!!!

Profits based on 12 percent margins , they are aiming for 20 percent with reduction in staff because of a I and technology !

That’s an uplift 40 percent in profits !!!

Also in two years time they won’t be paying 22 million finance charges !!

Perfect storm

Peace deal

82 million free cashflow plus 7 million div

86 million profit

Debt free in24 months

Worth 600 million now 90p a share

Staff reduced from 8500 to 6100 margins improving

Worth more if sales start to grow again !