Member Info for Sidney75

Barons Investments on X: #SFOR S4 CAPITAL getting some love again.

They have told the market they "expect to be close to net debt free next year". That's huge even if the market is asleep to it right now. Let's not forget this figure was nearer to £200m at the end of 2023!

It just validates the size of free cash flow that's coming in and highlights the kind of trajectory that may be on offer.

And with that balance sheet inflection, one can expect a material uplift to the dividend (which is already very decent). Shares too cheap on a 5x multiple.

People who sold for 36p yesterday must be really rueing that decision. Couldn't resist topping up even more.

Full year guidance reiterated

Reported net revenue2 down 8.9%, 5.0% like-for-like3

First quarter performance in line with expectations with improving operating margins

Quarter end net debt5 £111.8 million, 1.4x pro-forma 12 month Operational EBITDA1, down £33.0 million reported and £45.6 million like-for-like

The Company repurchased €85.2 million of its Term Loan B at a discount reducing it to €289.9 million with a targeted reduction to €250 million

2026 like-for-like net revenue expected to be in line with current analyst consensus, slightly below 2025, with operational EBITDA6 margin targeted to increase by at least 100 basis points

2026 net debt target unchanged at £60-90 million

The Board will approve an interim dividend of 1.1p and recommend a final dividend of 1.1p, subject to shareowner approval where necessary, if performance and liquidity targets are delivered

The Company's capital allocation policy prioritises dividends first, debt repayment second and share buy-backs third

The Board will implement a 50% dividend payout policy out of adjusted basic earnings per share over the medium-term, subject to financial targets being met

Anyone heard from Mildtiger lately?

Congratulations everyone. After years of misery, averaging down and then watching the SP continue to plummet I held. The optimism of members of this group helped during dark days. Now nicely in profit. Happy days.

Nothing from wildtiger today

Q1 net revenue down 12.2% (actual), 11.4% (like-for-like). Tech Services notably reduced. Net debt improved to £144.8m. Full year targets unchanged

Good to see, and a relief. It was a dark day when it fell to 29p.

He's still going on about macro economic conditions.

Q3 net revenue declined 15.2%-reported, 12.6%-like-for-like. Year-to-date net revenue down 15.5%. Full year net revenue expected to be down in low double digits.

Let's hope he's right. Last week was truly depressing.

I've loaded up. Don't think I'm going to sleep very well tonight.

Happy days. Great to finally start reaping the rewards after everything I've been through with this stock.

I agree, didn't read like he was putting a For Sale sign up.

Anyone know what's behind the SP rise today?

Plenty of false dawns for the recovery of this stock. Here's hoping it's for real this time.

I wonder if we will finally get some momentum this time with interest rate falls, elections, sporting events, etc. or whether the SP will now drift back into the 40s.

Opportunity here if they drop off the back of reasonable results like last time.

This stock has brought me so much misery. Sold all my other shareholdings yesterday and bought S4 at 39.5p to average down to 43.3p. What a day today! Happy Easter!

I can relate to a lot of this. For a long time now I have spent most days during trading hours just sitting and watching the S4 share price go up and down. There must be more to life.