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OCTOBER ISSUE OF SCSW IS LIVE 🚀
Out one week early.
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→ New GP3 addition + 3 fresh ideas
Code: 50OFFSCSW
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#SFOR (S4 : pure-play digital advertising, marketing & tec founded by Sir Martin Sorrell) upgrades guidance to at least +160bps (was +140bps) vs cons +140bps → c.13.7% margin.
Op. EBITDA held at cons ~£85m. EPS to beat 6.1p cons.
YE net debt falling -Net debt-free by next year.
#AT. Bid at a £2 premium to SCSW main tip in April
scsw.co.uk/issues/april-2026…
Ember Infrastructure has made a recommended cash offer to acquire Ashtead Technology Holdings PLC for 615p. Write up price in April 409p
scsw.co.uk/subscribe/?cd=SW4…
New high for last month’s main write up and GP3 addition. “Unmarried but not unloved”
OCTOBER ISSUE OF SCSW IS LIVE 🚀
Out one week early.
→ Save £50
→ Instant full PDF + digital access
→ New GP3 addition + 3 fresh ideas
Code: 50OFFSCSW
scsw.co.uk/subscribe/?cd=50O…
Small Company Sharewatch retweeted
OCTOBER ISSUE OF SCSW IS LIVE 🚀
Out one week early.
→ Save £50
→ Instant full PDF + digital access
→ New GP3 addition + 3 fresh ideas
Code: 50OFFSCSW
scsw.co.uk/subscribe/?cd=50O…
Last month’s main write up #STEM bid approach. globalbankingandfinance.com/…
#SFOR High tight flag (also a “power play” by some traders like Minervini). Surge from the late-June ~30p area to the ~57p peak is roughly +90% - close to the classic “high”/pole requirement. Now the consolidation/vol drying up Then onwards to 84p? xd Sept 8th, results Oct 28th
#Knos +210p no Saasapocalypse here
scsw.co.uk/search/?query=Kno…
Heads up - Next issue out a week early! This weekend.
#DOCS Dr. Martens just hit a new recent high.
We tripled Growth Portfolio 3’s holding in July
A former Apple exec is driving colossal margins, profit is up 61%, and a £10m tariff windfall is coming.
Read fullnote FREE: scsw.co.uk/issues/july-2026/…
or subscribe scsw.co.uk/subscribe/?cd=40O…
#SFOR catching interest. S4 posts solid 1H26: revenue declines easing, big profit jump from cost cuts. EBITDA guidance reiterated, margin lift raised to ≥140bps, net debt target tightened, inaugural 1.35p div, PT up to 47p. Cheap at 6.4x PE.
FTSE Small Cap Index racing to new highs…
and we’ve just banked a +76% winner (Pinewood approach). Select small caps back in favour.
August issue of SCSW is live. 4 new ideas PLUS 2 new additions to GP3
→ scsw.co.uk/subscribe/?cd=40O…
#PINE winner winner chicken dinner
londonstockexchange.com/news…
Full write up here in June at 254p
scsw.co.uk/issues/june-2026/…
Next issue out tomorrow
#HAYS continuing to climb after Fridays news - the company sees FY26 adj. EBIT at the top-end of consensus range £37m - £46m, supported by cost savings. £20m net cash vs. £26m net debt by year end
#MEGP OUTLOOK : In H2 26 sees return to normal trading , with May Wash.ME and Photo.ME vending revenues + 25.9% and + 1.8%, respectively. The positive revenue trend continued in June.
Highlighted last month's
scsw.co.uk/
#RFX FirstCash knockout 600p cash for another pawnbroker (although mix is more gold buying at the moment) having bought H&T last August.
Almost a 300pc gain on the original write up
scsw.co.uk/search/?query=RFX
Next issue on Saturday
#BBSN this one has gone north since the miniMBA acquisition. Brave Bison’s AGM update points to a strong start to FY26E, net revenue “at least £23m, representing growth of at least 92%. “Cavendish target: 150p.
scsw.co.uk/search/?query=Bbs…
Next issue in a week