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As we enter earnings season, despite a slump in business activity at British firms, trading statements from GP3’s constituents remain upbeat. Luceco announced it will exceed profit expectations by £2m; Reach and McBride are both trading ahead of forecasts; Alpha is outperforming, buoyed by high interest rates; and Microlise has grown its repeat... ...
Future’s full year results showed a return to growth in H2, further deleveraging and a strategic partnership with ChatGPT developer OpenAI. The latter deal will bring Future’s content to ChatGPT users via attribution and links to full Future articles when cited by the AI in response to relevant queries. It’s a huge coup and will ignite future tr... ...
Just before I began to compile this year’s NAPS - my traditional shortlist of shares for the year ahead - I had been watching a documentary about the harrowing struggles of the Battle of Imphal and Kohima in 1944. Just as the British Army endured relentless Japanese attacks over 4.5 grueling months, 2024’s investing landscape demanded unwaver... ...
A colleague recently sent me a compilation of companies set to benefit under the Trump administration. I skimmed through it and thought, really? The list felt incomplete and was too narrow in scope. The reality is that Trump’s second term will unleash chaos around the globe. And chaos brings opportunity. Just look at gold: Goldman Sachs predict... ...
Reach is the UK’s largest commercial news publisher, with print titles and associated websites including the Daily Mirror and Daily Express, and regional papers such as the Manchester Evening News and Liverpool Echo. The shares have featured on SCSW before, but it’s somewhat unfortunate to note that I recommended the shares as a main buy in Nove... ...
Advertising is often considered a bellwether for the broader economy, with shifts in ad spending typically occurring two quarters before changes in economic activity become evident; when businesses anticipate economic growth, they often increase their advertising budgets to capitalize on new market opportunities. Conversely, during periods of ec... ...
More new highs for a SCSW NAP. Jefferies released an intriguing buy note this month, highlighting positive momentum for Future’s top 12 websites, which account for 70% of its traffic. The note emphasises improvements in Google’s search visibility, particularly for Tech Radar, which experienced a 45% increase in its Sistrix Visibility Score from... ...
An eventful month. We have a new Prime Minister with a significant majority. Across the pond, there was an assassination attempt on Trump, and Biden decided not to run for a second term. Cracks began to appear in US tech stocks, causing investors to dump AI giants in a rotation trade and it looks like the UK is becoming a land of plenty, with a... ...
Subscribers were forgiven if they politely yawned after Future surged by £2 after its H1 showed an inflection point in growth, and strong cashflow generation - pretty much what had been anticipated in my main write up in November. Sales were £392m, an organic decline of 2%, with operating profit of £106m representing a margin of 27%. But organic... ...
Ahead of interims on 16 May, FUTR said there had been a return to organic growth in Q2. There have been splendid performances from Go Compare and B2B operations and a resilient performance in magazines, although affiliate and digital advertising revenues were still sluggish. Importantly, there is also confirmation that its Growth Acceleration St... ...