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MONY Group
ST
SteadyEddy
Community Contributor
Mony Group growth when times get tough
Mony Group provides financial advice and comparison services in the UK with an emphasis on saving money for its users. During an inflationary period and money being tight at home people are looking to make savings and are likely to be price sensitive.
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UK£2.75
FV
24.2% undervalued
intrinsic discount
11.18%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
about 1 year ago
author updated this narrative
STV Group
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Global Tech Competition Will Erode Margins Though Modest Recovery Emerges
Key Takeaways Shifting advertising spend to global tech giants and declines in traditional TV viewership threaten STV's core revenue and challenge its ability to sustain net margins. Rising production costs, increased competition, and regulatory uncertainties may undermine profitability and limit STV's ability to offset audience fragmentation.
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UK£2.51
FV
24.3% undervalued
intrinsic discount
8.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
narrative
Next 15 Group
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
AI And JourneyLab Will Drive Digital Marketing Revolution
Key Takeaways Rapid AI-driven transformation, bolstered by proprietary products and refocused operations, positions the company for stronger margins and accelerated international market share gains. High retention among clients and staff, with scalable digital solutions and disciplined capital strategy, drives stable earnings and the potential for sustained value creation.
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UK£5.80
FV
49.1% undervalued
intrinsic discount
-11.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
narrative
STV Group
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Digital Advertising Shift And Streaming Demand Will Transform Media Markets
Key Takeaways Strong digital and studio growth, underpinned by acquisitions, expanding IP, and new content, is expected to drive sustained improvements in margins and cash flow. Dominance in Scottish platforms, rising digital ad spend, and local production support position STV for outsized, predictable revenue and profit growth.
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UK£3.73
FV
49.1% undervalued
intrinsic discount
11.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Audioboom Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
AI Integration And Creator Network Will Unlock Opportunities
Key Takeaways AI integration in Showcase enhances advertising quality and revenue, improving net margins through premium, higher-quality revenue streams. Strategic shifts toward high-margin contracts and automated YouTube advertising can drive revenue and earnings growth.
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UK£13.00
FV
74.4% undervalued
intrinsic discount
8.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
YouGov
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
SP3 Focus And Scandinavian Expansion Will Drive Success
Key Takeaways Commitment to SP3 strategy and AI enhancements suggest potential revenue growth and improved product offerings through technology and automation. Cost optimization and expansion into new regions indicate improved financial performance and market diversification potential.
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UK£5.81
FV
45.0% undervalued
intrinsic discount
3.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
Gaming Realms
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into North America And Brazil Will Empower Slingo Gaming
Key Takeaways Expansion into new regulated markets in North America and Brazil offers significant growth potential, positively impacting revenue through increased geographic reach. Strong Slingo brand performance and strategic partnerships in lotteries and social gaming enhance revenue and margins through diverse income streams.
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UK£0.58
FV
7.8% undervalued
intrinsic discount
11.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
7 days ago
author updated this narrative
Bloomsbury Publishing
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition Of Rowman & Littlefield Will Expand Digital Offerings But Integration Risks Remain
Key Takeaways Strategic acquisitions and digital shift are expected to boost Bloomsbury's academic sector growth and improve margins through greater digital resource sales. Increased global student numbers and blockbuster adaptations are anticipated to drive future revenue growth and diversify revenue through international expansion.
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UK£7.62
FV
32.9% undervalued
intrinsic discount
-2.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
Trustpilot Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Enterprise Focus And New Products Will Boost Future Profitability
Key Takeaways Trustpilot's product innovation and pricing strategies enhance retention and future revenue growth, alongside strong market expansion, particularly in the U.S. Increased profitability is driven by operating leverage and a strategic shift towards enterprise clients with higher value contracts. Foreign exchange volatility, growth deceleration, competition, macro-economic uncertainties, and innovation challenges could collectively strain Trustpilot's revenue stability and operational efficiency.
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UK£3.31
FV
21.4% undervalued
intrinsic discount
16.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
7 days ago
author updated this narrative
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