Announcement • Mar 27
REACT Group PLC, Annual General Meeting, Mar 31, 2026 REACT Group PLC, Annual General Meeting, Mar 31, 2026. Location: the offices of singer capital markets, 1 bartholomew lane, ec2n 2ax, london United Kingdom Price Target Changed • Feb 25
Price target decreased by 30% to UK£0.69 Down from UK£0.98, the current price target is provided by 1 analyst. New target price is 33% above last closing price of UK£0.52. Stock is down 26% over the past year. The company posted a net loss per share of UK£0.014 last year. Reported Earnings • Feb 09
Full year 2025 earnings released: UK£0.014 loss per share (vs UK£0.001 profit in FY 2024) Full year 2025 results: UK£0.014 loss per share (down from UK£0.001 profit in FY 2024). Revenue: UK£24.9m (up 20% from FY 2024). Net loss: UK£340.0k (down UK£358.0k from profit in FY 2024). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Announcement • Feb 02
REACT Group PLC to Report Fiscal Year 2025 Final Results on Feb 05, 2026 REACT Group PLC announced that they will report fiscal year 2025 final results at 8:00 AM, GMT Standard Time on Feb 05, 2026 New Risk • Dec 14
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2025 fiscal period end). Market cap is less than US$100m (UK£11.9m market cap, or US$16.0m). Reported Earnings • Jun 02
First half 2025 earnings released: UK£0.012 loss per share (vs UK£0.004 profit in 1H 2024) First half 2025 results: UK£0.012 loss per share (down from UK£0.004 profit in 1H 2024). Revenue: UK£12.1m (up 14% from 1H 2024). Net loss: UK£280.0k (down 422% from profit in 1H 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. New Risk • May 28
New major risk - Revenue and earnings growth Earnings have declined by 25% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risk Market cap is less than US$100m (UK£13.7m market cap, or US$18.5m). Announcement • Mar 05
REACT Group PLC, Annual General Meeting, Mar 27, 2025 REACT Group PLC, Annual General Meeting, Mar 27, 2025. Location: the offices of singer capital markets, 1 bartholomew lane, ec2n 2ax, london United Kingdom New Risk • Jan 30
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 0% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.09% net profit margin). Market cap is less than US$100m (UK£18.9m market cap, or US$23.5m). Reported Earnings • Jan 30
Full year 2024 earnings released: EPS: UK£0.001 (vs UK£0.002 in FY 2023) Full year 2024 results: EPS: UK£0.001 (down from UK£0.002 in FY 2023). Revenue: UK£20.7m (up 6.0% from FY 2023). Net income: UK£18.0k (down 64% from FY 2023). Profit margin: 0.1% (down from 0.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. New Risk • Dec 15
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Large one-off items impacting financial results. Shareholders have been diluted in the past year (11% increase in shares outstanding). Market cap is less than US$100m (UK£20.6m market cap, or US$25.9m). New Risk • Dec 07
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (12% increase in shares outstanding). Market cap is less than US$100m (UK£20.2m market cap, or US$25.7m). Announcement • Oct 30
REACT Group PLC has completed a Follow-on Equity Offering in the amount of £1.1 million. REACT Group PLC has completed a Follow-on Equity Offering in the amount of £1.1 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 1,358,025
Price\Range: £0.81
Transaction Features: Regulation S; Subsequent Direct Listing Announcement • Oct 28
REACT Group PLC (AIM:REAT) entered into share purchase agreement to acquire 24Hr Aquaflow Services Limited for £7.4 million. REACT Group PLC (AIM:REAT) entered into share purchase agreement to acquire 24Hr Aquaflow Services Limited for £7.4 million on October 25, 2024. A cash consideration of £4.5 million will be paid by REACT Group PLC. The consideration consists of 0.62 million common equity of REACT Group PLC to be issued for common equity of 24Hr Aquaflow Services Limited. REACT Group PLC will pay an earnout/contingent payment of £2.4 million cash. As part of consideration, £6.9 million is paid towards common equity of 24Hr Aquaflow Services Limited.
For the period ending April 30, 2024, 24Hr Aquaflow Services Limited reported total revenue of £6.1 million and EBITDA of £1.2 million.
Singer Capital Markets Limited acted as financial advisor for REACT Group PLC. Announcement • May 21
REACT Group PLC to Report First Half, 2024 Results on May 29, 2024 REACT Group PLC announced that they will report first half, 2024 results on May 29, 2024 Announcement • Mar 06
REACT Group PLC, Annual General Meeting, Mar 28, 2024 REACT Group PLC, Annual General Meeting, Mar 28, 2024, at 12:00 Coordinated Universal Time. Location: Bishops Suite at Novotel London Blackfriars, 46 Blackfriars Road, London SE1 8NZ London United Kingdom New Risk • Feb 08
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 158% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (UK£14.4m market cap, or US$18.2m). Reported Earnings • Feb 07
Full year 2023 earnings released: EPS: UK£0 (vs UK£0.001 loss in FY 2022) Full year 2023 results: EPS: UK£0 (improved from UK£0.001 loss in FY 2022). Revenue: UK£19.6m (up 43% from FY 2022). Net income: UK£50.0k (up UK£751.0k from FY 2022). Profit margin: 0.3% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance. Announcement • Feb 02
REACT Group PLC to Report Fiscal Year 2023 Results on Feb 09, 2024 REACT Group PLC announced that they will report fiscal year 2023 results on Feb 09, 2024 New Risk • Jan 15
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Market cap is less than US$100m (UK£15.5m market cap, or US$19.7m). Announcement • Dec 12
REACT Group PLC Announces CFO Changes REACT Group plc announced the appointment of Spencer Dredge to the Company as CFO and Director of the Company effective at the end of January 2024. At the same time, Andrea Pankhurst will step down from the Board and assume the part-time role of Finance Director within the Company. Spencer is a seasoned finance professional with significant experience with mid-sized UK and global businesses. He is a Chartered Management Accountant and joins the Company from AIM-quoted SmartSpace Software plc, (formerly RedstoneConnect plc.) a technology business operating in the workspace optimisation space. Having joined in March 2015 as CFO he played a key role in the repositioning of the business as a leader in its space while executing M&A and driving improved reporting standards, before moving to the role of COO. Prior to this, Spencer has finance experience with Castleton Technology plc, Maytech Communications Ltd. and MXC Capital LLP. Spencer Neal Dredge (aged 50) is currently, or during the past five years been, a director of the following companies: Previous directorships of partnerships: Anders + Kern U.K. Limited; SmartSpace Global Limited; SmartSpace Software plc and Swiped On Limited. Reported Earnings • Jul 05
First half 2023 earnings released: EPS: UK£0 (vs UK£0 in 1H 2022) First half 2023 results: EPS: UK£0 (in line with 1H 2022). Revenue: UK£9.32m (up 82% from 1H 2022). Net loss: UK£86.0k (loss narrowed 6.5% from 1H 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Commercial Services industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance. Reported Earnings • Feb 08
Full year 2022 earnings released: UK£0.001 loss per share (vs UK£0.001 profit in FY 2021) Full year 2022 results: UK£0.001 loss per share (down from UK£0.001 profit in FY 2021). Revenue: UK£13.7m (up 78% from FY 2021). Net loss: UK£701.0k (down 280% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 02
REACT Group PLC to Report Fiscal Year 2022 Results on Feb 07, 2023 REACT Group PLC announced that they will report fiscal year 2022 results on Feb 07, 2023 Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Michael Robert Joyce was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Jul 01
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£74.0k from profit in 1H 2021). Profit margin: (down from 2.9% in 1H 2021). Over the next year, revenue is forecast to grow 42%, compared to a 14% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 136% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth. Buying Opportunity • May 03
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 39%. The fair value is estimated to be UK£0.016, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 75% in 2 years. Earnings is forecast to grow by 90% in the next 2 years. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Michael Robert Joyce was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 01
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: UK£0.001 (up from UK£0 in FY 2020). Revenue: UK£7.70m (up 77% from FY 2020). Net income: UK£389.0k (up 107% from FY 2020). Profit margin: 5.1% (up from 4.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has only increased by 115% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • May 16
Independent Non-Executive Director recently sold UK£75k worth of stock On the 13th of May, Michael Robert Joyce sold around 2m shares on-market at roughly UK£0.035 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£34k more than they bought in the last 12 months. Analyst Estimate Surprise Post Earnings • Jan 27
Revenue behind estimates Revenue missed analyst estimates by 0.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Announcement • Jan 25
REACT Group plc to Report Fiscal Year 2020 Results on Jan 26, 2021 REACT Group plc announced that they will report fiscal year 2020 results on Jan 26, 2021