FoggyIsle.XYZ | Market's view on System1 Group

Stock watcher predicts the company will surpass its forecasts again next year with a revenue projection of 8.7 million in Q4 and a forecast of 34.5 million for the fiscal year 2025, highlighting a 28% year-over-year growth.
Another stock watcher expresses optimism about upcoming trading updates, appreciating the quarterly updates that help investors gauge annual performance against broker forecasts.
A stock watcher discusses the company’s data platform product and advertising effectiveness philosophy, crediting James Gregory for adding necessary business discipline. They mention potential strong operational gearing due to scaling.
The possibility of forecast exceedance is tied to the growth in Q4 2024 over Q3 2024, suggesting a potential fifth consecutive upgrade.
Concerns are raised about a suspicious surge in stock price just before a trading update.
Observations are made regarding easier stock acquisitions, suggesting the presence of a seller.
A stock watcher suggests the company’s guidance is very beatable, expecting a significant increase in EBITDA and PBT based on the last quarter’s performance and ongoing momentum.
Revenue and PBT forecasts for the upcoming years are considered very beatable with potential for earnings to increase significantly due to high gross margins and operational leverage.
A stock watcher gives an overview of the company’s potential rapid growth due to high gross margins and an expanding client base despite the shrinking consultancy aspect.
Questions are raised about the justification of adjusting out bonuses and commissions in financial statements, and concerns about misleading financial presentations are discussed.
The issue of litigation settlements being included in statutory earnings is critiqued, alongside a lack of disclosure on churn and retention rates which could be potential red flags.
Positive remarks on H1 results, noting increased gross profit margins and significant new client acquisitions.