An independent monthly newsletter alerting you to outstanding opportunities in lesser-known growth stocks. Our Tweets do not constitute investment advice.
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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
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For subscribers - will we be getting the news tomorrow?
Company featured on the back page of the latest Nov issue.
Deal set to complete by end of Oct (tomorrow?) and Shore Cap set to upgrade forecasts. Simmering...😎
scsw.co.uk/
#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