SYS ON THE FRONT FOOT - 16/04/26
SysGroup posted FY2026 revenue of £22.1 m (≈$28.1 m) and adjusted EBITDA of £1.2 m (≈$1.5 m), beating expectations, while the Saxis acquisition added a £1.1 m (≈$1.4 m) post‑deal win and helped drive a 17% H2 revenue increase. Management highlighted AI‑driven cost cuts, tighter margins and a growing UK cybersecurity market (>10% CAGR). FY27 guidance targets £24.3 m (≈$30.9 m) revenue, £1.9 m (≈$2.4 m) EBITDA and a stronger cash position, emphasizing conversion of operational gains into free cash flow.
FONIX MOBILE: BUILDING A SCALABLE PAYMENTS ENGINE BENEATH THE SURFACE - 20/03/26
Fonix Mobile leverages carrier‑billing and SMS to let consumers pay via their phone bill, securing high‑retention contracts with broadcasters, charities and major media brands. Its proprietary campaign platform captures interaction data, enabling targeted upsell and creating a feedback loop that...
CALNEX ON THE RECOVERY ROAD - 16/02/26
Calnex (LSE: CLX) is re‑emerging after a turbulent 2023‑24 period, prompting the author to re‑enter at 46‑47p. The company has shed its reliance on Spirent, building a broader channel network and a strategic partnership with VIAVI to supply integrated test‑beds...