Updates

LBG Media

March 2026

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

I spoke with LBG’s CEO, Solly Solomou, after it reported its full year results to 30 September, with sales up 10% to £92.2m - despite the £3.5m Euros boost that flattered the prior year. EBITDA rose 3% to £25.2m after absorbing higher UK National Insurance costs. Somewhat at odds with H1, when growth came from both Direct and Indirect channels, the full year performance shows it driven exclusively by the Direct side, suggesting Indirect has faltered. The Direct division, which works with blue-chip brands like Google, Netflix, Tesco and Uber Eats to create bespoke branded content, campaigns and sponsored material that helps advertisers reach young audiences via LBG's social platforms, websites and channels, was particularly ...

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Anpario

Boohoo (Debenhams) - Turnaround gathers pace

LBG Media - Now 17 clients spending US$1m a year raises earnings visibility (July 2025)

LBG Media - Bumbling seller creates buy opportunity (March 2025)

LBG Media (February 2025)

LBG Media - Explosive H1 organic growth of 29% vs 7.5% last year (September 2024)

LBG Media (January 2024)

LBG Media - Hugely eps enhancing deal to buy Betches (November 2023)

LBG Media - Sharp recovery (October 2023)

LBG Media - Explosive swing factor set for H2 (January 2023)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X