Updates

Eagle Eye

September 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.

Last year, Eagle Eye lost its massive contract with Neptune Retail Solutions but instead of crashing into a wall, underlying revenues for the full year soared by 21% to £46.1m. But that’s not the best bit: full-year EBITDA slammed into the record books at £9.8m, absolutely pulverising the £7m forecast. In the second half of the year, profit margins rocketed from 18% to 23%. Annual Recurring Revenue (ARR) shot up 31% to £44.5m. Net cash has also hit £16.1m (against the £13.3m expected). How did they do it? Simple: they put through price increases and cross sold (so NRR was 111%) and also won new accounts. In H2 alone, it landed easyJet, bagged Subway across four European countries, and snapped up a massive French grocer - giving ...

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Hollywood Bowl

Eagle Eye - Equivalent price £18 a share (June 2026)

Eagle Eye - Ducks in a row (May 2026)

Eagle Eye (February 2023)

Eagle Eye - Wins further North American business (March 2022)

Eagle Eye (April 2021)

Eagle Eye (October 2020)

Eagle Eye (December 2019)

Eagle Eye - Moves to EBITDA profitability (August 2019)

Eagle Eye - Shares well off the 316p high; 72% recurring fees (June 2019)

Eagle Eye - Positive EBITDA expected for H2 (April 2019)

Eagle Eye (December 2018)

Eagle Eye (August 2017)

Eagle Eye (July 2017)

Eagle Eye - Strong momentum with tier 1 retailers continues (June 2017)

Eagle Eye - Coupon redemption volumes rise to 4m a month in February (May 2017)

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.

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