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For the year to December 2025, BBSN delivered a thumping set of final results. Sales leapt 60% to £34.1m and pretax profit by 44% to £5.6m beating the recently upgraded consensus forecasts. EPS ticked up 15% to 6.9p (from 6.1p) - the fifth year of growth in a row. Sales are c8x higher than FY20. Five acquisitions were completed in the year of... ...
Founded by John Kearon in 1999, System1 (SYS1; 288p) has spent more than 25 years using behavioural science to help advertisers understand how people actually react to ads before their conscious mind has time to start lying about it. Its whole approach is built on the work of Nobel Prize-winning psychologist Daniel Kahneman’s distinction between... ...
It feels rather melancholy to watch the world stage be increasingly dominated by tyrants. Trump and Putin remain as entrenched as ever - continuing to put pressure on the rest of Europe whilst the prospect of a new left leaning PM has sent gilts to multi year highs. The result is yet another thick fog of fresh inflationary headwinds, and the... ...
Bison has taken a strategic 28% stake in System1 (SYS1; 272p), a specialist in the somewhat niche but increasingly valuable field of marketing effectiveness measurement. The stake has been assembled through a mixture of paper and cash. The bulk came via a share-for-share exchange with System1’s founder and largest shareholder, John Kearon, who r... ...
Brave Bison has delivered stronger than expected trading in Q4 25, driven by continued momentum in its Performance marketing division and a standout performance in Sport & Entertainment. The period saw new client additions including Airbnb, Logitech, Loveholidays and Honda, particularly in the Performance division, where the AI propositio... ...
Brave Bison pulled off a very clever number this month, putting a £50m offer on the table for M+C Saatchi’s (SAA; 125p) Performance business. With net debt set to vanish just after the year-end (FY25E net debt/EBITDA: 0.6x), the Greens are clearly on the hunt. Sure enough the offer was dismissed as lowball, but not before generating a storm of f... ...
Shares in Brave Bison caught my attention in July, when I noticed that its recent string of acquisitions was beginning to drive EPS upgrades. After speaking with director Theo Green, I decided to add the stock to Growth Portfolio 3 and in the August issue of SCSW, I went a step further, naming it one of my Top 10 Buys for the Second Half. But wh... ...
The second half of 2025 has kicked off strongly for small caps and I have shortlisted 7 UK-listed companies that I think will be powering ahead, four already showing strong EPS momentum and three where recent setbacks provide a buy opportunity at very attractive ratings: AdvancedADVT (ADVT; 198.5p), a NAP for 2025 and held in GP3, continue... ...
Brave Bison (BBSN; 3.1p) has had a remarkable turnaround for a company that for most of its early quoted life lacked a clear strategy. That changed in 2021 when brothers Oli and Theo Green - whose father built Carlton Communications into a billion-pound TV giant - acquired a stake and took control. They cut costs, shifted towards scalable servic... ...
Brave Bison has announced its second acquisition of the year. It is buying Builtvisible for up to £3.5m (£1.5m upfront, £1m deferred and £0.5m based on future performance). Builtvisible is a performance marketing agency with a specialism in Search Engine Optimisation (SEO). Clients include Aviva, Avis, Icelandair, Specsavers and Very. In FY24, i... ...