Crimson Tide

TIDE · AIM · Technology · mcap £6.4m · 97.5p 2 open situations →

EV: £4.4m
EV / EBIT: 21.1x
Net cash: £2.1m
FCF yield: 14.4%
Revenue: £5.9m
Share price 1y: +77%
Insiders 12m: bought £30k
Next report: in November ●

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2026 1 director buying Turnaround and churn reduction

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Insider conviction

1 director buying

£20k in 1 buy

16 Sep 2026 Jon Clarke £20k

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Turnaround plan with targets

Turnaround and churn reduction

Rebuild under way; more renewals secured

Turnaround under CEO Jon Clarke since late 2025 restored profit, but FY26 churn of about 28% (mostly one retailer's break clause) cut MRR from £468k to £397k. Audited results on 3 Aug 2026 showed PBT of £0.2m; contracted MRR was £410k at 31 July 2026. On 27 Aug 2026 two public sector customers extended for 12 months at combined ARR of £211k, adding retention.

Scope: Car park auditing, hospital site patrols and civil enforcement officer patrols in the UK 29 Jul 2026 ↗
FY26 result: PBT £0.2m (FY25: loss £2.3m); cash £2.1m, no debt (3 Aug 2026) 27 Aug 2026 ↗
MRR: £397k at 30 April 2026, £410k at 31 July 2026; was £468k a year earlier 3 Aug 2026 ↗
FY27 outlook: Near-term revenue reflects the lost contract; churn expected substantially lower 3 Aug 2026 ↗
New business: APCOA extension and enlargement; Costa (Sim Trava) and DW Baking trials; Cadent extended to 30 Sep 2027 3 Aug 2026 ↗
Extensions: Two public sector contracts extended 12 months, announced 27 Aug 2026 27 Aug 2026 ↗

27 Aug 2026 Rebuild under way; more renewals secured
3 Aug 2026 Audited FY26 results show profit; rebuild under way
29 Jul 2026 New win adds to rebuild; FY27 base still lower
3 Jul 2026 Retention wins continue; FY27 base still lower

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Company filings. Not investment advice.