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This company has the potential to grow dramatically, it has pivoted from the old days of brain juicer doing clever learning based surveys to being a market leading agency for testing advertising, 29m revenue, strong margins and valued at only 43m, very strong buy
Neat bit of promotion of System 1's Test your radio ad product, which was launched earlier in the year.
https://radiotoday.co.uk/2023/09/system1-and-radiocentre-unveil-listen-up-research-on-audio-advertising-effectiveness/
News of the launch here:
https://martechseries.com/sales-marketing/programmatic-buying/audio-advertising/system1-test-your-ad-platform-adds-audio-testing-to-predict-and-improve-the-effectiveness-of-radio-and-online-audio-advertising/
Interesting foresight from Stockopedia in Jan
It is now! Big rerating following 45% of revenue from the new online digital product.
Write up on stockopedia:
This is an interesting recovery/growth prospect, but not one without risk. System1 was previously known as BrainJuicer and is part way through a strategic shift away from lumpier advertising consultancy revenue towards higher volume and more automated (and scalable) advertising data solutions. These solutions help customers create more effective adverts.
There’s a risk that the digital product doesn’t take as well as management expects, and the stock’s status as a Speculative Micro Cap is well earned. There’s a real lack of liquidity here, which makes buying and selling tricky. The related share price volatility must also be considered
Hi guys, newbie here....Any idea why the share price isn’t moving at all?
Agreed.
There has been much larger volume over the past week. With these large chunks it looks like an insti is accummulating imo.
Nice breakout above a low sideways base just now. Further buying and it could pick up some decent momentum.
47.50k and 95.95k are most probably buys. They were done earlier in the day when the price was at ~95.
Starting to move up today with further buying and a continuation of the strong volume.
Cash position from results from March - £6.7m cash at 31 March 2020 and debt of £2.5m (2018/19: £4.3m cash and no debt)
He holds total of 824,062 shares.
The director certainly must be confident snapping up 108,000 Shares at 92.5.
£100k worth a decent chunk.
Seems to be getting larger than average volume in recent sessions.
The director buying will have brought it onto people's radars as well.
https://investegate.co.uk/system1-group-plc--sys1-/rns/director-pdmr-shareholding/202007021004048515R/
This is extremly undervalued, IMHO
Ouch. Why is there such a large drop today?
the company is so under valued this must be a top up opportunity..thoughts ??
intrem results will be november 7th....
Also there are new hires included a chief commercial officer in Karen Wolfe, formerly at Nielsen, and a chief marketing officer in Jon Evans, formerly at Lucozade Ribena Suntory, both of whom joined System1 towards the end of the half......
operating cost growth was said to be around 3%.
Normalised first half pre-tax profits, excluding AdRatings and share-based payments, were anticipated to be about £2.4m - approximately 24% higher than in the comparable period.
well gross profit was ahead "modestly" in its first half in a trading update on Monday, with the board saying it expected it to be around 7% higher year-on-year, or 4% at constant exchange rates...
Not many on this forum page. Been holding since 2015 - therefore I'm down overall
still here and waiting patiently. With so few shares in issue and so many held tight this one could be worth a whole lot more in the not too distant future.
Oh good, glad to see some other holders!
and herbs always welcome - haha.
Herd...or herbs......maybe...lol
I am here. I think we saw bottom. It is clarity on the PNL that is needed.