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The difference here is that SMS has a golden share and I think he would be looking for top dollar Maybe £2+
I suspect that PE will also be looking at S4 Capital and could go the same way as Darktrace. S4 sum of parts valuation is multiples of current market cap. With a bid of close to $700m 96p per share already dismissed, next offer I expect would be in the region of 150p.
Good morning Rock,
Yes good numbers by alphabet. I also was expecting a bounce in S4 share price.
No idea why mate.
Hi Nige
Hope you are doing well.
Expecting a pop after aphabet numbers but nothing?
Any ideas why?
Yes, nice to see.
Those short of Darktrace got burned
Some chunky buys out the gate this morning
Great news from alphabet
“Advertising revenue through search and YouTube, which accounts for more than three-quarters of Google’s top line, grew 13 per cent to $61.7bn, compared with analysts’ consensus forecast for $60.2bn.”
Google stock has soared to all time highs after hours due to its results. Anyone know how much SFOR makes via Google advertising?
AH - GOOG jumping 12%, MSFT jumping 5%, SNAP jumping up 25% -- someone tell us why we're down as much in 2 days? Low depth LSE is an easy explanation, no matter what some think!!!
Looking at the big picture, it isn't what MSFT or GOOG deliver this quarter or the next that'll make a difference to the broader market - keep an eye out for those 10Y Treasury yields. Core PCE in Q1 was hot and juxtapose that against a lower than forecast Q1 GDP growth rate, and there are rumblings of Stagflation in the US economy.
I don't think it will play out that way and S4 will be a beneficiary of a bounce-back in the agency ad spend this year and an even better ramp up in 2025.
Sorry meet q1
If alphabet increase their q2 and meet q2 it would be a relief
Even worse they reduced their Q2 advertising targets
Companies that make reoccurring losses tend to get punished in the US too. With a market cap this low it wouldn't enter any meaningful indexes, and as a very small fish in a big pond, I'm not sure any analysts would bother covering it. Particularly in the case of small to mid caps I don't think moving to the US is necessarily the silver bullet it's becoming seen as across these boards.
Meta missed their advertising revenue forecasts last night
Tonight it’s Microsoft and Alphabet
GoCPI, I totally agree, S4 should be trading in the USA, (Nasdaq). I don't think that Sorrell would want to do this until S4 Capital is making a profit, sadly that could be 2 years away. Will S4 Capital be taken out before this time period? Who knows, I can certainly see someone testing the waters again, with S4 having already turned down one offer of 96p. The reason for the recent 65% share price bounce. With no follow through increased offer, we may be at the hands of day traders/gamblers until the add market improves, hopefully in the second half of this year.
Meta ran up too hard and any disaapointment on either growth or cost control was all that was needed for it to cool off a bit.
Ad spending cooling off a bit at the likes of Meta/Google may just be good for Ad Agency spend - we'll soon be in H2 and plenty to look forward to for S4.
Agree with that, Verney. It's so easy to pull a stock price down here on the LSE - as soon as buying dissipates, the shorts can easily have their way on no volume.
This is where we need to be in the medium term - Over 80% of our business is across the pond anyway.
https://www.bloomberg.com/news/articles/2024-04-25/indivior-confirms-plan-to-switch-listing-from-london-to-new-york?
Well I won't be taking any advice from you tiger.
Meta reports advertising decline which could explain weakness.
I agree, and looks all the stars are aligned for the shorter for the coming weeks
..to WPP update. I don't think WPP update was a shock in anyway and by this afternoon this will recover
Yes, back down . There will be a massive attempt now to get this as low as possible by the shorters with low volume . Expect new lows quickly. Seems they can do it and make a lot of money so why wouldn't they ?
On Meta results
It was an "excellent" quarter, said analyst Alex King of Cestrian Capital Research (leader of Investing Group Growth Investor Pro), pointing to unlevered pretax free cash flow margins hitting 38%, best since March 2022.
As for the sell-off, "You can pin that on a guide for growth deceleration if you like, or you could conclude, as do we, that the stock has been only-up since the October 2022 lows and is simply letting off a little steam," King said.