The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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Third Avenues first quarter report... i know who i'm listening to...the appointment of Justin Billingsley is a great catch... These people including Jean-Benoit Berty don't join a company that is falling apart.. These are industry leaders, major players in this space.. I think if we look forward to 2026 ... 5 pounds a share could be knocking on our door...
£1 by the H1 results
All I will say is these guys know everything.. Follow the money..
With respect to S4 Capital, a March 2024 Wall Street Journal article described the company as the subject of multiple recent takeover offers, in one case at an offer price appearing to represent a multiple of the current share price. We were not surprised by the rumored offers, nor by Chairman Martin Sorrell allegedly rebuffing those offers as undervaluing the company. We, too, believe that the company is likely saleable today for a price well above the rumored offer price, although the most likely path forward still appears to be for the company to continue building a substantial amount of future business value as an independent company.
From memory Bloomberg terminals report ‘direction’ at time of reported trade
Morning 1msn, if you have Bloomberg, would you mind if possible posting a screenshot of S4 Capitals largest shareholders? Thanks in advance.
Bloomberg have it down as a buy, trade was at 16.17 but reported at 16.37 .. thats good enough for me.
Sadly 1.25m late reported off book trade looks more like a sell at that price.
But we live in hope and it’s impossible to know for sure so I run with your explanation.
Best
Very mixed but a buy upgrade yesterday at a 60 % higher price than we are now should support the share price... Peel hunt are very pretty poor normally.. They had RR at 60p sell. 1.25 million buy reported late.. could be a short closing or Directors buy.
Mixed reports.
We need some large positive new business news outside the tech sector.
Advertising markets outside tech recovering especially in US.
Tech sector recovering well without returning marketing/advertising to previous levels and that’s a major concern.
Martin Sorrell headline in daily mail on A1
Looks good for next week
Agreed 1msn, some share price follow through next week would speak volumes.
Big move today ... back above the moving averages.. some more next week would be a start.. forward looking and both brokers state we are well placed when the turn in spend starts.. just sit back and wait.
Great end to the week, have a good one folks !
Brokerages Jefferies and Liberum cut their price targets on SFOR; Peel Hunt analysts say S4's AI efforts "will be a major advantage as client spend improves"
https://www.xm.com/research/markets/allNews/reuters/uks-s4-capital-inches-higher-after-mixed-trading-update-53835372
Just watched the presentation. My take on it, having watched these now for a while, is that there seems to be a better handle being expressed on the business and outlook. The market will reward this. When it turns on good news or an upgrade, as we have seen today it will turn sharply. Other positive I thought was the comments on their pipeline being upbeat. More business and clients in H2.
One positive, S4 announces 6 new clients in Q1. Burger King, Panasonic, FanDuel, AliExpress, Decathlon, Santander and ICBC.
New business and AI
New business activity continues at significant levels, particularly with a focus on personalisation at scale. New business wins in the first quarter include Burger King, Panasonic, FanDuel, AliExpress, Decathlon, Santander and ICBC. In addition, the Company continues to capitalise on its strong AI positioning winning multiple exploratory assignments as clients experiment and explore applications and develop use cases. These are currently focussed on visualisation and copywriting, personalisation at scale and general client and agency efficiency. Developments around media planning and buying and democratisation of knowledge are starting to build.
Or should it be 60s??
Mostly this will go back to 40s at least one more time. The whole market is way too optimistic today. Israel will stir things up soon
I wonder if we will finally get some momentum this time with interest rate falls, elections, sporting events, etc. or whether the SP will now drift back into the 40s.
Hopefully a further boost when the US market opens. Fingers crossed.
Its nice to see shorters get their comeuppance.