George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
LifeIsARisk.... "at least the 10% crew have evaporated ....LOL..."
That made me chuckle mate. I'm not knocking the 10% crew, a profit is a profit, but I think that there is a lot more than 10% in S4 Capital. Patience may well be needed, but mid to long-term S4 should recover to at least what Citi are currently predicting. As Sir Martin has said previously, S4 need to get their pricing right together with a recovery in the ad market and S4 should see a recovery, back to growth of 20%.
I see S4 as a jam tomorrow investment, maybe jam today if someone is willing to put a decent offer on the table, that management are happy with. Time will tell.
"at least the 10% crew have evaporated ." You mean the likes of MildTiger? ;-) I see him also on the THG message board. THere's always plenty of them about.
We did believe funds have been accumulating ....may increase now ....Thanks to all who are posting....at least the 10% crew have evaporated ....LOL...
Citi has flagged S4 Capital as a high-risk yet potentially rewarding investment opportunity.
What Happened: Despite the recent challenges faced by S4 Capital, a UK-based digital advertising and marketing services company, Citi analysts believe that the stock could witness a significant upside of 280%, setting a price target of 230 pence, reported CNBC.
The company, founded by advertising industry veteran Martin Sorrell, saw a 25% drop in core earnings in 2023 due to reduced tech-heavy client spending and a slowdown in new business wins. However, the company’s shares have rebounded, rising nearly 15% this year, following a 60% decline over the past 12 months.
While the outlook for 2024 remains cautious, Citi analysts see potential for a medium-term business rebound. They suggest that once the tech sector stabilizes and project-based work increases, S4 Capital will be well-positioned to re-accelerate.
Citi recommends that investors who can afford to take a 12-month view consider the stock’s risk-reward profile, which they believe continues to look “attractive.”
https://www.benzinga.com/markets/equities/24/04/38196797/citi-predicts-280-surge-for-this-high-risk-high-reward-stock-is-this-the-next-big-investment-opp
Two large trades, Buy 442,791, Sell 330,071
UP UP and away she goes
Seen some big buys just now. WOW!
Media monks working with 2 large customers for the 2024 super bowl...Nice
“Brands will always be wary of a platform where the audience's minds are not open to brand messages,” said Amy Luca, head of social services at agency Media.Monks, adding: “so I think it will be a difficult year for X.”
Media.Monks is working with two brands on their Superbowl social media strategies to pair them with ads, but Amy Luca declined to elaborate.
Excellent posts
Excellent
Indeed, thanks to 1msn for all the informative articles he finds and posts on here. Much appreciated.
If there's a small sign that SFOR's revenue decline is turning around, we'll see a good jump in the SP and Citi's target could just be achieved in 12 months' time. And the market is right now front-running that possibility. The large number of high-volume days is a testament to the accumulation that's happening in the stock.
Good luck holders.
I do a lot of research in all the companies I invest in, I'm looking to see Sir Martin in a couple of months to see the whole operation...
1msn, you do a fine job mate finding the news articles for us all. Much appreciated thanks.
Even is Citi are only half right thats still over 100 % from where we are... you can see why the buyer yesterday at 60 was shipping up all the shares he could,
Citi has identified S4 Capital , a U.K.-headquartered digital advertising and marketing services company, as a high-risk but potentially attractive investment opportunity. Despite the company’s recent struggles and a challenging short-term outlook, the Wall Street bank believes that S4 Capital’s stock could see a significant upside of 280%, with a price target of 230 pence. U.K. shares are generally priced in pence, with 100 pence equal to one British pound ($1.27). S4 Capital’s stock is also traded over the counter in the United States. Founded by advertising industry veteran Martin Sorrell, S4 Capital has faced a difficult year in 2023, with core earnings falling by 25% on the back of reduced spending from its tech-heavy client base and a slowdown in new business wins. The company’s like-for-like net revenue dropped by 4.5% to £873.2 million, while earnings declined by 24.6% to £93.7 million, resulting in a margin squeeze from 13.9% in 2022 to 10.7% in 2023. The company has reportedly been the subject of takeover interest recently, partly due to its flailing share price. The rejected-acquisition interest, revealed by The Wall Street Journal last month, appears to have stemmed the downward spiral for the stock. While shares are up nearly 15% this year, the stock has declined by 60% over the past 12 months. SFOR-GB 1Y line The company has said it also expects continued pressure on the top line and a broadly similar outcome for the bottom line in 2024. Despite the cautious outlook, Citi analysts see potential for the business to rebound in the medium term. The investment bank’s analysts highlighted that while the short-term outlook remains cloudy, “there is potentially still a lot to stay excited about medium term.” “Specifically, we think the group will be well placed to re-accelerate once the tech sector stabilises and project-based work picks up as our [Chief Marketing Officer’s] survey suggests it will,” said Citi analysts led by Thomas Singlehurst, in a note to clients on March 28. Citi said that investors who can afford to take a 12-month view consider the risk-reward profile of the stock, which they believe continues to look “attractive.” As a result, Citi said S4 Capital is a “Buy” rated stock with a “High Risk” designation and a price target of 230 pence. The stock has a consensus price target of £0.70, representing a potential upside of 14%.
https://archive.is/bCiFT
And let's not forget that we're listed on a shiite stock exchange where shorting based on revenue/EBITDA misses is far more easily rewarded than signs of a sector turnaround that's slowly but surely kicking in and this should've pushed the stock up a lot more already. If SFOR were to be listed on the NYSE I have zero doubt that our current market would be double what it is now on the LSE.
1msn - We're still not growing on an organic basis at an overall corporate level, whereas Publicis is - this is why they've had a 45% y-0-y increase in the stock price and we're down big from last year. You're referring to growth at the whopper and large client level, but SFOR's revenue isn't just all that, is it? I'm optimistic that it will change this year, even though MS has said revenue for 2025 will be flat to marginally down - he's low-balling expectations and is aiming to beat those numbers and push the SP, likely in H2. It's a good sign that Publicis is saying that tech clients' spending is coming back and that's THE most important metric for SFOR.
I'd think that Citi's sellside clients were privy to that research note prior to that being available on CNBC/general public and were frontrunning their purchases in the past few days. That is very typical of the sellside in the US, eh?
This is exactly what I posted the other day, if you look at the organic metrics from 6 months ago and compare it to the last presentation.. we have had very positive organic growth, just he margins have been squeezed due to over staffing..
The has and is being addressed.. you can see why Citi have rated this a buy at 230... this falls in line with the recent options for the director... I must say it was nice to see S4 promoted all over CNBC'c main world wide site... must have got a few more people looking in.
"Publicis posts 5.3% revenue growth in Q1, beats expectations"
https://uk.investing.com/news/stock-market-news/publicis-posts-53-revenue-growth-in-q1-beats-expectations-3428410
The massive buying has been Citi…
https://www.cnbc.com/2024/04/11/citi-says-s4-capital-is-a-high-risk-but-attractive-stock-with-280percent-upside.html
Some massive buying today.. the only part that stopped this was the US inflation number.. otherwise we would have been above 64
Another high volume of shares traded, total 8.54m.
The largest trades below.
Buys
157,000
50,000
60,672
86,153
86.618
47,200 x2
165,000 x3
Sells
55,075
50,000 x2
69,293
46,216
359,600 x3
400,000 x2
875,000
1,189,688
45,000
Https://www.campaignlive.co.uk/article/accenture-swoops-buy-uk-agency-group-unlimited/1868331