Member Info for 1msn

Https://www.moreaboutadvertising.com/2024/03/has-arch-predator-sorrell-become-the-prey-at-s4-capital/

4.20

This is what S4 paid for Mighty Hive..based on this valuation we should be 3.7 billion..

12/03/18 MightyHive, Inc. S4 Capital Advertising $150.0 3.7x 13.5x

I think Martin has been very clever in the deals he's done.. 50% cash 50 % shares... everyone is on the same page re value.. take firewood.. 75 million in cash and 75 million in shares at 4.20... so at todays price we paid 82 million... for the biggest digital marketing agency in silicon valley...If S4 keeps buying back shares at 10 % on the 420 price.. then S4 have been very clever.. It now depends on if Mr Market... lets them carry on.. I think not.. a lot of press and speculation over the weekend and this will now be on everyones radar now given the coverage in the Press..

Https://www.thetimes.co.uk/article/sir-martin-sorrell-wild-ride-mad-men-silicon-valley-xz53f22sr

All the right people in all the right positions

Https://www.stanhopecapital.com/team/daniel-pinto/

Https://www.thetimes.co.uk/article/daniel-pinto-interview-stanhope-investment-guru-warns-ethical-ayatollahs-are-harming-the-city-9txxwzzf0

Director participation

All of the directors of the Company have agreed to subscribe for 7,069,934

Subscription Shares in aggregate, at the Placing Price, as follows:

Director Number of Subscription

Shares

Sir Martin Sorrell 2,698,412

Paul Roy 50,000

Rupert Walker 3,174

Sue Prevezer 31,746

Daniel Pinto (including shares acquired by

Stanhope Entrepreneur Fund, a growth Capital

fund managed by Stanhope Capital, of which

Daniel Pinto is the Chief Executive)

2,793,651

Oro en Fools B.V. (the holding company of

Wesley ter Haar and Victor Knaap)

1,329,622

Peter Rademaker 23,809

Peter Kim 317

Chris Martin 31,746

Scott Spirit 4,761

Elizabeth Buchanan 37,777

Naoko Okumoto 25,396

Margaret Ma Connolly 9,523

Peter Miles Young 30,000

I don't think an the offer will be under £3.30 which all directors and II's invested million of their own money at the time... maybe a partnership with a large investment for a % or the company.. but not a sale at less then 3.30.. Any green shoots and positive spin on the 29th and this will be above a pound and moving onto 2 very quickly

Https://www.thisismoney.co.uk/money/markets/article-13229161/amp/Shares-Sir-Martin-Sorrells-S4-Capital-company-rejects-rival.html

All the signals are there.. maybe the twist would be WPP

Not 120.. 320

Https://www.havas.com/

Havas are also looking... WOW

Https://www.thetimes.co.uk/article/s4-capital-shares-boosted-as-rivals-circle-for-martin-sorrells-ad-business-3dmt7msr9

Well if PE see value at 700 million.. i'm surprised you don't.. I know what i would follow

We we all know now how undervalued this is now... it actually done us a favour coming back for anyone that needs to average down...

No where near.. we went from 40 -50 on maybe 200k in shares... 30 % would never happen.

Https://www.ajbell.co.uk/articles/latestnews/273927/press-s4-capital-climbs-wsj-report-it-rejected-700-million-bid