Member Info for 1msn

ABC is the largest Heinz's business in Asia ,subsidiary of Kraft Heinz

Https://www.campaignasia.com/article/mediamonks-launches-in-indonesia/oyoxdbf11ovcb2dr53b1d5f5jj

Third Avenue own another 4 million shares as of the end of January total 13.05 % 86,534,957

Https://www.nanalyze.com/2026/01/a-long-read-duopoly-pacbio-or-oxford-nanopore/

The problem the ll's will have, no body who owns shares will sell at this level, your saw this morning they tried to drop the price and all the large buys come in.. Shorts have covered as well

Looks like they dropped it to allow the big buys through

Https://aipressroom.com/wesley-ter-haar-monks/

Yesterday’s performance update from S4 Capital Group marks a significant turning point in our operational discipline. Beating our revised revenue and EBITDA guidance is a positive step, but the real significance lies in our strengthened balance sheet and a net debt ratio of 1.1x—well ahead of our targets and market consensus.

As I’ve shared throughout my time at CES, Davos, and beyond this year, the industry is moving out of the "AI as a novelty" phase. 2026 is about the maturity of the agentic workflow. We are rewiring S4 and Monks around an AI workforce to deliver hyper-personalization at a scale and speed that legacy models simply cannot match.

We are already seeing the results of this focus in our Q4 momentum, notably through significantly expanded remits with our top enterprise technology and automotive partners, alongside a major "Real-Time" brand assignment for a global telecommunications leader. Furthermore, a new partnership with a leading US-based FMCG company as its Content Studio Partner proves that the "Faster, Better, Cheaper, More" model is winning the battle for efficiency.

Good to see the delivery yesterday, but as always, there is much more to be done as we look towards our March targets.

Https://www.openpr.com/news/4364078/nanopore-sequencing-market-is-going-to-boom-oxford-nanopore

Every one to their own.. The art is to see the profit grow.. if you are willing to watch a share 50 % of side then you must be able to watch it move 50 % on the upside.. A lot of people sell when they get their money back. This makes no sense to me.

After my communication with the company over the last year. it put my mind to rest.. some times the market just mis prices companies.. but that is what makes a market.

My Total holding is 8,600,000

Can you imagine being short... my only buy size is 50k

Not on this valuation of 190 million.. They are building more large clients.. this will be another RR..

Let's go

Just warning up.. 35

Feel this is last chance to get in, in the 20's

Looking forward to end on 2026 into 2027, with debt approaching zero and an EBITDA of around 90 million gives you an indication of where this share price will be. At 5 times 65, 10 times with little growth we could be knocking on the door or 150

Would not surprise me if the government buys this .. it would make a lot of sense for them.

For all the holders out there, a good good day, the part now is to wait for this to get back to a sensible valuation based on metrics and enjoy the ride.. a 4 year down trend is over on large buying and up 43 %.. even if its take 4 years to get back to 2 pounds plus.. I will wait and take my 15 million profit.