Member Info for Allinittogether

What’s happened to Wesley ter Harr. He held 5% and doesn’t appear on list?

S4 strategy is to totally focus on their topline growth and operating margins.

They’ve laid out what they need to do and are implementing the changes.

It’ll be very interesting to see what progress they’ve made since Q2!

I think 2025 will see a turnaround for S4.

H3results should be announced W/C 11th Nov

Why so few shares being traded this far? 75,000 in two hours!

Auson

Let’s hope so

Looks like the shorters are coming in to gamble on Q4 results!

Marshall Wace LLP Have taken 0.50% short position as of 31st Oct 2023

Your message on other site

After watching the Jacob/JKR interview last weekend with Sir Martin Sorrell at the end of the interview Sir Martin discussed S4 Capital's transic valuation. I've just run the numbers based on this years latest analysts forecast regarding EBITDA of £109M & Net Debt of £200M also based on today's current shares in issue, this is expected to rise in H2 of this year for M&A payments. = transic valuation of 153p per share.

Years 2024 & 2025 I've also run the numbers based on the latest analysts forecasts regarding EBITDA & Net Debt but obviously not taking in to account the possibility of share buy backs that would give a boost to the valuation.

2024 233p

2025 333p

What multiples of Ebitda do they use?

Thanks

Marybr190

Mary are you saying you think their will be a retracement testing the lows of around 100 - 106p after this dead cat bounce up to around 117-119p?

Thanks Nigco

Any significance in the low volumes today?

Now at 50% retracement level.
Still possibly 14 trading days until full year results, which I expect to be very positive given the soundings in SMSs various interviews over recent months. Lets hope this finds support at 180 otherwise we could be heading for 138!

:)

Redwineday
Regarding my post 8th Feb and your response. A clock is right at least twice per day!!!
Think this will bottom around 1.90 then back up to new highs 2024 highs possibly 2.80!

Looks like this is going back to 200!

Thanks Pearls. Without sounding sycophantic I value your posts. BoL

Pearls

Where from here, now that we’ve breached 200? I suspect it’ll dip below and hover for a while, but 2.50 by Christmas I reckon!!

In line with previous reporting, a webcast and conference call will be held at 08:00 GMT in London, followed by another webcast and call at 08:00 EST / 13:00 GMT. The dial in details and webcast links will be available in due course.

Big day tomorrow with the half year results. Any thoughts on whether it’ll finish the day higher or lower?

What % of short positions have now closed in the last week?
4.95% of all shares was held, so what is it now?
Answers on a postcard to the above address please?