Member Info for BielsaBall2021

Makes you wonder what will happen to the SP once they stop buying back shares.

Why would you be bothered, with you no longer being a S4 Capital shareholder? Or are you here just to spread your negativity because you sold this share at a loss.

"Why will the tide turn?"

S4 Capital is not a distressed company, the share price will recover when the economy starts to recover, along with interest rates start to drop, this will result in S4 clients spending again.

Leaving the EU has been a economic disaster. The main reason most people voted for Brexit was to take back control of our boarders. Well that worked out well didn't it, with more and more illegal immigrants crossing daily at a drain on the tax payer, at a cost of £8 million per day while most British residents struggle to keep a roof over their heads while the worlds freeloaders take advantage and live in luxury hotels at our expense is quite unbelievable. A lot of British people lost their lives in two world wars for this. And we cannot stop small dinghies crossing the channel. The £8m per day could be used for far better needs like our NHS that putting up freeloaders. Would this have happened under the leadership of past prime ministers John Enock Powell or Margret Thatcher? No it most certainly wouldn't.

"I wonder what SMS's price is and if any 'non official' discussions have been taking place?"

It would be in everyone's interest if someone was to make a bid, most likely it would be turned down, but at least it would help recover the share price, with shorters running for cover.

Nice work sherlock.

NigeCo,

Thanks for posting the link regarding SFOR's largest shareholders. Its interesting to see that Franklin Resources have moved in to top spot making them the largest shareholder, after purchasing a further 1.8 million shares, total now stands at 67 million shares, 11.5%. Does anyone think that FR may be working on behalf of a third person, who may make a takeover offer for SFOR?

There is little for shareholders to hold onto in the latest update from Vodafone (VOD) and plenty of risks facing the telecoms giant, says AJ Bell.

Analyst Russ Mould said the Citywire Elite Companies AAA-rated stock has been a ‘business with all the alacrity of a beached whale’ and there was nothing in its third-quarter statement ‘to get investors particularly excited’.

The group is ‘trying to shed some dead weight’ and is still in discussions over its underperforming Italian division despite turning down a merger offer from French telecoms company Iliad last month.

‘News of better-than-expected sales is something for shareholders to hang on to, with the company seeing improving momentum in its cloud and enterprise arms,’ said Mould.

‘However, management is not getting carried away as full-year forecasts remain unchanged.’

Mould said ambitions to scale up Vodafone’s mobile operation in the UK could be stymied by competition authorities as its deal with Three comes under the spotlight.

‘The UK’s Competition and Markets Authority has proven itself to be robust and there is a risk the probe could either sink the deal entirely or introduce mitigations which will undermine its attractions,’ he said.

‘History does not provide an encouraging guide for Vodafone given the precedent of a tie-up between O2 and Three being turned down in 2016.’

The shares fell 3% to 66.58p on Monday, with the shares down 27% over the last 12 months.

The intrinsic value of one SFOR stock under the Base Case scenario is 244.1128 GBX. Compared to the current market price of 49.6452 GBX, S4 Capital PLC is Undervalued by 80%.

https://www.alphaspread.com/security/lse/sfor/summary

50p now and still no directors buying, you would think that they would show some backbone and buy some share, try and give some confidence because the market has lost all confidence.

1msn,

what price would you value a bid at.

In the summer of 2022 after the share price crashed, directors purchased shares in SFOR, this helped restore confidence and the share price recovered to £2+. As it stands today Sorrell is losing millions per day (paper loss) with the constant share price dropping. Sorrell is no fool, he must be considering his options. I would have thought that he would purchase some shares along with other directors to help restore some confidence, otherwise who knows where the share price will end up. Fear has taken over and the large shareholders/directors are just watching this car crash take place.

Reasons to be confident...... No SFOR directors have sold shares.

Big plusses is Patient Capital Management taking a 5.1% stake along with The Capital Group Companies 5% stake. Both of these companies will have done their own due diligence I'm pretty sure.

I'm waiting on directors to purchase shares before I top up. So come on SFOR directors show some confidence and purchase some shares, the market will follow.

Robina

Life is full of questions, idiots are full of answers.

Really hoping this stays low until my divi is reinvested. I know people think that’s stupid but I don’t care!

Maybe AbjectPerformer likes being under water.

SFOR valuation down from £5 billion 18 months ago, now less than £1 billion.

Martin Sorrell may cash in with him having cancer.

So true NigeCo.

https://simplywall.st/stocks/gb/media/lse-itv/itv-shares/news/are-itv-plcs-lonitv-fundamentals-good-enough-to-warrant-buyi

Justnotworthit, I've just looked at your comment history and all your comments are negative towards MKS & a few at ITV. Made me laugh.

If you were to grow up and get a job, you may one day be in a position to become a shareholder, instead of making a fool of yourself with your childish comments. No doubt you will reply with abusive comments, I wouldn't expect anything less. Have a nice day.

I strongly believe that Goldman Sachs on behalf of Liberty Global have a lot to answer for, regarding the under performance of the share price. Back in August GS was in control of over 21% of shares in ITV.

With respect SHAPERITE, I started the petition to have BournemouthTom banned from LSE, not NigeCo.

Thanks Nige for your reply.

What's your opinion on this potential takeover rumour?