Member Info for Bridgedogg1

Can’t work out how Scroders picked up 6% so quickly with these volumes. More shares taken out of circulation at least, I wonder if they will continue to add..

The thing with S4 is the company has been buying all these companies at 3x earnings and d or ring the market to value them at 10x earnings (or so I read). It took the SP to £8 but that was highly speculative. If you compare the market cap of WPP with S4 then look at earnings at EBITDA you’ll see that the current valuation is actually quite generous, based on strong growth expectation with the macro picture has dented somewhat. Of course WPP is also chronically undervalued but that’s another story. We will have to drmonstrait that we can continue to grow revenue as the macro climate deteriorates. There a fair level of receivables outstanding too. Q1 figures can only help but it might not be the shot in the arm I was expecting as the wider outlook worsens. I’m very annoyed at the company for its poor comms during the audit issue and can’t see any reason why they didn’t provide more information at the time and as it emerged, in which case we would be working off a base of 400p rather than 300p.

Absolutely. How much is the gas worth?

Directors buying, schroder building a stake, needs more buying!

Bargain of the century, wish i had some more cash to put in here.

Tell that to those that bought in 50% higher the other day

Crazy early drop, very little volume. Wider sell off may be impacting us and some traders getting out after 10% gain, hopefully it will turn around soon.

The NBCUniversal streamer’s NewFronts presentation introduced the Pea**** In-Scene Ad, which will customize advertisements within a show down to individual targeting.

Interesting to see similar tech on tv shows. Often thought bids should try to expand to this area but assume the tech is beyond them/too different.

You are mistaken, its the high valuation vs huge debt and loss making that is controlling the Ask/share prcie

It’s dipped a little but expect 5-10 rise most days now until we are back at some kind of normal value.

One of the guys on the webcast said he felt they were undervalued at £5 but would be willing to do deals at around £4.25. Looks like we will be paying in cash for any immediate acquisitions.

On top of that I think we can expect some broker price upgrades, another TR1 from Permian and at least 1 new whopper announcement before the end of the month.

This next push is going to be the big one

Surprised to see that only 9% of additional revenue was from mergers in 2021. So growth of existing client will be driving margins nicely.

Might take a few attacks on 360 for it to go but once its broken its £4 very quickly IMO

Am I right in thinking there is a separate US investor call about to start?

S4 has increased headroom on its debt and intends to do a bond issue. This is going to be a monster of a company as it grows organically and with the already high rate of acquisitions and mergers only accelerating. Right place, right time. Wont be any cheaper than this.

Yikes! Very surprised this has been suspended (by the FCA not the company) without further info.

I have to say I thought this was going down the pan but this could be an indication of something being worked on with Morrisons. Good luck to the holders.

"Morrisons prepared to take the lot and £170m debt. "

Actually the debt is a lot higher than that.

No i dont think they are prepared to do so. The are expanding there own grocery to go brand and would be happy to pick up a few Mccolls stores at knock down prices rather than buying it outright, taking on debt and having to restructure the busines. Dont forget the US owners of Morrisons are already in a competitions dispute in the UK. A very nice trade here though I have to say but I would warn any investors off holding for too long.

Here we go, just need to break that 350, then 360, then blue skys. Might have to wait until tomorrow, US just waking up.

It’s not a seller/placing/forward selling conspiracy. Simply a loss making company with huge debt valued at a massive £47m. Still plenty of room to fall from these levels.