Member Info for CharlesMunger

No they didn't. Offer was rebuffed by Sir Martin Sorrell, who did not consider it credible enough to approach the board. They were probably just talking...

I can text or mail Sorrell and offer 700mil. for S4C or 90p a share.

Hey, it's not a serious or credible offer, but it's still an offer!

Does that mean S4 Capital is worth 700 mil. overnight just because I have made some lame, vague offer CEO wouldn't even think about?

As soon as the share price hits 1p per share I'm ready to average down my monster position here and overtake Sir Martin Sorrell as the biggest shareholder.

Wish me LUCK!

Shareholder since July 2020. Average price £0.62

As I said before, the only growth this company is capable of is through mergers and acquisitions. Since 2022 when acquisitions stopped it's all downhill. They have got 2023, 2024, 2025 to return back to growth. Sorry, but management is absolutely clueless about how to fix this mess. They just reduced headcount a little bit and that's it. A bit too little a bit too late. 3 years of denial, blaming macro, political instability, tech clients, inflation... I expect a lot more from guy like Martin, with his 50 years of experience. How could he run WPP with 100 000 employees??? He can't even manage small company like S4C with 7000 monks and few clients.

No big hopes for improvement in 2026, maybe 2027 who knows, or 2028? Maybe it's time for management change? Bring someone who knows what to do!

Beware of this account. Fake wildtiger!

Real wildtiger always announces his purchase with "thank you sellers" ;)

Guys don't worry about the share price too much. Look at the bright side! Ad Guru and our CEO Sir Martin Sorrell is already booking his flight to Switzerland for Davos 2026 to brag about AI, global shifts, etc...

What's your plans for January 2026?

Https://www.marketing-interactive.com/havas-ceo-yannick-bollore-shuts-down-wpp-deal-rumours

Https://www.bloomberg.com/news/articles/2025-11-17/havas-ceo-says-in-memo-that-company-isn-t-in-talks-with-wpp

Https://www.campaignasia.com/article/wpps-mckinsey-moment-might-be-its-smartest-decision-in-a-decade/505847

At least WPP admits they need help and are not afraid to act!

Meanwhile S4C & Sorrell like a broken record, for a third year in a row - "We remain confident in our strategy, business model and talent." Waiting for tech clients to spend more on marketing. No plan B. Don't need any help. Revenue falls, lowers outlook for how many quarters now?

Https://www.campaignasia.com/article/wpps-mckinsey-moment-might-be-its-smartest-decision-in-a-decade/505847

At least WPP admits they need help and are not afraid to act!

Meanwhile S4C & Sorrell like a broken record, for a third year in a row - "We remain confident in our strategy, business model and talent." Waiting for tech clients to spend more on marketing. No plan B. Don't need any help. Revenue falls, lowers outlook for how many quarters now?

Https://www.exchange4media.com/advertising-news/wpphavas-deal-buzz-grows-big-agency-merger-rumours-trigger-market-curiosity-149374.html

Https://adage.com/agencies/aa-havas-eyes-wpp-deal/

Https://www.bbc.com/news/articles/c4gzw99w17go

On the other hand I believe Unilever should hire him as CEO again. He would do much better job out there, as he is familiar with the company. Diageo is a big question mark...

Tesco get rid of Thailand, Malaysia and Poland business during Dave Lewis reigns as CEO, as well as Tesco Direct business ( electronics, furniture...) and Wine.com business. That's why employees count went from 500 000 to 300 000 it's today.

Tesco wounds was self inflicted - horse meat scandal 2013, accounting scandal 2014 ( scandal contributed to Tesco’s £6.4 billion loss in just one Q in 2015, one of the largest in corporate history in UK. )

Dave Lewis was the best thing that happened to Tesco at that time, it's turnaround is nothing short of a miracle.

Diageo problems on the other hand are sector wide, not self inflicted wounds as was Tesco's.

I really struggle to see how can he convince young generations to drink more. He can turn Diageo business around as he did with Tesco, cut down employees numbers, streamline business, sell some underperforming brands, invest in marketing... The big question is, is it going to be enough? Do the people start buying alcohol again? Or is he going all in on 0% alcohol brands?

I can't wait for him to unveil his plan.

As a Tesco employee for past 14 years, I have got nothing but praise for Dave Lewis. My Tesco shares has doubled in value in just couple of years.

Big admirer of Diageo and it's brands as well as former CEO Ivan Menendez and former chairman Javier Ferran.

Waiting on the sidelines for now. Dividend yield is really tempting...

UK investment bank Panmure Liberum issued a note in which it retained its “hold” rating on S4 Capital shares. “Q3 was tougher than management expected,” the bank noted. “Slow ramp-up in new client spend and client caution were indicated to be material factors... Q4 was already expected to be tougher than Q3,” which the firm concluded implies a “tough 2025 exit rate.”

The bank added that S4 “continues to focus on improving its offer via AI solutions. We can’t see when the potential traction will offset the pressure in the top-line and the risk in content production. Americas exposure is favorable, but risks remain, and it is too early to buy into potential of flat 2026 revenue objective.

No mergers and acquisitions = no growth. Simple as that. SMS fooled us again... He can't grow business organically. In terminal decline. How can he speak sh*t about WPP, Dentsu, Omnicom... No shame at all.

Https://www.thisismoney.co.uk/money/markets/article-15252395/M-C-Saatchi-rejects-50m-offer-Performance-unit-Murdoch-backed-marketing-rival.html

Https://www.cnbc.com/2025/11/01/meta-alphabet-amazon-microsoft-earnings-ads.html

B&M down 18% today. Second profit warning. Finance chief quits after 7mn accounting error.

WPP + S4Capital at all time low... Guess who is the biggest shareholder at both companies...