George Frangeskides, Exec-Chair at Alba Mineral Resources, discusses grades at the Clogau Gold Mine. Watch the full video here.
Oh Will, what sage-like advice! What's this based on? I think most LTH are going to kindly decline your offer of wisdom and stick around to see what the new P2's are going to look like.
Whilst SNG is not the sort of share that Warren Buffett would invest in (it's worth looking up his typical investment criteria), to me, this quote of his rings true though: “The stock market is a device for transferring money from the impatient to the patient.”
Glad I made the right choice a few days ago and got out at 68p with a small profit. But 55p looks like it could be a bit of a bargain:
Pro: Last quarter is a strong period for advertising in general, but I think especially for S4.
Con:: Anecdotally, the ad industry (at least in the UK), has had a nightmare year. Worst year since 2008 recession.
Pro: 2024 is an election year in the US, as well as an Olympics year (plus Euros too).
Tommy, there are too many impatient investors in SNG, that don't understand that the world of Pharma runs at an incredibly slow pace - frustrating that it is. However, that frustration leads to opportunity for others. Unfortunately some of those others are Macosta and his friends and aliases.
To me the obvious way for S4 to get into profit is to follow the EPAM model of out-sourcing a load of staff to cheaper countries, in particular tech staff. If they're not following this approach then they are idiots!
Agree that the US election, will lead to a decent rise in adspend in the US.
UK election will have zero effect on adspend.
The Euros on the other hand will boost things in the UK.
Plus it's an Olympics year too.
So pretty rosy outlook.
i think this is the game that macosta and co play:
wait for a morsel of news that can be framed as a disaster
get onto a share spread-betting site and bet on a share drop
flood lse with multiple accounts with doom and gloom, ****ging off the board and rm etc... (you know the routine)
wait for the impatient to sell
share price drops 1p
cash in
then bet on a recovery the next day / next few days
share price recovers
cash in again
and then like keyser soze, they're gone... til next time.
simples !
Neat bit of promotion of System 1's Test your radio ad product, which was launched earlier in the year.
https://radiotoday.co.uk/2023/09/system1-and-radiocentre-unveil-listen-up-research-on-audio-advertising-effectiveness/
News of the launch here:
https://martechseries.com/sales-marketing/programmatic-buying/audio-advertising/system1-test-your-ad-platform-adds-audio-testing-to-predict-and-improve-the-effectiveness-of-radio-and-online-audio-advertising/
Covid on the rise again.
New, potentially serious variants.
Poor government preparation.
News of new Synairgen trials announced soon?
Investors (especially tech) looking for value shares to invest in.
Means only one thing… the trolls will be back on LSE again pretty soon, desperate to keep the SP low!
Be sure to say ‘Hi’ when you turn up troll-folk!
i think that andyb / beardy is a pretty ****e ai bot, that's been programmed to respond pavlov's dog style to any rns or big change in the share price, but all it does is repeatedly spout out the same garbage like a lse dalek.
"overpaid board. overpaid board. overpaid board "
"trade this turkey. trade this turkey. trade this turkey."
"synairgen zealots. synairgen zealots. synairgen zealots"
"share price 4p share price 4p. share price 4p"
At the moment the company's priorities are: making the new trials a success, not delaying them and then securing a BP deal. There's also the outside chance of securing a Platform trial (although jeez they appear to be running at a snail's pace).
So, the company needs to secure its top talent, no matter what people on here think about them and be in a position to attract new talent, as and when needed. That's the best way to make sure things progress as all investors want them to.
All it means is that our shares will be a little more diluted, as or when a big deal comes through. And I suspect that many on here who disagree with these new share options will have sold out on a rise and way before any such deal in any case.
So, I think this is a bit of a distraction. It gives some of us something more to moan about, but the real focus and energy of both the company's efforts and our questioning should be on these new trials.
In theory this looks great value at this price. Or maybe wait to see if the SP drops further?
Something is spooking investors.
The economy? Advertising in the UK is struggling at the moment, but S4 have such as US and Asian focus.
Digital malaise? But surely this has already happened?
I think it must be SMS's health. He's the one who opens doors. They need a succession plan and a figurehead who's going to do just that.
The Brandtech group have just bought Jellyfish (an agency I thought S4 would have wanted to buy a year or so ago) and Nick Emery, former global CEO of Mindshare as its CEO.
SMS interview at Cannes on 21st June
https://www.linkedin.com/posts/system1group_uncensored-cmo-activity-7073951241470443520-r9pK?utm_source=share&utm_medium=member_ios