Member Info for Ejackson

Below is taken from BJ’s earlier presentation.
I would like to think Phase 2 will be being confirmed today and we will see an RNS on Monday.

'Immediate prospect' of rapid Covid tests
The PM says: "I am optimistic that this will feel very different and better by the spring."

He says this is because of the "immediate prospect" of rapid turnaround coronavirus tests.

"Over the next few days and weeks we plan a steady but massive expansion in the deployment of these quick turnaround tests," he says.

They could be used to test "whole towns and even whole cities", says the PM, adding that the programme will "begin in a matter of days" and will be assisted by the military.

Agreed Porky9 and Vadim confirmed the same with respect to the supply and demand imbalance going significantly into 2021 and that was before what I believe will be second Lockdown to be announced by BJ shortly.

Thank you ShaunP.
I agree with your optimism and I only picked on the SP as I felt it addressed many people here’s concerns as to where we are and indeed, if there is spare funds available, when to time topping up.
You have done so as have I, the rest is now down to NCYT to deliver.

Whilst we all wait for news, the only person who has spoken with ‘inside’ knowledge is Vadim.
The interview with ii is both factual and informative and insofar as the SP is concerned, he suggests that at the £12 level, fair value is being achieved.
Movement upwards (strong) will happen when there is positive news flow to be released. Until such time this occurs everything else is just complete speculation. I very much hope our sales teams and partners are pushing our products as aggressively as possible as lucrative contracts are clearly going to be awarded in the very immediate future.
To use a phrase ‘Build it and they will come’.
We are building, the rest will take care of itself.

The SP has stayed strong despite the negative news to date on Education, which is reassuring. The clock is winding down as to how this is going to play out so we will know where we are shortly.
In the meantime Lombard has increased their shareholding. If we go into harsher lockdown, given previous consumer behaviour, we could benefit strongly and quickly.
Hopefully given their trading figures, the SP will look so low, the market or a predator willing to make a sensible offer to recognise its fair value will be forthcoming

I can’t help but think MS is plotting something....big, small, who knows but he just can’t sit still for more than a second....the deal maker in him with such a recent cash injection burning a hole in his pocket can only mean one thing....
I am waiting with real anticipation to see where he and the clever people around him are training their energy next.

Taking the above is always a sobering way to look at what you have invested in when wild movements in an SP are being experienced.
Fact, we have contracts with our own Government which are odds on to be expanded in the coming weeks due to the reported and aggressive spread of COVID-19.
Fact, we are, until an RNS states otherwise, not monetising huge international markets which offer massive upside to increased revenue when it happens.
Fact, differentiating between flu and Covid 19 will become increasingly important and take on a more urgent need in the coming weeks. We have the ability to deliver this.
Fact, we have gifted individuals running NCYT with a clear plan to maximise shareholder value in the mid to long term utilising cash generated that could only have been dreamt of over such a short period of time.
Fact, with the number of shares in issue, MM’s will have their fun - I noted huge spreads being offered this morning. This is unsettling, however, I suspect we won’t need to wait too long before an RNS will put everyone in the know and calculations can be be redone as to what our MCap should be.
Speculation, Big Pharma may be running their slide rule under NCYT. Don’t rely on this as they will be also busy investing in their own R&D teams which they may believe is a better ROCE.
Final fact, whilst writing this on my IPad, the SP has probably swung +/- 5%....

Usual pattern....good news with an RNS, SP rises and then pulls back as fast as it rose.
Tedious.

Still remains huge....

Results read well despite all the excuses that could have been rolled out so, all in all, well done PipeHawk.
The only issue remains the critical support from GW which now amounts to £1.6m and if it were less, the SP would be considerably higher. Hopefully we can move forward from here capitalising on all the positive comments about potential forward contracts together with continued diversification and distance ourselves from this figure.

Today’s news is disappointing and I would like to think the Board have explored a Plan B in the event they cannot conclude the sale to YPO particularly with how much time has lapsed since the announcement.
Given the direction of travel in the retail industry towards Online and the strength of recent M&A activity , I would like to think that there would be an alternative buyer waiting in the wings that won’t have the same Competition issues the CMA are raising.

As I have checked in on MS’s comments and exposure to the media world over the past few months, I couldn’t help but notice his opportunistic swipes at WPP which were taken at almost every interview or otherwise.
Initially I felt he just had an axe to grind and wants to get one over the ‘old shop’. I still maintain this is a key driver, however, on closer reflection i found myself asking ‘Is he masterminding a bigger play’.
He remains a substantial shareholder so has a legitimate voice in being listened to as to how their Management should be behaving. He has also not been shy in regularly stating how the company should be broken up.
So, is he being mischievous and dangling carrots in front of key players he wants to entice across to S4. Almost certainly. Is he looking to exert pressure on the Management to sell off parts of the business that he would like to merge into S4. Quite possibly.
The latter might well connect with ‘the big deal’ that is being rumoured to be in the making as if it were a part of WPP, he will know it intimately and value it accordingly.
All conjecture on my part but the constant rattling of the WPP cage has intrigued me particularly when he really has no need to do so and arguably could channel his energy in a more proactive promotion of S4 and its desire to achieve 20 Whoppers in short order.
MS is a calculated individual so as long as it continues to drive S4 forward in whatever capacity he feels will be earnings enhancing, I am happy to wait for the next swipe.

I am pleased to see the SP moving in the right direction, however, the spread on bid/ offer is ridiculous.

The one thing you can be sure of with MS is that he is never too far away from his next deal.
Some interesting articles over the past few days and the chatter seems to be backed up with the return of some strong buying today, speculative or informed only time will tell although I don’t think we will need to wait too long to find out.

Hello to you again Skindle.
Investment wise it’s been ok, thank you with only one major switch out of Savills (lth) into S4 Capital to follow Martin Sorrell’s own money. So far so good and I know how many false dawns there have been here but can’t help but believe the company has made huge strides in the right direction however the SP has not responded as it should.
A quick look at today and it just underlines my thinking. The sale of Education is now key to releasing the handbrake as The Board have already identified how the proceeds will be distributed which all bodes well for future and further aggressive growth whilst being almost certainly, if not almost entirely debt free.
Quite compelling given the current and future shape of shopping and reassuringly, that The Board (quietly being strengthened in recent months) are aligned to this and receptive to future trends.
The only fly in my ointment is MA as, frankly, no-one knows what his agenda is, otherwise the numbers look very impressive and I am mulling topping up further whilst there is a disconnect between my view and the market.

Reads very well indeed.
Hopefully we will have resolution to Education soon and the extension to the timeline that has been agreed by both parties is positive sentiment towards a deal being concluded. Also encouraging to see trading there has returned to previous levels.
All in all a very positive TU and here’s now hoping the SP will respond accordingly and start to recognise the full potential of the company.

With the likelihood of a national lockdown increasing daily, I am firmly in the belief news flow to support the SP will be key.
MS has been bold with his desire to achieve 20 ‘whoppers’ and it got me thinking as to how many are already in the bag and how many are to come as I noted he didn’t put a retrospective start time nor future finish line on this challenge...Pure speculation on my part and keeping the maths simple, if we were to say he has already got 8 in the bag given some of the names referenced in recent RNS’s, then he has effectively charged the newly assembled Management Teams with pitching and winning one new contract a month. If he can produce regular RNS’s to this effect, the market will continue to respond positively and we will see the SP move accordingly. Should news flow dry up, we will see pullbacks which if combined with the effect of an anticipated lockdown may well be strong enough to equate to some great buying opportunities as the overall business plan will ultimately continue to deliver beyond the short term.
I like the current SP enough to top slice and keep some powder dry for the downside while continuing to keep the majority of my shareholding fully invested reflecting my belief in the direction of travel MS is going in and what he will ultimately deliver on.

I can only assume this falls into the ‘Whopper’ category and with MS’s target of 20, we only have 19 to go!
BMW is a tremendous win for the Mediamonks team as it looks like there was stiff competition too.
When you read the brief and what they are looking to achieve with Engine, you can’t help but see how the future looks so bright for our offering. It’s almost as if we wrote the script.....
Exciting times.

Reads well and can’t find anything significant on the downside.
I would suggest the SP is being held back by the US Tech sell off yesterday. The only bump in the road that I can foresee is a further lockdown, otherwise very happy to stay invested in MS’s bullish outlook.

Today’s news is welcomed and whilst following a pattern of not being accompanied by numbers, I am happy to place my trust in MS who has more than a vested interest in getting it right and isn’t exactly a new comer to buying companies in the world of advertising.
My sense is that the market is pausing on market capitalisation as we are looking fully valued on what we Currently know.
The next stop Is HY figures on the 9th Sept which will confirm the actual ‘double digit’ figures MS has recently referred to for growth in June and July and provide guidance for early indications on August and his vision for future direction on world wide economies.
As for the company going forward, the 3 day Capital Markets Presentation is by any measure, quite a marathon. I can only assume the Executive Board have got a very clear and well rehearsed message they want to articulate and make everyone sit up and pay attention. I can sense that MS will be in his element and love every minute of introducing his newly assembled team and back it up with some strong numbers to convince the market of our current valuation and why there is a whole lot more to come.