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Geez - talk about having humungous blinkers on!! To add more context to the headline of this thread - have we already forgotten about the big elephant in the room causing April's GDP contraction - Numpty's tariffs??? Exports decline and GDP gets pummelled - where's the contradiction in that?

https://news.sky.com/story/uk-economy-contracted-sharply-in-april-after-trumps-tariffs-13382404

Get a proper trading arrangement implemented with our largest trading partner, the EU, and growth will then normalise. Until that happens, it's simply putting lipstick on a pig.

In the medium term for our stock price it goes without saying that the key driver is FCF generation. If the timeline for the EOY is reiterated, ideally brought forward, then we can see a sustained rise into the 3s and 4s in 2025. Get numpty's tariffs out of the way then the global economy has a fighting chance to recover over the next few quarters.

"But but, u never told us u sold before results, only when share tanked after result u told us u were glad u sold lol why should we believe you that ull tell us uv sold? I don't think ur invested, uv put all ur chips in wg for a gamble imho"

The above is likely true about JO, and possibly bought back recently. I doubt JO would be silent on a share board if he was invested in that share. Just my tuppence. ;-)

Moving on, this inexorable slow slide upwards is hinting at leaks about next week's update or possible contract wins too - if there's one thing that this dog shiite stock market is good at, it's with information leaks and acting on it quickly. I'm happy that this has been a slap in the face for those geniuses who knew that a reverse split is always bad, no matter the context. Not so quickly said the market.

"He’s a troll, ignore him or just discuss SSPG "

Nah - we don't do that on this board. We feel compelled to respond to Meekie and love the amazing insights we get from these interactions from the Gaslighter.

We know we're being Gaslight and yet!!!!

"I’m delighted that the doomsayers on the share consolidation have been proved wrong & this does seem to be on the turn."

This was always a no-brainer when the reverse split was done from a position of strength. However, there were quite a few know-it-alls on here who knew this was going to go down after this RS!!

Moving away from Meekie's pointless posts, here's something for technically minded - a triple moving average crossover based on near term moving averages. You'd think AimLess will be running to buy when the market opens on Monday.. ;-)

https://site.recognia.com/recognia_news/serve.shtml?page=event&eid=UKv0saAAR3lQPqgAJAAmACQAAERg

News leaks are rampant on our silly, silly stock market and it stands to reason that beyond the news of contract wins/losses that free cash flow prognosis is getting better. Fingers crossed for the 17th.

BrokeNSmoke - I get the much bandied about bear thesis that Ad Agency of Record phenomena is all but dead because of Meta Ads AI engine and so on, and that tech spend will never come back, but the reality is far more nuanced. Whilst the rise of Gen AI is changing the content creation paradigm in the ad agency world and how'd they previously charge on an hourly T&M basis, that model is shifting to an output based, slowly but surely. And for all S4's mishaps by placing most bets on the tech sector, you can't accuse them of sleeping at the wheel. They've been at the forefront of leveraging AI on the content side of things and the wins outside the tech sector are piling up. When that'll translate to YOY FY revenue growth is a question mark, but I like the fact that possibly Q3 and certainly Q4 is the inflection quarter from YOY growth comparatives viewpoint is a big step in the right direction.

GM revenues will start accruing from Q3 and additional Amazon revenues too. Bring on T-Mobile that will ramp up in the coming quarters and that'll add more certainty to their forecast predictability. I like the fact that Robot Mary is out as the CFO and a seasoned Ad Industry CFO from WPP and Publicis subsidiaries is now our CFO is most welcome.

It was unfortunate that Martin bet the house on the tech sector and after the initial sugar rush of 2020 through 2022 when this tech client dominated approach was vindicated and his acquisition spree got us to where we got to, that quickly wore off and we couldn't pivot to non-tech sectors as much as we'd like to as shareholders. The big tech clients are still on a massive capex spending spree (we know who the chief beneficiary here is) on AI infrastructure - I get that it's Martin self exculpatory rationale for the dropoff in revenues in 2023, much bigger last year and still continuing in H1 this year, but for all the previously stated reasons (GM/Amazon/T-Mobile revenues + First America loss wearing off from Q3), we stand a more than fighting chance of revenue growth turnaround from Q3.

Only a dog-shiite market like the LSE would value companies at these pitiful 2X EBITDA valuations for a FCF generating company like S4 is and if there's one piece of advice I'd give to Martin - get the f*uck out of an LSE primary listing. Wise has jumped ship just today and they're not even a US majority revenue earning business.

https://www.reuters.com/technology/uks-wise-move-primary-listing-us-2025-06-05

However there's that piece of financial nugget that S4 will be hit with over Q3 and Q4, and that's a strong GBP versus USD. Even though on a like for like basis, S4 is calling for say a 5% revenue decline, on a reported revenue basis, revenues will likely be down closer to 8 - 10%. It wouldn't affect profitability margins as majority of costs are also in USD.

I don't disagree that I've been too optimistic a tad too early for this amazing stock market, but I'm willing to take the other side of the bear trades.

I called this many months ago and growth in 2025 wasn't part of my investment thesis. Q3 is when YOY growth will start to materialise (just about) and will ramp from Q4. Q2 will be just as bad as Q1 and that's a given!!

Look past near term negative growth noise and look ahead to H2 onwards, which is what I'm focused on. We will be just fine.

Tried to buy some more in the last few minutes and kept moving the bid price up, but the sellers didnt bite. Buy time tomorrow then.

I wish you a good day, Jcj07. Everyone needs one.

"Internal contract" - Nope, not an inhouse contract - that can't be revenue accruing!!!

Yes, every little helps and the Pensions LOB is the highest margin business within the Experience sector and that's a plus. No wonder the SP was perky in the past few days!!

Can't agree more, 1Pencil. Once signs of even a bit of YOY revenue growth shows up in S4's quarterly updates, that's when SP could make a sustainable turn upwards. Until then we'll be the mercy of our shallow UK market - basically we'll still be cr*ap.

Q3 this year maybe, if numpty trumpty eases up on his trade war a bit?

Wednesday - have you never met a certain Aimless on this board?

"had the opportunity to buy at recent prices if it wasn’t for RWC to be honest." True, Macy. Although it also gave the opportunity for pumping traders like AimLess, to get out. OK, traders in general.

The negative pumps will start very, very soon though - it could be as soon as today!!! I'd love for a very positive piece of news to land and catch them out pants down!! One can hope. :-)

I can't see RWC's latest holdings that AimLess put out, but assuming that they have sold down to 7% from 11% and we're still holding just fine, nay gone up since the reverse split, that's all I need to know. I won't be fretting over daily trading moves but the SP's direction of travel is pretty positive.

As far as Meekie goes, the less I say the better. ;-) Can't read the room, can't decipher numbers, can't read the positive business trends that his beloved Labour is laying down for CPI. One can't have it all I suppose.

This was 2 weeks ago, not today.

Der Trottle is mostly bluster and is a Putin brown-noser. He knows if he pushes his trade war agenda too far, a US recession will inevitably follow - maybe self-preservation and avoiding ignominy of 2 recessions in 2 terms could be enough for the numpty to avoid further chaos.

In the meantime, our SP looks quite chirpy on the recent tariff u-turn. Positive tidings next month I'm hoping.

GotnoRolex - Der Trottel, sounds way better than my favourite, numpty.

Numpty doing what he does best, being a numpty. In all seriousness though, it's just an opening gambit meant to shock and awe the opponent, the EU in this case. When the US economy feels the pain and that shows up in the market, he'll pull back on the tariffs, maybe have a higher level on the EU than the 10% they are at now.

Of course the EU will be hit more than the US, even though Germany now have a lot more firepower with the debt rules being dropped, high tariff levels are not good for them/EU as whole. However, this isn't good for the US either if bilateral trade levels start getting cramped. The global economy can get back on its feet and start firing once this tariff soap opera is out of the way, but the escalation rhetoric isn't helpful.

And just like, the trade wars are back on!!! Good lord.