Member Info for haggismchaggis1

"S4Capital estimates that in 2021 digital accounted for over 60% (for the first time) or $400-450 billion of total global advertising spend of $680-700 billion (excluding over $500 billion of trade promotion marketing, the primary target of the Amazon advertising platform) and projects that by 2025 total global advertising spend will expand to $975 billion and digital's share will grow to approximately 70%, accelerated by the impact of covid-19. In fact 97% of the projected growth in Advertising spend between 2021 and 2025 will come from Digital. Global spend on Digital Transformation (the primary addressable market for Technology Services) is growing at 21% CAGR and projected to be $879bn by 2025."

"Digital is by far the fastest-growing segment of the advertising market."

"It is also clear that the Company's purely digital model based on first party data (reinforced by the recent privacy policy decisions by Apple and Google) fuelling the creation, production and distribution of digital advertising content and distributed by digital media is increasingly resonating with clients. Our tag line "faster, better, cheaper" or "speed, quality, value" and unitary, one P&L structure also appeal strongly."

"Overall, it is clear that Covid-19 has accelerated the adoption of digital transformation and digital media at three levels. Firstly, at the consumer level, with consumers buying groceries and essentials on-line, educating their kids on-line, using financial services on-line and gorging on on-line entertainment and gaming. Secondly, media trends have been accelerated, with the streamers like Netflix and Disney+ gaining on free to air tv, traditional newspapers and magazines under greater pressure from digital alternatives and traditional outdoor being increasingly eclipsed by digital outdoor, despite recent gyrations. Finally, enterprise adoption of digital transformation has accelerated, as covid-19 disrupted steady state growth and during that disruption "change agents" have been given more oxygen to implement digital organisational change."

"Although a bi-polar world and populist forces may check globalisation and free trade and slow overall global GDP growth, the demand for technological development and digital transformation will continue to drive the demand for our digital marketing services. Digital marketing expenditure is closely correlated to, but not dependent on GDP growth, just as traditional media spending used to be in the last century."

"We continue to grow our top line at industry leading rates, despite Covid-19, and have exhibited agility in developing new content revenue streams quickly, in such areas as the Unreal Engine, the Metaverse, blockchain, crypto and NFTs placing us at the forefront of these significant disruptions."

"..... started to prove the potency of our new age/new era, digital, data-driven, unitary model, which has gained significant traction. The pandemic has, at the same time, accelerated the drive to create a digital world, together with the adoption of digital transformation amongst consumers, across all media and within enterprises and, in turn, stimulated the demand from clients for digital marketing expertise."

As for where the price dropped to prior to the first results delay, I guess you know full well that it bounced back before the first results delay too. Statistics can say anything you want if you just cherry pick the one's that suit your position LOL!!

As you'll also see, a more realistic statistic, not a single point in time, is that generally the price after it's all time high settled at £5 to £6, and that was on a company that had around HALF THE REVENUES that S4 has now. I fully expect S4 to go back to £5 to £6 once all the traders move on and the ii's load up.

sanlorenzo,

Most of that does not apply to S4, but then I guess you know that. Regarding inflation and interest rates I'd rather believe what is stated in the results RNS by the CEO, that basically it's going to have minimal impact on S4. And as for advertising revenue dropping, I take it that you have taken that out of context, because as per the results RNS, the S4 part of the ad market is booming, as more companies move over to S4's digital solutions.

Good article!

I see some of the clueless press just focussing on the loss, and not taking into account that the money was spent on massive growth which is still filtering through into 2022. This company is still growing fast and is going to grow into a monster. ii's will easily see this and want a chunk of it to put in their funds and pension pots.

As I said, you couldn't make it up! Clearly talking his own book now, like most others on here.

Bananaman2 recent posts:

3 April
From a construction delivery perspective the AFC system in its HFC or S series is the answer.

1 April
It was a pipeline of 50 plus customers. No mention of conversion to sales with any time scales. Talking as someone in the thick of the hydrogen sector and major construction I can tell you that a conversion from diesel power to fuelcell technology is underway but will not be a 5 minute job and simple transition. This is highly innovative but will be essential to achieving net zero construction. I dare say that pipeline of 50 has increased and we will start now seeing a number of customers taking up fuelcells as part of the energy mix required to deliver projects.

24 March
It's an additional product which is incredibly mobile and versatile. The larger systems are Ideal for stationary power such as construction site establishments where there is a large constant power requirement. The large system can be used for charging site construction EVs, lighting and general power requirements. The power tower on the other hand can be positioned closer to the work face or perhaps in designated areas on specific floors of new build construction. I would imagine any construction company would have a mix of both. Its a great addition not an either or situation. It's a have both scenario.

14 March
Every construction contractor is looking at ways to deliver zero carbon construction. Solar and wind are not viable options as they do not provide the required level of instantaneous power. Hydrogen fuel cells are the best alternative to diesel power. Now the subsidies for red diesel are being removed from April it will start to become very cost competitive over a project life cycle. This may look even better for AFC energy systems when utilising methanol or ammonia. PEM systems are just not practical for this type of utilisation. They're expensive to build and can only use high grade hydrogen. AFC's are the answer.

14 March
Expecting a few more lease contracts to be delivered in the short term. Every construction company is looking to deliver construction using zero carbon technology. With red diesel subsidies being removed his technology will start to be cost competitive over a project life cycle. I've seen the figures.

So even Bananaman2 has sold out and hoping to buy back cheaper, and become just another of the con men trolls on here. You couldn't make it up, he was telling how construction would hoover the AFC systems up not that long ago.

Bananaman2 FILTRED!!

HVO is more expensive than expensive diesel, AFC's solution is not only price competitive with expensive diesel but trounces HVO and is ZERO EMISSIONS!! Mace and AFC are working with the Genset hire companies to get them to buy the systems and hire them out to Mace and other construction companies, and it won't take much longer for deals to be signed IMVHO.

I was thinking that. Obviously there is some 2022 info in the release, but it doesn't appear to be a Q1 trading update as there's no 2022 figures (look at the 2021 Q1 trading update), just generalisations on 2022 performance. So maybe another RNS on Monday.

I won't be pressing the sell button below £5, and neither should anyone else base on these stunning results and the huge momentum already continuing in 2022. ii's will clear up once all the short termers have finished getting their 5% here and there.

It's not in reverse at all, it's not been red all morning.

Should have gone to Specsavers.

The biggest rises today will be after the short termers have fooked off (already getting a second wind now), after the two conference calls and after USA market opens. ii's can take a week or two to do their DD, the don't buy during high volatility (like today) or as a knee jerk reaction to an RNS, so it should keep going up over the next few weeks. Also, I suspect the brokers will up targets over the next few days to £10-£12 based on the staggering growth, which will lure in more ii's looking for long term gains.

Marley2,

Absolutely. You don't take on 100 and expect to NEED 150 if you don't have a significant pipeline that you expect to convert to sales in the near term.

The growth is staggering at a time when covid, Ukraine, chip shortage, inflation, very high oil prices, etc were holding most businesses back. The current and forecast growth is also looking staggering. The fact they have published results says the audited are not expected to be any different, they wouldn't risk the backlash of surprises in the audited results.

Sp28,

Don't forget that Q1 trading update, it might appear tomorrow which would give a further boost, or if might not arrive until next Monday to scupper all those that took profit tomorrow by taking it up another level. I'm not selling a bean before the Q1 update arrives, that's for sure.

I don't ramp anything, I state the facts as I see them. You clearly don't know what ramping is if you think my posts are ramping.

Besides that, I've not a clue what you're talking to me about exchange rates for, as I've not said anything about exchange rates or the USA AFC price (which I assume you are referring to), and WTF would I when the volume of AFC shares traded OTC is irrelevant at 1093 shares traded today?