Member Info for HorisM

Total Shares bought back so far: 1,159,166

Average total price paid (ish): £463,666

So about £2.3m(ish) to go.

Expect to see another 5,750,000 shares to be bought over the following weeks.

Good thing about the share buy backs is that they are shares being removed from the market.

We are in the process of a big consolidation at this level.

Honestly at this price and with the share buy back happening I literally cant understand who is selling or how they are able to keep the price here

I would expect the shorts to close soon, as some point the price will be consolidated and they would be better closing rather than pay fees, so that's 0.5% of the share to be bought.

And looks like the buy back plan is to buy between 100K and 200K a day.

So we have another 30 to 40 days of everyday shares being bought back.

This will tie in with the results being released.

They have used about £400k on buy backs so far.

£2.3m more shares to be bought

Would love to know whos selling now at an all time low, mental.

did they not read the RNS about buy backs.... ?

Hence why share holders should be requesting the company seeks someone to takeover.

To my eyes it looks like the broker for SFOR that are doing the buybacks are aggressively shaking the tree and every tactic under the sun to get the share cheap to sell with a reasonable mark up.

Considering they would be making around 5% on £2.7m thats around 180k just buying up stock over the course of a month.

WPP, Endava, Interpublic Group, Publicis Groupe, Dentsu and Omnicom

All have deep pockets and could benefit from taking over SFOR

I can see this being a perfect takeover target for a rival agency.

There has been tons of take overs and mergers over the past year, and now is the best time.

I think we can all agree that if Martin puts his hands in his pocket and buys some shares then we will see what he is a man of steel and ready to take on the market as it is.

It would be amazing to be see someone of his calibre and legacy once more lift this company on his shoulders and get it up the mountain of marketing!

Potential for BoD buys while we are here?

Now that you raise the issue, yes maybe Richard should step down.

It not ageist, its a matter of fact, he is 79 years old.

The current UK life expectancy is 80.90 years (2020).

So factually speaking he's old.

We all appreciate the massive work and contributions he has made, however it would be best for him to bow out.

Martin Sorrell did a great old and made some important contributions to Marketing/PR.

However, hes old and no longer relevant.

The crash of the S4 price is a reflection of that.

As such, it would be better that he is put out to pasture.

I call upon all share holders to vote that Martin is removed from the board.

If I was a fund I would just buy up a chunk and force S4 to pay a premium on the share buy back.

With marketing spend we are now starting to see a big push from brands as a way to drive sales traffic, so S4 order book will start to improve over the next month.

Personally I would love to see a takeover by WPP. Martin Sorrell is old and no longer relevant to the world and if he cant get S4 more north between now and April then its better he is removed and put out to pasture.

It will only take one big buy outside of the share buy back at this will jump.

if anything with the share buy back in place now is the perfect time for a fund or MM to aggressively buy and force S4 to pay more to make them profit.

Looking at the share buy back it looks like they are attacking on slow volume to get buys at a low price.

However, due to the price being so low, the buy backs will consolidate this, give it a week and we should be around the 46 region from here.

These are all buys showing as sells today on LSE platform.

Plus the directors buying up that 5% of company a couple of days ago.

Shares looking primed for a rerate back up:

08-Feb-24 08:55:32 26.19 24,854 Sell* 26.05 26.45 6,509 O

08-Feb-24 08:24:49 26.22 38,138 Sell* 26.05 26.95 10,000 O

08-Feb-24 09:30:15 26.18 190,000 Sell* 26.15 26.45 49.74k O

08-Feb-24 09:29:37 26.15 55,000 Sell* 26.15 26.45 14.38k O

Functionally I can see Sorrell sell now.

Hes a smart guy and will see that the next few years will be blood and tears.

As such, it makes sense for him to sell now and get to send his retirement focused on leisure.

"S4 Capital shares jump despite Sir Martin Sorrell’s firm warning on ‘client caution’":

https://www.cityam.com/s4-capital-sir-martin-sorrells-struggling-firm-warns-of-client-caution-on-marketing-spenf/