Member Info for jac1104

Https://www.meioemensagem.com.br/comunicacao/quais-agencias-de-publicidade-atingiram-maturidade-no-uso-de-ia

Https://www.mi-3.com.au/13-08-2024/sir-martin-sorrell-9bn-valuation-wipeout-his-new-world-holdco-s4capital-and-why-publicis

Upgrades from 37 to 39p - anyone with an updated note from Berenberg?

rather mean reaction to sterling quarterly update - illiquidity impacts perhaps.

This payment marks the last acquisition made by S4 - so no more merger payments herewith - note that as with TheoremOne - the paper part of the acquisition was at 425p

Https://archive.ph/q0Nar

Https://citywire.com/funds-insider/news/expert-view-lse-smith-and-nephew-polar-capital-s4-capital-hikma/a2440346?page=4

Rheinmetal_fan - are you a long term holder of Rheinmetal? just been looking at it - storming performance since 2022 - can you give a synopsis of the stock ? (risk ? tailwinds/headwinds) - u trading it or a long term holder ? thanks !

Is the share buyback program finished ? none announced this week

Is there any new information to account for the fall or profit taking /consolidation ? or perhaps a institution selling down ? or jitteriness due to Brent volatility and down 2% ?

Https://adage.com/article/digital-marketing-ad-tech-news/burger-king-generative-ai-contest-builds-fans-weird-whoppers/2540371?utm_medium=social&utm_source=twitter&utm_term=adage&utm_content=4875c7d2-1c62-4e0d-bda6-afe14f7d6e5a

Https://www.impactonnet.com/impact-feature/mediamonks-is-sprinting-not-running-8435.html

As far as I am aware, S4 have not confirmed that their fourth quarter trading update Is on the 17th January ?

Https://finance.yahoo.com/news/third-avenue-value-fund-adjusts-064234828.html

https://www.gurufocus.com/news/1836870/third-avenue-comments-on-s4-capital (position initiated July 2022)

Https://www.linkedin.com/feed/update/urn:li:activity:7142790893379481602/

Https://www.cityam.com/the-notebook-ian-whittaker-s4-bad-luck-election-forecast-power-of-brand/

https://www.exchange4media.com/announcements-news/tata-tea-selects-mediamonks-as-its-digital-content-partner-124776.html

Pearls, have u emailed Martin Sorrell regarding your concerns ? He is responsive towards emails
martin@s4capital.com

https://twitter.com/entropy_itself/status/1386910625129848832?s=20

Auson - its an open offer not a rights issue - so there is no nil paids - you are entitled to 6.123555 shares for every one share you hold in SFOR at 110p - you can choose or otherwise to take up this offer. If you choose not to take up this open offer, then your share holding remains the same.
If you elect to pick up the offer, speak to your broker where the shares are held.

Vestor13 - yes - the open offer is 1 for every 6.123555 shares you held at the close of play on the 3rd December.
You should get a notification from your broker regarding whether you want to take up your open offer shares at 110p