Member Info for JAdams5000

Business as usual from the mms this morning. Nothing standout in terms of one doing crazy sums or anything.

Hi, sure. I have access to the Bloomberg terminal and it’s part of the subscription. There’s a function on there called IOIA and it provides all detail you could want (or not!) re the market makers.

Morning, from Bloomberg.

Impressive auction also.

127 close. See you again tomorrow folks

Anybody else looking forward to the rest of the week? :)

Day highs just paid at 127.75

Largest mm activity today:

Wins 376k

Inca 210k

Mlco 189k

Peel 173k

JPMs 149k

Into the 130s soon, market accumulating

Cashflows from ops expected to increase by 47% this year and then a 58% build on this years exit rate.

Buybacks around the corner.

Thanks dissipline, was interested to know what holders approach was. I personally like to own very few stocks and only ones that I really believe in. I generally will scale in to get an average that I am comfortable with.

With regards to SFOR, I think that barclays comment about “first mover advantage” in AI is so significant. NFTs wasn’t for example demanding clients attention and focus and this is. The biggest business Today are all scrutinising this, knowing they need to adapt, knowing they can be more efficient. We clearly are getting and going to get a lot of attention ahead because of it and will drive a higher multiple in my opinion. Think it’s going to be a strong week ahead and even the technicals are lining up also (which will get those buyers involved too). Catch up further in the minting

Power move!

Look forward to further fireworks and upside, have a good one.

Hi again NigeCo. Probably not too good if I mention the firm only because would rather it not get back, these people do occasionally check these forums! The conservatism was around cash from operations which as you know is the starting point really. If that really works then you’ve got a platform to invest, keep cash in the business or give it back to shareholders.

I do think managements call this week highlighted just how good they are and the edge they already have this space. I just keep my focus on the numbers though that are expected ahead and I see that driving a material re-rating now the seller is out.

Out of interest and to other holders here too, Do you hold many stocks or focus on maybe just one or two?

Funny how the market will open you down 3% on the bid when there has been no news. And of course there’s always a few that take the bait! This move is barely out of the gates yet… I believe a substantial move coming

Looks like a big fill here, big order going in. Looks like Numis doing it or certainly most of it. Would like them

To be doing higher but anyway!

Thanks NigeCO. I’m more bullish than consensus right now and strongly think there’s conservatism in the forecasts. One analyst I talked to also agreed with me.

If the numbers indeed come through (which again will represent new Company records) holders from this point will see very substantial move to come. Analysts again are expecting cashflow from operations to surge from £78.3m last year to £114.8m this year to £181m in 2024 but I think that will be eclipsed. Cheers for your posts

Can see the weblink for yesterdays presentation is now on the website also

Yes he’s correct. Again nothing from Liquidnet this morning. Would have been much harder to read if a peel or wins etc but when a broker turns up out of nowhere and dominating the show for a week

It’s pretty obvious.

Top three brokers right now:

Peel 172k

GS 92k

JPMs 76k

Demand now obviously coming back into the share, expecting very good things ahead. Yesterday really did demonstrate that SFOR are ahead of the industry.

Sure you are but Keep glued on what’s expected

Also. Record cash from Operations, record free cash flows and for valuation multiples that are to low. I see this as such An opportunity from here

Hi NigeCo, not a trade again via Liquidnet so them closing as highlighted has certainly released the brakes again. I can see that Franklin Resources exited 15.3m shares and leaves them with a tiny stake now. Vanguard were also a very big seller but that was up to May end. They reduced by over 10m shares. No one else recently has disposed of stakes like that, those two really do stand out. Largest acquirers recently have been Dekabank Deutsche, US Bank National Association, HSBC and Norges Bank. I maintain though that liqu managing their seller last week is what crippled the stock to those excessive lows, they were smashing them out. Volatility was something else (stock doing 3% moves in couple of minutes at times!). I wonder if they acted again as seller on behalf of Decoded, I think that’s possible. Anyway, that’s now behind and I see significant upside from here.

Cashflows are set to explode and stay in the business after this year. In the meantime, SFOR did a great job and especially at the end of the prezzo highlighting their usp and what separates them from the other agencies with regards to AI. Stood out how all their biggest clients have it as a top three priority. I can’t see that the link has been updated yet but keep an eye on the website as sure it will be tomorrow. Catch you all again tomorrow, onwards and upwards

Well that was superb and really builds confidence. no wonder the share price is rallying. Day two of closing at highs.

40 mins in… Very Impressive prezzo so far. Assume im not the only one watching!?

Hi again NigeCo. I was re-assured by the comments the director himself made at the AGM with regards to that transaction. Guess opportunity to raise it again today though at 3pm. I’ll have a look and report back this evening. Momentum starting to come back into S4 now, it’ll accelerate as the funds and ii note the action. Market was always going to like an update around their AI position too, something they’ve been developing for quite some time.

In the ownership section on Bloomberg, there are 252 holders listed. Nothing under Odey or Brook. Could be decoded? Anyway whoever it was they are gone now as Liquidnet are doing nothing on the books. Peel

And Goldmans the most active this morning

Morning NigeCo. I haven’t been watching the specifics on brokers that far back in SFOR but i can get the data fairly quickly so if there’s data ranges that you have in mind just let me know. Very pleased to see Liquidnet out though as they had been really dragging the shares back.

With rapidly rising cashflows ahead and these low valuation multiples I’m very bullish from these levels. I think we see significant uplift shortly and into the medium term.

Look forward to the AI webcast today, must be plenty to say and clearly a lot of interest