Member Info for JBCo

The sooner S4 gets to 2025 the better in view

that's assuming cost programme continues, interest rates fall, client confidence returns ergo growth!

None of these are not known.

Good to see that the FTSE is due to open higher and the £ slightly softer again.

Just noted on Baron Investments X page the higher price rating now here.

Pleased with that as recently bought a few.

I still think that the market is missing the benefits to come from the GM account. They have told us it will be a top three account so it's a very significant contributor ahead albeit mostly from 2025 onwards. For me, that's a huge boon as it's not just the financial uplift but it validates S4, their ability and attractiveness to the biggest names. My gut is we see more such announcements on the horizon. Strong demand returning again.

Opportunity again this morning below 40p and pound still weak

Yes, good point. That dutch Duo are the third largest holders here.

Nice to see some more interesting activity on the bid now, S4 just gone into auction

This further weakness in the Pound is excellent news

Unfortunately can't share them in public domain

They have highlighted higher group margins also

Hats off to the mms who really held in 37-38.5 for some time

Pound weaker again and S4 was very oversold. Well done those who have been chomping!

Massive trading volumes in the pound yesterday showing that new bears are turning up. Hopefully a delayed reaction today in S4, this is good news

Mary Basterfield

"I think it's fair to say we expect that the personnel costs will be lower in the second half than both the first half and the second half of 2023, and that we expect the number of Monks to be lower at the end of the year than what we see today"

Martin Sorrell

"Yeah. I would just add to that, Joe, if you look at the -- the key metric is staff costs to net revenue. There is an improvement in the second half because there is some seasonality in the revenue. So, what you see at the end of the first half, which you can get from our numbers, will be lower. The staff costs to net revenue figure will be lower in the second half. So, it will improve as we go through the year, but there's still work to be done. And that's the guiding principle for us"

As I suggested, those calling lower seeking to get in. Welcome!

Bailey helping the cause this morning

But you want in lse2000 :)

Nice reversal off lows today for sure with upticking volume

Back to silly hour. 1,500, 2,000 prints all go

But I also think it's staggering that Lance told the BBC only weeks ago that AML would be cashflow positive in Q3 and 4. The best way to lose trust with your investors or total incompetence. Fair?

Shorts are to be congratulated especially the ones who acquired high 50s and 60s.

Some won't get too greedy though as it is a very major gain in 5-6 weeks. Think we will see some covering soon enough. Just my opinion of course.