Member Info for Jcj07

Unfortunately, alphabet beating revenues don't mean much is respect to S4

Snake oil sales man, no credibility left.

How many times can you get the figures wrong? How many times can you keep blaming macro when the market has been recovering for a while now?

A company in turnaround mode?? To me it looks like a company in terminal decline

Jeffa's post 26 Sep 2024 18:45

This is going lower than 36, a lot lower!

404x

I agree with that sentiment. How he is taking on other ventures when the stock is bumping along the bottom at a time when most of the market is recovering is frankly disgusting. No doubt all the globe trotting he seems to be constantly on paid by S4 company expenses and hence shareholders.

When do they ever announce any good news?

More of the same with this stock. Close to all time lows on a bullish market, what you think will happen here if the market takes a dive?

Jeffa

Yes, this is a traders paradise. Long term holders are truly stuffed & trapped here. Not exactly a stable investment

I was expecting S4 to be up today with inflation coming in below expected. The market just does not like S4 or SMS it seems. Very little interest is this beaten up dog, not even the current tide lifting all boats applies here anymore

S4 deserves to be where it is. Constant disappointment in every trading update and nothing to look forward to here. Perhaps SMS was just a one time wonder.

Wouldn't be surprised to see new all time lows.

404x

Bang on. I've been saying this now for the best part of a year. Big tech wants it all. S4 must diversify or die. Also, S4 needs to improve how it communicates and it's forecasting.

As you say, the excuses are getting tiresome. Personally, I'm sick and tired of hearing them. There aren't many stocks languishing still at the all time lows from 1-2 years ago.

Lack of liquidity or interest in the stock would be my guess

Redwine, GoCpi

Reading about S4 and watching the TUs etc is something which I've done pretty consistently. If Ive missed this latest South African venture I apologise so I will take your comments/ sarcasm on the chin.

Why is this company with it's share price at all time lows and with integration issues still not fully resolved is now taking on even more?

Sir Martin said recently "we are going to play with the train set we have" no more mergers and acquisitions and yet here we are again. He can't forecast accurately and now can't even follow through on what he says he will do. No wonder we are in such a mess! As a shareholder I'm disgusted to be frank

I agree JBC, I think this has now been way oversold. In regards to your comments, I do get a quotation on my HL account/app but on T212 the order just sits there till the shares become available.

I've put an order to buy more on T212 and it's just not fulfilling so nobody seems to be selling, in my opinion this is good news

Yes mattyboy and with reason.

We have to have a balance view and call things for what they are.

BrokeNSmoke

You've articulated my thoughts entirely, I would add further though, SMS has not given us anything to look forward to either. Just the repetitive macro gloom whilst the market in general is thriving.

Shambles

What an absolute mess of a company:

London, September 27, 2024 -- Moody's Ratings (Moody's) has today affirmed the B1 long term corporate family rating (CFR) and the B1-PD probability of default rating (PDR) for S4 Capital PLC (S4 Capital), as well as the B1 ratings on EUR375 million Backed Senior Secured Term Loan B issued by S4 Capital LUX Finance S.a r.l. and GBP100 million Backed Senior Secured Bank Credit Facility (RCF) issued by S4 Capital 2 Ltd. The outlook of all entities has changed to negative from stable.

Https://ratings.moodys.com/ratings-news/429426

Very grim reading

Pearls

It's irrelevant what we think the stock should be worth. The endless miss guidances, macro blaming, the no end in sight negativety is taking its toll and in my opinion rightly so.

More than 2 years I've been invested here and it's literally always Jam tomorrow.