Member Info for Jcj07

I agree, the tone still negative and a lot riding on the model changing from time based to results/output.

Big Tech calls the shots and the competition is fierce so if changing the model means it becomes more expensive for Big Tech, don't expect them just to agree to it, if so, where does that leaves S4?

Correction "39 support"

Shabster

I'm reading 38 as support and 42 resistance but happy to be corrected. I am not a trader so happy to learn. It just seems also a good psychological level to be above

Closing above 42 would inject some much needed confidence!

The trouble is PE is never generous, SMS recently said that S4 is undervalued and he thinks the minimum the company is worth is 800m, that's 3.3 times it's current market cap, who's going to offer that?

For all the bullish talk here, we have been dropping nearly every single session for the best part of 3-4 weeks now. Market overall, even the dogs in my watchlist, up 30-40% during this time.

It's actually really hard to find a worst performing stock so clearly the market doesn't have any confidence.

Poker

This article correlates well what Martin was saying back in March.

https://searchengineland.com/google-ads-features-adopting-vs-hacking-445270

Matty

My posts, lately and after a period of not posting, have been on the whole balanced. However, since hitting 66.5 we are down 40% and again for the 4th time, guidance has been wrong.

The reality is what we are seeing, a decline back to all time lows on an overall bullish market. You can, however, choose to see what you like. No stable investment behaves in this extremes.

I agree BrokeNsmoke , you can miss one or twice but missing yet again is not a good look. For all the knowledge and how impressively SMS comes across, the reality is starting to sink in that this is just a lemon stock, I'm 57% down so I very much doubt now I'll ever break even. No more averaging down or up for me

Why will it go to PE? They are parasites/leeches so I doubt they would be prepared pay more than 40-50% premium of the current value.

1pencil

Yes I totally agree with you, poor performance together with limitations of whom can invest in the stock just seems madness. Having said that, how did the stock then managed, 2 years also ago, to fly and reached 820p under these same circumstances??

Sorrells comments from "The Times"

Geographically, the Americas account for 78 per cent of S4’s net revenue, Emea makes up 16 per cent and Asia Pacific 6 per cent. Asked whether he would consider shifting the company’s listing to the US, Sorrell said: “It probably would make sense, given the concentration of our business and who our clients are, but not until we’ve got our act together.”

He said it was not a simple decision, however, not least because of the legal, accounting and management resources needed to make the move. He added: “I don’t buy the argument necessarily that a US listing instantly changes the dynamics. If you look at the case studies, some do better, some don’t. If you’ve got a business that’s growing, that’s well managed with a strong business in the US, it will do better in the US because they have a more liquid market”.

Yes I'm with 404 on this view. As discussed before, there are companies in the FTSE doing well, ie. RR, 3i, plus 500 etc.

Only good numbers will finally break the doom spiral here, can SMS achieve it? I hope he can, hopefully before I have a mental breakdown 😂

Https://campaignme.com/podcast-sir-martin-sorrell-shares-top-tips-for-marketeers-value-of-athar-festival/

A very ugly finish, unfortunately the market just doesn't like S4.

I fear retest of all time lows very possible over the coming days specially if the market dips.

It just shows that just because a member of the BOD bought at 45p doesn't mean it cant go a lot lower.

Glowacki

Knowing my luck you can bet your bottom dollar that if I sold on that signal I would fall into the 15% category and the stock would jump 😂🤣!

Sidney

It wasn't just last week that this was truly depressing, since hitting 66.5p, this has dropped 37%, this is a severe amount and most of it prior to the trading statement which in itself in worrying as that means the market knew in advanced yet again indicating lack of controls and us, the plebs, getting hammered again and therefore confidence being eroded further. To add insult to injury, revenues declined further than May's forecast, again, not good as to their ability to forecast and therefore instill confidence.

On a positive note, debt reduction and new business away from Big Tech are encouraging. If Monk.Flows happens to be this great tool/ interface S4 claims it is, then we could be on a winner as this could indicate S4 might finally have a moat.

Let's all hope S4 does well.

Morning Nige

I share your lack of optimism mate.

Another long wait now it seems!

I hope you are well

Https://www.thedrum.com/opinion/2024/09/19/food-thought-s4-s-net-revenue-falls-135-and-next-15-loses-key-client-contract

Onsolid

Increase in debt?? Not sure what statement you've been reading!

Thunder

"Their client base is superb and Monks win award after award"

The above means nothing when the big clients are trimming the fat and might never feel the need to go back to the old ways. This is a new paradigm, AI has given Big Tech an advantage to cut cost/agency spenditure (it seems).

In regards to the awards and acolades, again, it means nothing. Only the numbers do the talking and S4 has yet again failed, not a positive outlook. Big cut from the US and consequently the market thriving overall yet here we are again. How long? How many excuses can we keep making?

I'm sorry to all of you who might be getting tired of hearing all this c*ap from me, I've tried to remain positive, I really have but this stock has literally beaten me down to such extent that Im just finding it really hard to be optimistic.

Debt down and a big client away from Tech is the only thing I'm holding onto. Despair