Member Info for Jcj07

Behaving like a company going bust!

Perhaps because they have no confidence in the business.

Maybe because they would be happy to take it private for next to nothing, the more it drops the better for them if that's the intention.

Who knows, there could be a multitude of reasons. I've never seen a stock decline in such ferocious way. More than 94% in little over 2 years!

Nige

The problem we have is no credibility in Martin's ability to run the business!

He maintains that he sees no improvement on the horizon till 2025, just after the US elections. The problem though, S4 had been affected exponentially more than many other businesses of similar nature so investors are questioning the business model! Top this up with profit warnings after profit warnings and we have the perfect storm.

As a heavy investor here, I want Martin to stop talking about how Meta, Google, Tik Tok etc are growing their margins and start talking about how S4 will recover and how he intends to address this.

I want Martin to stop talking about geopolitics and the hostility the world is facing and talk about S4's moat highlighting it's strengths. It's frankly embarrassing and criminal what's taking place here! No reassurance and directors buying.

At the moment all we have is 3 profit warnings, indicating they haven't got a handle on the numbers, and a pessimistic outlook! Why do you keep wondering why this keeps falling in view of these facts?

New lows coming, could drop to 40 very quickly!

Dog!

Redwine

My post is of similar negative nature to yours yesterday at 15.31 or thereabouts so with respect mate, maybe you should stop being a hypocrite and stop telling people what to do because frankly mate I don't value your opinion.

I'm here to give my view just like anyone else!

Nige

It seems that even that Jacob from JKR has now started to lose hope in this stock if you watch one of his latest covering the stock!!

Earnings declining with debt now expected at the top of the range is not a good look. We have bought a lemon mate it seems! Q4 could destroy what little value there is left!

Catastrophic investment

I think they have lost their way!

Hard to see any immediate meaningful recovery, dead money for the next 1-2 years I fear! We are stuck knowing how c..p this company has performed but too fearful to sell as we keep thinking it shouldn't go much lower, perilous situation!

Can someone here with the right attributes perhaps make an coherent argument as to why this company won't go bust?

From my perspective, the graph and drop have the hallmarks of a company in terminal decline! Market cap soon to equal debt. SMS no longer credible! Perilous combination

Maybe they are not buying because the company is not worth the current 50p per share!

SMS is a total disappointment, has royally ducked all his shareholders, criminal!

Lovelosses

Same here brother! I actually saw the signs but somehow believed the hype and liked how he came across at interviews, appearances etc so just held on and on! My life's savings have literally evaporated!

The trading update is dire!

This is a dog in constant decline!

Just looked at a large number of companies to compare the drop from their peaks, I could only find Metrobank & Asos with similar drops to S4.

S4 is now more than 93% down from its peak only 2 years ago.

Its out there on par with the very worse!!

With Martin holding the golden share, how would private equity buy this? I dont think Martin would let it go on the cheap so we are stuck in a downward spiral!

The debt is going to be as much as the market cap at this rate. I think S4 is finished! No support, no directors buying, shameful!

Porsche

You post the same rubbish about most stocks! Get a life mate

@JPL

Well that's worry then! Why would they be exiting at these prices? What else is coming down the pipe?

I'm out of this dog! Always the same jam tomorrow, the next trading statement etc etc! The reality is this is a bad investment, just going down and down and there is nothing on the horizon at the moment to improve its current situation!

SMS has navigated this environment before when building WPP, the stock plummeted then like S4 is doing now!

He is aware that the communications have been poor! The current macro is one of the worst in decades. The company has reduced debt and decreased the losses and the only reason debt is scheduled to increase again by year end is due to final payments of M&As. The company is bringing in good revenues so if Sir Martin can reduce costs then S4 will be cash generative. Also bear in mind this turbulent time will pass. This is the case I put forward as to why I'm still invested.

What's your argument quickdip?? I have asked you twice now, come up with something of substance !

By the way, share prices often do recover when the economy does so to imply that people that have bought S4 have done so because it was high at one point and they just hope it would go high again its just infantile!

Quickdip

You don't listen too well!! I refer you to my post (6 Oct 2023 19:04) you still haven't answer??!!

Caveman

Good point! Why is quickdip here if he thinks there is no value here at all??

Surely no sensible person would just waste time on something they have no interest or desire upon!