Member Info for Jcj07

BrokeNSmoke

I concur!

Well my point stands regardless. SMS has made it clear that doesn't have any intention of listing elsewhere so on that basis you can't say the stock is performing poorly because of the LSE and then say it will do well because it's decoupled from the LSE.

GoCpi

When S4 goes down dramatically on no news, you blame the LSE, lack of liquidity & general state of affairs in the UK, then on the next post you seem to suggest that the UK economy has nothing to do with S4. Make up your mind mate

Longfell

I'm surprised you still have to ask. Looking at your posts in November, it's clear you are super pessimistic about the UK economy, and I don't disagree with your assessment back then but couple that with the shambolic way this company is ran and the answer should be staring you in the face.

"For marketing clients, 2025 will continue to be about the fragmentation of geographies — picking where to invest in a world increasingly fragmented by politics and risk — and becoming more efficient in a world that is no longer growing as fast as a decade ago and where inflation and interest rates are higher than we became used to."

For marketing clients, 2025 will continue to be about the fragmentation of geographies — picking where to invest in a world increasingly fragmented by politics and risk — and becoming more efficient in a world that is no longer growing as fast as a decade ago and where inflation and interest rates are higher than we became used to.

basically, the us booming with the big tech platforms doing extremely well whilst for s4 still uncertain.

the bloke should just retire and p1ss off. tired of the same ****.

extract; one impact of ai is that agencies are facing huge pressure to be more efficient — that’s what clients expect. creative is the part of their services that has come under most pressure so far. there is also an underlying concern about potential disintermediation for those agencies and groups who, unlike disruptors like us, are yet to transform their own operation for the era of ai

An extract for the benefits of those that might not have a subscription to The Times

"Sorrell was motivated to launch S4 Capital for the wrong reasons - "revenge" against WPP - rather than a desire to build a "great new company for customers and clients". As a result, Jones thinks, S4 bought too many companies hastily, leading to a "total integration nightmare". "I know you guys in the UK think he is a genius," says Jones. "Those of us not in the UK don't." He adds that Sorrell "has presided over more destruction of value in marketing and advertising than any human in history"

GoCpi

Rubbish. S4 is a badly ran business with no clout or economics of scale to stay relevant. Let's call lemons for what they are. This interesting piece in The Times which mentions Sorrell makes for some very interesting reading.

S4 is simply a money pit, uninvestable!

https://www.thetimes.com/article/f236c70b-50ee-4f8c-9f6d-ca4df98174e2?shareToken=e013eb64a74ffb71c5a3763519a96743

What has caused the drop today?

More of the same for 2025, dead money

Where is the floor here? The drop is disconcerting

More videos whilst the stock heads once again to all time lows! A farcical company

GoCpi

I admire your optimism, I see more volatility, interest rates higher for longer and no need for clients to open their wallets. Big tech gets closer to the end user and small agencies continues to fight for crumbs.

I couldn't agree more. All these videos now are frankly pathetic. We want to see results, less talk and more action.

Different why? Based on what?

Agree Redwine, diabolical. Very hard to find anything worse than this dog

Out of interest FatRat

What do you consider a crash?? This has declined 40% in just under 4 weeks

It has already crashed!!

Too small to compete, too many mistakes with integration and forecasting, the latest repetitively, change in the ad landscape with the platforms expecting more for less and calling all the shots.

SMS wants the model to change so that outputs can be billed for instead of time. My take is the platforms aren't having any of it. Terminal decline I'm afraid. All the talk here from those claiming 2025 would be brilliant with elections, lower rates etc etc I say 2025 might just be the year that finishes many businesses off.

Why would any predators want to take over this garbage? This isn't a stable company, could easily drop another 20-30% from these levels