Member Info for Jcj07

Jeffa

They are lagging the others because they don't know what they are doing, pain and simple. They can't integrate the business, they are paying themselves massive wages whilst globetrotting on company expenses, they can't forecast, keep blaming macro when the markets are booming, eternal profit warnings etc etc. How many more reasons you need??

everybody seems to have had enough of the bull****er selling snake oil. next bombshell will probably be loss of a customer, mark my words

I'll justify my thinking further in regards to my last point. With the amount of trimming going on and the current morale of the staff left behind, the service to clients could deteriorate rapidly and hence the possibility that they could lose clients. It's just very very hard to make a bull case for S4. It has been a diabolical investment.

GoCpi

You used to call me Mr doom when I was highlighting nearly a year ago that the landscape had change for ad agencies. Now you ask "We're circa/sub £200m valuation at this time and how much worse can it really get?"

If S4 starts losing customers and revenues keep declining this could lose another 50%. It would probably only take another 2-3 profit warnings, negative TU's or the exuberant US market crashing down. I know the later seems unlikely now that Trump is in, however, don't discard it.

"They need to acquire some companies to diversify quickly but they don’t have the resources/share price to do that anymore"

This is indeed an existential issue, also, the debt is almost as much as the market cap. Very very risky in my opinion.

Https://www.marketscreener.com/quote/stock/S4-CAPITAL-PLC-54379378/news/S4-Capital-plc-A-failed-comeback-48308708/

Wlidtiger

Why do you feel the need to tell everyone when you are buying and selling? No one gives a f...! You do know that don't you??

I don't trust SMS as far as I could throw him! A company built on sand and hot air it seems. Enough is enough, at some point one needs to realise that this is just going down and down and take the plunge and stop the bleeding

The bloke is egotistical to the extreme. I don't think he will lose any sleep over what his shareholders think. Remember Sir Philip Green?? He was happy to f... his employees pensions. What do they these Sirs have in common you may ask. Unscrupulous and thick skin would be my take

Asper

I feel your pain mate. I've lost over 50k on S4 so your sentiment resonates here.

That's retirement postpone for a couple of years! That's the nature of the beast I guess, simply brutal!

Budfox

On the money mate!

A very bad investment which doesn't perform even when the tide is lifting all boats!

Enough is enough

Wildtiger

If I had a pound for everytime I heard that this week bounce hard, I would be a wealthy man.

The truth here is more of the same, a snake oil sales man who sounds convincing but is out if his depth in this new paradigm

404x

i couldn't have put it any better! enough of the bull**** and blaming external factors. it doesn't wash anymore

Personally I'm dreading Thursd, this does have a habit of dropping on results day relatively hard, if it does at these levels, I'm out. I've been holding this dog for far too long when all the signs have been there for a very long time now. This is no longer sector specific but a company badly run, Martin himself has said that they haven't run this well. As someone has already said, the worry now, amongst many, is that protecting margins at the cost of cutting so aggressively is not a good look. The company is shrinking whilst the big wins such as GM might not get the service they expect. If they announce the possibility of losing a big client then they've had it. I understand and agree that costs needs to be brought in line to correlate with the amount of work they have coming in. I guess I just lost all confidence now. How we find ourselves again at all time lows when rates have already been cut here and the US with the prospect of more cuts to come in the horizon, not too mention inflation under control etc etc is just beyond me. The time to stop making excuses for this garbage of a company has come just as it is time for Sir Martin to stop blaming the economy, specially when the US is firing on all cylinders

All the bulls seem to have vanished!

What an absolute tool this lse2000 character!

Agree with GoCpi and 404x! If the business isn't there to justify the manpower then needs must in order to survive and hopefully thrive.

This gives me confidence that SMS is actioning the hard decisions despite the backslash!

Good to hear that Wes and Scott are actively involved and pushing the staff to achieve more, having read some of the posts. I feel for the staff of course but that's the nature of the beast in the tech industry it seems.

Sub £6, 😂🤣. What an absolute tool!!

Considering how markets are crashing, I'm surprised S4 is not making new all time lows. I wonder for how long though

"2021/22 level spend by these tech giants - unsure when that'll come back"

The giants are spending vast amounts on LLMs and AI. S4 is a very mall fish with a market cap that now constraints investment. Personally, I don't see Tech spending coming back to anywhere near the levels of 2021. Will S4 manage to diversify and get enough business away from Tech?? Who knows!! the stock price has been telling us what the market thinks for a long time now. To summarise, a jam tomorrow company that never fails to disappoint