Member Info for kularatnam

I have my doubts whether S4 will be sold in the near future as expectations of the majority shareholders - insiders - will be far higher than that could be offered. When the constituent companies of S4 were acquired, the valuation of each of those companies were about THREE (3) times of turnover. Based on that S4 should be worth £3bn now or £5 per share. Further their prices were settled @ £4/50 ++ price per each S4 share.

No chance. GLA

NigeCo , thank you for that information.

So , as you say don't know what is in store for Q2, I hope that too will have improvement, SMS has to be bullish on H2 ,2024 and beyond. IMO.

It may be a curious thinking. But an in-depth analysis of the GM win looks to be a game changer for S4 Capital and that has not been factored into the SP.IMO.

A bit of a guess work anyway. GM ad budget is $3.6bn in 2023.Assume this figure and imagine Monks get 1% share of it , that will be 3++% increase to S4 revenue. A 3% share will add 10% , that is huge. More like speculation. In a sense, GM is not going to publicize agencies that would get next to nothing. So a reasonable guess is. it is going to be 3/4 whoppers for S4.

In addition this win would have improved tremendously the standing of Monks in the sector. GLA

An interesting article about UK stocks - lot of positives , undervalued and about to take off.

https://www.fidelity.co.uk/markets-insights/markets/uk/why-the-uk-is-the-holy-grail-for-investors/

Amazon & Unilever are reviewing their Ad agencies, both worth over $30 bn . Hope Monks get some bigger share of it and increase its exposure further . GLA

The half yearly updates of Omnicon & Publicis have eliminated the negativity and have given confidence and optimism in the sector. Share prices of all the sector constituents are up today. In addition, there was clear message that US tech majors were “starting to invest again” after cutting their marketing budgets last year - which impacted S4 badly. The results also highlighted the contributions from AI adoption. Given this level of positivity in the sector, and more so in the areas where Media Monks is at the forefront, I would expect S4 to have done Q2 better than Q1 in revenue terms, if not that of 2023. With the number of Monks being much less, we could be in for some exiting financial results for H1. IMHO.

@1MSN, thanks for the information on Indonesian leg of Media Monks. We have grabbed a whopper alright. Interestingly, the full Ad Agency of Kraft Heinz are with several parties. But Media Monks is gaining ground is a good sign. Earlier they did AI Test Kitchen -

https://www.monks.com/case-studies/kraft-heinz-ai-consulting-in-house-agency

Publicis up by 6+% now

Anyway while some incorrect information being spread on WPP, Publicis results are extremely good. What drew my attention was this statement ."We have taken the leadership of personalization at scale, demonstrated by our combined Data and Media offering’s double-digit growth this quarter, for the third year in a row. And thanks to Publicis Sapient, we are uniquely positioned to partner with our clients in their AI-led transformation". Personalization at scale along with AI transformation are the core of MediaMonks. It should definitely reflect in the performance of S4.

I too have not seen WPP trading update. BTW WPP up 2- 4%

So this ABC is a Kraft Heinz company. Sounds good.

GoCPI, That is fine. Hope S4 exceed expectations..GLA

Omnicon Q2 in detail

https://s201.q4cdn.com/282904488/files/doc_financials/2024/q2/2Q24-Earnings-Presentation-07-16-02.pdf

Publicis is due tomorrow, the 18th July.

GLA

Omnicom grows by 5.2% in Q2.and Q2over Q1 almost 10%.

https://www.moreaboutadvertising.com/2024/07/omnicom-surges-out-of-q2-starting-blocks-with-5-2-growth/?utm_source=rss&utm_medium=rss&utm_campaign=omnicom-surges-out-of-q2-starting-blocks-with-5-

Appears good for Media Monks, echoing what was said about AI @ AGM briefing.

https://www.linkedin.com/feed/update/urn:li:activity:7216589469078933505/

Also read this piece - last few paras.

https://digiday.com/media/amazon-adds-tools-for-scaling-generative-ai-applications-and-improving-accuracy-issues/

This is a brief of Barclays judicial review-

https://cardealermagazine.co.uk/publish/barclays-seeks-judicial-review-of-financial-ombudsmans-findings-into-potential-mis-sold-car-finance/304722

FCA & FOS position against lenders appear very weak. Hope for a good outcome for lenders & CBG will fly.

How this case will impact FCA review. Looks like in favor of Close.

https://www.cityam.com/motor-finance-test-cases-against-close-brothers-and-firstrand-head-to-court-of-appeal/

In addition, Barclays judiciary review also pending. Couple of events unfolding in the next few months.

@JG68, true, frustrating. Day started with promise, 1.6 mn traded 1st hr 0.6 mn in the next 3 hrs. Illiquid considering 1.7bn in issue. Traders are reluctant to part with their holdings

Gauging by the sentiments it should recover and end positive towards the end of the day. IMHO

GLA

@Kipper, thank you for those kind words.

@Taltbong + unhooked thank you two for sharing that great information.

Usually I have thought postings on these boards do not influence the SP very much. But today it did, because it is an endorsement/validation of the prediction of progress and positive views many of us have expressed here about the future of the company.

Since the results were out in March, not a single II ,has declared an increase or acquisition of a stake in the company, leave alone marginal disposals by major shareholders. So the negative sentiments were floating around. Hope this disclosure by Rockwood would have changed all this. Hope we march forward. IMHO.

GLA