Member Info for mattwales

So reading between the lines, all the Technological clients they lost that resulted in a 20% reduction of Turnover. The company now saying don't expect client spending from these to come rushing back = they are the AI people setting up their own AI advertising inhouse.

No one is realising what is happening in AI.

It isn't just Open AI ChatGBT with their solutions and a whole host of AI article packages riding off the back of it.

Google are getting ahead of them in their latest AI release. Microsoft are in AI database heaven, so are Nvidia, Amazon and a whole host of major datacentres.

All of them are looking at offering marketing and other solutions via AI to their own datacentre clients.

All of them are growing AI revenue as a result of both AI datacentre activity and offering AI solutions to clients already.

Every single tech datacentre and solutions experts are buying NVidia architecture.

Your not understanding the issue that a lot of the AI database information is openly open source available to these tech companies.

Most will be now close to becoming former big tech clients of this company being crowded out by the likes of Amazon, Google, Microsoft etc etc etc AI solutions being worked on to offer existing clients. That is without all 10000s of start up Ai tech minnows.

Not sure tech clients quiet all of 2024 as they're all working on all their own AI datacentre solutions to marketing and other solutions to their datacentre clients looks at all good.

Cookie the only figure important is the net debt cant be more than 4.5 times ebitda.

right now its 1.7 times ebitda which will keep sliding up if the company has another profit and revenue warning Q4.

i dont feel the company has a handle on the aquisitions and will warn again.

the only figure worth noting is their financial covenants which right now look fine but with more warnings will crash the price down more because their covenants will then look breachable.

Cookie, he is probably alluding to the fact the acquisitions havent been managed at all well and with a loss of turnover appear dysfunctional and mismanaged.

If that continues another revenue and profit warning for Q4 is definite.

If that happens with reduced margins and high net end year debt it could pressurise their financial covenants.

i am not saying it will but with such a decrease in revenue already it has to be looked upon as a risk to the balance sheet.

as jcj07 stated and i agree with other companies Q3 reporting is stable or growing, no one warned of Q3. there is a problem.

Even Meta who know what they are doing tell us Q4 will be poor cos of Israel v Hamas. another company the trade desk fail to meet the Q4 market expectations, however they smashed Q3 reporting expectations by 15%.

here Q3 earnings have been crushed over 20% year on year but they tell us Q4 will be fine. I cant see it, it looks like the company is losing market share to other companies and why both earnings and margins have been decimated.

Who needs to pay for social media content advertisement in 2023?

ai article packages, ai automated videos, automated seo marketing packages and automated social media software tell me you can do it internally very cheap. There are also much cheaper solutions than microsoft chatgbp.

clients, half of them in the technology sector and i dare say a few of them developing their own AI solutions will be weighing up if they can do it cheaper themselves.

Example Disney who were cutting content spending $3bn just announce a movement to saving $4.5bn cutting their content spent around 18% over the next year.

All multinationals are cost cutting and S4capital can't be blamed for it, or their forecasting as companies like Disney will change their own goalposts of cost cutting as they go.

The only negative from here is if unemployment rises to post 6% then we tend to see another round of multinational costcuts. The central banks trying to kill jobs are struggling because of demographics.

Short term revenues can only slide a little further, unless we see 6%+ unemployment we're pretty near the bottom of the cycle IMHO.

thanks for sharing.

I wonder who leaked all of the emails to the court as it paints the pressure on them and intent to walk away from the deal.

Cineplex also claimed that Cineworld did not have grounds to terminate the deal because there was a clause exempting outbreaks of illness or changes affecting the motion picture theatre industry from being considered “material adverse effects.”

https://globalnews.ca/news/8452159/cineplex-cineworld-takeover-court-battle/

if your a shareholder id read that

equally the bears on this stock had to watch probably a 100 posts of everyone feigning topping up today

doubtful a rights issue without any form of Debt for Equity swap would happen.

The bondholders now control what will happen here.

only, even if it resulted in 0 deaths its increasingly swamping health services worldwide.

The point health services get overrun is when we will get the lockdowns.

small, yes i read it but did u read the actual evidence. South african hospitalisations for covid 19 have doubled in a week because of Omicron.

Europe is heading into lockdown because Omicron has come along and hospitalisations are surging.

yes USA is CINE's main market, NY hospitalisations are surging too and why they have mandatory masks indoors now.

Once hospitisations hit a critical level it doesnt matter at all about Spiderman etc, it'll all be closed again

Norway went into lockdown yesterday max 50 in a cinema, Denmark similar.

Europe moving into covid passports for events including cinema's and more social distancing.

NY implemented mandatory masks in public places yesterday because it cant handle the hospitalisations

Uk went to alert level 4 yesterday last time that heppened cinema's closed.

South Africa hospital admissions double in a week, how is that mild?

https://www.telegraph.co.uk/news/2021/12/12/covid-alert-levels-explained-level-4-means/

meanwhile Europe is heading for partial lockdowns with bars with some restriction for cinemas on numbers

https://www.euronews.com/2021/12/10/covid-19-spike-felt-across-europe-as-vaccination-remains-stagnant

USA a few weeks behind Europe.

your joking its spreading so fast 40% of cases now Omicron it'll overrun emergency wards forcing a lockdown

https://www.msn.com/en-gb/health/medical/first-uk-death-with-omicron-recorded-as-daily-cases-could-be-as-high-as-200-000/ar-AARLAUY?ocid=msedgntp

https://www.independent.co.uk/news/health/scotland-wales-restrictions-omicron-tsunami-b1974716.html

places like NY cant cope with the spike in hospital admission numbers so are upping requirements.

https://www.nbcnewyork.com/news/coronavirus/ny-mask-requirement-for-indoor-public-places-with-no-vaccine-mandate-is-in-effect/3447022/

NY potentially could go into lockdown again, if that happens markets will crash.

Then you get the narrative vaccines dont work adding to lockdown risks.

https://www.reuters.com/world/us/most-reported-us-omicron-cases-have-hit-fully-vaccinated-cdc-2021-12-10/

What happens in UK is insignificant to USA.