S4 Currently Valued at just 6% of it peak price 🤯8 Jul 2024 10:27
Once the tide turns, there will be no stopping. There are multiple major major drivers on the horizon, currently S4 is trading right at the bottom, well below is FV hence all the interest. S4 was 240-250p only 16 months ago, crazy how quickly things could change, in another 12 months S4 could well be back to 200p+ easily.
1. S4 Improves performance
2. Interest rates coming down
3. Market Listing reform in the UK
4. FTSE 250 Inclusion when S4 is valued anywhere near fair value
5. Merger/Takeover
S4 spent over £1b on acquisitions, only to be valued at less than £300m today lol
Many don't understand the role of SMS, who has literally created a whole industry, took WPP from nothing to a £23 Billion company.
If anyone has listened to SMS interviews, he practically knows everyone in the business world. Pound for pound must be one of the top business leaders in the country.
He will turn it around, I have no doubt S4 will be a multibagger in the years to come. Just have to grab the opportunity and sit on your hands. Back to 240-250 from only last year, and it's a 5 bagger already 🤯
All the big wigs bought in at 400-500p+, we have the opportunity to buy in at 54p 🤑
Unless we get a quicker resolution and there is a buyout/merger, which I would not be surprised with, with SMS golden share it would need to be at a Whopper price 😉 SMS is one of the greatest deal makers, having been involved in 100s of M&A transactions over the last 50+ years, if there is one that will create significant value, he will get it done.
Buy, switch off, come back in 12months. DYOR