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"They have insider information's which others dont.. It looks like another profit warning coming.. otherwise why would someone short at below 50p!"
I guess Aegon haven't been privy to the inside information? With them happy picking up almost 11 million shares this week.
Aegon Ltd are the largest purchasers this month, Q1 adding 10,903,065 shares.
Oops, scrap my last comment.
Capital Group did in fact reduce their S4 Capital holdings by 881,851. I will now book in for an eye test.
Interesting to see according to the up to date Bloomberg register that Capital Group haven't decreased their shareholding in S4 as the RNS announcement indicated in December.
Update taken from Bloomberg regarding S4 Capital's largest shareholders. Courtesy of RackersTheDon, a poster over on ADVFN.
https://i.postimg.cc/Nfn5qWBX/SFOR.jpg
Buy Volume 622,442
Sell Volume 323,979
Unknown Volume 13,223
Share price marked down........47.16 GBX −0.82 (1.71%)
Source of information ADVFN
1pencil...... "S4 has a lot of movers and shakers onboard, would be surprised if talks even at low levels are not already being aired."
I maybe wrong here but my thoughts are this, with management already owning 40% of S4 Capital, it would be in their best interest to take S4 private for the time being, wait until the economy recovers and S4 are making a profit and then float on the USA Nasdaq where if truth be told it should have IPO in the first place with the majority of its business in the USA.
Would management be able to raise the cash needed to take S4 Capital private? If so, at what price would us small shareholder be offered for our shares, what would be a fair price?
Maybe the large USA institutions would be willing to be private owners until S4 floats again in the US.
Any thoughts on this?
1pencil.... "Got to be on someone's radar:"
You would think so at this valuation. Considering that S4 purchased Media Monks for £266m, Current S4 M/Cap £277m with Net Debt expected in the region of £220m. Maybe a predator is waiting for the Q4 results?
If S4 disappoint (yet again) I dread to think where the share price will be. But if results are good this would put a floor under the share price, and we would all be looking up rather than down. Its time for management to step up.
I think that Media Monks is the jewel in the crown and I wouldn't be surprised if we see a name change at some point in the future to Media Monks.
He made the call when the share price was 53p, so 106p. I would take that share price with 2025 expected to be a better year than 2024, if analysts forecasts are to be believed.
Jacob predicts that S4 Capital share price will double this year.
https://www.youtube.com/watch?v=paWzn5vqGUE&t=303s
“S4 Capital should be able to return c. £35m to shareholders in FY24E, or 10% of market capitalisation. This would be a positive, unless our forecasts are still too high”
I am really really cautious but there’s good upside if management can get their act together and return to growth. Just be prepared for another big gap down if they spectacularly disappoint again
Averaged down into #SFOR at 54p. Just over 1/3 of sale value that was taken above 100p. I won’t be going any higher on current knowns.
If current consensus of a c.20% fcfy was proven correct then this sp flourishes but we wait to see if the major downgrade cycle is complete. The optimum trade (if any) would be to wait until news-flow but I haven’t done so.
Execution has been dismal over the last couple of years.
#S4Capital
Fourth Quarter Trading update for 2022 was released on 18/1/2022, so I guess it will be around this date.
Happy Christmas to everyone and let's hope for a better 2024.
I would welcome a cheeky 160p bid, it would at least show the market how undervalued S4 Capital currently is. Not that I think that SMS would entertain one. He hasn't worked 5 years for nothing.
While I don't think that SMS who holds a golden share in S4 would welcome a takeover bid, that's not say that PE won't try at this current low valuation.
Redwineday, yes mate, you would think that someone with his vast history of the ad market that S4 wouldn't have made the mistakes that it has. He's said that he doesn't expect the ad market to improve until after the USA election, so November next year. Is he just playing things down here? I think so. With inflation dropping in the UK & USA and now markets thinking that interest rates will be dropping far sooner than previously thought, this should help the economy recover. So maybe SMS will change his opinion.
Redwineday, I agree, down yet again over 4% with no company news. The only way that this will end is management getting results, until then we are at the mercy of traders/shorters.
SMS said at the AGM, that good company's come through in the end. It's time for action now.
"industry sources said that with Drahi apparently having paid an average of 175p a share for his stake, any buyer would have to pay well over 200p."
I don't see anyone paying Drahi 200p per share, IMO he would have to sell at a loss, 150p max. I don't think that he will be selling anytime soon.