Member Info for NigeCo

"I do see a fair bit of sandbagging with the 2025 revenue forecasts"

I fully agree GoCPI, management lessons have been learned the hard way, with regarding past over forecasting. I'm hopeful that management have now got costs under control, and that future earnings forecasts will meet or beat.

09:00 GMT webcast (watch only) and conference call (for Q&A):

Webcast: https://brrmedia.news/SFOR_FY24_UK

Wildtiger, you change your opinion at the drop of an hat, depending if you have a position. You have zero credability, you will buy in within the next month and then tell this boad that we are going to the moon.

"Subject to shareowner approval, the Board proposes to pay a final dividend of 1 pence per share, amounting to £6.1 million, on 10 July 2025 to all shareowners on the register as at 6 June 2025."

S4 gone with a 1p £6.1m dividend, last time a £6m share buy back. I would have preferred a share buy back, but can't blame the BOD for trying this out this time.

FY Results beat almost all analysts earnings forecasts, with a very slight loss on FCF by less that £1m, apart from that S4 beat on everything else. Analysts Net Debt -£195m Results -£142.9m WOW.

Indian billionaire Sunil Bharti Mittal has reportedly indicated that he is considering increasing his holding in BT Group after taking a 24.5% stake in the telecoms firm last year.

The Financial Times cited people familiar with the matter as saying that Mittal, who bought the BT stake from Patrick Drahi's Altice in August last year, has privately suggested that he could expand his position in the company - held via his Bharti Enterprises conglomerate - as it continues to restructure and cut costs under chief executive Allison Kirkby.

It was understood that Mittal is in the process of converting his 24.5% stake, which was partly taken via derivatives contracts, into equity.

Mittal took an initial 10% holding last year, which is being increased to 24.5% after securing national security approvals in December.

The FT said New Street Research analyst James Ratzer estimates that Mittal has converted about 16% of his stake in total into equity. Sources said that Mittal would not look to increase his BT holding until that process was finished.

A spokesperson for Bharti told the FT the company "currently has no plans to buy any further stake above the 24.5%".

Any announcement of new clients preferably new "whoppers" would be most welcome, if only.

"Smaller companies will likely compete with larger ones more effectively than ever before. While the full impact may take three to four years to unfold, the industry is already in transition – it’s just a matter of time."

Over the past few years many millions of shares have been issued in part payment for past M&A. I would prefer that S4 management use any spare cash towards reducing debt, and share buy backs. Take advantage of the weak share price, we have all seen a dilution to our shareholdings, this would help IMO.

Https://edition.cnn.com/markets/fear-and-greed

Having dropped this week to a record intra day low of 27.02p, it was good to see a nice bounce back today closing up 2.52p 8.5%. Closed the week up 2.16p @32.16p. Let's see what next week brings ahead of Full Year Results on 24th March.

32.47 +9.55%

GoCPI, I agree, I've been saying for a good couple of years now that S4 listed on the wrong stock market, should have been on the USA Nasdaq. I'm not saying that the share price wouldn't have suffered, but I very much doubt to the same extent as LSE with its low liquidity. Comparing the valuation when S4 first came to the market to today, comparing turnover, EBITDA ect to today? Todays valuation is crazy IMHO.

The market continues to value S4 Capital as a distressed company when it clearly isn't the case IMHO.

Buying volume picking up in the last 25 minutes. Buying volume increased from 90k to 412k in this time period.

"but a confident Stagwell is on the M&A trail. It made an overture to Sir Martin Sorrell’s struggling S4 Capital late last year. 2025 should see some sizeable M&A deals and Stagwell is likely to be a player."

With a reported $700m 92p per share bid already turned down by S4 management, will Stagwell return with an improved bid?

S4 did acquire GM Motors a top 3 client by revenue " new whopper"

Yes S4 need to win more new clients, S4 attracting some top tech talent, we can live in hope that business will follow the talent to S4. If S4 can achieve this we should see a recovery in the share price.

Buys.....235,929

Sells.....103,622

Share price down 4.23%

According to ADVFN data there is currently more buying volume than selling volume at 730,556 V 622,381..... Yet here we are yet again with the share price down 0.96p 2.93%. Its ridiculous is the London stock market. No wonder companies are moving to the USA.

Toptable, I fully intend to mate. Good times will return for S4 I'm sure.

Two excellent reads Yorek & 1msn, thanks for posting.

Just a matter of time IMO before S4 starts to gain traction. I like the following comment by Sir Martin...... "What AI is doing is flattening organizations and deploying information much more aggressively and interestingly across the organization. It’s starting to have impact in tests, in audits, in workshops. As yet, there are only a few big case studies for wholesale change – as we’re seeing at General Motors – but in my view that will come."