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Let the bun fight commence....

Kester Mann, analyst at CCS Insight, said Slim may have eyes on a bigger stake himself – and could even buy out Drahi.

‘Slim’s move on BT could form a beachhead, having recently reduced his interest in Dutch operator KPN,’ he said. ‘Should that be the case, he may find a willing seller in Patrick Drahi.’

"Morgan Stanley have been buying heavily too, with 9.3% now."

If the above is true, does anyone else think that MS could be acting on behalf of a client, stake building?

Twitter comments below....

@baroninvestment

One of the world’s wealthiest takes a stake in newish holding BT.

Carlos Slim’s Investment firm discloses a 3.2% Stake

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Morgan Stanley have been buying heavily too, with 9.3% now.

Takeover target… at £13bn MC with one of the UKs Crown Jewels in Openreach, they are seriously undervalued and surely an easy target?

Just a few comments taken from the AGM Sir Martin Sorrell........

"We remain confident in our strategy, business model and talent. These together with scaled client relationships position us well for growth in the longer term, with an emphasis on deploying free cash flow, as and when appropriate, to improve shareowner returns, particularly now that all significant merger payments have been made."

7 new clients......."New business wins in the first four months include Burger King, Panasonic, FanDuel, AliExpress, Decathlon, Santander and ICBC. In addition, the Company continues to capitalise on its strong AI positioning winning multiple exploratory assignments as clients experiment and explore applications and develop use cases. These are currently focused on visualisation and copywriting, hyper-personalisation at scale, media planning and buying, general client/agency efficiency and democratisation of knowledge."

"Over the medium to longer term we continue to expect our growth to outperform our markets and operational EBITDA margins to return to historic levels of around 20%."

"I know we beat down Mildtiger when he/she comes on here posting his trades, but the likes of Mildie are the only ones making money on these swings..."

Even master trader is underwater here @51p & @49p after thanking sellers for his purchases. I wonder who's thanking who right now?

Https://finance.yahoo.com/news/s4-capital-plc-lon-sfor-123822050.html

S4 Capital Plc (GB:SFOR) has released an update.

S4 Capital Plc, a digital advertising and marketing services company, maintained its full year targets despite a challenging previous year marked by macroeconomic uncertainty and cautious client behavior. The company is emphasizing efficiency, cost management, and client relationship growth as it navigates a volatile market, with new business wins and a strategic focus on AI-enhanced personalization. While the outlook for Technology Services is challenging, S4 Capital is confident in its strategy and long-term growth, supported by a disciplined cost approach and strong client partnerships.

S4 Capital Plc successfully concluded its 2024 Annual General Meeting with all proposed resolutions passed except for one withdrawn item, reflecting strong shareholder support for the company’s direction. The meeting resulted in the election and re-election of board members and the adoption of special resolutions, indicating solid backing for both governance and strategic initiatives. Key outcomes included approvals on directors’ remuneration, share allotments, and the authorization for the company to make share buybacks, setting the stage for continued growth in the digital advertising and marketing services sphere.

WSJ reported that S4 had received multiple offers the last one in the region of 96p per share of which when asked about it SMS said that the offer was not a credible offer. I would think any offer would have to be well north of this price. My guess would be at least S4's intrinsic valuation, my last calculation was 150p per share.

Yesterday at the AGM, SMS was asked if he would consider a merger with a larger company, his reply was that he would consider any credible offer, and that he wasn't against merging with a larger company. Does this open the door?

If S4 management can get things right, start making a profit, then S4 has a bright future with potential multiples of the current share price. I ask myself will other companies also see this potential and take S4 out. Time will tell. Just my opinion.

In a 2 years from now will we all look back and regret not picking up more shares at these depressed levels? Or will S4 be swollowed by a bigger fish. SMS was asked today at the AGM if he would consider a merger with a larger company, his reply was that he would consider any credible offer, that he's not against a merger. I suspect that S4 is there for the taking, at the right price of course. Time will tell.

For the past two years since I've been invested in S4 they have released a trading statement on AGM day. Not sure why no statement today with a reminder of AGM at noon, unless its late. Maybe for the past two years management felt the need to reassure the market, and now not so.

He concluded: “It's not going to happen until you see some major advertisers change their organisation. Once they do, it'll be like the floodgates opening.”

Let us all hope that the floodgates are about to open sooner rather than later.

Yes just seen it mate. LSE need to up their game.

Morning Pearls, no apology needed, easy mistake to make.

Leading with AI Klarman Sessions: AI and Marketing

https://www.youtube.com/watch?v=9J_PDLCHIb0

"a $2bn UK company is peanuts for any mid-sized American company"

So true. Anyone else think that the above is referring to S4? Large positions have been taken by managed funds over the past 12 months while the share price was on its knees. The questing is are these funds taking advantage of the value on offer, or is there an ulterior motive, are they working on behalf of a potential predator? Time will tell.

The Company's AGM will be held on Thursday 6 June 2024 at midday

https://www.s4capital.com/data/production/rns-pdfs/1818174.pdf?VersionId=rD.vr98bAGXX.2HqM77Y7Q4IGUTERLih

SMS...... "I would love to reverse this in to US company, that would be the best way forward"

This must be his biggest regret. Right model company (digital only advertising), wrong stock market UK.

Old recording but interesting listen.

39 consecutive sell trades pulls the share price back down.