Member Info for NigeCo

Sir Martin Sorrell holds a golden share, he holds all the cards, he won't let S4 Capital go cheaply, why would he? He hasn't worked for 5 years for nothing. No doubt while we have a low share price valuation, offers will come in, but Sorrell is no fool, only a fool would think otherwise. 300p plus per share would be my guess.

With future analysts earnings forecast predicting that S4 Capital will return £57.4m profit in 2026 with over £1bln in revenue, and net debt reducing. This is what Sorrell will be targeting. IMO.

S4 Capital shares boosted as rivals circle for Martin Sorrell’s ad business

https://archive.is/cWmPP#selection-2625.0-2625.29

Thanks mate, much appreciated.

Behind paywall, can anyone post full The Times article please. Thanks.

Https://i.postimg.cc/sg4ch13c/SFOR-ownership.png

"New York private-equity firm New Mountain Capital held exploratory talks with S4 last year about a possible acquisition, according to people familiar with the discussions. New Mountain has a majority stake in digital marketing outfit Tinuiti and owns Bounteous, a consulting company focused on building digital customer experiences for brands. New Mountain remains interested in buying some parts of S4. New Mountain Capital declined to comment."

https://archive.ph/2VNZ1#selection-6009.0-6013.41

Next move may well come from PE.

"TAVFX - THIRD AVENUE VALUE FUND Institutional Class reports 31.33% increase in ownership of SFOR / S4 Capital plc"

Interesting to see a reported increase to 31,680,582 shares, up from 26,235,851 disclosed on 6/3/2024.

Move details may come out in the weekend press.

At the time of the $700m bid S4 Capital management should have released a RNS announcement, the share price would have traded around the bid price 95.5p. We wouldn't have found ourselves down at 37p. Management could have used this to protect the share price. IMO.

GoCPI, thanks for posting the WSJ article mate, much appreciated.

There was a reported buy trade at 55.292p @ 09:26am. Share price now falling back, currently @43.96p +3.74p. Disappointing.

Any idea what percentage of shorts? No disclosures under 0.50%

https://shorttracker.co.uk/company/GB00BFZZM640/

1msn..... "Any price below 3.40 is giving us away"

SMS is no fool, he will want a good price. Maybe more will come out over the weekend press.

1msn, thanks mate, sorry by the time I had asked the question you had already replied. But thanks anyway. Looking good for your large investment mate? 2m shares wow.

1msn, what's your opinion mate regarding this spike in share price? I wasn't able to read the WSJ article behind paywall. Cheers.

Shareholders will also vote on a resolution for S4 Capital to have a B-class share structure which would ensure Sorrell retains total control of the business. Sorrell has been able to get straight back to business because of the unusual nature of the contract he had at WPP, the world’s largest advertising and marketing company. Instead of the standard notice period of 12 months, he or the company was able to terminate the contract “at will” with no non-compete clause.

MediaMonks is one of two or three businesses that Sorrell has been seeking to acquire.

Sorrell resigned from WPP in April following an investigation into allegations of personal misconduct. He denies the allegations. He is to take 75% control of Derriston Capital and will become executive chairman of the company before it is renamed S4 Capital. Sorrell has structured the deal to give himself a five-year window to grow S4 Capital and make his exit, by which point he will be approaching his 79th birthday.

https://www.theguardian.com/media/2018/jul/04/sir-martin-sorrell-to-raise-1bn-war-chest

Interesting article that I found the link from The Guardian (enclosed above) that claims that Sorrell would make is exit after 5 years at S4 Capital at age 79. Sorrell turned 79 last month.

Volume 700K in first hour of trading with some nice large buys.

Is the S4 Capital share price about close above the 50 day moving average that currently stands at 40.60p. This would be the first time if indeed we do close above since 12 July 2023 when the share price closed @126.90p.

20 Mar 39.94 GBX +2.12 (5.61%)

It makes a nice change for the share price to be up 5%, instead of down 5%.

Https://www.youtube.com/watch?v=ItRp_l76zEQ