Member Info for NigeCo

"What would be the fair value of WPP TRADING NEARLY 700 WITH REVENUE 12 TIMES OF SFOR"

Below Fair Value: WPP (£7.14) is trading below our estimate of fair value (£13.14)

https://simplywall.st/stocks/gb/media/lse-wpp/wpp-shares/valuation

What is the Fair Price of SFOR when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model. Below Fair Value: SFOR (£0.43) is trading below our estimate of fair value (£5.44)

https://simplywall.st/stocks/gb/media/lse-sfor/s4-capital-shares/valuation

Today 43.10p was the highest closing share price in 14 trading days. We need to break above the 50 day moving average that currently stands at 43.92p before I get excited.

Hi Jo, I fully understand how you feel.

I too haven't been watching as much, been away on holiday also helped. All we can do is keep the faith that management will turn this around once the economy turns, at this time there will be no excuses. GL.

Jo.... "This is the era where the technology has been enable to cut the middle man out, (the agencies). The big 6, Tik Tok, Meta, Amazon have decided they want the whole pie and the developments we are seeing gives a clear indication of that. No more crumbs for the rest it seems."

Interim statement......

"Our stated 'whopper' strategy of building broad scaled relationships with leading enterprise clients continues to drive our growth. Revenues from our top 20 clients grew 8.9% on a like-for-like basis in H1 2023 and the average size of our top 20 clients increased from £14.3 million to £15.5 million. Our top 50 client cohort delivered similar revenue growth of 11.4% on a like-for-like basis and their average size increased from £7.0 million to £7.7 million. We will likely have eight "whoppers" this year, with a further two on the fringe of reaching $20 million of gross revenue in 2023."

https://www.lse.co.uk/rns/SFOR/interim-results-for-2023-e08eolc82bwy72b.html

1pencil, thanks for the update.

A close above the 50 day moving average of 44.38p would be a bullish sign.

S4 Capitals jewel in the crown is clearly Media Monks. WPP tried to purchase it, S4 won that battle.

Large buy trades.

123,775

278,173

267,524

136,483

Large sell trades

117,547

361,542

134,554

87,703

Todays UT 586,018......... Yesterdays UT 617,625

Three large buy trades priced @41p. 278,173....... 267,524.........136,483

Total buy volume 1,083,538

Total sell volume 288,646

Total unknown volume 32,758

Yet the share price is down on the day so far.

At 13:30pm.... A large trade reported as a buy @41p for 136,483 shares. Someone is building a position, unlikely to be S4 going by recent large trades.

And yet today's total volume so far is only 148K.

1msn, not for the first time, why are they not disclosing your trades? Plus, 99.9% of the time there are always large spreads bid/offer prices, more so now we are a low penny share.

1msn.... "I own 2 million shares in this ..my out is 4.20 in 2027"

1msn, wow mate, that's impressive to say the least. Can I ask how you came to a valuation of 420p per share, or on current shares in issue, a M/Cap of £2.44Bln?

The Trade Desk currently up 15% on broker upgrade on growth outlook.

Thanks 1msn, I've just had a look on Reddit, I couldn't find any recent comments regarding S4. Do you have a link to the comments please?

1msn, link enclosed below regarding S4 Capital largest shareholders according to Bloomberg terminal screenshot taken on 7/2/2024.

https://i.postimg.cc/QtzgWzcp/Capture.png

The largest buy trades recorded today so far is for 51,048 & 150,000.

12 Feb, 14:53 GMT 42.00 GBX +3.48 (9.03%)

"well spending £2.7m cash on share buybacks out of a Q3 cash level of £137.7m is neither here nor there , and the fact they aren't spending more, could indicate they are battening down the hatches to preserve cash.... but at the same time want to say "well we did do a buy back as we suggested we would "

Pokerchips, with Net Debt expected to be close to £200m at year end 2023, has something to do with it. So IMO spending £2.7m on share buybacks now if management thinks that conditions are going to get worse would be irresponsible IMO.

With management agreeing to spend the company's £2.7m cash on share buybacks, I'm hopeful that they wouldn't have agreed to spend the cash now, if there were worse news to come. Time will tell.