Member Info for NigeCo

Virgin Media O2 threatens to stop building broadband if £2bn deal blocked

https://archive.is/CO2ah

Just had a look at Christmas eve, share price closed at 16.1p...... Today closed at 30.4p

UT 30.4p +0.70p 2.36%

I do think that we are seeing a sentiment change in S4, not before time.

Sir Martin did say that the only way to turn sentiment is in the financial result. SMS... "we need to get our own house in order"

At todays M/Cap of £200m, S4 expected to report this year a minimum of £88.748m EBITDA is cheap IMHO. When is LSE going to wake up?

It would be good to close above the recent high closing price, that was on 26 Jan 2026 Q4 results day. Closing price 28.35p Up 8.97p on the day.

Auson, yes it was around 20p mate.

I doubt that Wildtiger & lse200 will show up here again anytime soon, as long as the share price continues moving ahead.

What was lse200 target price 6p? He's missed that boat by about 10p.

"On 24 March 2026, the Company received notification of the purchase of 991,550 ordinary shares of £0.25 each by Rupert Roderick Faure Walker, a Non-Executive Director of the Company."

Good call Rupert.

In this interview SMS dicusses the war....... "This will be the economic pressure that results in AI transformation at scale."

This could be the catalyst S4 Capital is waiting to take advantage of IMO.

https://www.youtube.com/watch?v=mQpRqYfu8sY

Listening to SMS on the results conference call, he suggests that the war could be the catalyst S4 needs for clients in technology adoption, and AI adoption at scale. I hope he's right.

S4 director Rupert Faure Walker buys 991,550 sharesm almost doubles his shareholding to 2 million shares. That's confidence for you.

"No insder buys after the report, no real confidence from management"

CrudeTrader, there is your answer.... S4 Capital Director buys almost one million shares. You jumped the gun. Or would I be right in thinking that you had a ulterior motive.

“It’s about change management’: Sir Martin Sorrell says the billable hour is dying, but getting clients to move in is proving harder

https://digiday.com/media-buying/its-about-change-management-sir-martin-sorrell-says-the-billable-hour-is-dying-but-getting-clients-to-move-in-is-proving-harder/

Thanks for posting 1msn.

"While the war in the Middle East might make clients cautious, one silver lining could be a faster adoption of AI by companies to navigate the uncertainty, Sorrell said."

Let's hope that the war has a a similar effect to S4 as to what Covid did. This could be the catalyst S4 needs in the faster adoption of AI. Time will tell.

Thanks 1msn, unfortunately its behind the paywall. I will keep trying to find a paywall remover.

“We’re starting to see green shoots,” Sorrell said.

Morning 1msn, thanks for the level 2 information, interesting. Do you have a link to your comment above regarding Sorrell green shoots?

"With S4 guidance of 1% minumum revenue increase this year 2026"

Just to correct what I said above, its EBITDA that is expected to increase by 100 basis points or 1% of revenue, and not revenue expected to increase 1%. My bad. Revenue for 2026 is expected to be slightly lower than reported in 2025.

With the share price gapping up yesterday, I'm thinking that to close the gap the share price needs to have an intraday drop to 21.20p. I for one don't like leaving unfilled gaps behind, becasue more likely than not they get filled, at some point further down the line.

Unfortunately website "archive.today" won't open any IC articles.

"Would not be surprised with a takeover now.

At a critical juncture, cleaning up the balance sheet by significantly reducing the debt. Profitable, growth, cash machine, someone can buy an absolute bargain."

Multiplier7,

My views on this topic based on what SMS has said previously. SMS has said in an interview that he's not against a merger, but it would have to be at the right valuation, when asked for his valuation he said beween 10x & 20X EBITDA, minus Net Debt. based on this year expected minimum EBITDA and at todays Net Debt. The take out price would be a share price of between 119p @10X & 252p @20X. I very much doubt that SMS would let S4 go for anything less than £1bln. SMS holding his golden share was a master stroke, it protects his interests and every other S4 shareholder from a very lowball takeover. JMO.

With S4 guidance of 1% minumum revenue increase this year 2026, the bottom may finally be in.

On the conference call Sorrell said that they are guiding conservatively after previous misses, (lessons learned). Bodes well for the future.