Member Info for NigeCo

Buy Volume 622,442

Sell Volume 323,979

Unknown Volume 13,223

Share price marked down........47.16 GBX −0.82 (1.71%)

Source of information ADVFN

1pencil...... "S4 has a lot of movers and shakers onboard, would be surprised if talks even at low levels are not already being aired."

I maybe wrong here but my thoughts are this, with management already owning 40% of S4 Capital, it would be in their best interest to take S4 private for the time being, wait until the economy recovers and S4 are making a profit and then float on the USA Nasdaq where if truth be told it should have IPO in the first place with the majority of its business in the USA.

Would management be able to raise the cash needed to take S4 Capital private? If so, at what price would us small shareholder be offered for our shares, what would be a fair price?

Maybe the large USA institutions would be willing to be private owners until S4 floats again in the US.

Any thoughts on this?

1pencil.... "Got to be on someone's radar:"

You would think so at this valuation. Considering that S4 purchased Media Monks for £266m, Current S4 M/Cap £277m with Net Debt expected in the region of £220m. Maybe a predator is waiting for the Q4 results?

If S4 disappoint (yet again) I dread to think where the share price will be. But if results are good this would put a floor under the share price, and we would all be looking up rather than down. Its time for management to step up.

Https://www.thisismoney.co.uk/money/markets/article-12921859/FTSE-private-takeovers-continue-unless-action-taken-analysts-warn.html?ito=email_share_article-top

I think that Media Monks is the jewel in the crown and I wouldn't be surprised if we see a name change at some point in the future to Media Monks.

He made the call when the share price was 53p, so 106p. I would take that share price with 2025 expected to be a better year than 2024, if analysts forecasts are to be believed.

Jacob predicts that S4 Capital share price will double this year.

https://www.youtube.com/watch?v=paWzn5vqGUE&t=303s

“S4 Capital should be able to return c. £35m to shareholders in FY24E, or 10% of market capitalisation. This would be a positive, unless our forecasts are still too high”

I am really really cautious but there’s good upside if management can get their act together and return to growth. Just be prepared for another big gap down if they spectacularly disappoint again

Averaged down into #SFOR at 54p. Just over 1/3 of sale value that was taken above 100p. I won’t be going any higher on current knowns.

If current consensus of a c.20% fcfy was proven correct then this sp flourishes but we wait to see if the major downgrade cycle is complete. The optimum trade (if any) would be to wait until news-flow but I haven’t done so.

Execution has been dismal over the last couple of years.

#S4Capital

Fourth Quarter Trading update for 2022 was released on 18/1/2022, so I guess it will be around this date.

Happy Christmas to everyone and let's hope for a better 2024.

I would welcome a cheeky 160p bid, it would at least show the market how undervalued S4 Capital currently is. Not that I think that SMS would entertain one. He hasn't worked 5 years for nothing.

While I don't think that SMS who holds a golden share in S4 would welcome a takeover bid, that's not say that PE won't try at this current low valuation.

Redwineday, yes mate, you would think that someone with his vast history of the ad market that S4 wouldn't have made the mistakes that it has. He's said that he doesn't expect the ad market to improve until after the USA election, so November next year. Is he just playing things down here? I think so. With inflation dropping in the UK & USA and now markets thinking that interest rates will be dropping far sooner than previously thought, this should help the economy recover. So maybe SMS will change his opinion.

Redwineday, I agree, down yet again over 4% with no company news. The only way that this will end is management getting results, until then we are at the mercy of traders/shorters.

SMS said at the AGM, that good company's come through in the end. It's time for action now.

Yes, and it could result in costing BT in a £2 billion fine on top of replacing parts.

"industry sources said that with Drahi apparently having paid an average of 175p a share for his stake, any buyer would have to pay well over 200p."

I don't see anyone paying Drahi 200p per share, IMO he would have to sell at a loss, 150p max. I don't think that he will be selling anytime soon.

Https://12ft.io/proxy

BrokeNSmoke,

I've just taken another look at both RNS announcements and I think that they increased on the 14th from 5.02% up to 5.09%. On the 18th they reduced from 5.09% to 4.97%.

It doesn't make much sense why Capital Group would purchase on the 14th and sell on the 18th, not whey they have been purchasing ever since Q3. This announcement hasn't helped with today's share price sell off currently down 3.35%, given such a strong day in the market.

I don't want to speak too soon, but just going by today's volume in just over the first hour of trading the sell volume 316k v 146k, lots of sell trades yet the share price is holding up for now at least. We would normally see a 5 or 6% sell off. Is this a sign that we have hit the bottom? I hope so. Is this the exhaustion from the sellers? Time will tell.

Just going by the latest Bloomberg data regarding the difference between Q3 & Q4 for The Capital Group Companies, Inc S4 Capital total increase is 14,787,893 shares. A 40.4% increase.

https://postimg.cc/cvWJZw1B