Member Info for NigeCo

I think that the last time the BT share price was this strong it was related to Drahi buying BT shares. While I very much doubt that he is behind this current share price rise with Drahi/Altice needing to raise cash by selling off assets to pay down his debt. I don't know but something is behind this strong move up.

November 9, 2023

Billionaire Patrick Drahi’s Altice is preparing to receive initial bids for its Portuguese business and a stake in its French unit, as the tycoon grapples with his telecom empire’s debt load, people with knowledge of the matter said.

Billionaire Drahi’s Altice to Seek Bids Next Month for Key Assets

Buyout firms circle Altice assets as tycoon grapples with debt

Bids for Portugal unit, France stake seen as soon as DecemberNext Month for Key Assets

Buyout firms circle Altice assets as tycoon grapples with debt

Bids for Portugal unit, France stake seen as soon as December

Altice has sent out information on the businesses to potential bidders and asked for first-round offers as soon as next month, the people said. The Portuguese unit, which runs the MEO carrier, is being studied by potential private equity suitors including Apax Partners, Apollo Global Management Inc., CVC Capital Partners and Warburg Pincus, said the people, who asked not to be identified because the process is private.

Hi Pearls,

I agree with you in that long term S4 should recover, but with SMS saying recently that he doesn't see an upturn in advertising until after the USA election in November 2024, this puts me off for now investing further funds in to S4. I must admit to being tempted at this low share price, but I also thought the same at 100p. What would change my mind would be if SMS and his management team of directors purchased shares in S4, that IMO would be a game changer. S4 Directors purchased shares in the summer of 2022 at around 120p and the share price doubled 6 months later, after this gave confidence in the market. If directors aren't willing to invest at 46p per share then I'm not. I understand that they own a large 40% of the current shares, but still at 46p you would expect them to step up and show the market that they have confidence in S4 Capital. I just hope that management don't take this private for a pittance, at small shareholders expense.

"How do we contact this Tim? 😁"

LOL, Oops (time)

Auson,

Yes I think that they are one of the same fund.

According to Morningstar shares data as of November 30th 2023. Hopefully the large selling has now passed / finished. Tim will tell.

Buys 63,230,724 shares

Sells 56,286,948 shares

https://www.morningstar.com/stocks/xlon/sfor/ownership

"My recollection is that Patrick Drahi is free to make a bid for the company in December"

Drahi's RNS announced that he had increased his BT shareholding up to 24.5% was on 24th May 2023, so he could bid anytime after 24th November 2023.

https://www.lse.co.uk/rns/BT.A/holdings-in-company-zz8t5yz2q4p3eaq.html

S4 Capital institutional ownership graph update.

https://images.fintel.io/gb-sfor-so.png

Media Monks cost £266 million.

"Motley Fool is Click Bait but there's a guy on YouTube that thinks S4 is a great investment?"

If you're referring to Jacob of JKR Investing well you should check out the link below, Jacob has a far better record than Motley fools who are a joke. He's up over 30% this year. I wish that I could say the same. Jacob still thinks that S4 will do well when the economy recovers. Time will tell.

https://www.youtube.com/watch?v=9N7iaZsFaUk

Clickbait Motley Fool?

Really?

Laughable.

Just stating facts. But don't take my word for it, look on the company's website, all webcasts presentations are there for all to view. There are always plenty of UK analysts questions in the UK presentation, but sadly no USA analysts questions in the USA presentation.

"It was telling as one other contributor to this board remarked that the phone in with big investors did not realise any questions."

Had the person who originally said the above watched previous USA webcast of past results over the past 16 months at least, since I've been invested he would have know that in the USA presentation there usually is no questions asked. So I wouldn't read too much in to this.

Pearls...... "This is not a bad company, but the way the market is now valuing it infers it has problems. I don't agree with that assessment, it looks like a bargain to me, but it does look like it will soon be sub 50p."

I agree mate, does S4 Capital deserve to be trading at less than £300M with sales of £1Bln? Crazy valuation IMO and yet the market is hell-bent on taking the share price down further, now below 50p. Crazy times.

Morning Rock, I wasn't sure of when the SMS interview was recorded, I just noticed that it was a relatively new post on youtube. Interesting to see that SMS doesn't expect an upturn until after the USA election in November 2024.

The Future of Media 2023 - Are today's agencies set up to deliver client needs in Media 3.0

https://www.youtube.com/watch?v=gT50TTo6H4g&t=21s

My apologies, wrong board.

The Future of Media 2023 - Are today's agencies set up to deliver client needs in Media 3.0

https://www.youtube.com/watch?v=gT50TTo6H4g&t=21s

Russia-Ukraine war - live: Putin calls conflict a tragedy despite invading and claims he’s open to peace talks

"Jo........."Nige It seems that even that Jacob from JKR has now started to lose hope in this stock if you watch one of his latest covering the stock!!"

Hi Jo, I've just watched one of Jacobs video's posted yesterday (Draft kings) where he mentions S4 Capital, he says that he still thinks that S4 Capital will recover and do very well.

I agree with Jacob. I have no intentions of selling my S4 shares, only adding when I feel that the time is right. IMO digital advertising is the future and will return to be a growth sector once again, that I want to invested in, when the economy turns so will S4's fortunes. JMO.