Member Info for NigeCo

"Digital advertising growth is showing no signs of stopping. Experts’ projections indicate that the digital advertising market will continue to grow over the next few years, albeit with a slight slowdown in its pace."

https://www.oberlo.com/statistics/digital-ad-spend

Increasing losses over three years doesn't faze S4 Capital (LON:SFOR) investors as stock soars 15% this past week

https://simplywall.st/stocks/gb/media/lse-sfor/s4-capital-shares/news/increasing-losses-over-three-years-doesnt-faze-s4-capital-lo

"What can we do - we can sell ? or we can wait for A bidding war? Or we can do nothing and wait for the cash to arrive - as happened when O2 was bought.

What price will get you pressing the button ? £2 - £2.50 - £3 or more - or perhaps even less ……….."

I don't see a bidding war. At best, maybe Drahi is in cahoots with DT? more than likely because Drahi couldn't afford to buy BT outright IMO. If DT do make a bid, they will want to purchase BT for as cheap as possible, and would probably involve part DT shares. I don't see a bid above 250p, maybe as low as 210p - 220p. More than likely BT won't receive a takeover bid, the market certainly doesn't expect one judging by the share price.

My pleasure Caveman.

Mary, yes I hope that JKR's Jacob is right too. I watch a fair few of his youtube video's and to be fair he does pretty well, so fingers crossed he's right. £10 would be nice, I would be happy with £5, and think that this may well be achieved by financial year end 2025, all based on analysts expected S4 Capital earnings. JMO.

Hi Caveman, the buyback hasn't started yet mate. S4 Capital will issue a RNS when they start the buyback.

Discusses S4 Capital.

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

Rodney, what a plonker.

https://www.youtube.com/watch?v=Mp-q9-AagxY

Our system’s recommendation today is to STAY LONG. The previous BUY signal was issued on 27/06/2023, 21 days ago, when the stock price was 109.55. Since then SFOR.L has risen by +30.26%.

You may relax since our STAY LONG position is secure. The share price is above the confirmation level, and we still have the scope to let the profits run. The market action does not cast a serious doubt on the wisdom of going long.

https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=SFOR.L

“Advertising and marketing has changed and it is not Don Draper of Mad Men anymore” Sir Martin Sorrell of S4 Capital

According to Sir Sorrell there is no chance that the six holding companies which employ about 2-2.5 lakh people in media will be employing those many in a few years’ time.

https://www.financialexpress.com/business/brandwagon-advertising-and-marketing-has-changed-and-it-is-not-don-draper-of-mad-men-anymore-sir-martin-sorrell-of-s4-capital-3173372/

It makes me wonder how many of the 8,100 staff S4 will be able to reduce over the next few years. AI sounds like a game changer with S4 Capital well placed to benefit. SMS always one step ahead of the market. IMO.

You only have to look at what happened yesterday to the share price of Darktrace, up almost 28%, expected to report revenue of half of what S4 expect to achieve. S4 Capital are cheap as chips, should be trading 250p - 300p level IMO.

Hi Mary,

I haven't seen any news regarding SMS. But I think that I'm right in saying that cancer patients receive a scan every 3 months to see how things are going. So I would think that he will be due a scan by now. Hopefully all is well, fingers crossed.

Yes, on the day that SMS announced his operation S4 capital share price touched 249p, then the sell off came with a low of 106p. Crazy markets.

Based on 2025 expected analysts earnings forecasts on a 10X EBITDA S4 should be trading at around 517p. IF expectations are achieved. I see no reason why S4 Capital cannot return to old share price highs within the next 3 -5 years. Happy to hold / add.

Houston we have lift off....

Redwineday, you make a good point mate. I agree, now that the large selling has stopped, they should have started the buybacks. I've got a feeling that they are going to wait until after reporting H1 results, the share price may well be a lot higher by then.

Correction....

Earnings are minus

July 13............... June 9

-£25.1M.............-£36.733M

UPDATE... Latest analysts earnings forecasts for S4 Capital.

July 13.....................................June 9

Revenue...............£1.136B.......£1.172B

EBITDA.................£159M..........£158M

Earnings..............£25.1M..........£36.733M

FCF.......................£60.867M......£45.2M

Net Debt..............£178.0M........£190M

Cash From Ops....£100.15M......£116.5M

Redwineday, the new shares have already been issued, part of the M&A in the first half of this year. So the expected 1% of share buybacks in H2 is to reduce the extra shares that we currently have. By year end we should be back to what we had at the start of 2023 before M&A payments.

Fleccy, yes I guess that would be true. I have enough BT shares. I see BT as dead money until 2026, beyond then a good chance that BT becomes a cash cow. IMO.

"In the meantime though you're pulling in more than 6% Yield"

Not in my case, with my average BT price being 201p. More like 3.8%.

Strong buying in first 36 mins according to ADVFN data........BUY 187,099........SELL 17,756