Member Info for NigeCo

WPP share price up 4% S4 capital down 1%.

In this short youtube interview taken 6 months ago SMS says that he hopes to reach our objective of 20 Whopper clients by year end 2024. He goes on to say "We've identified a further 19 beyond the 8 we already have." This would total 27 whoppers that would be generating over $20 million each.

I think that the S4 share price has struggled since SMS announcement on 6/2/23 regarding his operation. An update IMHO would help reassure the market regarding his health. SMS is the main reason that I'm invested here.

https://www.youtube.com/watch?v=XrBr4d4gbr0

Nice buy trade @225p for 179,565 shares. Maybe short closing. Current buy volume 326k, sells 69k.

Oh dear, we have given 2 weeks of share price gains back this week.

Thanks Man U.

I'm not sure what's holding the S4 share price back today, market up, S4 flat, some quite large buys, with buy volume twice the sell volume.

Last weekend I run some numbers over S4 Capital future valuation based on analysts based on their price to sales growth forecasts, (source of info Simplywall.st) here is my findings. I have valued S4 Capital at the same price to sales ratio as (1.65X), this was what the share price was at last weekend 245p. I should also add that Simplywall.st say that a fair P/S ratio is 4.0. IMHO for a company with the growth rates that S4 are currently achieving a p/s ratio of only 4.0 is cheap. Just my opinion.

Based on 2022 sales revenue of £853.75M.....................p/s 1.65X = share price 245p ..... @p/s 4.0X = share price 595p
Based on expected 2023 sales revenue of £1.203B ...... p/s 1.65X = share price 346p ..... @p/s 4.0X = share price 837p
Based on expected 2024 sales revenue of £1.411B ...... p/s 1.65X = share price 405p ..... @p/s 4.0X = share price 983p
based on expected 2025 sales revenue of £1.538B ...... p/s 1.65X = share price 442p ..... @p/s 4.0X = share price 10.71p

Share price

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

I'm sure that I speak for us all when I say I/we wish our leader Sir Martin Sorrell a speedy recovery. I must admit the only concern I have with regards my investment in S4 is SMS age. Fingers crossed that he makes a full recovery.

Auson, thanks for the update, much appreciated.

Auson, I'm no chartist mate, but would have to agree with you, it looks like a price break out to me. I'm looking up now than down for the future price. All looking good here. Will be interesting to see if the short interest in S4 is influenced by this share price break out.

S4 up 13.6p 6.2% on the back of Meta results. Bodes well.

"Meta Platforms Inc (NASDAQ:META) popped 19.4% after the company reported Q4 EPS of $1.76 versus $2.26 expected, while revenue was reported at $32.17 billion versus $31.53B expected."

https://www.youtube.com/watch?v=q3CuOste-mE

Manipulation completed, share price recovers, now currently up 2p on the day @225p. Job done.

Another clear share price manipulation IMO.

At 1.00pm the S4 share price was 223.80p. At 1.17pm after 17 consecutive sell trades that totaled only 17,540 shares we find the share price down at 221.00p losing 2.80p. Ridiculous goings on IMO.

Agreed Fleccy, at some point I would like to believe that the BT valuation will come out. BT worth at least £3 per share. We most probably will see £3 per share once FTTP is completed, late 2026/27. At this point BT should become a cash cow. Until then we are going to have to be patient. IMO.

I was expecting a strong start based on the Nasdaq strong performance on Friday, closing up 2.86%, putting on approximately 1.8% after London closed on Friday. Patience needed, S4 will come good at some point. Results will dictate the share price longer term. SMS sounding confident, so shareholders should take heed. IMO.

Taking a look at today's largest trades below, all reported as buys, all off book, one trade after the market close as Auson pointed out. Possibly shorts closing. Bodes well. JMO.

16:37..... 271,102 shares @222.89p
15:54 .....192,423 shares @222.86p
15:22 .....192,423 shares @222.86p

Jacob of JKR Investing discusses his January shareholding portfolio with S4 Capital being his largest holding.

https://www.youtube.com/watch?v=8aVC1D41NY8

I think that Tuesday's share price drop of 10.7p 5% was engineered for yesterdays 3 trades of 364,000 shares that resulting a 12p rise. Possible shorts closing. IMO. S4 currently are trading at 1.3 P/S is far too cheap for a growth company like S4. IMO.

"Sorrell is bullish on his business. “I feel pretty good about the prospects for ‘23, given where we’re positioned and what we do,” he said. “Economically, things are going to be difficult for ‘23 and ‘24. And you have to wait for the American election in ‘24.” Sorrell thinks a soft economy could help nimble, digital agencies like Media.Monks."

1msn, thanks for posting the article mate, SMS seems confident for 2023, that could be a very challenging year for the market. Time will tell, but I take confidence in SMS and his team.