Member Info for NigeCo

"Rupert Faure Walker had bought 96,949 ordinary shares"

Nice pick up. Not sure why SMS hasn't taken advantage since July? Unlike him to look a gift horse in the mouth.

Taking his interest up to 813,093 ordinary shares in the Company.

Plenty of skin in the game is what I like to see.

Credit Suisse cuts S4 Capital price target to 290 (595) pence - 'outperform'

Pearls, do you have the Peel Hunt note? Thanks.

I think that the closer the S4 share price recovers to £2, I would expect sharters to close and move on. Q4 is expected to be a very strong end to the financial year. A share price of £2 by Christmas would be nice.

Obviously, S4 management have reassured the market now with our latest H1 results with details that management are starting to see benefits to controlling costs going forward. This bodes well for this year and next. IMO.

https://www.youtube.com/watch?v=DBS1mEJThiA

TallPaulNY, I didn't see the first DM report, maybe they changed their opinion based on the share price reaction to the results.

Sorrell insists prospects are 'relatively bright' at beleaguered digital ad firm S4 despite war in Europe and surging inflation

https://www.dailymail.co.uk/money/markets/article-11236167/Sorrell-insists-prospects-relatively-bright-digital-ad-firm-S4.html?ns_mchannel=rss&ns_campaign=1490&ito=1490

https://www.tipranks.com/news/article/barclays-analyst-maurice-patrick-is-bullish-on-these-two-telecom-stocks

Pearls, from memory if I'm not mistaken (although, I wasn't invested in S4) at the time of the pandemic, S4 reported growth of 24.5%. Now that it very impressive to say the least. The pandemic helped speed up the transition from analog to digital.

Happy that I topped of last Friday @146p.

Barbacoa, I also was unable to view this morning webcast live, just visited the S4 website now and I enclose this morning results webcast link below.

https://stream.brrmedia.co.uk/broadcast/630f190eda906b287e9a249c/632ab72c6aa07673b788ed2b

It was good to see the Citi analyst on the results webcast Q&A congratulate S4 management on their results.

Ok Pearls, thanks for confirming that. I was expecting more than one analyst questions, before I lost the webcast connection. Yes I hope that you're proved right and S4 now achieves a re rating that it truly deserves.

Pearls I lost connection after the analyst that you mentioned below. Can you tell me if the Q&A closed after this please, or was there more after. Thanks in advance.

Link enclosed below for anyone wanting to watch the webcast.

https://stream.brrmedia.co.uk/broadcast/630f1a7eda906b287e9a257c

With the delay in reporting results, results that when published were in fact very good. We then had a lowering of profit forecast given for the full year, that may well recover in the second half. I feel that a 86% sell off in the share price was indeed brutal and undeserved.

I would say if you have trust in the current management then you would be investing in to a forward looking company that has already proved to have tremedous growth over the past 4 years, the highest of any UK company. It's shae price went from 140p to 870p in 18 months, then lost it all in 12 months.

What may slow down S4's future growth may well be its current low share price currently 143p, with S4 setting a mergers valuation price at 425p. Maybe the answer would be transfer to the NASDAQ, also with a capital raise so that S4 can carry on with its growth by merging with other companies, SMS has already talked of this earlier this year when he wasn't happy with the UK stock market valuation when the share price was over £4 per share. Unfortunately at 77 years young, time isn't on SMS's side to wait on the share price to recover. This is why I think that he will be the one pushing for a USA listing. This would also make sence too with regards S4 having 70% of earings in the USA. JMO.

Interesting times ahead.

Barclays cuts S4 Capital price target to 310 (360) pence - 'overweight'

"2 August 2022
S4 Capital plc
("S4Capital" or the "Company")
Appointments of Colin Day and Chris Martin
Colin Day appointed as new Chair of Audit and Risk Committee and Chris Martin as Chief Operating Officer
S4Capital plc (SFOR.L), the new age/new era digital advertising and marketing services company, today announces the appointment of a new Chair of the Audit and Risk Committee, as part of its previously indicated plans to invest in and tighten its financial control, risk and governance processes. In addition, Christopher S. Martin has been appointed Chief Operating Officer, to scale the Company's organisational structure and processes."

The directors appointed to sort out cost redutions were appointed on 2 August, one month in to Q3 earnings. So IMHO, it will take at least 2 quarters to bring costs under control. This is why our BOD have released a proffits warning......
"lower expectations for its target EBITDA for the full year to approximately £120 million" Although, I'm hopeful that management have lowered expectations that we should comfortably beat.

https://www.ii.co.uk/analysis-commentary/bt-shares-selling-over-ii525297

Taking a look at the 4 largest trades today all reported as buys according to ADVFN data, of course take this with a large pinch of salt, they could just as easily be sells. Hopefully this is the start of the 25 million shares out on loan, shorts closing.

100,000 Buy @16.26pm
250,785 Buy @15.13pm
62,240 Buy @13.26pm
63,236 Buy @12.10pm

Interim Results to be released on 21st September

https://www.lse.co.uk/rns/SFOR/notice-of-interim-results-ne3qo91bwqsh8kz.html

Thank you kind Sir.