Member Info for NigeCo

Large trades, reported as buys....................... 238,008 & 100,000

BT is closing in on the cashflow prize although losses do not appear to be over, says Berenberg.

Analyst Nick Lyall retained his ‘buy’ recommendation and increased the target price from 240p to 250p on the Citywire Elite Companies AA-rated telecoms group, which was trading down 0.8%, or 1.5p, at 180p at the time of writing.

UK alternative carriers have ‘inflicted three years of line losses on BT Group’s Openreach, taking 2m lines and 10 percentage points of market share’, said Lyall.

‘The losses do not appear to be over: we expect another 840,000 lines to be lost this year and for 1.7m more line losses over the next three-and-a-half years,’ he said.

However, Lyall concluded that the ‘prospects for the alternatives remain difficult’ as while their network build-out has ‘more or less stopped’ cumulatively they have amassed £14bn of debt.

‘Given an Ebitda outflow of around £100m in 2025, suggests that average penetration must at least double for the major alternatives to break even after current interest payments,’ he said.

https://citywire.com/funds-insider/news/expert-view-carnival-3i-cerillion-bt-and-elementis/a2481443?page=4

2X 300k, 1X 100k reported as buys in the last 15 minutes of trade.

Large buying continues.......

Volume 2.02m daily average 2.55m

Confusion creates opportunity for agile players,' Sir Martin Sorrell on industry consolidation

https://www.youtube.com/watch?v=fnUI1cFS-Fs

Large trade reported as a buy @465,944 shares.

Nice one 1msn,

I hope that it pays off for you. I'm not sure we will see a share price of £2 again anytime soon, happy to be wrong, but we should be trading higher than what we currently are.

Mystic1076, thanks for posting the article.

"The potential for M&A also looms large. The 7.4% jump was partly fueled by rumors of private equity interest from firms like New Mountain Capital. In an environment where interest rates are stabilizing, undervalued assets with strong technological foundations—like S4—become prime targets for take-private deals. Whether Sir Martin Sorrell will relinquish control remains a point of intense speculation, but the market is clearly pricing in the possibility of a "management-led delisting" or a strategic combination."

I've watched many Youtube interviews with Sir Martin Sorrell, as I'm sure most on here will have done. SMS, has said many times that Monks has best-in-class technology, especially in the areas of digital marketing and advertising. He's claimed that no other company comes close to Monks technology. He has consistently talked about S4 Capital's focus on being at the forefront of the digital transformation, using cutting-edge technologies and data-driven strategies to deliver results for clients. I hope that there will be some light at the end of the tunnel in future years 2026/27. Happy New Year, to one and all.

31 Dec, 10:33 GMT 20.50 GBX +1.50 (7.89%)

Https://simplywall.st/stocks/gb/media/lse-sfor/s4-capital-shares/news/great-week-for-s4-capital-plc-lonsfor-institutional-investor

No, not seen anything.

S4 been tipped in the Sunday Times.

TargetPractice,

You make some valid points. While I do think that S4 Capital could receive some takeover/merger interest as it did in the summer of 2025, I think it's unlikely to meet managements valuation. SMS has previously said his valuation would be between 10X & 20X EBITDA minus Net Debt. While 20X is asking a lot, I do think that he wouldn't let S4 go for anything less than 10X. Unlikely that someone would pay that, certainly at this stage. Also not forgetting SMS said this year that he will die at his desk, I don't think he's thinking of retiring anytime soon. A large shares purchase by SMS in the millions would put a rocket up the share price IMO.

LSE2000 last seen waving a white flag.

Volume 4.16m

Average Daily Volume 2.43m

Https://www.youtube.com/watch?v=u4nmArGA6x8&t=10s

https://www.youtube.com/watch?v=d3CLRffdULg&t=119s

Large spread, over 1p spread.

*Bertram

Betram, well said, I couldn't agree more.

You outlined the very reasons why I stopped posting here, and now only post occasionally on this board. There is still some knowledgeable posters like Fleccy who's comments are worth my time reading. But I'm afraid like a lot of these discussion boards, its a case of separating the wheat from the chaff.

1msn, okay, fair enough. Thanks for replying.