Member Info for Plutus1

Exactly, End of 2024, and this should have easily multibagged, potential dividends.

Unrivalled profit margins, cash flows, what do you do with all that cash.

It's not on many PI's radar, there is hardly any chatter on any of the bulletin boards/twitter etc, its pretty much silent, which speaks for itself. quietly someone has been hoovering up.

Premium Listed company, with serious potential for growth, currently valued at a pittance.

BOD have serious skin in the game, and huge pedigree.

Just look at Ann Cairns, CABP Chairwoman, she is also Executive Vice Chair at Mastercard, where she sits as part of the company's global management committee.

They hit 20% or dare I say more, it gaps up big time!

We then have:

New licenses to look forward to which opens up huge new markets

Guidance for 2024

Its bargain basement territory.

(Ignore any FUD accounts (especially the new shiny ones) advising you to sell LOL)

Always DYOR, fundamentals speaks for themselves.

A drop in GROWTH from 37% to now 20%+ never in a millions years warranted a 75% decrease LMAO

Hugely profitable, at such a tiny market cap, if this continues much longer Private Equity will be all over this, for them it's a money printing machine.

Big question is where will Cabp be Dec 24, IMO, multiples from this level.

Understand its 2 totally different businesses, but very easily shows the huge undervaluation here. Very similar growth rates, and Dark carries some debt also.

Dark

1H Revenue £330m

EBITDA Margin 17-19%

1H EBITDA £60m

Market Cap - £2.6 Billion

Capb

1H Revenue £70m

EBITDA Margin 57%

1H EBITDA £40m

Market Cap - £225m

Can compare Capb to anything and it's massively undervalued.

Shenanigans and manipulation, nothing else. They've tried this 'trick' for several days now. All this on a Premium Listed company!

Patience, big rerate will come, eyes on the big prize.

Just look at the fundamentals

H1 EBITDA £40M

H1 EBITDA Margin 57%

Zero Debt

20%+Growth

Highly profitable

Hugely cashflow +ive

Major drivers like Netherlands License and US Office to come

Currently valued at less than 3x EBITDA 😂

Huge Gap up to come, to get to somewhere respectable.

Easy into the £s this week.

Dropped from 220p to 65p on 24th Oct, as growth (remember growth and not overall revenue) was revised down from 37% to atleast 20%. Still atleast 20%+ growth in 2023. If they can match or even beat it, back towards 200p+ in very short order.

Results out next Tuesday, IMO CABP will get a huge rerate. Market has got it all wrong:

EBITDA of £70m+, H1 EBITDA was £40m

EBITDA Margin of 57% in H1

Growth of atleast 20%

Huge +ive Cash Flow

Zero Debt

Market Cap of just £225m

It's just down right nonsensical. I'm sure there will be billion £ companies with fundamentals nowhere near CAPB.

If in the US, CABP would have a market cap of billions.

No wonder Broker Note had a price target of 585p only several months ago.

“share prices are perceived to be dislocated from fundamental value”

IMO CABP is a prime target as one of the most undervalued companies on LSE.

https://www.cityam.com/us-firms-set-to-pounce-on-citys-low-valuations-as-london-ma-reboundd/

Basic Facts About CABP

96% 3 Year Client Retention

50% 6 Year revenue growth

57% Ebitda Margin

34 Billion FX and Payments Volume

200+ Liquidy Providers

ZERO Debt

Hugely cash flow positive

Just 278 staff

74 New customers signed in the 1st 9 months of 2023

Regulatory license application in Netherlands, huge new market

US Office license, would enable sales to very deep national and regional bank market.

Longer term goal to become a US Dollar clearing institution, massively increase volumes.

The potential is truly amazing, multiple triggers for explosive share price growth.

Without any of these key drivers should never ever be down here to begin with.

Let's see where this closes by COP this week. They want sellers, nobody is selling.

Trend for last few weeks, look for sellers early on, then gradually increases during the afternoon, lets see....US Buyers? Trend is your friend 😉

Yes FIFTY SEVEN PERCENT 🤑

Surely CABP must have one of if not the highest EBITDA margins on LSE. Absolutely phenomenal.

Some other companies out there with low single digit EBITDA Margin, barely any growth or even losing revenues, less overall EBITDA, most probably in debt aswel, but yet worth multiples of CABP. How is this possible and gone on for so long.

In 2024 if CABP grows by 20% again with a 57% Margin, that's an EBITDA of £90m. Quite incredible. Potentially in 2024 they could easily top £100m EBITDA if growth increases.

What's the market cap again? 🤣

Look at the fundamentals, and ignore the casino market. A growth rate dropping from 37% to 20%+ never ever in million years warranted a 75% drop LOL

This will very quickly rerate straight back up now, buyers will flood in like a tsunami.

6 trading days remain ⏳️🚀📈

No doubt triple digits very soon. IMO we will have atleast 1 big day this week like a 20-30% rise leading upto the 16th, FOMO will kick in before the 16th Jan, then who knows how much it will gap up, huge gaps to close.

DYOR

2022 Revenues £110m

2023 Revenues £132m (atleast 20% growth, could be more)

H1 EBITDA Margin 57%, overall for year say EBITDA Margin is 53%, that's 2023 EBITDA of atleast £70m.

With an EBITDA of £70m, growing, new clients, new markets, zero debt, and huge cash generation, how has the market cap dropped to just £200m

Talk about WAY WAY WAY oversold.

With results 6 trading days away, a big rerate is coming. Simples.

Smallmoves, thanks.

Quite staggering with the 57% EBITDA rate in H1. I am sure no one on the LSE is beating that! Incredible.

Easy triple digits leading to the 16th, and if they just maintain 20% growth, who knows what could happen from these depressed levels. Could be back over 200p in a flash.

With huge EBITDA and profits, surely dividends must be on the cards?

H1 EBITDA Margin was 57% 🤯 absolutely mind boggling when compared to current market cap

Https://www.cityam.com/tui-board-recommends-delisting-from-london-stock-exchange-in-major-blow/

Another one bites the dust.

This is not only doing harm to the companies and LSE, but this is UK's reputation on the chopping block.

As many of you are stating, S4 should never have listed on LSE to begin with, its pretty much a US company,with majority of the business conducted there.

TUI has just got the ball rolling in 2024, there will be plenty more to come. LSE is no longer a market, its a casino, as Sir Martin said few days ago, backwater. Its just a play thing for hedge funds and they exist to destroy company value and steal money from ordinary people. With no liquidity its too easy for them.

Look at JD today. £90m less profits in 2023 than forecasted, however £1.5b wiped off the market cap Lol or like THG, £2.5m trades in a day (more than half buys), but £130m wiped off the market cap. Make it make sense. Its just insane. Better off at the real casino. LOL

Pokerchips

What you are suggesting applies to pretty much most if not all companies.

IMO S4 is massively undervalued when everything considered. It's valued lower than all M&A, peer valuations and other company valuations, and huge potential in AI, where S4 are currently leaders.

I seek out undervalued companies, then sit on hands and wait for the turnaround. Like RR and YU my most recent conviction buys that have mulitbagged,regardless of all the trolls that camped in at the time, they all soon dissapeared LOL. Currently all profits from others go in here.

Interest rates will unwind and the pendulum will swing here big time.

All the best.

"No share trades day to day at what it is worth.....what would be the point of that ?"

Agree! However in the same vein no company should trade at a 70-80% discount to real value, what's the point in that LMAO should be somewhere in between.

It is getting beyond ridiculous now how out of sync LSE is to real value, hence why many companies are being taken over, going private or listed elsewhere. Many CEO's have echoed this same message including Sir Martin.

www.thisismoney.co.uk/money/markets/article-12915997/amp/London-stock-exchange-risks-backwater-says-Sir-Martin-Sorrell.html

With no liquidity on LSE, it's just an easy way to steal 'dumb money' and nothing else.

With S4, I have a 12 month target, easy multibagger. Once business improves no doubt S4 will be listed in the US, makes total sense with 70-80% of the business in the Americas.

"Ascential Plc sold two of its businesses - digital marketing & design- to Omnicom & others for little more than£1.2bn.Omnicom deal concluded yesterday. Revenue and EBITDA are roughly £330mn & £56 mn respectfully, valuing 4 times of the revenue and 20 + times of Ebitda. That is the kind of valuations digital businesses command"

Precisely this!

S4 would be worth £4-5 at a similar multiple!!

Or even at the above level with 3x more revenue S4 would be worth £2+ 🤣

Away from the daily manipulation by hedge funds, and next to no liquidity, in the real world businesses are worth multiples.

As HOTC recently showed. 100p share price. 2 months later 375p buy out. Tells you all you need to know.

If a PE stepped in, or one of the major advertising companies, its worth MULTIPLES.

Market has lost the plot - S4 Massively undervalued

Let's look at this in very simple terms.

Revenue £1b+

EBITDA 10-12% forecasted

That's an EBITDA of £100-120m or less than 3x multiple

3x EBITDA multiple is a total joke 🤣

Now if they go back towards historic EBITDA levels of 20%, EBITDA multiple is as low as 1.5x

Market has got this horribly horibbly wrong.

Currently valued at just 0.3x revenue multiple

And less than 3x EBITDA level.

S4 Capital needs to multibag to get to anywhere near a respectable base valuation.

With share buy backs and a small dividend on the cards for 2024, large free cash flows, interest rate cuts, no acquisition payments, my guess is people will be looking with envy on anyone who has loaded up at anywhere near these levels 😉

If a PE stepped in, and offered a lowly 3x revenue multiple, that's £5 a share 🤯🤯

2018

Market Cap £500m

Revenues £54.8m

EBITDA £4.7m

2023

Market Cap £300m

Revenues £1b+

EBITDA £100m+

So revenues and EBITDA more than 20x, market cap has nearly halved 🤣🤣🤣 Makes total sense LMAO

A 5 year old can work out that there is a total disconnect here.

Officially one of if not the most undervalued companies on LSE.

I remember reading when S4 was 150p-200p+, and most were commenting how ludicrously cheap it was valued 🤑

In the latest interview from 2 weeks ago, Sir Martin goes through the full list of S4's Whopper clients, 13 in total, and said several more in the pipeline.

These 13 Whopper clients bring in 55% of S4's income, and their spend marginally increased in H1. With Nasdaq on the run in the last several weeks, funny how S4 has stayed static, hopefully pendulum totally swings as people realise this £1b+ Turnover company is currently valued at peanuts, less than some AIM companies with hardly any revenues 🤯🤯🤠

13 Whopper clients are:

1. Google

2. Microsoft or Apple (NDA, he said one of if not the largest company in the World)

3. Amazon

4. Walmart

5. Disney

6. Meta

7. Mondelez

8. BMW

9. Estee lauder

10. HP

11. First American Bank

12. T Mobile

13. Paypal

IMO One of the lowest valued shared on the whole FTSE.

DYOR

Https://www.prnewswire.com/news-releases/mediamonks-shines-as-adweeks-inaugural-ai-agency-of-the-year-301989445.html

Talking of AI, nice that S4 Capital is leading the way 😉