Member Info for redwineday

1 trade for every comment here. Must be some sort of record!

Very typical here. UT at low or close to low of the day then opens lower the next morning.

Only retail PI's mucking around. We need to see the volume increase substantially before getting excited. Back to sleep all...

Brightspot

Why don't you ask your contacts at Aces bar.?

Directors buying disclosure would be a real price mover at tis level. One can hope...

If their revenue isn't growing then by definition they are not winning enough new business to outgrow the business they are losing. This business was a growth story that is no longer growing. Higher level of organic growth is required for the market to price in higher returns in the future and start a positive upward swing.

Auson

They currently have 10 "whoppers" vs a stated target of 20 (at least when they last mentioned the topic although the subject has gone very quiet). One can therefore conclude that the pitching isn't going very well.

Really?

Someone traded 13k worth of stock and you are ramping it! Jeez...

lots of monks sitting down for chats. personally i'd be more impressed if there was less sitting down chatting and more getting up of their **** doing something to grow the business. i find the generic and repetitive bah blah as a sign they have nothing else more positive about s4 to talk about.

Probably kicking themselves like most of us here.

if you take a 3 year comparison saa (old school ad agency with a history of boardroom bust ups) is down 17%. wpp is down 46%, sfor is down 91%!!!

he really has a neck appearing on the various platforms for interviews pontificating and ****ging off his competitiors (actually erstwhile competitors). if were more self reflective he be keeping his head down.

"when it turns it will, and it will be fast,"

You may be right but it needs a reason to turn and it seems outwith their ability to provide one. There is also a question of at what level it turns from. 100% upside from here is still only taking us back to where it was a year ago.

Fact is there is no sign of organic growth despite all the awards, new hires etc. Where are the big client wins? Answer, there arn't any....

Lol

I also don't think you can blame 20% sales force vacancy. It's hardly like there are selling on a one to one basis.

There is clearly a dog ate the homework feel about this.

Gil, are you there?

Rev up 9.4% in Q1 5% lfl a record number.

Reaffirms FY f/cast rev up 5%

Impressive!

SMS will no doubt talking about tough YoY comparisons and macro blah blah, cautious clients blah blah. WPP never been the same without me blah blah, that is in the further one month it takes him to report on his one P&L unitary structure minnow.

New short ppened.

That's saying something with a market cap at less then 2x EBITDA

This is about the impact on S4 clients. If as predicted the US goes into a recession ad spend will be cut. S4 needs to broaden its client base.

S4 trying to change the tone in this and also in last results presentation. Just need evidence the client wins to follow the story. Then an upgrade to the outlook. 1 year away? Impossible to tell with the clown as president.

You certainly have the second part right.

Just noticed Actusray have dropped below the threshold. Only Qube left above.