Member Info for redwineday

If the SP went up by 1p for each interview he gives then we'd all be in clover...

Sorry pointless post...

At what price would the current investors let him take it private at? If the thinks its worth 10x EBITDA then he needs to raise 500m. If he could which I doubt, then suppose a 10% coupon to fund it taking 50m off his bottom line. Ok maybe the current investors would accept less or there is a part equity deal or some such or he can borrow at a couple of % less but nevertheless I think the situation here is he needs to grow his way out of this one way or another.

A year ago I thought the turn would come in 2025, now I am thinking 2026 but with the orange baby in the WH, who knows.

Writer of the article doesn’t seem to understand how PE works. Buy a poorly run or undervalued business, turn it around, load it with debt to pay yourself then sell it on. How does that work here?

S4 is more likely to be an MBO situation if they can raise the debt but I would question why this would change anything in terms of the founders wealth at least in the short run.

I think SMS will persevere in being a listed business until he gets the SP back up to a level around the monks purchase mark, then look for an exit. This is about making sure the founders get their money back and loading up the business with debt won’t make that any easier.

Ends the week at the same close as Monday results day. Tell me the share is not being held back...Bar stewards

Looks like it's your comment. Same whinging tone....

Very bullish presentation

Lol

Reads well to me. Is that green shoots I see in his commentary. New client wins, opportunities for new business increasing, second half revenue uptick, more debt reduction.

1msn

Wish you'd stop saying it'll be x by x mate, coz each time you do it goes down the next day!

I'm starting to wonder if there is an issue with the permitting. Shouldn't we have had the all clear by now?

Might be putting 2 and 2 together to get 5 but consistent selling and ECO's leaky history make me wonder.

This is 50% down since the farm out. Its been dropping since that point.. It's clear that there is a seller or more than one who wants out. Why they want out we can only speculate but at the risk of sounding like a stuck record there is nothing happening here other than the usual jam tomorrow message from Gil.

Nothing to do with Trump and everything to do with the CEO.

Just rewatched the presentation.

Really he has been saying the same thing for years now. The only significant change in the last couple of years has been the farm out at 3b/4b, which in the fullness of time since it happened has actually devalued the company!! To be clear I don't blame him for this specifically but when you constantly cry tomorrow will be different and then when tomorrow comes and it isn't then you can only expect what has happened and the interest just seeps away .

The rest of it is the same blah blah. I even felt a bit embarrassed for him in his opening pitch. Read the room mate, it ain't working.

Volatility par for the course here although tbf its usually down!

It’s time for him to move on and let someone else try to monetise the assets. This is now valued at less than the implied value of 3b/4b in the AO deal. The market doesn’t believe him.

Really wonder the what the chairman and bod are doing here..

Management team averaging down with other peoples money. What's not to like!

You're spot on mate. They have shot themselves in both feet over the past 3 years and blaming it on macro is now just embarrassing nonsense. They aren't winning net new business despot their claims of AI, superiority. Until this starts to happen there is no growth story. All the rest is blah blah. He can give as many speeches talking about personalisation at scale as he wants but new client wins is what matters. What happened to the whopper story, it's never mentioned now.

I find his sniping about his former peers at WPP or Omnicom hilarious. Like the little yapping poodle in a room full of big dogs.

He should be asking Ajaz to come in as CEO.

This must be the only share where buys drive the SP down

He is sitting in underwear in a bedroom somewhere in Eastern Europe. Be sympathetic. Can't be an easy way to make a living.

Meanwhile Gil is still standing at the alter waiting on his farm in bride to appear and we are all in the congregation wondering WTF has happened.

It's now one year since his last Investor meets company presentation where he said 9 or 10 companies were in the Orinduick data room with a farm in expected in H2 2024. Similar story with Namibia.

Time to speak up Gil