Member Info for redwineday

AGM in 10 days. I guess even if there is not a pre AGM update there will be some commentary at the meeting

WWP

What presentation do you refer to?

Don't see how the bod could agree to a t/o at the current SP or even 50% above the current level and don't see how AO could justify paying more to its shareholders. Why would AO be interested in Guyana?

Gittins is quoted in the FT today saying they have 97,000 rental prospects on their books today chasing 2000 lets with no signs of that situation easing or price levels.

We might get a very positive surprise in July.

Maybe we can expect to see a TR1 shortly. Looks to me a sell down by a large holder, after hours notifications yesterday were sells and consistent selling again today.

Is now less than a couple of weeks away. Be interesting to see if there is a pre-meeting statement.

Sure is difficult to argue your point!

City thinks S4 is a bagger!

The 9 analysts offering 12 month price targets for S4 Capital PLC have a median target of 250.00, with a high estimate of 375.00 and a low estimate of 170.00. The median estimate represents a 105.93% increase from the last price of 121.40.

They should start the buy back right now. Why wait until the SP is better! I think don't need to do anything ti trigger it as its already been announced.

To my previous point. SAA fell by 8% yesterday after a badly received RNS. This morning it’s flat. How on earth from a rational perspective can the share price performance on these 2 businesses be so wildly different based on news over the last days. Answer, none, other than shorts have got their teeth into this.

I have exactly the same approach. Unless we are being lied to this will come back. From here maybe it’ll take 18 months or so but I’ll be b****red if they having mine at this price.

I should also say I feel like a complete dipstick for not selling at 240

The market cap has dropped by 50m over the past 3 days on approx 2m worth of trades and by 50% in a matter of weeks. There has been no news that justifies this in fact from a commercial perspective the company has repeatedly stuck to its guidance.

We can look for reasons but sometimes the plain fact is the only reason is someone is making a shed load by manipulation and it’ll carry on until whoever that is thinks it’s miked dry and moves on.

Welcome to Global Britain where everyone gets a turn in shafting the plebs.

Thats quite bizarre. You should think about changing your broker. Clearly he hadn't read the RNS either!

STX may be taken over, in fact It's a certainty imo but it won't be at 6.2p per share...

Less than 800k worth of shares traded and the thick end of 30m wiped of market cap. This tells you a lot. Algo trading in such small volumes is very profitable for the HFs with very little capital needed to make a big impact. Unfortunately I think we’re in for many months of this as there is unlikely to be any corporate news to surprise on the upside.

By my maths Sorrell took a paper loss of 2.5m today. Must be wearing for him too TBF.

Exactly. Some muppet PI's have obviously sold without reading the RNS's and thinking its game over. This should start to move up slowly once the offer has lapsed.

Says to me the BOD are terrified to lose him.

He's very tigerish isn't he. Sounded like he is setting us up for more positive news inJuly.

The 59m net earnings for 2024 seems pessimistic to me. If the buyout costs are mostly gone by the end of this year, as they stated in their FY results, then the adjusting items should fall sharply meaning the transition between EBITDA at the f/c of 192m to 59m seems too large. Or am I missing something?

Looks like it was written by Chat GPT