Member Info for redwineday

40p seems like a big barrier

They wouldn't have been thinking that at £8 a share...

It's so unlike Gil to be quiet for such a long period. Historically when there has been nothing factual to report he has still been "marketing" eco to the PI community so I'm speculating that there is some corporate action in the offing that is preventing him. If my pure speculation is right it'll be big IMO.

How about divestment of Guyana assets and takeover by AO. Cash for any deal would build up the balance sheet and allow the directors to cash out at acceptable level for them and at a price that works for AO.

Thinking about it, its probably similar to my situation; Mrs RWD has booked an STX loss against me...

Exactly, probably some tax related optimisation. One of the subs gets to book a loss...

If the reason is AI the WPP/Publicis/Saatchi would all have suffered, one could argue even more since they are more traditional, and they haven’t.

I try to comfort myself by the fact that in July last year this was sitting at 110p, by Feb it was 228p. The company is closer to profitability that it was in July. I agree with NigeCo that if in the 6 months results can point to a FY number that is 150m, i.e.very close to B/E then, all else being equal, should cause a massive re-rate.

On SMS health, which I agree is a driver of the current SP, I'm nit sure anything can calm the market other than an RNS saying he id fully recovered and I dont see them putting this out. Succession planning clearly needs to be given a bigger profile in the future.

All that said this is very painful as the co performance simply doesn't justify the SP.

Well actually a kick in the nuts

Nuts

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 103.58% increase from the last price of 122.80.

The fact that he has been so quiet for so long (very unlike him) suggests to me that something must be happening. Then again maybe not....

Since the 6 Feb RNS over Sorrells health, SP of S4 has fallen by 46% whereas WPP has fallen by 13, Publicis by 6 and Saatchi has risen by 4. Obviously there are many reasons but one has to conclude that the main one is concern of the key man risk.

SP is bonkers

FT

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 91.13% increase from the last price of 130.80.

Barclays cuts S4 Capital price target to 270 (300) pence - 'overweight'

He dropped the ball once. He doesn’t strike me as the type of guy to do it twice, so in my view the forecasts are conservative. The buy back whilst small in the absolute is a signal.

Lots of trader blah blah.

I won’t repeat what I posted after the results but LTH need to focus on what the 2024 P&L will look like.

This is painful but eventually it’ll come good although I admit I got the timing on this really wrong.

Doesn't look bad to me either. If they maintain the March MoM uplift for the rest of the year it'll take them to 150k RX, 30m in sales, or in lime with their f/c to be B/E in Q4 2024. Seems perfectly possible given only at 66 rep on April 1. RNS states hiring complete by end of this month.

We need a search party organised to find Gil. Or maybe it should be a posse.

FWIW according to the FT

The 9 analysts offering 12 month price targets for S4 Capital PLC have a median target of 265.00, with a high estimate of 375.00 and a low estimate of 170.00. The median estimate represents a 80.15% increase from the last price of 147.10.

Cant be many companies on the main board with this level of valuation gap

According to Morningstar directors own in excess of 17% of the company stock. The one thing you can say about here is there is plenty of director skin in the game