Member Info for RunS4

What's the obsession with 12p, lse1346? Is that the size you imagine you have?

Added a final chunk with my now highest ever position here.

GL people. We deserve some after a multi-year period of pain!! :-) And the signs are positive outside of the Tech sector clients!!

BnS - "I do not however want to read another bloody 'macro economic headwinds' statement!"

Yes, this is a flipping tiresome message and meant for ar*se covering when you can't execute because your key tech clients are cutting marketing opex spend big time in favour AI capex. The market has started to punish some big spenders like Meta, but the hyperscalers are still cracking on with the spend. Could that trend ease up a bit and opex comes back a bit more in relation to capex - that's probably a 2026 question, however even without that happening, numble tech focused players like S4 are in a far better spot than the likes of the Dinosaur, WPP. Cindy Rose, their CEO, knows as much and is trying to pivot more towards what S4 is doing now, but they're a good 2 year ago and in this rapidly changing market, that's a lifetime.

Advantage S4, and if SMS and his team can pull off this move away from Tech clients to other sectors, then we can all be thankful to them. We'll see plenty more returms when lower inflation growth does returm to the US economy in 2026.

MildLaddie, if you cut through the noise, it's a 0.01% increase in shorts position at Connor that took them to the 0.5% threshold for reporting. It's not like they opened a new short at these levels, not that it's a problem even if they did. That's an additional 70k shares short - isn't that toilet paper money?

Q3 results will be drab and will be down slightly YOY - that's my base case. It's how much cost cuts there's been and how that sets up S4 for Q4 and beyond. The new CPG client, the new NCS client win (among others), and how the tech driven focus at S4 is shaping our business into 2026. Is this finally the update where Martin pulls the proverbial rabbit out of the hat and hits the market with a positive update. We may yet hope!! :-)

Good luck for tomorrow.

No surprise that you don't understand, NoPlaster. If traders would actually bother reading half-yearly and annual reports, wouldn't the answer be bleedingly obvious?

"Drumming up some investment from the Saudi PIF wouldn't be a bad thing!."

We're already working with Humain (PIF is the biggest investor there), the Saudi AI company and they're in out sweet spot. It's how big they get as a customer (spend wise) that we should wait and see. With SMS' connections, it could well get bigger in the future but that's purely a speculation from me.

AimLess is a. Clueless gaslighter who doesn't even deserve a response to that 'Rhetorical' question. We'll just leave to be in the sea of ignorance shall we?

His cousin LSE1543 says S4 is going bankrupt. These rabid numpties can't read a balance sheet or a. P&L even if you gave them ChatGPT to write up a.synopsis for them.

Bought more the last couple of days. WPP's shortcomings is exactly in the area where S4's prowess is huge - AI driven tech led marketing services. We're still WPP's wet dream and will continue to be so..

I'm buyer as I look out past Q3 and into 2026!!!

I'd wager not more than 25bps, 1Pencil. Every little helps and it looks like S4's AI led marketing support prowess is finally getting noticed in the wider market. The key questions are how many new ones are coming on board and is the tech giants bleeding stabilising? And of course, the depth of the cost cuts in Q3/early Q4.

Big reveal next week..

I doubt this will be a whopper for S4 - it's a bonus if we get a couple of million revenue from them annually. But, wins like these raise S4's visibility in the marketplace and can only mean good things for us as we look into the future. Humain should be an important customer for us as we look forward into 2026/27, and MBS' stated aims is for them to be an AI powerhouse by the turn of this decade and that could mean a whole lot good for both our tech and marketing services divisions.

However, the big picture is that AI led tech services married to a holistic data driven marketing push is getting more traction with CMOs and the company boards in their quest to reduce opex and generate more returns for their marketing spend. Only a few players globally have the wherewithal to have such a structure in place and S4 is one of them. WPP created such a platform by sinking a lot of capex into it, but it's not a finished product and importantly, not many in the corporate world really want it. Publicis is a class apart and clearly have a way forward in that space. But not many more.

It could a slow burn yet for now until we roll into 2026 on the back of 2 more cuts from the fed (this week and then 6 weeks out) in 2025. And if we have managed to cut costs more in Q3 25, that bodes well for us. Lets see what next week brings.

@Nige - Is today the start of a small Run-up for S4? Today's signs (Volume + closing at highs of the day) look good and I may put in some more cash tomorrow. :-)

"GoCPI aka RunS4, why the name change"

@NigeCo - CPI has had a good runup finally with me just asking it to Go. Now I imagine what could S4 do with me asking it to Run? I intend to find out and we may just yet be pleasantly surprised. :-)

I remain, ever an optimist.

"This will get kicked around until revenue stabilises or starts to grow."

RWD - I won't argue with that and it will rinse/repeat as long as we're stuck on this exchange and there's no revenue growth. That's the nature of the beast we're dealing with.

I can't see why MS not buying is 'telling'. To an anxious mind, everything is telling. Not to judge you, but you're a glass half empty chappie. You just had Haar and Knapp buy a couple of weeks ago and that's more than telling, for me anyway.

NoPlaster is a position poster and I wouldn't place much credence in either his pumping or dumping. Hey ho - It takes all to make a market.