Member Info for ryanf

This is how the message to the market should be handled. Disrupted business but serious operators at the top. Well played Martin and the team, keep building, back to growth in time!

From 15 and a half minutes: "in 2026 I think the economic screw will tighten, then you will get wholesale (AI) adoption."

S4 could be the hedge against a weakening economy?

The chart would suggest we're in for some good news.

Nice pic at Wembley, rob

@rob Millington, nah its very entertaining mate.

I was in the same boat as redacted until I managed to get out at 50p at breakeven. The thesis completely broke for me, the demerger was a murky, dirty middle finger to the city, and we got dragged along with it. Prayed and prayed to get out alive, it was bleak at 23p. People a lot smarter than myself are still picking the bones of the demerger in the Telegram chat!

Has anything changed since the demerger to fix the trust? Not to me.

I find it mental that you guys who show such strong contempt for MM and the BoD still buy more to lower said average. Why do you do it?

For me, even if it went to 20p I don't think I'd buy back. What's the point when you know MM has the power to sanction another demerger or takeover? To him, it will just be another middle finger to the city.

For the inevitable question, I stick around because this chat is quite entertaining, especially the roasting of MM (completely deserved).

100notout, you were bullish before. Has MM's actions burned you out too?

I don't disagree with your take private sentiment. He'll take it for as cheap as he can get away with. Ingenuity demerger is the form book.

Then he'll block you if you dare question any of his actions on linkedin.

Toxic, self absorbed pr.ick. Only thing I wish is that his wealth keeps falling (ideally to £0 - James Watt scenario), but that'd unfortunately be at the expense of everyone else, and he's set the structure at THG such that he can't lose. Sad and toxic.

Did you buy too early sparsam?

Crafty showing up any time soon?

Results so good that S4 can shrug off an Iran war sell off?

Agree redwine, has to be an institution. Good sign that we got bought up into the close after that huge trade.

Its fine @RunS4.

I reached out to Wesley, chief of AI, and he gave me the following response:

"Thank you Ryan, appreciate the note, a lot of change happening, will be interesting to see how it plays out over the next year or two..."

Reading between the lines, and the given the fact he went heavy on his share purchase last year, I think he sees a bright future for Monks and S4. Let's see!

WPP are probably being extremely aggressive with margins. Not necessarily a bad thing if we cannot compete by aggressive undercutting.

Yea, £2-£3m EBITDA hit? Don't know on the definition of a whopper, but I think we should believe SMS's sentiment of needing to do better at landing clients.

It's not good optics to lose clients either. Come on SMS.

Looks like Monks have lost Estee Lauder... $20m in revenue lost?

https://adage.com/agencies/accounts-in-review/aa-estee-lauder-appoints-wpp-global-media-agency/

You usually show up just as the price is about to go up again.

I'm really pleased with the financial discipline that S4 are currently employing. Now they need to get their clients on the subscription based model, and 3 of them by the end of Q1 should be onboarded according to SMS. It appears to be a slow movement towards the SaaS model. Hopefully as more clients on-board, others join as they see the benefits.

Iain Mcdonald is so toxic. Gaslighting pr*ck. Everything he touches turns to sh*te.

Davffed, its simple... PROFIT!!!

Sharefall, you're not talking about our dear friend crafty now are you?