Member Info for Srbenjo

Is anyone on this forum buying down here at this low price?

I’m tempted to add but have averaged down many, many times now and it hasn’t worked out so far. I may add when the growth returns. A new partnership/ merger/ takeover etc may be the best thing to help S4 grow out of this and prove a good move to help us diversify away from relying so heavily on the big tech companies and build a stronger global company.

Good luck to all investors.

Small top up for me, added 1000 shares @ 326p.

Not sure why the share price has declined so much recently, I guess it must be just valuation as there has been no real news?

Hope this marks the bottom for this share. GLA

Obviously :)

It's obviuosly wildtiger... back in again!!

Auson

You summed it up very well there, I see it the same way. The point I was trying to make is that the big tech platforms such as Meta, Amazon etc will do a lot more in house compared to say 2/3 years ago and it would be wrong to assume that we will get a big proportion of that business back in the future when their big expenditures on AI infrastructure eases off.

Bigger companies and brands will still put their advertising budgets with an ad agency such as S4 and see the value and benefits of that. In a digital instagram/social media world where brand image is so important, it needs an experienced advertising team to make sure that the advertising and marketing is spot on. That’s added value and hopefully S4 can be at the heart of it.

Agreed redwineday. The big spending tech companies that SMS talks about will do as much of their advertising in house in the future aided by AI. I feel it would be a fools game to count on that spend coming back once they reduce their AI infrastructure capex.

Hopefully the ‘macroeconomic headwinds’ will decrease as the US tariffs situation continues to resolve, companies can plan better for the future and will be more willing to increase their advertising spend.

We need to see growth at S4 for the share price to make a meaningful recovery. We may not see it in the numbers in the next earnings in September but the outlook will be very important imo.

Not the best of weeks, down about 8% on no news.

Outlook is positive longer term so wondering whether to to up. Next update is September interims.

Auson

I’d be happy with 100p, though it could take a while 🤞

Maybe they are keeping the cash on the balance sheet to fund an acquisition? Organic growth is slowing and they may see the best use of cash is to make an acquisition?

I’ve lost count of the number of times I have said to myself this can’t go any lower…💩😤

Hoping this time is different. There’s a decent company emerging with good growth prospects imo but the ai and media landscape is forever changing. Once things stabilise a little and S4 can show the market a good future via increased revenues, profits and margins, the real share price appreciation will begin. Fundamentals matter and the sentiment is a bonus if turns more favourable.

Thanks for the heads up Discodave. I knew we had a trading update coming up but wasn’t aware that the date had been announced.

I wonder whether the ceo will make another comment about the share price not reflecting the value of the company like he has in the past?

Deadline is approaching, 5pm Monday 7th July. The US market is shut tomorrow.

I wonder whether we’ll get another extension?

I have got no idea what will happen but hoping it is good for shareholders either way.

GoCPI

"S4 is placed in an ideal with an early pivot to Gen AI driven creative content creation solutions, flexible pricing, and backed by an uber strong technology practice leveraging real-time data insights to deliver the kind of ROI that CMOs know is possible. When that will show up in the numbers is the big question mark."

This sums up my feelings at the moment. There's been real change in the advertising industry over the last few years, a lot of it due to AI. Old business models are being replaced by new ones and it seems like S4 have adapted well and are leading in many respects in a new AI world that is still quite uncertain. A real threat is that the big technology platforms such as Meta, Amazon and Google may well end up not coming back with huge advertising spend if they do a lot of it themselves in house with the assistance of AI.

I feel S4 are well placed to take advantage of new opportunities and are doing the right things to grow the business now and in the future. When that shows up in the results and the outlook, the share price should recover.

Graff

Next update looks like most likely to be around mid September going off previous year’s. No date has been fixed yet.

Https://www.investorschronicle.co.uk/content/c582820e-7f4e-48ff-aadb-474cf74c9c07

This article makes a good, balanced assessment of Warpaint and in my opinion. It highlights the good potential for continued growth, particularly in the UK and Europe. The US tariff issue will resolve itself and then that may add to sales and further expansion longer term but is a small portion of the business at present and doesn’t seem much of a worry.

Https://www.yuenergy.co.uk/the-dispute-resolution-ombudsman-adr-scheme-for-brokers/

I found this link that may be of interest.

I doubt it will amount to much. Yu have strengthened their systems to deal with any customer complaints that may need resolving by an independent 3rd party… which is reassuring and good management imo.

The fundamentals need to show improvement…. Revenue, profits, margins etc and for a few quarters in order to change the sentiment and prove that we are a growing company again. The next update may give us more information but it’s the outlook for the 2nd half of the year which is more important. The company ares quite positive for the second half of 2025 but it obviously needs to become reality and show up in the financial results before many investors will think of buying.

A poor trader always blames his tools 😜

The interview is well worth watching.

AI has really disrupted the advertising industry. The increasing digital content will likely continue and S4 seem well placed to benefit from that due to being early incorporating AI into their business model and are at the cutting edge of the changes it has brought.

S4 are building a good company imo and a patient investor could be well rewarded in the long term here. Change is never easyto manage but they seem to be on the right track. Hopefully it will be shown in the revenue and profits over the next 12 to 24 months and they can get back to growth again.