Member Info for Thunder2040

Some big volume today, leaky ship?

Spot on with posting...that's hilarious. Does your head fit through the door? You said, as I just read, that there will be no demand driven growth in oil price...so perhaps you might want to revisit that one in light of today's news.

You're short, I get it. I look forward to watching you get melted at the furnace on this one..quite funny how you think banks, media, IIs are on your side or telling you the truth. You or anyone else selling Tullow to me at this price is quite funny tbh.

It's oversold but I have a few niggles.. no director buying, and no actual details on what the problem was..I hate how companies spill half the beans but leave the market in limbo just invites shorting

The current weakness is a lovely buying opportunity. With fed cutting rates why exactly is oil expected to drop below the value it was before the massive inflationary liquidity pump. Dollar falls, oil rises and any bank telling you otherwise is buying in the background. Tullow will double if the tax arbitration is dismissed which it will be.

Trust me, you still need creative people in advertising, AI has advantages but unless there are savvy minds at work to utilise it I can assure you the big clients will sell nothing...Monks is a top draw business and Americans would pay top dollar to have all the knowledge how. You don't get the blue chip clients unless you have a gifted team. The growth previously came from M&A, once cost of capital goes down that may open up again. But really I think selling now for £1.20 a share or so would be the best course..as Sorrell has taken it as far as he can

Pokerchips I respect your posts whenever I come across you on here but I slightly differ on this matter. The client base lends itself to US investors and I am afraid the UK markets chronic undervaluation across the small cap board is not something to be taken lightly..I believe there is a problem but we agree that the numbers should theoretically do the talking

Yeah I guess I am just concerned that one guy with 8% will rather see the opportunity go by than admit it's the best way from here to maximise all shareholders' wealth.

Interesting that S4 is a 'super stock' on stockopedia:

https://www.stockopedia.com/share-prices/s-4-capital-LON:SFOR/

And also regularly ranks as one of the most undervalued on MorningStar.

Their client base is superb and Monks win award after award...it's time to turn that into cash

I think given where the share price is next time a $700m approach comes in turning it away would not be inkeeling with fiduciary responsibility of the board...I would prefer a full break up/sale to release value here as I don't know if Sorrel is up to growing this again tbh. It's undervalued but under the wrong stewardship. This or a US listing. But being in the UK backwaters bouncing around at 40p a share isn't really acceptable for another year imo

Net debt and cashflow are stabilising, they have got control on the cost base. It's now about waiting for the growth pick up again

Why did S4 spike up to 64p in August, not clear what the catalyst was for that?

Surely this doesn't warrant a 50% haircut it's insane

If orders fall in 2025 rather than 2024 the work is still there, and hopefully done on a higher margin with the fix implemented next year. Oversold

I don't get what's going on with this share, the valuation is just totally out of whack with fundementals

I think some tax related sales before a rerate higher

I've been watching Wood for a while and was out when they t/o spike happened. Did not think I would get an entry this cheap ever again. My thesis is similar to Sparta. On a peer to peer valuation basis this is way undervalued and it's in a growth sector. If UK government are intent on slamming north sea oil and laying out the epl via the green energy fund players like Wood stand to benefit. China is also massively building out green infrastructure so I really do think the market is ripe for Wood Group to finally grow and make hay again.

My issue here is what valuation metric are people using to value this? How can it more than halve in price in a year or just shunt lower 15% in days..has it even got a valuation floor or not? I hardly understand

I'm not having it. Trading far below net asset value. This is not rational share pricing. I will hold until entire mcap has been returned to me through cash distribution.

Something not right here with this share price, I think only conclusion is market reckons it gets nationalised. How is it down further it's ridiculous

They need to re divert dividend to share buy back at this level. I hope for that and a healthy cash generation in H1 to highlight how cheap this is.