Member Info for TomKe22

He is a young chap broadcasting his opinions on YouTube. He has a bit more initiative than your average Bulletin Board poster (myself included) to keep posting and to try to turn it into a business. I have reviewed some of his video’s and I did not detect any great insight.
Tom

Delaying investing until there is more clarity is not a bad decision. Investing now is higher risk and reward. I am here for the medium/long term. If my purchase were to go into the red it would not cause me concern.
Tom

I rate Sorrell and so do the owners of the business’s that sold to him. I would suggest holding. I think this company will be successful which is why I bought in.

I am currently +11% up.
I bought this share as a medium/long term investment.
It is nice not to see red ink on a new purchase when I review my portfolio.

Sorrell is an advertising guru.
He has been over confident and thrown a number of acquisitions together with inadequate management.

The company is still profitable and I don't understand why the market has overacted. I have bought £60k and I expect to walk away with £600k in 3 years time.

Simples.
Tom

I have watched some youtube video's where Sorrell comments on the advertising world and explains S4 or rather 'Media Monks' position in it. He is an impressive figure and if you are trying to persuade a major company to let 'Media Monks' manage your transition to digital marketing he would be a great asset to the sales process.

One of the reasons why the Auditors could not sign off the accounts was because staff were issuing amended invoices without updating the core financial system.

Sorrell is on a different planet. He is interested in the transformation of advertising to a new digital age. He is not interested in managing the internal admin of Sales Invoices. He also will not himself sort out the administration but when you have lost c£400m in Equity because the admin was screwed up I expect him to appoint managers who will.

I am happy to have an investment in S4 as I think there is a seismic **** to digital in progress and S4 is a good way to take a stake in a company profiting from that switch. As I posted earlier I was interested in S4 because Sorrell was leading it but when it hit £3 (the first time) I did not buy. I watched it increase to £5 plus rejecting my missed opportunity.

Tom

I was looking to buy in but missed that fall. Just as well as I think it would be a ‘buy’ at £3.

Tom

I bought more this morning. A LTBH not a trading punt.

Sorrell is successful and I trust him to sort out these serious admin mistakes. Failing to correct Sales Invoices on the accounting system and issuing revised pdf Invoices I was one of the causes of the Audit delay.

Advertising spend is leaving traditional media and heading online. The group Sorrell has created is well placed to capture market share as the industry transitions IMHO.

There are risks otherwise it would not be 125p.
I will accept the risk.

A safer strategy is probably to buy at 200p plus.

I made a small purchase this morning. I would not mind if it went down more from here as I plan to make a larger purchase.

It should not be a surprise that consolidating acquisitions into a company leads to loss of profitability. Digital advertising is the future and SFOR is well placed to capture the spend as it moves from traditional to digital.

Missed buying this at £2.50 a year or so ago. One to put away in my bottom drawer.

Tom

So those who refused the takeover offer c95p will now have to settle for 70p.
I decided to hold - bad call and now have been shafted!

Content is what all the platforms are looking for.
Britbox may not work but another provider may take out ITV to get the content for their platform.
ITV are a comfortable hold for me.