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S4 are having trouble finding more acquisitions, which they relied on to boost their collective revenue. To hit their target now they are having to concentrate on winning new business and increasing billings with existing clients. A much harder task, in my opinion.

Sir M hasn’t bought anything for quite a while. I’m hoping an announcement will come at the same time as the figures are published.

Well I thought that was a very positive set of results, puts the company back on track. There are so few shares traded these days, hope these figures will see a renewed interest in the business.

I topped up with another 7,700 share today. The management team is stronger than two years ago, and the business revamp is showing good results. Wish they were better at investor relations though!

10% in any stock , let alone one like this sounds a bit risky. I have 30 stocks all about the same % and rebalance every year.

https://www.s4capital.com/data/production/2021-08/Media.Monks%20Launch%20_%20Press%20Release.pdf?VersionId=OI8YDR7mgEXOVXiEd7kTeTCY8zT1L81b

Sorry, that’s what I meant!

Perhaps Stroll thinks AML doesn’t need them anymore and it’s time to move on. He is suing them because they didn’t adhere to their contract.

https://www.autocar.co.uk/opinion/motorsport/win-sunday-sell-monday

I don’t understand it either. I’m certain that they are on track to sorting the business out however there are so few shares traded that any buys or sells substantially affect the share price. It’s a mystery to me as I believe the fundamentals are good, we just need them to publish some good results.

He mentioned Globant again a couple of times. We can afford to buy them!