Member Info for Verney

NigeCo

Did SMS give any timelines on the 3 priorities. I know he previously said Share Buy back would begin 2nd half 2023 and money had been set aside for M&A but did not give any more detail at that time. I don't recall dividends being mentioned

Let's see what happens we may see some profit taking early doors that's expected. But their is clearly genuine interest and confidence.

I know that SMS is a big attraction to investors for obvious reasons but in terms of health and micro management I think to myself.

Did Apple collapse when Steve Jobs left Apple to start NeXT Inc = No

Did Apple collapse when Steve Jobs sadly passed = No

Did Microsoft collapse when Bill Gates stepped aside and let Steve Ballmer take the reigns = No

I think we may be at the bottom. No real science behind my thinking, just that I believe SFOR have hit a sweet spot with entering AI marketing at its embryonic stage and already seeing a return in its results big enough to warrant it noteworthy. If they maintain the momentum and become the 'go to agency' for AI marketing they have an enormous addressable market to exploit.

Nvidia SP will send the Nasdaq soaring this afternoon and I understand this is a microchip company but it is the AI factor that is the driver and demonstrates the market opportunities in AI.

Just my thoughts

Let's be honest it didn't send the shares tumbling on the day, or the day after, or the day after that. The SP is down like all markets in the last 5-6 trading days in my opinion due to the brinksmanship ship in the US with McCarthy and Biden. That debacle has had more impact on the SP than Martin's sell of shares.

Every post by TerryMC1 on every board that TerryMC1 is active on is negative, doom and gloom. So to me the comments have not gravitas.

What a great example.......

That did make me laugh....well done

Auson

Spot on, totally agree.

So the message is buy today and double your return !!

Phew that's a releif. I was beginning to think they had taken the money and done a runner and would resurface in Bolivia or Guatemala being persued by Jack Reacher and Jason Bourne.

The market hasn't closed yet !
All areas are wobbly cos of the Fed rate hike expected this afternoon 2pm Eastern Time

BREAKING: The government has published its long-awaited gambling review white paper Stay across http://racingpost.com throughout the day for all the reaction

12:02 pm · 27 Apr 2023

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NigeCo

Good summary (Wed 10.29)
In terms of SMS age I personally don't see that as an issue when I look around at other businesses.
Bernard Arnault - 74 (LVMH)
Charlie Munger - 99 (Buffet's business partner)
Rupert Murdoch - 92 (Various businesses)
Richard Branson - 72 (Various businesses)
Alan Sugar - 76 (who knows)
Li Ka Shing - 94 (Huchison Whampoa)
Larry Ellison - 78 (Oracle Software)
Carlos Slim - 83 (America Movil)
Narayana Murthy - 76 (Infosys)
And if l look beyond business there are many people in the music and entertainment business still as sharp as a button and going strong. I think if you are still hungry and enjoy what your doing then that can make a big difference to your enthusiasm and output. I SMS in that camp.

It seems S4 Cap own S4 Ventures it's the investment vehicle of S4 Cap.

"S4 Capital PLC - London-based advertising and marketing agency firm - Launches S4S Ventures to invest globally in marketing technology companies with focus on the US, Europe and the Middle East. It will have two funds with up to $100 million to invest, it explains. Its directors, including S4 Capital chair and WPP PLC founder Martin Sorrell, will invest $9.4m in total in S4 Ventures. S4S is particularly interested in ‘advertising across connected TV, gaming and digital audio ecosystems,’ S4 Capital says. Has further interests in data warehousing, content development and ‘emerging digital media capturing the attention of Generation Z.’"

I'd be surprised if there isn't some integrated/vertical market between the two.

https://news.sky.com/story/continental-and-sorrell-backed-fund-rev-up-driver-platform-4-screen-12849351

Looking at historic charts. Hasn't been this low since Feb 2012. How can this be allowed to happend.

Why is it taking so long to find a new CEO. Hope when they do get appointed they clear the entire BoD and start again.

Proactive Investor (today)
Jefferies reiterated a buy rating. 

Peel Hunt also has a buy rating on S4. It feels management is making good progress with cost control and margin improvement and that the uncertainty impacting growth should be transitionary.”  It has 250p share price target as does Jefferies offering upside of around 56% from today’s price of around 161p.

Sets SP at double it is today !!

Cut and paste from S4 Cap website

Full Year Results 2022S4Capital’s results for the year ended 31 December 2022 will be announced on Wednesday 29 March. The RNS will be released after market close and a webcast and conference call will take place at 5.30pm BST. Please register for the webcast in advance.