Member Info for Verney

I think I read somewhere that stagwell were being investigated regarding financial misconduct. That would be the very last thing S4 needs to be caught up in, if the Stagwell tie up went through.

Possibly a bit of arrogance/hubris from Mark Penn after being rejected.

Lse20000 is clearly very very worried, almost distressed Trying so hard, too hard, to push this down.

S4C on Bloomberg next

S4 Capital will be featured on Bloomberg 'Stocks to Watch' later.

MSQ Clients

'MSQ's client list includes a wide range of global brands and organizations, including Unilever, Vodafone, PSA Groupe, Mondelez, BP, HM Government, and Elanco. They also serve clients such as Aviva, Diageo, EDF Energy, Kraft Foods, Orange, Peugeot, Procter & Gamble, RBS, and Royal Mail. 

Yes....MSQ has an impressive non tech client list.

May be due to a conflict of interest ref GM

Today's WPP update is just crystallising the update on 9th July, no worse no better..

Https://lbbonline.com/news/ABC-Sambal-Unlocks-the-Secret-Sauce-to-Mothers-Heart

Https://lbbonline.com/news/easyJet-Holidays-Quirky-Souvenirs-Dream-Holiday

Https://www.proactiveinvestors.co.uk/companies/news/1074920/future-flies-as-us-advertising-returns-to-growth-with-uk-decline-

Https://lbbonline.com/news/Meet-The-Monks-Looking-Back-at-the-Young-Lions-2025-Honourees

Thing is. Trumps tarrifs are nonsense that's why US markets and FTSE are at all time highs. The tarrifs are ignored as white noise. That's why he is called TACO. Tarrifs will be down again by the end of the week. The guys an idiot, can't string a sentence together. Thinks he is negotiating some Manhatten real estate.

Https://lbbonline.com/news/agent-hot-hatch-minis-john-cooper-works-cruises-through-cinema

I think it is more likely that WPP would be broken up and reduced in size. Good chance of account directors leaving WPP and joining Monks bringing their clients with them. It's an industry of relationships.

S&P closes at all time record high 6,173

Nasdaq closes at all time record high 20,273

Dow closes at very close to all time record high. 43,819

Extract

Next stop: Cannes Lions 2025. Here, HUMAIN and Luma will officially announce their global partnership. Together, they’ll unveil HUMAIN Create, a revolutionary creative platform that blends next-generation infrastructure, frontier AI models, and intelligent campaign automation. The future of storytelling is now just one AI prompt away.

With industry leaders Steve Plimsoll (HUMAIN), Amit Jain (Luma AI), Hannah Elsakr (Adobe) and our own Sir Martin Sorrell taking the mainstage during the panel “The Future of Storytelling: Generative AI, Creative Power, and the New Marketing Imagination,” attendees will explore the next era of intelligent creativity, delivering bold ideas and redefining what’s possible. ✨

As Monks, we’re proud to have been with HUMAIN on their journey since the beginning, working to deliver an AI first company launch and integrated marketing campaign (every asset we’ve built has been built with AI) from across our capabilities to build the brand into the world’s foremost AI company. Expect a massive transformation ahead as we continue collaborating to craft future-facing, AI-native campaigns that move faster, think smarter, and scale further.

Will be interesting to see who will head up WPP when Mark Read retires at the end of the year and what that person's strategy will be.

Https://www.s4capital.com/data/production/2025-04/Our%20World%20in%202025_0-1_0.pdf?VersionId=ZY2rXjMU1SW2F3EeBRcqspnmLd5zc_nQ