S4 Capital Share Discussion Threads

[auson1] 20/6/2025 15:27:35

Master RSI,

Your charting seems to be working !

[master rsi] 20/6/2025 13:36:31

spread 25 v 25.30p

First time that goes over 25p again

[master rsi] 18/6/2025 23:59:31

Cannes Lions Festival 2025 - Sir Martin Sorrell "Wer oder was ist Kreativität im Jahr 2025?" - June 18, 2025

In an era where artificial intelligence, automation, and data-driven marketing are rewriting the rules, the question of the value of creative work is fundamentally re-examined. How does creativity change when scale, precision, and speed become the decisive competitive advantage? And who or what is creative? Human? Machine, or both?

Sir Martin Sorrell, founder of WPP and now Executive Chairman of S4 Capital, discusses how technology is transforming the industry. With his model of the "new agency structure," he rethinks creative performance: integrated, digital-first, AI-supported. What does creative excellence look like when it has to be scalable? What happens to the price of ideas when processes are increasingly automated? A lecture on the economic, strategic, and technological value of creativity and how the agency model of the future will be defined.

[master rsi] 18/6/2025 14:43:47

The ups and downs of the stock in the space of a couple of days.

It looks like the down is over 24.70 v 24.90p, and now it's time to move up again

[s34icknote] 17/6/2025 09:26:43

Reckon ny boy needs to average down from those prices !!!

[nige co] 17/6/2025 08:47:03

You have to laugh.

NY Boy - 20 May 2022 - 12:53:46 - 4661 of 7317 SFOR - SFOR
Ignore the noise and buy all pull backs sub 300p, a gift from the gods imo Some get it, others just sit in fear and do nothing. Dyor as usual
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NY Boy - 20 May 2022 - 09:02:01 - 253 of 347 SFOR 2022 - SFOR
About time investors twigged here, anything sub 300p is a gift from the gods imo
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NY Boy - 08 Jun 2022 - 16:20:49 - 4784 of 7317 SFOR - SFOR
Casual, very casual, right back to the shimmering Ionian Sea, break of 365p coming up soon imo dyor

[s34icknote] 16/6/2025 14:09:05

Personally think this will turn ! Debt reducing 22 percent ! Eps 5p Just needs to show unchanged turnover levels in qtr 3 or 4 . Acquisitions all paid for ! Cost cutting and concentrating on profit and costs !Pays your money and takes your chances !!!! Let's see where we are in 9 months time Ny boy !

[ny boy] 16/6/2025 09:08:50

Clueless gambling muppets have been buying on dead cat bounces for ages

🤷🏾‍♀️🗑️

[ny boy] 16/6/2025 09:05:19

Nurse put this delusional fool out of his misery🤦995;‍♀️🤷998;‍♀️😂€514;🤡

s34icknote16 May '25 - 09:54 - 14213 of 14301
0 0 1
Getting interesting ?
Holding rns will follow ?

[goodbuyexsell] 16/6/2025 09:02:59

tomke,

You are correct in your AI interpretation.

Last week Meta agreed to pay $15 billion for a 49% stake in a relatively new US start up, "Scale AI". This is really a take over of the company Meta will be able to further undercut AD agencies by doing everything in house at a lower price.

[tomke23] 11/6/2025 21:12:09

I made a small £6k purchase on Tuesday. I was pleased to see it not declining today. My gut feel is if SMS wanted out it’s worth a multiple of the current share price

[tomke23] 11/6/2025 21:07:17

I worked for Amdahl in the late 90’s. At a ManagemyConference a chap explained that the business had a very big problem,

Instead of selling mainframes at $5m they were selling unix boxes at $500k. The.business had built the overhead structure assuming the margin from mainframes and it would have to radically downsize.

As SFOR was formed from ‘disruptorR17; companies I think this should be a smaller issue for SFOR than the larger Agency conglomerates like WPP.

In Professional Services utilisation is the key to profitability and it is almost impossible to get right.

[wooster4] 11/6/2025 20:54:21

Or shed more and more of your workforce until it becomes profitable - simples

[someuwin] 11/6/2025 20:39:49

Martin Sorrell on Today's The Media Show. Talking about AI in advertising.

"A 30 second AD used to take 2 months and cost millions of dollars. We produced ADs for PUMA recently and others where we produce the same amount of material, the same material, using AI, literally in days, for hundreds of thousands of dollars..."



On the surface this sounds good and you might think that it would increase margins. The problem as I see it though (and this applies to many industries) is that the clients will know it's costing you a lot less to produce so will reduce what they're willing to pay. (And if S4 won't charge less, there will be many other agencies who will - producing just as good a product because everyone will be using AI.)

[careful] 11/6/2025 19:44:13

WPP have lost the lucrative Mars contract to French company.
They have been losing big clients in recent times.

How do they promote a Mars bar that used to be quite a filling meal.
These days they are so small.

[diku] 11/6/2025 16:21:48

Downticks is a mischief by bluey posters...ADVFN lost the plot...

[auson1] 11/6/2025 16:16:08

diku,

I'm not sure why someone would vote down your last informative stock neutral post, could it be we have some AI trolls on this board ?

[diku] 11/6/2025 15:00:26

Now they calling it SI...



Meta is to announce a $15bn bid to achieve computerised “superintelligence”, according to multiple reports.

The Silicon Valley race to dominate artificial intelligence is speeding up despite the patchy performance of many existing AI systems.

Mark Zuckerberg, Meta’s chief executive, is expected to announce the company will buy a 49% stake in Scale AI, a start-up led by Alexandr Wang and co-founded by Lucy Guo, in a move described by one Silicon Valley analyst as the action of “a wartime CEO”.

Superintelligence is described as a type of AI that can perform better than humans at all tasks. Currently AI cannot reach the same level as humans in all tasks, a state known as artificial general intelligence (AGI).. Recent studies have shown that many mainstream systems collapse when presented with highly complex puzzles.

Meta’s attempt to leapfrog the current state of progress and target superintelligence is seen by observers as an attempt by the company to regain the initiative over AI after significant advances by competitors including Sam Altman’s Open AI and Google and after Meta’s huge investment in the concept of the Metaverse flopped..

[diku] 11/6/2025 09:52:06

They sure read your mind...

[careful] 11/6/2025 09:46:42

I ham beginning to feel more optimistic about this.
Just instinct.

Does AI do instinct?

[nige co] 11/6/2025 09:44:21

Halfpenny, you missed off....

Net Debt falls 21%. Dec 2023 £180.8m Dec 2024 £142.9m
Staff reduction ie redundencies/cost cutting.
GM new Whopper client, a top 3 client by revenue.
10 whopper clients.
16 new clients gained.
SC Johnson trending towards being the next whopper client.

I'm hopeful of a recovery starting in H2 of this year, going in to a stronger year in 2026.

[diku] 11/6/2025 08:57:32

Has to go through bath formation chart...

[swinsco] 10/6/2025 12:39:41

I get your point at least weaver.