S4 Capital Share Discussion Threads

[bigbigdave] 13/5/2024 07:06

*BARCLAYS RAISES S4 CAPITAL PRICE TARGET TO 65 (50) PENCE - 'EQUAL WEIGHT'

[boix] 13/5/2024 06:38

The only one that matters is Mr Market and at the moment he seems undecided.

[halfpenny] 12/5/2024 23:39

They say If in Doubt stay Out!!

History of late has not delivered positive results.

On the side for now as Lows may be Tested until numbers improve.
Analysts have also reduced forecasts is not a good sign...

[boix] 12/5/2024 12:14

It’s impossible to know where we go next?
The results certainly weren’t the blowout numbers I was praying for.
At best mediocre so I really don’t know if they’ll be sufficient to sustain this recovery?
The market is certainly due at least a minor correction?

[halfpenny] 12/5/2024 09:06

Do you expect a pullback until Qtr 3 when results are proven??

Some say US Market to weaken towards 2nd half!! Brokers have Reduces their Targets!!!

IS THIS WHY?

A Concern that SMS said AI is said to be at the Initial Evaluation/Testing phase i.e. not production and generating Revenue.!!

[hades1] 10/5/2024 20:29

Thanks Nige
Disappointed we had two downgrades although they didn’t offer much hope of any imminent recovery in their clients spends.
In fact they went out of their way to avoid any optimism.
That’s why I was disappointed with their new business wins so far - nothing substantial.
I do worry that as all media gets integrated it’s going to be difficult to find clients willing to split out pure Digital only business for S4C at least in the short term.
To be frank the best solution is S4C to be integrated into a full service media buying network? - Would suit both sides at least until all media is completely integrated which is a few years away yet.
Will stick with these but don’t believe it’s going to be quick recovery unless SMS welcome’s a bid? Was initially relieved after conference call but reality has begun to sink in that management seem to be happy waiting for a tech services marketing recovery that might never arrive?

[halfpenny] 10/5/2024 17:42

Wonder how

bc4 and Wally are doing this weekend!!
Ha ha Wot Fools they are!!!

[nige co] 10/5/2024 16:48

May 10, 4:40:00 PM GBX 54.50 17.86% +8.26 Today. Volume 7.2m

Let's hope for some follow through in the still very weak share next week. Good weekend all.

[hades1] 10/5/2024 16:00

A hugely volatile share especially on results day.
Always was and always will be until float is larger and more widely spread.
Assume MMs were also short of shares?
Could have gone either was until conference call.

[mister md] 10/5/2024 15:46

Just seemed a bit basket-case, sells at 41p first thing so happy to get 54p.
Perhaps a sign of capitulation, so good luck to those still in.

[hades1] 10/5/2024 15:23

Strong conference call.
I still remember the calls when they had lost control of finance!
That was scary.
Still disappointed with the current new business performance but sometimes these pitches last up to 6 months so let’s see.
Certainly winning awards now but needs to be converted into winning new business.

[nige co] 10/5/2024 15:18

One positive, S4 announces 6 new clients in Q1. Burger King, Panasonic, FanDuel, AliExpress, Decathlon, Santander and ICBC.

New business and AI

New business activity continues at significant levels, particularly with a focus on personalisation at scale. New business wins in the first quarter include Burger King, Panasonic, FanDuel, AliExpress, Decathlon, Santander and ICBC. In addition, the Company continues to capitalise on its strong AI positioning winning multiple exploratory assignments as clients experiment and explore applications and develop use cases. These are currently focussed on visualisation and copywriting, personalisation at scale and general client and agency efficiency. Developments around media planning and buying and democratisation of knowledge are starting to build.

[tongosti] 10/5/2024 15:07

Good luck pal but the market has seen way past that, in all probability. Markets always bottom on terrible fundamentals (the converse is true for market tops). Cheers.

[nige co] 10/5/2024 13:36

Someone just purchased 300k @54.939p

[auson1] 10/5/2024 13:28

Mister MD,

Likely due to all the acquisitions and too high head count no ?

[mister md] 10/5/2024 13:25

Decided to sell my holding at breakeven (54-55p) - scanning through previous results I notice they were making an operating loss even when revenues were much higher. Put proceeds into some high yield shares. GLA.

[nige co] 10/5/2024 13:23

Summed up perfectly Tongosti.

[muffster] 10/5/2024 12:44

Wallywho?Simply Wall Street DCF model suggesting 1.19 fair value.

[tongosti] 10/5/2024 12:07

With expected improving results going forward the market is now starting to look beyond these results IMO.You nailed it Nige - that's exactly what is going on I think. Been doing this long enough to know to go long when news is terrible but price goes the other way. I guess this makes sense in that bad news has been discounted in advance and once it's out the market moves past it. Cheers pal.