S4 Capital Share Discussion Threads

[halfpenny] 29/6/2024 12:50

Future is brighter as SMS agreed orders flow and revenue increases H2

With H2 starting this week get ready as moves up can be rapid.

A great phase ahead starting this week. Also don't rule out a likely Takeover at these levels...

Happy Days Ahead..

[wallywoo] 29/6/2024 10:42

Much more likely to go to 30p imho;


1) losing cash every quarter (£26m in qtr1). £206m net debt (nearly the same as market cap).


2) losing business every quarter (14.8% in qtr1).


3) issues shares like sweets. Roughly 30m every 6 months. Shareholders are diluted all the time. 43m ex director shares can be sold without rns.


4) qtr2 trading update in 3 weeks. After 5 qtrs of business loss, expect another one. Just look at the share graph for the likely direction.

Some companies are good recovery plays, others are basket cases!!

[sr2day] 29/6/2024 09:18

You may miss the boat if you wait.could go to 36p but SFOR unpredictable.could also go to 60p in no time.

[pinemartin9] 28/6/2024 23:23

When this goes sub 40p I'm in!

[splungegasket] 28/6/2024 18:17

Nige,

"I haven't held S4 Capital shares for 2 years"!

What?! Are you saying you're *not* invested in S4?

[nige co] 28/6/2024 17:05

Joe, I'm only replying because you included me in your conversation with Wally who for good reason I have filtered. Thank you for your kind words Joe, much appreciated.

To set the record straight, I haven't held S4 Capital shares for 2 years, not quite yet. I first purchased into S4 on 21st July 2022 @123p & again on 27 July 2022 @116.9p the share price didn't reach 190p until Jan 2023. Yes I may well have had a different opinion to Wally, but as I pointed out at that time regarding S4 was expected to be in a net cash position by 2025, I did and always point out that this is what the analysts forecast were predicting, at that time. I keep a record of all their updates. Wally was pushing his sell @190p negative comments at that time, the share price carried on going up, by February the share price hit a high of 249p, then came the bad news of SMS operation and down the share price went.

I would never deceive anyone, I hate liars, all that I've ever done is inform other board uses of what the analysts earnings forecasts were at that time.

Anyway, I explained all the above to Wally only 10 days ago, when he said that I had purchased S4 2.5 years ago for 200p plus. I just think he's a WUM.

[wallywoo] 28/6/2024 15:45

Jo,I remember having a detailed conversation with Nige around 2 years ago. The shares were around 190p. I was arguing that that debt was a serious problem here and that the shares could plummet. He said all was fine and S4 would be in net cash by 2025.Since then I have repeatedly pointed to the bear points and Nige has tried to discredit and call me a liar every step down. 100s of times With all that evidence and history, he is either the most stupid person (and his arguments suggest not) or just trying to deceive this BB.My case rests!!!

[jo2362] 28/6/2024 14:13

Wally

In the interest of balance, I dont think Nige is ramping anything, he is a true believer and comes across as a nice and decent chap, and I truly believe he is a long term holder, like I am.
I also believe, you have called this right in that there is a lot of hype in this stock and poor fundamentals.

Shame so many of us got burned here!

[wallywoo] 28/6/2024 12:45

Nige seems obsessed with me. Strange because he has me on filter. I think he says this to protect his misdirection that S4 won't issue any more shares. The norm seems to be upto 3 years after acquisition, shares are issued each year. So around another 1 year of shares being issued at approximately 5m a month rate. Then you have share options to a huge number of staff!!


It must be the 100th time I have corrected him that I do have a short position from 58p (a position that I posted on here when the shares were 59p). Anyone would think that he is just writing anything that would discredit what I am saying!!!


Extremely high probability that Qtr2 will be very poor. More money flowing out, and a big hit to the share price. My prediction is that the share price will drift down to 36p low before the rns in 3 weeks, then CRASH!!!


Lots of work for the ramping team here!!! Do yourself a favour and don't catch this falling knife.

[nige co] 28/6/2024 10:55

Lack of liquidity is certainly playing a big part here with large bid & offer spreads. We've witnessed that it doesn't take many shares to send this down 6%, plus end of day auctions usually send this down.

[auson1] 28/6/2024 10:41

jo2362,

My theory as I stated a long time ago, is the large US institutions are lending out stock on the cheap to the shorters. They want to accumulate a stake for a bidder or to take a seat at the board hence some control over the company.

RackersTheDon,

I agree it looks dire ! Nice to see this is still on your ( everybodies ) watch list

Nige Co,

The six new clients are Jam tomorrow so the market is not buying it, yet.

[nige co] 28/6/2024 09:47

Hi Joe, honest answer, I don't know. You would have expected that acquiring 6 new clients, and this weeks announcement about a possible new whopper client in General Motor's that the share price would have reacted positively. Markets don't always get things right. Maybe potential buyout with plenty of interest reported since Q1 results announced. Large institutional shareholders (link enclosed) in USA continue to hold/add, they hold for a good reason. IMHO. GL mate.

[tongosti] 28/6/2024 09:32

One doesn't live on theories but facts. Price action told us twice that that initial thrust was losing steam. It was a good time to bail out and time proved one right. PS. Wish had the guts to do a Wally and state that I went short immediately post my bail out posts.... Maybe in the next universe I will develop the confidence it takes to make the cut in hindsight trading.

[jo2362] 28/6/2024 09:24

Nige
What's your theory on why despite all these contracts/ collaborations the share price just keeps dropping non stop?
I hope you have been keeping well btw mate

[jo2362] 28/6/2024 09:20

Rackers

Long time! Yes indeed, this has been dropping since reaching 60 mid May. It's just a disaster of a company. 30% evaporated again on no news. It's hard to justify being bullish when the graph and price action shows a diabolical performance.

[nige co] 28/6/2024 09:13

Hi Rackers, would you mind posting a Bloomberg screenshot update please, regarding S4 Capitals largest shareholders?

[nige co] 28/6/2024 09:11

It's been a week since I placed troll Wally in my filter bin for telling lies, he tells that many lies that he doesn't know what the truth is anymore. He's averaged a comment a day, for someone who's holds no interest in S4 this is strange behaviour, not the actions of a honest person. I do chuckle to myself that every time he makes a comment he receives a thumbs up recommendation, he most probably has more than one alias, he's probably a paid de ramper.

With S4 announcing 6 new clients in the Q1 results and a further big client this week in General Motors, a potential "whopper" to total 11 and counting. Things may be looking up, at long last. Time will tell.

[rackersthedon] 28/6/2024 09:00

it does look dire here - that, one cannot argue against.

[wallywoo] 28/6/2024 07:41

Another 3.2m shares issued today. Despite Nige insisting that the last issue had finished the acquisition amounts.


Run rate seems to be around 5m shares every month!!! All adds to the reason why you should not buy here. Even if the holder's only sell their tax liability it is still another 1m shares being sold.

You can certainly see why the ramping crew needs to work so hard here. What on earth was the point of S4 buybacks of 6m shares and adding another £3m of debt here?? Seems madness to me!!!

[wallywoo] 27/6/2024 12:38

Oh I understand, tongosti. As you are well aware. Winding up the paid rampers keeps me amused, and makes you far less effective. Wouldn't BBs be soo much better if there weren't poster's with alternative agenda's!!

In a way I prefer halfpenny's approach, no one pays any attention to it, since he is not credible and makes no effort to be so.

I wonder if S4 will announce a deeply discounted equity issue soon. You can just feel those debt holders getting agitated, they don't like being such a large part of a business and growing. The increasing short % endorses this view too (highest % ever now).

[tongosti] 27/6/2024 11:21

WallyYou are intent on misunderstanding so no point in wasting time debating you. Enjoy the imaginary zillions

[halfpenny] 27/6/2024 05:13

Get ready as the moves up begin as RNS flow.

H2 will be transformative get ready!!

[jo2362] 27/6/2024 04:19

A worst investment would be hard to find. the capital destruction here has been very severe. That's just fact!

[wallywoo] 26/6/2024 19:36

What I don't understand Auson and tongosti is why you are still positive about S4?


For the last 3 years it has destroyed shareholder wealth and must be very near the top of the worst performing investments over that time.


However, through all this you have been positive and tried your hardest to bully very sensible cynic's off this BB. A job which you are still doing.


Doesn't make any sense does it guys?? Shouldn't sensible poster's want to critique the terrible investments (like this), and shout about the really good investments??

[auson1] 26/6/2024 16:39

tongosti,

You must be forgetting his 100% trading success rate.