System1 Share Discussion Threads

[longshanks] 13/8/2021 07:32

Totally agree Hydrus: the investment case remains strong.The cynic in me thinks that they want to repurchase shares cheaper. I certainly want to pay less.

[hydrus] 13/8/2021 07:27

Possibly Longshanks. I'm invested because of their move to 'data products' and as long as that story is intact then that's fine by me.

[longshanks] 13/8/2021 07:22

Looking forward to the AGM.

However, I feel the words < quiet start to the second quarter in the US > will take some steam out of the price today

[hydrus] 13/8/2021 07:16

Adratings motoring ahead it seems and a quarter of the market cap in cash. The future looks bright here.

[p1nkfish] 22/7/2021 15:53

just put "not" at the front

[longshanks] 22/7/2021 14:35

Omg zoolook. I've been using that expression for ages without realising how wrong I was.Thanks for pointing it out.I did mean that they seem to be flourishing

[lancasterbomber] 22/7/2021 11:46

still very difficult to buy any quantity

[zoolook] 22/7/2021 09:09

Longshanks - I don’t think you mean ‘on its uppers’

[cockerhoop] 22/7/2021 09:07

'Amazing what the teaser of a billion pound market cap can do for you ;)'


Only £960m to go!! :-)

[longshanks] 21/7/2021 11:08

LOL. Nicely put EezyMoney.The company does appear to be on its uppers once more and one would suspect Stefan Barden is starting to really deliver on what he does best.

[cockerhoop] 21/7/2021 11:03

Highlighted Adidas Campaign with the trademark Sys1 emotion!

[simon gordon] 21/7/2021 10:44

Fame, fluency and feeling.

[eezymunny] 21/7/2021 10:33

Amazing what the teaser of a billion pound market cap can do for you ;)

[p1nkfish] 16/7/2021 07:07

Some work needed on brand strength and trust for sys1 vs kantar but all else looks good.
Demonstrable results will deliver both that trust and strength, a win for all stakeholders Inc customers.

[simon gordon] 16/7/2021 07:00

Kantar is a big beast:

Kantar Group is a data analytics and brand consulting company, based in London, England. It was founded in 1992, and has approximately 30,000 employees in 100 countries working in various research disciplines, including social media monitoring, advertising effectiveness, consumer and shopper behavior, and public opinion. It has been majority owned by Bain Capital Private Equity since 2019, and was previously part of WPP. Major competitors include GfK, Nielsen, Ipsos and Accenture.

[longshanks] 15/7/2021 12:44

Agreed that the monthly revenues on p7 appear to be "going vertical"!! It could be though that recent performance is linked to one-off events (like the Euros partnership with ITV), so we may need confirmation later in the year. With new product offerings coming in the autumn, there is a strong pipeline of innovation to fuel further acceleration in growth. Very exciting time to be a shareholder.

[p1nkfish] 15/7/2021 11:26

Page 7, Data Revenue growth by month - lovely looking path so far.

[cockerhoop] 15/7/2021 11:00

FY Presentation now available

Investment up to £4m from £2.5m last year

Test My Brand rolling out in H2, Test My Idea in H1 FY23

Interesting comparison to Kantor

[lancasterbomber] 15/7/2021 10:20

Can't even buy a £1000 at the moment

[cockerhoop] 15/7/2021 09:24

No expert in these things but yesterday's 405k trade appears to have cleared the overhang that was apparent over the last 2-3 weeks.

Saints98,

Do you access to the Canaccord note or just the numbers? I'd be very interested in having a read if you (or anyone else) has access to the narrative.

[saints98] 14/7/2021 22:29

Along with those Canaccord upgrades I see they moved their price target from 300p to 370p

[simon gordon] 14/7/2021 14:23

p1nk,

Yes, Rene Girard. I think Thiel was taught by him at university.

[p1nkfish] 14/7/2021 14:11

SG, Peter Thiel is a big proponent of Mimetic. I forget who he quotes but it is an under current in his thinking.

[lomax99] 14/7/2021 13:53

He's certainly fairly keen, with 17% of his portfolio in this tiddler.

[apad] 14/7/2021 12:45

Added a few more. Price goes up on relatively small amounts.
apad