System1 Share Discussion Threads

[boonkoh] 13/8/2021 11:42

Reading between the lines, it looks like Q2 data sales share might be 38% which means by the end of the year, it could be data >50% revenue run rate if the growth continues.Incredible transformation and would support SYS1 being valued at a richer SaaS/data type company rather than a marketing/consulting agency.The only worry for me is that it looks like management are happy to let non-data revenues go in reverse. When that business is still profitable, why not keep it going and growing too for diversification?

[p1nkfish] 13/8/2021 11:39

I'm very self aware thanks to my wife.

Bored of others using these type of forums as some type of release valve when they should perhaps just reduce stress by not being in the market.

Do themselves a favour.

[longshanks] 13/8/2021 11:10

It seems odd that you should be frustrated by a perception of anxiety in others pinkie.Perhaps it is yours that needs addressing

[p1nkfish] 13/8/2021 10:52

No, just tired of people exhibiting their anxieties potentially with a desire to influence others.
If worried, just sell and be less worried.
No need to express it here.

[simon gordon] 13/8/2021 10:23

p1nk,

Tetchy this morning?

[p1nkfish] 13/8/2021 10:17

Why not reduce your stress levels and just sell? Move on, rest easy.

[shouldhavesold] 13/8/2021 10:08

Ok I misread that thanks but still, I’ve been burnt by cryptic director statements before and read that as prob 10-20%

[hydrus] 13/8/2021 09:56

PS they said double digit for H1 not for the full year

[hydrus] 13/8/2021 09:55

Fair point but I guess double digit is quite vague. Presumably business in Q2 last year picked up after lockdowns ended so the comparator is higher than Q1. I guess the pure consultancy work is up and down though hence their desire to accelerate the data product revenue to provide both faster growth and a more reliable revenue stream. I guess their focus is on data also so possibly not pushing their traditional work as much?

[p1nkfish] 13/8/2021 09:51

Were you expecting triple digit growth?
Get a life.

[shouldhavesold] 13/8/2021 09:35

Is this not a profit warning in disguise? If they expect just “double digit growth” for the full year whilst first qtr was 38%, things must have slowed significantly in q2, no?

[shouldhavesold] 13/8/2021 09:34

Is this not a profit warning in disguise? If they expect just “double digit growth” for the full year whilst first qtr was 38%, things must have slowed significantly in q2, no?

[p1nkfish] 13/8/2021 07:42

So when the USA is not quiet it should be even better. Where's the problem?

"We expect double-digit year-on-year sales growth in H1 overall, despite a quiet start to the second quarter in the USA."

[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.