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SYS1 System1 Group Plc

720.00
-5.00 (-0.69%)
19 Jul 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
System1 Group Plc LSE:SYS1 London Ordinary Share GB00B1GVQH21 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -5.00 -0.69% 720.00 710.00 730.00 720.00 720.00 720.00 3,581 08:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Coml Econ, Sociolog, Ed Resh 23.41M 404k 0.0319 225.71 91.92M
System1 Group Plc is listed in the Coml Econ, Sociolog, Ed Resh sector of the London Stock Exchange with ticker SYS1. The last closing price for System1 was 725p. Over the last year, System1 shares have traded in a share price range of 165.00p to 755.00p.

System1 currently has 12,678,929 shares in issue. The market capitalisation of System1 is £91.92 million. System1 has a price to earnings ratio (PE ratio) of 225.71.

System1 Share Discussion Threads

Showing 326 to 349 of 425 messages
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
DateSubjectAuthorDiscuss
30/11/2022
11:23
Ultimately, success will depend on quality of the automated testing stuff. Do they have enough investment power to be best-class. Compare with a giant like Kantar

hxxps://www.kantar.com/marketplace/solutions

Bigger=bigger R&D budgets=better products=winner. You'd think...

SYS1 too small=loser?

eezymunny
30/11/2022
09:22
Looks like they haven't investigated a sale of the business as part of the strategic review.The process seems to have simply concluded that JK should be promoted to salesman in chief and move to the US to focus on raising revenue there.This seems more like a gut reaction than something thought through. I am not overly impressed.I completed my selling out earlier this month. I still like the business but think it will get weaker before it gets better.
longshanks
30/11/2022
08:27
Reading that RNS the Founder just comes across as erratic. Chopping and changing. There is an underlying strategy but he looks like a juggler who keeps dropping his balls. The balls look interesting but the juggler erratic.
simon gordon
22/11/2022
21:25
Share price dropping badly doesn't bode that well. It doesn't look good.
topvest
26/10/2022
20:26
Thanks for your YouTube post Maynard The AGM sounds shocking. I attended last year's virtual one and was frankly far from impressed with how they treat shareholders: it is almost like we are an undesirable relative.The tie in with ITV does appear to be one good thing that make this worth holding but it seems a trade sale may be an inevitable end for this company if it can't build further traction in the near term.
longshanks
25/10/2022
16:10
Another poor update today. Odd the share price went up.
topvest
23/10/2022
16:48
[Podcast] SYSTEM1 With Mark Atkinson And Maynard Paton #SYS1

I have recorded another podcast with my good friend Mark Atkinson. This time we talked about System1 after I attended the company's AGM. We cover what the company does, the chairman’s handling of the AGM, the protest votes against two non-execs and the strategic review that's underway.



Maynard

tmfmayn
23/10/2022
16:48
SYSTEM1: £100m Revenue Ambition Disappears Following Disappointing H2 Loss As Tender Offer Cancelled And Agitated Shareholder Initiates Strategic Review #SYS1

"SYS1 should right now be using its cash to i) protect its balance sheet, and ii) build its Data platform services, instead of becoming distracted by academic capital-allocation matters"

tmfmayn
11/9/2022
08:36
Over time I can envisage real-time engagement measurement harming SYS1. It is evolving rapidly. You might think more pre-screening (fine-tuning) would be necessary to have multiple ad variants ready so increasing demand for SYS1 type services?

It's a bit of a gamble.

p1nkfish
03/9/2022
09:25
The buyback did its job of helping some exit at a higher price.
p1nkfish
31/8/2022
16:17
Lots of changes in the space they operate including closing the loop rapidly on TV to measure and modify quickly. Changing so fast its hard to keep on top of.

These are scaling quickly. Too much background explanation needed to go into it all but will probably infuence SYS1 over time and I can't see it helping. Imagine collecting ad data from the response in real time and ability to "tweak" to optimise response. Best way to optimise. Smart TVs will help.





Today - 

p1nkfish
31/8/2022
15:43
Yes, might be premature but if it was positive news they would have had a bid from one of their investors. The share buy back was keeping the share price up. A strategic review is normally a sign that things are not going well. I have a hunch that their data sales are flat lining as well. How reliant were they on ITV? Clearly the strategy isn't quite working. I should have sold earlier, but you live and learn.
topvest
31/8/2022
14:29
More of a consultancy than a product baaed company?
p1nkfish
31/8/2022
13:35
Might be a premature decision topvest, but I understand the reasoning.Clearly the poor Q1 performance has continued and they need to take action - not least the shelving of the share buy back program.The wording of the RNS indicates a restructuring and possible halt to some of their activities - possibly closing down unprofitable offices/business offerings.However, it could also allude to them considering a trade sale: possibly having had an approach.As such I remain a holder albeit that I have substantially reduced my position this year.
longshanks
31/8/2022
08:04
Didn't like this mornings update. I'm out.

"Following a review of the Company's recent performance, the board of the Company (the "Board") has decided to conduct a review of its strategic options for growing the business and increasing shareholder value (the "Review")."

Sounds like trading is not very good / getting worse.

Too many disappointments dressed up as good news...too much big talk and fancy numbers, poor actual delivery!

topvest
30/6/2022
10:59
Yes, that's a 7% holding (Investmentaktiengesellschaft für langfristige Investoren TGV) and now 5% through this new outfit www.mediqon-group.de which seems to be into many software platforms.

The latter seems to build majority stakes. I wonder if we might see a bid in the not too distant future. They have definitely spotted something they like!

topvest
30/6/2022
09:59
Looks like SYS1 has a real fan base developing in Germany.
longshanks
24/6/2022
09:56
That is a very optimistic view IMO.JK has sold down his holdings in the past, which is why I feel it will happen again. The thing I don't like is that the company buys them, puts them in to treasury and then reissues them as options on the LTIP - principally to JK.
longshanks
23/6/2022
11:52
I would be surprised at directors selling anything material at this level. Aren't they trying to materially lower the share count for when the data business takes off and then exit at that time?
topvest
23/6/2022
08:58
NFC not NFT
longshanks
23/6/2022
08:57
Most positive aspect, is that they seem to have turned a corner in terms of trading.Personally I am a bigger fan of dividends than share buy backs unless the buy back is to cancel the shares. It sounds like JK is ready to sell down more of his holdings and that is the real reason.Not sure I like the story here much. That said, NFT have been hit hard recently with their bid for SAA but trading is surging ahead and in the US in particular. Perhaps SYS1 is seeing the same level of recovery.
longshanks
22/6/2022
19:46
Another interesting development today. Buy-backs certainly make sense if they truly believe that a 1bn exit (or anything like it) is achievable in the medium term.
topvest
27/4/2022
21:32
The investor presentation was quite reassuring, so I will hang in there. Its a great product set and it is getting traction. The Test my idea product being launched soon should only help. Patience still needed.
topvest
27/4/2022
08:31
Hmmm. I didn't find it a good read. Will probably do very well but no regrets at having exited on run- up. Certainly keeping an eye on it. I hope it does very well.
p1nkfish
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older

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