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SYS1 System1 Group Plc

730.00
45.00 (6.57%)
12 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
  45.00 6.57% 730.00 720.00 740.00 755.00 700.00 700.00 82,698 16:12:32
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Coml Econ, Sociolog, Ed Resh 23.41M 404k 0.0319 228.84 86.85M
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 685p. Over the last year, System1 shares have traded in a share price range of 160.00p to 755.00p.

System1 currently has 12,678,929 shares in issue. The market capitalisation of System1 is £86.85 million. System1 has a price to earnings ratio (PE ratio) of 228.84.

System1 Share Discussion Threads

Showing 201 to 221 of 425 messages
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
DateSubjectAuthorDiscuss
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.

cockerhoop
14/7/2021
22:29
Along with those Canaccord upgrades I see they moved their price target from 300p to 370p
saints98
14/7/2021
14:23
p1nk,

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

simon gordon
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.
p1nkfish
14/7/2021
13:53
He's certainly fairly keen, with 17% of his portfolio in this tiddler.
lomax99
14/7/2021
12:45
Added a few more. Price goes up on relatively small amounts.
apad

apad
14/7/2021
10:34
Not sure if this was posted previously but here's an interview with Maynard Paton where he talks about SYS1 back on 24th June, from about 7 minutes onwards.
homebrewruss
14/7/2021
10:27
Headcount increasing modestly last few months, good amount of open roles being advertised.You don't hire to grow in an agency unless you're already at breaking point or have new client wins needing to staff up. The best leading indicator of near term upcoming revenues.
boonkoh
14/7/2021
10:25
Upgrades from Canaccord this morning

revenue: 2021A 22.8m, 2022E 27.1m (up from 26.1m), 2023E 31.1m

ebit: 2021A 3.3m, 2022 1.9m(up from 1.3m), 2023 2.2m

eps: 2021A 20.8p, 2022 10.1p(up from 6.5p), 2023 12p


2023 numbers introduced suggest good revenue growth but increased investment. 2022 upgrades suggest current trading going well and good marginal conversion of revenue to ebit.

cockerhoop
14/7/2021
10:12
p1nk,

Mimetic Theory is fascinating, I've just been plugging into that scene:

Gary Tan - 1/6/21

What is Mimetic Theory? Philosophies of René Girard with Luke Burgis

Ever wondered why humans often act like sheep? Learn why in this video where we explore the philosophies of René Girard with Luke Burgis - one of my favorite experts in the space.

simon gordon
14/7/2021
10:10
System1 Research 21,237 followers 41m •
41 minutes ago
England came, saw but unfortunately didn’t conquer and for England fans the long wait continues from the historic win in 1966. But wait, it’s the result you’ve been waiting for. OK, the other result you’ve been waiting for.

For the last few months, we’ve been running a competition with ITV for a free slot in the Euro 2021 final broadcast. The slot got a lot more precious with the Three Lions in the final. So who was the winning ad that got aired during the final? Find out in this write-up. We’ll tell you who won, who came close, and the lessons to be learned from how our high performers have handled the tricky task of navigating a historic Euros.

apad
14/7/2021
10:03
Eezy,

Yes, the downside is probably 100p or just share price stagnation and watching paint dry.

It's the CEO that makes me a little more confident. You need high octane characters who are pushing and training the front line staff. Getting the best out of everyone and letting go those who don't meet the exacting standards. He looks to have it. The Founder can get on with developing and networking, you need someone who totally actualises the operational team. The CMO guy looks good as well and the new non-exec is top quality.

simon gordon
14/7/2021
09:55
That sums it up well simon IMO.

For an EV of a little over 20m you get maybe 25m revenue this year and a product set that has had a lot of investment, and is starting to gain traction. It would hardly be surprising if they were bought out at a significant premium.

But there is downside too of course...

eezymunny
14/7/2021
09:54
I'm a big fan of founder led businesses where the founder has a decent stake. The market in which SYS1 operates wouldn't normally interest me but there is a decent chance that the scars of previous failures have healed and management now have a clear understanding of what they need to do to take this business to another level in their market. Happy to leave it a year or two and see how they get on.
hydrus
14/7/2021
09:51
Yep Simon this is a quite exciting prospect. As you suggest there is a valid ad agency consultancy business here whatever happens with their data products so would limit downside. Hopefully a trading update in October will provide the market with more evidence of the success of their test your ad rollout.
hydrus
14/7/2021
09:46
As a bet (investment) it looks excellent.

BoD are indicating it could be a 37x bagger and that share buy backs are returning which will help manage a floor.

Top team have been installed and integrated, partnerships are flourishing and some top brands are biting.

They've got a long flight path ahead and will be super cash generative if they pull it off.

If they achieve a tenth of their ambition it still won't be a loser.

So if you put a £1,000 in, you could possibly lose c.£500 and win £37,000.

Horse and gift.

simon gordon
14/7/2021
09:43
The company has always been good at painting a colourful picture and this year the FY results are no different.You get the feeling that they remain fresh, fun and focused and have somehow navigated to the other side of a disastrous rebranding exercise. The ambition is admirable and appear to be garnering a core group of strong industry partners. The relationship with LinkedIn is particularly interesting and could become a massive springboard.
longshanks
14/7/2021
08:46
Eezy,

I'd take somewhere between 'tick over' and 'cash generating monster' :-)

cockerhoop
14/7/2021
08:37
The way I see it, the outlook this year is for good revenue growth. However, costs will increase in line with revenue, so EPS will roughly stay the same. Maybe a slight increase, so I'm pencilling in 14p EPS.As they are cash positive, high gross margin, and top line growing my estimate is that they'll trade on a PE of 17-25 earnings. So that's a share price range of 238p to 350p.Wouldn't be surprised if we get back to up to the 230s or 240s in the next few days. And before the HY results, gyrate and go as high as 280. But the leg up past 300 will depend on a good confirmatory trading statement or HY results.
boonkoh
14/7/2021
08:32
Indeed. I guess if the products are market leading, their lofty goals are achievable and they become a cash generating monster. If not I guess they tick over... We´ll see!
eezymunny
14/7/2021
08:30
Simon,

Pretty uncharacteristic too, I previously held as they started developing ad-ratings a few years ago and I can't recall such a positive narrative from the company. It's clear they're (finally) excited by the prospects for their data products.

As Pireric suggests with the Canaccord numbers, investment in scale will likely suppress FY2022 EPS but further strong growth in data revenue may help investors look beyond the short term.

Found the adidas example of testing (& back testing) a customer requested new category very interesting.

cockerhoop
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older

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