Share Name Share Symbol Market Type Share ISIN Share Description
System1 Group 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
  +1.00p +0.43% 235.00p 230.00p 240.00p 235.00p 235.00p 235.00p 1,080 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 26.9 2.0 9.9 23.7 29.34

System1 Group Share Discussion Threads

Showing 76 to 100 of 100 messages
Chat Pages: 4  3  2  1
DateSubjectAuthorDiscuss
10/7/2018
14:20
I think this may still be a little early for a recovery, but I bought £1k for the Longshanks 2018 portfolio today. I will probably look to buy a few more each month. https://uk.advfn.com/cmn/fbb/thread.php3?id=42543228&from=1 https://uk.advfn.com/p.php?pid=pf_summary&from=pf_summary&p=23&u=longshanks
longshanks
01/6/2018
10:14
I have to admit that it was one of the most interesting and stimulating statements that I have read. Very similar to Tom Kirby, outgoing CEO of Games Workshop, who always entertained with candour and interesting insights into the table top miniature world. My concern has always been the competitive moat and thought Kiernan's propitiatory methodologies - using techniques from social anthropology (that I read at college) and behavioural psychology - claim overblown and the quote from the CFO confirms that: " Furthermore, competitors are increasingly adopting the behavioural science approaches that the Company has been advocating over many years." Moreover, the CFO acknowledges that the name change has hurt them: "The effect of these market shifts was compounded by the change in the Company's name from BrainJuicer to System1" It's interesting that the CFO and not the CEO is pointing out these issues. All that said, that's in the past and this is about the future. If the company can make 22p EPS (peak earnings)and subtract 40p of cash (from the m/c) to give you an EV of 220p, the cash adjusted p/e of 10 starts to look interesting. w1
woozle1
01/6/2018
09:43
Business outlook the reverse
mammyoko
01/6/2018
09:42
Accounts are a model of clarity
mammyoko
01/6/2018
09:12
Harsh but fair assessment Markie7.As hot air goes though, one has to credit them with providing it with a great deal of panache.IMO this will recover at some point - but it could still be some significant time away from here.The fact that they highlight that marketing spend by FMCG companies has seen a marked and "permanent" reduction is particularly ominous.
longshanks
01/6/2018
09:03
All you need to know here is Unilever were a massive client and now they are much smaller. All the rest is hot air
markie7
23/5/2018
08:38
University of Notre Dame has taken on a chunk of stock today.I wonder why such a prestigious US university would buy a significant position.
longshanks
28/4/2018
18:06
I’ve had this on my watchlist for years. Its permanently over priced though. Should be at least 50% lower to be of any interest.
topvest
28/4/2018
09:28
Ennismore have reduced too.I think the jury is going to stay out for a while still on where this is going.I will maybe start buying again after the summer. If there is no recovery, I can see a take-out at maybe £5/share.
longshanks
19/4/2018
20:33
....and your point is?
longshanks
18/4/2018
18:20
£5.7 million net cash against a capitalisation of £40 million
capercaillie
18/4/2018
09:09
To be fair: it is consistent with last year's trading update in that respect.I think to have secured profitability is admirable and it looks like gross margin whilst down is slightly better than predicted.
longshanks
18/4/2018
07:22
no outlook and/or little about current trading. things are still tight with FMCGs
woozle1
18/4/2018
07:18
Better than expected trading update today. At the last TU, they warned profit after tax would be a little over break-even; that is now much better.Status is still rather grim but are those green shoots I spy.
longshanks
23/2/2018
09:06
For me the principal competitive advantage has been the company's novelty combined with peer recognition that such novelty was an improvement on existing market research techniques.They do have some products that are copyrighted and strengthens the brand but for me the leadership was significantly weakened with the loss of Alex Batchelor, the COO, last year.As a business they have sought to disrupt the MR world and - recently - the advertising world too.The biggest challenge is moving away from small call-off projects that provide slender long-term earnings visibility to bigger mandates that allow them to budget and plan resources better.This is a good company and if they don't get into positive gear in the next 18 months will likely be subject to a takeover. Indeed I wouldn't be surprised if there were already discussions in place.
longshanks
22/2/2018
19:58
Hi folks. I'm new on here, I've been researching SYS1 and have found your discussion very helpful. My main reluctance to invest is that I am unsure about their durable competitive advantage, or moat. That is to say, what is to keep other companies from simply copying SYS1. As far as I can see, there are a few possibilities: 1. They are able to keep the details of their innovative techniques or proprietary technology close to the vest, thereby creating a "Secrets" moat. 2. Their willingness to offer a guarantee (correct me if I'm wrong but I haven't been able to find a competitor that offers this) gives them a sort of price moat, in that clients can be assured they will get what they paid for. 3. Their use of "sticky" components that involve clients using their services on an ongoing basis provides some level of "switching" moat It seems there are veteran members of this forum who have a much deeper understanding of SYS1 than I, and I would love to hear both the bull and bear case. Do any of these moat ideas hold water? Or does SYS1 lack any sort of durable competitive advantage. Or perhaps there is some moat concept I have overlooked? Any advice you could offer would be greatly appreciated.
tww215
22/2/2018
19:55
Hi folks. I'm new on here, I've been researching SYS1 and have found your discussion very helpful. My main reluctance to invest is that I am unsure about their durable competitive advantage, or moat. That is to say, what is to keep other companies from simply copying SYS1. As far as I can see, there are a few possibilities: 1. They are able to keep the details of their innovative techniques or proprietary technology close to the vest, thereby creating a "Secrets" moat. 2. Their willingness to offer a guarantee (correct me if I'm wrong but I haven't been able to find a competitor that offers this) gives them a sort of price moat, in that clients can be assured they will get what they paid for. 3. Their use of "sticky" components that involve clients using their services on an ongoing basis provides some level of "switching" moat It seems there are veteran members of this forum who have a much deeper understanding of SYS1 than I, and I would love to hear both the bull and bear case. Do any of these moat ideas hold water? Or does SYS1 lack any sort of durable competitive advantage. Or perhaps there is some moat concept I have overlooked? Any advice you could offer would be greatly appreciated.
tww215
08/1/2018
19:08
Think the share price reaction was much better than you would normally expect. I'm not interested in buying after a couple of profit warnings at this sort of rich valuation. Will keep on my watchlist and wait 6 months or so. Always the chance of another bad Q4 update if they are having a bad year. Good company, but they are definitely going through a sticky patch. Think the name change and advertising agency was too much of a change at once and will likely take time to work.
topvest
08/1/2018
14:36
The share price was bound to have a shocker today after the TU. I agree though Woozle. This is a fundamentally very good innovative market research company that had (has) an amazing usp in an exceptionally competitive market. Trouble is IMHO that they messed things up somewhat with the rebrand... rather than spending the money reinforcing the fact that they were first in the behavioural economic research space. I say don't just ditch the dividend, ditch the name too and go back to what it was, as SYS1 is a bad smell which could get smellier if the results go further south.
juzzer100
08/1/2018
12:53
Agreed. There's a bit too much jam tomorrow but having been the business for this long, they have a seat at the research table and customers will be receptive to any new offering. Turning businesses around usually takes time and I don't think this is the exception. Growth will probably return in 2020. In the meantime, I would to see SYS1 axe the dividend and conserve cash because they may well go into loss next year. w1
woozle1
08/1/2018
11:53
I was going to pile in if we saw these levels again, but have decided for now to hold fire. In hindsight it was pure luck I managed to sell a few near the top due to an unexpected bill I had to pay. Sometimes life kicks yo but also helps so to speak.
wolfcub
08/1/2018
10:44
Difficult to assess just how chronic the problems are at this stage.My target re-entry point was and is £3 although I was hoping to see some clearer signs of an improvement in performance at this stage.The last few months of the calendar year are so important to this company and they have historically relied upon customer loyalty and heavy Christmas advertising budgets to overcome their poor lack of visibility.With such a poor outlook statement I am nervous about the boards ability to turn things around now.I admire your investing style woozle but it seems that this knife may have quite a way to fall yet.
longshanks
08/1/2018
09:26
Trying to pick the bottom is a trading decision and not my core competence. I like the falling knife as one tends to build a sizeable position that really pays off in the longer term (if the business returns to profitability!).
woozle1
08/1/2018
09:25
Spread far too wide (imo) Also much market research far too flaky to trust (over 40 years bitter experience - trade !!!)
pugugly
08/1/2018
09:16
Hmm - I was thinking of about £2. Always expensive here. Not tempted at that valuation.
topvest
Chat Pages: 4  3  2  1
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