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
  -8.00p -2.54% 307.00p 294.00p 320.00p 315.00p 307.00p 315.00p 1,407 10:31:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 18.2 4.6 23.7 13.0 37.51

System1 Group Share Discussion Threads

Showing 51 to 75 of 75 messages
Chat Pages: 3  2  1
DateSubjectAuthorDiscuss
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
08/1/2018
08:53
let's see if there's any stock around. I put in for 5,000 shares at 3.20
woozle1
08/1/2018
07:58
Yes, awful - about £3-4m lower in profits. Might start to get interesting at half the current £47m market cap. On my watch list.
topvest
08/1/2018
07:29
Oh dear - what a horrible TU.Further pain to come I feel.
longshanks
18/12/2017
14:18
Finally got some shares at 375. w1
woozle1
07/12/2017
20:20
I've bought a few but expect this to go lower. It's no use trying to pick the bottom. I'm a fan of averaging down and holding for a long time. Though holding for a long time may not be a good idea as they hit the skids periodically. w1
woozle1
28/11/2017
17:14
Liontrust have reduced. Would be surprised if it ends there.Looks like other funds are being enticed in but not sure if that buying will hold up the share price.You should have no problem picking up stock at £4 now woozle but I think it will soften more unless the next results show a fast bounce back in performance.
longshanks
27/10/2017
16:06
Liquidity has always been an issue but you should be able to fill an order of that size in the short term: you might just need to pay 10% more.The advertising agency is a total toss up. There is little indication from the interims that it is generating meaningful revenues yet so there is a risk that if it doesn't start delivering soon it is something they halt/write off in due course to save costs.
longshanks
27/10/2017
15:54
It may have fallen 25% but I've tried all day with no luck to pick just 3,000 shares at 400. It's clearly tightly held and will just have to wait for another warning. My own feeling is that there are now other firms offering this type of behavioural marketing analysis and that the chill winds of competition are being felt. The other upside here is that the agency business takes off. w1
woozle1
27/10/2017
15:20
Some good analysis Walbrock82.The changes in client numbers are interesting although I would point out that they accounted for this in part in the 2016 year with the ceasing of their lower margin "twist" businesses to focus on higher margin "System1".The rebrand is undoubtedly the biggest destroyer of value here: that and the elevated levels of hubris. Pride really did come before a fall.On the question of board openness: I think it unfair to criticise that. For me it is welcome and a sign that the company's leadership is up to the task of turning this around. As for the short term direction - I never short, but I think a £3 sell target is justifiable.
longshanks
27/10/2017
13:12
Investors have failed to identify a crucial key data in 2016’s annual results that is client numbers! See table: http://bit.ly/2yV9rdg They were caught off guard by the name change, robust sales and profit growth, and, especially the announcement of their special dividend of 26 pence! Recent shareholders are now licking their wounds, and long-term investors are seeing a huge loss in unrealized capital gains! For full analysis and charts of System1, click http://bit.ly/2hdEk2H
walbrock82
27/10/2017
08:16
It's starting to get interesting, though. I've put in an order for a few (it's trading on a 50p bid/offer) to establish a position even though it will probably go lower. Skin in the game does focus the mind. There was one concerning reference to companies being more interested in cheaper, data products; which is where YouGov have appeared to anticipate this trend and invested heavily. The concern is the fixed cost base and the ability to withstand ongoing revenue hit. I'm wondering if they regret handing back £4.5m back to shareholders (mainly Kearnon and so he's alright, Jack) last year. w1
woozle1
27/10/2017
08:06
Not fun reading at all. I have to say you have to give the company and CEO for their honesty however.
juzzer100
27/10/2017
06:28
Today's gloomy outlook for the important H2 trading period doesn't bode well. I like the positive "long view" and clear commitment to seeing through a painful business transition but it makes an unappealing investment case for the short term.
longshanks
23/10/2017
13:13
This could easily drop much lower so I have exited completely. I will buy back in if it drops below £3.
longshanks
16/10/2017
06:14
down she goes, again. starting to look interestin
woozle1
11/9/2017
10:13
System 1 was is a terrible name and is almost an admission that the business is generic and subject to competition. For people who know a thing or two about marketing it seems a strange mistake; to admit that they've copied much from Daniel Kahneman. The two competing explanations for this change are hubris (likely) and that the BJU brand was not worth much. All that said, if it gets too cheap it will be bought. w1
woozle1
18/8/2017
15:07
Yes, it seems the board have lost a bit of focus, and the promotion of their book on the System 1 website (£12.99 on Amazon) feels a little autobiographical!
juzzer100
Chat Pages: 3  2  1
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