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
  +0.00p +0.00% 305.00p 300.00p 310.00p 305.00p 305.00p 305.00p 0 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 18.2 4.6 23.7 12.9 38.09

System1 Group Share Discussion Threads

Showing 51 to 75 of 75 messages
Chat Pages: 3  2  1
DateSubjectAuthorDiscuss
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
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
Chat Pages: 3  2  1
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