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
  +7.50p +1.86% 410.00p 395.00p 425.00p 410.00p 410.00p 410.00p 3,198 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 18.2 4.6 23.7 17.3 50.10

System1 Group Share Discussion Threads

Showing 26 to 50 of 50 messages
Chat Pages: 2  1
DateSubjectAuthorDiscuss
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
18/8/2017
13:36
JUZZER100: All too true and as having been in marketing and reseach almost all my working life I know only too well that there is a very rapid t/o of executives on both Client and Advertising agency side so that new names (re-branding) often fail to register. Management have lost my confidence.
pugugly
18/8/2017
12:11
Yep sold up on this news - took 20+% loss but experience shows taking 20% losses through a stop loss avoids much bigger losses as well as opportunity costs
essential
18/8/2017
11:17
I have followed BJU and SYS1 for a while now, and I am not sure the rebrand has been at all successful to be honest. Brainjuicer was a fantastically well known and well respected innovative market research brand. System 1 and System 2 were terms for revolutionary thinking created by Daniel Kahneman (not John Kearnon to my knowledge).Kearon read the book, and used the idea for Brainjuicer - all fine. However i see two big issues with the rebrand (yes, retrospectively, I agree):Firstly, the market research industry is very saturated, and most agencies are now also offering System 1 techniques... as well as having trusted brands themselves. By arrogantly trying to grab the generic term, System 1, for himself I feel Kearon has managed to destroy his company's unique brand identity. It's a bit like Virgin Atlantic rebranding themselves Flights Ltd. Secondly, Kearon also assumes that everyone who uses Market Research knows and loves what Brainjuicer does/did and would happily seek them out with their new name. However for those who are looking for an MR agency and don't know Brainjuicer or do and are simply not aware of the rebrand, the name Brainjuicer sounds innovative and fun but System1, to be honest, sounds a bit like a dull old technology company!It's all been a surprising exercise for an advertising/ branding man!It's all in today's RNS: "This is mainly due to non-recurrence of large one-off Innovation projects as a result of some significant client spending deferrals and a more competitive market". All IMHO, but lots of brain juicing required I reckon!
juzzer100
18/8/2017
10:45
Do they still have net cash on the books?
capercaillie
18/8/2017
10:00
Much as I have been a big fan of this business and all it has achieved it does look like they have lost direction.Can see this dropping back a lot further from here
longshanks
18/8/2017
09:37
p/e If ADVFN figures correct still seems far too high (imo) for a people business at high risk of changes and fashions in 3rd party marketing spends.
pugugly
18/8/2017
08:07
Says no visibility but then gives a forecast - huh?
tsmith2
18/8/2017
07:29
If you have say 1k share perhaps, but any sizeable investor will move the market price when they sell. And illiquid movements are more a matter of luck - someone buys, price goes up; so you can't judge when to sell based on an expected market reaction when there is no market.
silverfern
18/8/2017
07:20
Illiquidity works both ways - it has benefited shareholders in this one on the way up.
pj0077
18/8/2017
07:11
Why not to buy illiquid shares- £130k share traded, £20m off share price. Mind you, ex-growth in the current climate is not a good sign.
silverfern
18/8/2017
06:53
What a slowdown in gross profit growthWAS +28%NOW -6 to -11%The wheels have fallen off this one.
pj0077
18/8/2017
06:22
oh boy is this going down today.....
markie7
15/6/2017
08:24
I don't know that there is a problem with hiring big names in the US: there will be a cost of hire, true, but the benefits should be substantial if the current growth rates are maintained/accelerated.
longshanks
15/6/2017
08:03
Two negative factors behind share price fall IMO. 1. Trading in Q1 slower than expected and 2. Hiring senior people in the US Both have negative effect impact on eps
ramridge
Chat Pages: 2  1
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