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S4 Capital - Shares hit new high of 872p

November 2021

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

A terrific month for the shares of S4, which zoomed to a new high of 872p. The catalyst for the move was the acquisition of Zemoga, which provides tech and digital transformation services and has offices in LA, New York, Connecticut and Columbia and effectively starts a new vertical market for S4. Zemoga serves sectors such as Over The Top (OTT) / TVE, Fintech, Health and Retail.As usual, CEO Sir Martin Sorrell has provided little detail aside from the fact that Zemoga employs 400 tech specialists (heavily skewed to Columbia) and has achieved four-year compound annual revenue growth of 45% p.a.Earlier in the month, S4 announced interims showing like-for-like gross profit rising 91% to £236.7m, driven by a doubling of he ...

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Dunelm

B&M European Retail

S4 Capital (May 2023)

S4 Capital (November 2022)

S4 Capital (October 2022)

S4 Capital (August 2022)

S4 Capital (March 2022)

S4 Capital (December 2021)

S4 Capital - Shares power through £8 mark (October 2021)

S4 Capital - Shares surge towards Â£7 (August 2021)

S4 Capital (June 2021)

S4 Capital (May 2021)

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S4 Capital - Digital advertising agency to increase profit from £31m-£108m between FY19-22 (November 2020)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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