Updates

S4 Capital

November 2022

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.

S4 reassured investors with interims ahead of previously lowered forecasts. Overall first half EBITDA was £30.1m, down 12% but ahead of consensus forecasts for £22.3m reflecting continued investment in hiring for expansion and a normalization of travel and office costs (burning shoe leather to manage accounts / close deals). That investment did land two new “whopper” clients (revenues US$20m), taking the total to eight. It has identified five more clients already trending towards whopper status and a further 14 others with whopper potential between FY’22-’24. By territory the Americas increased gross profit by 26% to £279m, with the smaller EMEA +39% to £67m and Asia Pacific +28% to £29m. S4 also noted Q2 gross profit growth ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

Judges Scientific

Somero

S4 Capital (May 2023)

S4 Capital (October 2022)

S4 Capital (August 2022)

S4 Capital (March 2022)

S4 Capital (December 2021)

S4 Capital - Shares hit new high of 872p (November 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)

S4 Capital (February 2021)

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.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X