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Further to my earlier trade today, I have added again to S4 Capital, just before the close of business. I think today’s fall in the share price has set up a good buying opportunity and that in due course the share price will recover the fall and more. At 53p, it falls into my “bonkers cheap” category, where the prospective yield of 7.2% exceeds the PERatio. I now hold 109,514 shares and it is 5.0 per cent of the JIC Portfolio

I have added to an existing position. Further to my earlier post, I have added to my position in S4 Capital, on the more than 10 per cent fall in the share price. I think the fall is overdone given the improvement in the underlying profitability of the business. I’m on the train and posting this on my phone, so apologies for the brevity. The Trade The History

This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE S4 Capital (SFOR.L, Market Cap £356m, 53.6p, currently 5.0 per cent of the JIC Portfolio) S4 Capital PLC is a United Kingdom-based digital advertising, marketing, and technology services company. The Company operates through two segments: Marketing Services and Technology Services. Its Ma

This is very remiss of me. I put on an automatic trade to buy back the S4 Capital shares I sold on 6 August at 53.3p. I left the order at 45.5p, and it traded on 18 September. I completely missed the notification telling me the trade had occurred. I only checked this morning when the share price fell below that level. It takes my position back up to 4.3 per cent. I expect the next news to confirm further progress in repairing the balance sheet. The Trade: The History: The Cha

"This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE S4 Capital (SFOR.L, Market Cap £261m, 41.2p, currently 4.3 per cent of the JIC Portfolio) S4 Capital PLC is a United Kingdom-based digital advertising, marketing, and technology services company. The Company operates through two segments: Marketing Services and Technology Services. Its M

"This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE S4 Capital (SFOR.L, Market Cap £261m, 39.2p, currently 3.4 per cent of the JIC Portfolio) S4 Capital PLC is a United Kingdom-based digital advertising, marketing, and technology services company. The Company operates through two segments: Marketing Services and Technology Services. Its M

"This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE S4 Capital (SFOR.L, Market Cap £258m, 38.8p, currently 3.4 per cent of the JIC Portfolio) S4 Capital PLC is a United Kingdom-based digital advertising, marketing, and technology services company. The Company operates through two segments: Marketing Services and Technology Services. Its M

"This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE S4 Capital (SFOR.L, FTSE Small cap , Market Cap £221m, 35p, currently 3.0 per cent of the JIC Portfolio) S4 Capital PLC is a United Kingdom-based digital advertising, marketing, and technology services company. The Company operates through two segments: Marketing Services and Technolog