Market's view on Aeorema Comm.
Published on April 2024
- Concerns over the delayed announcement of Stagwell’s press release, originally dated 5/2/24, with the actual announcement coming much later.
- Discussion of Stagwell Group’s ambitious growth plans, even without the involvement of S4 Capital.
- Notable insider buying activity observed, suggesting confidence in the company’s prospects; multiple insiders, including the Non-Exec Chairman and other directors, have been increasing their shareholdings.
- Some watchers sold their shares following a poor update, citing loss of confidence in management’s control and reliability of future forecasts.
- Criticism and personal distrust expressed towards specific executives within the company, affecting investment decisions.
- Concerns about the company’s financial figures, particularly the reported cash balance and its composition, with doubts about the cleanliness of these figures.
- Significant worry over the increase in administrative costs and its impact on operating profit, with skepticism about the stated maintenance of dividend policy.
- Mixed views on the company’s valuation, with some considering it cheap and potentially good value based on cash pile and market cap, while others express caution due to financial inconsistencies.
- Discussion about the impact of specific investors joining the company, suggesting a potential positive influence on the stock.
- Comments on recent share price movements, with speculations about the reasons behind significant drops and recoveries.