Ebiquity Share Discussion Threads

[p1nkfish] 19/4/2024 17:05

Interested to see if the audited finals are accompanied by any news thereafter.
7 day window if they meet the 2nd half of April target.

[p1nkfish] 14/4/2024 23:04

Audited results and some forward look within 2 weeks.

[p1nkfish] 12/4/2024 11:14

The whole eco-system is complicated and transparency is lacking.

Anyone able to offer an independent single pane of glass to the big spenders on ads can make money.

a) Did they get what they paid for whilst meeting all their compliance needs?

b) What was the consumer response? Did the ad hit the spot, by that I mean in terms of encouraging consumers to act in line with the intent of the ad.

Close the loop on a) & b) to optimise the payback on every $ spent.
Including modifying ad content to help optimise consumer response.

I might be wrong but it looks like an opportunity rich area to me.

[tradertrev] 12/4/2024 09:05

Is this positive for EBQ?

[p1nkfish] 05/4/2024 08:19

Looks like whomever wants to sell for UK tax losses may have already done so. If that's the case whomever is left over, barring some bad news, wants to hold for the turn around.

[p1nkfish] 04/4/2024 07:59

Useful NED swap.

[p1nkfish] 03/4/2024 11:22

General, CPO at Ebiquity, Susan Steele.

[p1nkfish] 02/4/2024 09:58

Someone has to measure outcomes and help close loops.

[p1nkfish] 02/4/2024 09:52

Ebiquity smack in the middle of this and I think may help optimise outcomes for whichever side engages them and earn from it?

[p1nkfish] 24/3/2024 09:42

About 640 employees and around 34 opens recs for new.
Looks like a company expecting to grow & still tooling up.

[p1nkfish] 16/3/2024 12:32

After much digging, of the opinion this is heading much higher. GLA, dyor etc. I'm often wrong. They are morphing into a digital first operation as an independent analyser and adviser/consultant at improved margins.

Reach will increase with AI adoption.

TU was welcome and sensible to issue.

[p1nkfish] 15/3/2024 23:05

Finally "Ebiquity Transmit", over time, will go subscription based. The "Bloomberg Terminal" of independent media news. Can only add to revenue and most likely decent profit margin.

Will take time to build but is not in the 2023 results.

[p1nkfish] 15/3/2024 22:45

This relates to Centaur Media but search on "Ebiquity" and look at the valuation metric tables. If the EBQ share price doubled from the 37p at the time of the publication, to 74p, it would still be valued below the average on the whole. That is where it is heading as a staging post imho, dyor etc.

One of those cases where highlighting an undervalued opportunity flags up something even more undervalued for those caring to engage brain.

[p1nkfish] 15/3/2024 22:32

Have to wait to see the EPS targets for the options.

What may not be apparent, even if the consumer doesn't recover quickly, is the opportunity in the long-tail of smaller accounts that can be accessed that may have previously been unprofitable due to human cost. That might be an uplift. Adoption of AI should be overall beneficial to EBQ in terms of increased reach and margin.

AI usage - "For external use, we will explore new client interface opportunities, productisation of first line account management, and providing greater value to the long tail of smaller clients without the cost of additional human input."

[fillipe] 15/3/2024 13:48

Tipped today.

f

[p1nkfish] 14/3/2024 08:51

See what end if week brings but daily and weekly breakouts now addressed. Monthly next for monthly close about 43.5p. All being well, onward thereafter for a while.

[p1nkfish] 13/3/2024 12:48

See no reason why anyone should sell for <37p. TU was better than would have expected and on the right path. Now speed of execution and costs are the variables they can control.

[p1nkfish] 12/3/2024 07:40

TU, comforting to see net debt drop by £2.1M to £11.9M, from £15M mid 2023. 6 months to reduce debt around £1.9M and add £200K to cash balance. Manageable and sensible to work to reduce it further.

Annual revenue growth, margin growth, all with a backdrop of a not very dynamic global economy tending towards slowing further.

Revenue appears to have been slightly tilted to H1/23 and around flat H2/23 vs H1/23. Cost management will be critical if growth slows as will speeding up transformation to improve efficiency and exploiting Digital to enhance margins further.

If they manage this period well they will be ready to shoot out of the traps when things turn and show what they are really capable of.

A tricky time for most, straight ahead.

[p1nkfish] 11/3/2024 20:27

BGF added a few more for Pershing on 8th March 2024, now > 14%.

[p1nkfish] 07/3/2024 11:22

Not directly related to EBQ but interesting.

Released today, ITV Chief Executive Carolyn McCall said: "We definitely see more confidence in the advertising market."

Non-linear advertising appears to be a good area of growth vs linear.