Bidstack Share Discussion Threads

[lukehold] 12/1/2020 19:49

Yeah that's right Money. That sounds logical Gridz but when Liverpool were playing it was singha beer, Nissan, Dunkin Donuts, Yokohama.Have a look 52mins in for example. https://m.twitch.tv/videos/531773942

[aidenabettin] 12/1/2020 19:45

But we know it's all free.According to BIDS figures

[moneygenxyz] 12/1/2020 19:45

Correct me if I’m wrong Luke but that list above was that single video?

Girdz Chevron was definitely in there and it was Norwich vs Villa...

[moneygenxyz] 12/1/2020 19:43

Yes agreed info isn’t forthcoming with regards to agencies.

I guess it’s a test of whether JD wants £200,000,000 or not less than his current £3,900,000.

If an M&A buyout was on the cards we know it was a higher price than now and we know he wasn’t feeling overwhelmed by more than £4m...

[girdz] 12/1/2020 19:42

Bet you Aon chevrelot and dhl were when Man Utd were playing.Inter Milan - Pirelli has been seen .Standard chartered, under amour - Liverpool. .These are all club sponsors. I could probably go through the list and pin each one to a club. .We just don't know what's what which is what is frustrating

[lukehold] 12/1/2020 19:40

I'd rather he have that ambition and target to aim for than not as a shareholder.

[lukehold] 12/1/2020 19:38

Yep I've seen that too, I try to match them up the region of the video but there's not a huge amount of information out there but this is a good resource. https://www.adbrands.net Dunkin for example looks to use BBDO who's turnover is a tiny 4,000,000,000 USD. When you combine this type of info with the research provided by yourself and others earlier. No wonder JD got carried away with 20x 35p valuations

[moneygenxyz] 12/1/2020 19:30

Luke as I’ve researched more on the ads front I’m surprised at how regionally fragmented the agency agreements are.

As an example, JBL could have an India ad contract with Dentsu but a US ad contract with WPP.

It does make sense as these agencies are so big and regional marketing is so different but was a surprise.

Apologies but I’ve not had chance to look at the video and update further yet.

[lukehold] 12/1/2020 19:27

Here's the brand list again from one twitch stream. So far it looks to include representation of dentsu, WPP and publicis brands. Nice to see Puma and Girard Perregaux two brands from same stable (kering) being run together. Signals confidence and wider rollout. Anyone see any other connections.AIAAONAabarAdidasAeroflotAperol spritzBBC sportBetfairBetsafeBetvictorCapital oneCaraboa energy drinkCarlsbergCheck a tradeChevroletCitroenCooper tyresDHLDeltaDunkin donutsEflEpsonEtihadEuropcarEztraderGatoradeGirard perregauxGulfHeinekenIndesitKumbo tyresMalaysia airlinesMarkets.comMasterCardMaxxis tyresNexen tyresNikeNike FootballNissanNivea MenNorwegian airOctopus energyPlanPremier leaguePumaRaw plugSingha beerSkybetSony PS4Standard CharteredSwissproUnder ArmourValvolineVitalityWilliam hillWiproWixYokohama

[pwhite73] 12/1/2020 19:23

RoleyBirkin - "Finally, 'skin in the game' does/should give those holders focus and a passion to succeed"

If the directors have not used their own hard earn to obtain 'skin in the game' then their holdings are as meaningless as directors that set options at an exercise price five times the current share price. The purpose of the exercise is to convince mug PIs the directors' interests are aligned with theirs.

[lukehold] 12/1/2020 19:17

Thanks to Wilson on LSE for the post below. When you research the brands being actively advertising on FM20 it seems they are represented by a number of different media agency’s. So it’s either brand direct deals/tests being done or we can infer who the second and third contracts could be with...


RE: Fm20Today 15:13
Heineken are dentsu and publicis media.
hxxps://www.campaignlive.co.uk/article/dentsu-aegis-wins-heinekens-uk-media-account/1492168

Carlsberg
hxxps://www.adworld.ie/2019/05/17/carlsberg-audioxi-carat-collaborate-on-european-media-first/

However what I find interesting is the likes of Adidas are now with MediaCom part of the wpp stable, so what does this mean? Various different agencies and the brands they represent are in Fm2020, which surely must be a good thing but I don't understand how it works if anybody from either channel could enlighten me :)

[hazl] 12/1/2020 18:59

The last paragraphs are the important ones,in my view.
Having shares shows that they have faith in their company and perhaps,even further,hope to materially gain from the share-price in the future.

[liz872] 12/1/2020 18:53

Well Said Roley :)

[aidenabettin] 12/1/2020 18:50

Is your nose growing as your typing?

[roleybirkin] 12/1/2020 18:45

Skin in the game is unlikely to have any direct effect on a share price...

It can, though, assist in a share price being volatile IF the directors/founders and key employees own a significant percentage of the shareholding, as there is less available to trade (called 'free float')

The share price should logically follows a companies performance - we also understand that not always to be the case...

Finally, 'skin in the game' does/should give those holders focus and a passion to succeed as they individually benefit from that success so it can be very valuable to other shareholders.

I will never invest in any company where the directors do not hold stock...

[yump] 12/1/2020 18:37

Is there a correlation between having skin in the game and the subsequent share price ?

Lots of them have skin in the game, but its meaningless unless there's any evidence that it actually makes any difference.

[hazl] 12/1/2020 18:31

Yes thanks roley,it's possible Courtney investors haven't changed in number, but if there are more shares since the date you gave, the PROPORTION will be slightly different in their case.
They certainly can't claim that the directors haven't skin in the game though, because they have !
Over 16% for James Draper.

IMO

[aidenabettin] 12/1/2020 18:02

But what if it was corruption and manipulation?.Does that happen?.Money laundering and Tax Evasion?.What does the FCA do about that?.#semperfidelis.

[aidenabettin] 12/1/2020 17:44

They wont be major holders for much longer.AT&T =CNN= They dont like Trump.#cool.

[aidenabettin] 12/1/2020 17:42

I havnt sold any only accumulated. Multiple buying has been going through on dips so someone along with me is holding probably in multiple retail accounts

[roleybirkin] 12/1/2020 17:41

and yes, board and senior key staff hold a significant portion of the company....

[roleybirkin] 12/1/2020 17:40

Firstly, the shareholder register (outside of key staff/founders like James, Fran and Simon Mitchell) is almost totally retail held....... probably known but now proven

Only Institutional holder I can see is Courtney Investments Limited with 3.13%... I believe they took that in the placing at 12.5p?

From mid October to mid December the retail brokers have seen a massive retail client sell off - as we would expect given the fall in price - 45mn shares sold from retail brokers... against around 8.5mn bought predominantly at Barclays stockbrokers

Not a single new holder of any size - so no TR-1's filed as an Aidenabettin has consistently suggested for months - Would suggest NO accumulation...

[liz872] 12/1/2020 17:40

BOD skin in the game Yump

[aidenabettin] 12/1/2020 17:34

Another part of the puzzle. hTTps://www.forbes.com/sites/oracle/2017/05/05/att-taps-oracle-cloud-services-in-historic-agreement/#4431a9742d07