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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Ebiquity Plc | EBQ | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.50 | 2.56% | 20.00 | 13:09:25 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 19.50 | 19.50 | 20.00 | 20.00 | 19.50 |
| Industry Sector |
|---|
| MEDIA |
| Top Posts |
|---|
Posted at 05/12/2024 08:53 by p1nkfish EZ, win some, lose some.There is real opportunity in this end of global consultancy and EBQ is still unique if somewhat badly run. I don't expect a 100% positive hit rate and never professed to achieve it. Not sad to see Waters go and new CEO has 7% stock holding and involvement with another holder, or did, as Director. Re-aligning incentives to stock price and off adjusted EPS will be something to look for as a positive indicator of change. |
Posted at 23/11/2024 23:16 by p1nkfish Looking over old and newer notes.EBQ need Agency Selection (more labour intensive, lower margin, hard to scale) to be able to: 1) Be one stop all round go to for top brands 2) Use to strengthen clients relationships, get closer to client marketeers 3) Use as base hook to cross sell the scalable higher margin Media Performance and Analytics areas for growth Doesn't make sense to drop Agency Selection, was about £6.3M revenue in 2023. The higher the % of revenue that is Media Performance and Analytics the higher the likely multiple on EBITDA but Agency Selection is needed. An Ebiquity proprietary platform emphasising Analytics/Performanc |
Posted at 19/11/2024 15:21 by simon gordon Interesting! Maybe he sees EBQ as a bit of a dead end. Otherwise, if you think it will come back strongly, why move on? Presume he had some share options and a decent wage at EBQ, plus he was the top dwag. At Making Science, he's a divisional head. Looks a step down. |
Posted at 11/11/2024 09:50 by p1nkfish Hope EBQ are nimble as some sectors of the US industrial complex are likely to come under pressure - pharmaceuticals ads possibly being one example. A big spend under threat as rumours Kennedy likely to be give some free reign to act and limit ad spend in mass media. This is just a rumour but I would take it seriously as Make America Healthy Again is a big theme and pharmaceuticals will be under the microscope.TBD, Dyor etc. |
Posted at 14/10/2024 20:56 by p1nkfish SG, I'm heavily in cash now and if I do allocate much it won't be to this segment, have enough exposure in EBQ +. In no rush.EBQ have been quite active recently, at least trying to move the boat in the right direction. |
Posted at 14/10/2024 14:57 by simon gordon Afternoon p1nk,Have you looked at NFG? It is getting to the same sort of valuation levels as EBQ but with net cash of £9m on 1/27 compared to EBQ's net debt of £6m 12/26. Chart is continuing to breakdown after the big warning due to lost mega contract. Might have the same quantum of upside as EBQ but at a lower risk level. |
Posted at 29/9/2024 09:05 by p1nkfish SG, see your post 827 related to Herald.For 1) below, EBQ HAS LARGE DATA SETS. Cloud is no problem, it's relatively cheap. For 2) training tools are cheaping, freelancers available to assist. Having data to operate on in training and test matters more than anything else along with knowing what to use to generate a useful model without over doing it. It's one area when too many variables can be detrimental so knowing what variables to use in combination in your data set matters. Costs for infrastructure are high but EBQ is not in that segment, they are service provider using AI on market segment specific data. No need for massive cap-ex at all. EBQ can be a beneficiary if able to offer worthwhile services from their data lake's + AI. From post 827. (1) in the shifts to mobile and cloud, new entrants in the technology sector had an advantage over incumbents as they could leverage the flexibility of the cloud/mobile infrastructure and opensource systems to develop new products faster and economically. Whereas incumbents were shackled with having to manage existing customers, typically running highly customised software on legacy systems, while trying to modernise their products. In the shift to AI-centric products, incumbent vendors with large data assets and distribution capabilities have meaningful advantages over new entrants as their infrastructure is cloud-centric, with access to vast amounts of domainspecific data, and a relatively low cost means of offering AI-centric features as part of a bundle of services to customers. (2) in each of the platform shifts after the mainframes, the costs of developing and deploying new systems have been less than the cost in the prior generation. This has been especially true during the shift to cloud, when initial infrastructure costs have been virtually zero for developers. However, the move to AI-centric systems requires significant financial resources to cover training and inference* costs. For example, the estimated training cost of OpenAI’ |
Posted at 26/9/2024 18:01 by p1nkfish GMP365 is a product platform from a Swedish Company.EBQ subscribe and paid for some customisation. Would be great if EBQ owned them. They would be my target. "During the period the Group entered into trading transactions with GMP Systems AB. In the period the Group incurred development fees, which were capitalised to Research and Development intangibles assets amounting to £143,000 (30 June 2023: £nil). The Group also incurred subscription fees for GMP 365, which were expensed to the profit and loss account, to the amount of £679,000 (30 June 2023: £384,000). GMP Systems AB is a related party through the Group's Chief Delivery Officer, Susanne Elias. " |
Posted at 26/9/2024 17:55 by p1nkfish SG, the data is from previous impressions captured at a moment in time by their systems/process. Its unique.Buried in there are hidden gems that can add predictive value. The data can't be "guessed at" or replicated (unless someone steals it) unless a competitor was also collecting and logging at that moment in time and I dare to say no one else was. If they have useful data, going back in time, and they use it well, it is a moat. EBQ have a lot going for them if they get to execute efficiently and then scale up without having to balloon the headcount. Now, precisely what that data compromises is probably sensitive and EBQ are unlikely to advertise exactly what they have but in best case you can mine it to determine trends, inferences and use it to "tweak" approaches to market to optimise outcomes. You mine it with AI type tools. Over time I can easily imagine new digital services enabling the collection of "extra" data that all helps with predictive capabilities. If anything it puts me off getting a Smart TV. Creepy tech. |
Posted at 24/9/2024 05:47 by p1nkfish Perpetual/JO Hambro are a cap on the price as they reduce, not to mention others that have transitioned to < 3% holdings and may be looking to clear-out. Perpetual now down to 3.963%, 5,420,000 voting rights.A guesstimate is there is of the order of 7M-10M to clear to refresh the share holder register, about £2M of buys imho, approx at 25p. Good to see ebiquity front and centre 1/2 way down this page as a partner of GMP, Note their developments in AI including a future agent. What is EBQ's strategy? Does anyone know where they have spelt it out? EBQ need to spell out the strategy clearly so investors can appraise it and then decide if there is a bright, or no, future. They either grasp it or have others attack parts of their market with it and find the ground shift beneath their feet, spending more time defending than attacking and dominating. |
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