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EBQ Ebiquity Plc

19.50
1.00 (5.41%)
13 Dec 2024 - Closed
Delayed by 15 minutes
Ebiquity Investors - EBQ

Ebiquity Investors - EBQ

Share Name Share Symbol Market Stock Type
Ebiquity Plc EBQ London Ordinary Share
  Price Change Price Change % Share Price Last Trade
1.00 5.41% 19.50 16:16:56
Open Price Low Price High Price Close Price Previous Close
18.50 18.50 19.50 19.50 18.50
more quote information »
Industry Sector
MEDIA

Top Investor Posts

Top Posts
Posted at 24/10/2024 16:03 by p1nkfish
Absolutely RN.

You can see it in the share price too.
Only people taking much of any risk are the investors and ordinary employees.

The "elite" are immune to bad decisions as they have enough income already, golden parachutes and no worries.

Hypocritical in a "woke" company with such a "huge" opportunity.

No wonder their is little trust in the management. They don't trust themselves to grow the market cap.
Posted at 16/10/2024 16:20 by p1nkfish
There was a daily close at 18.35p back about 8th Feb 2021.

Daily & weekly RSI weaker now than then.

Total lack of interest, even from many speculators as a trade.

They have done a very poor job of marketing this to investors as well as the general attitude towards the financials - debt and share issuance. Message has not been clear enough on enough channels. Bare minimum done, like they don't give a monkeys.
Posted at 29/9/2024 19:12 by p1nkfish
The tailoring for national is because customers want higher resolution in smaller geographies - understandable.

I have no idea when a re-rate might occur but could be any time.

There is more dilution to come in 2025 and I do expect some Q4 2024 revenue to slip into Q1 2025. I read it in a way suggesting to me they were softening up investors to expect it, else why mention?

I don't see any excuse for not being able to turn this around. Global ad spend is forecast to be > $1Trn this year for the first time ever and with any weakening economic backdrop the need for higher efficiency and ad ROI will be stronger than ever too. At the same time complexity is running wild - very easy for major OEMs to make costly mistakes or damage reputation if ads run alongside disturbing content as well as waste marketing spend.

China stimulus and interesting they said "unprecented" APAC interests, relatively untapped.

Scalability is coming.

At the end of the presentation Nic Waters mentioned he was happy to speak to any of the analysts and investors 1 on 1. We have no idea if that happened or what was said if it did but clearly some bought 6.3M shares total thereafter. Coincidence?

The synergies are delayed (£5M benefit) and they haven't covered themselves in glory but stranger things have happened than scalability arriving just as demand also grows.

They do have a decent position with global reach and independence.
Posted at 29/9/2024 16:27 by p1nkfish
2023 interims, target missed, likely to have annoyed some investors along with the debt not being dented plus questions about management have a full handle/control:

"Operating efficiency savings are expected to commence during the second half of 2024 and total savings totalling £5 million (including the original acquisition synergy benefits) on an annualised basis are expected to be delivered by the end of 2025."

Delayed by 9-12 months, probably.
Posted at 27/9/2024 15:19 by simon gordon
53p would make investors whole who came in on the 2022 placing.

Deloitte buy companies like sweeties.
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.
Posted at 02/9/2024 05:13 by red ninja
The 30th October budget is expected to raise Capital Gains Tax that could see some selling of UK stocks to lock in the old tax rates.

Then there is the question of the new CGT rate/s I expect them to decrease to some extent investment in the markets by UK investors.

Thus it might take a bit of time to mop up those available EBQ shares,

The experts believe that this will actually reduce CGT collected as investors modify their behaviour.
Posted at 20/8/2024 07:40 by p1nkfish
I do think we can double from here and that some turn in sentiment is on the cards.
The leadership needs to show some to the market however and buy a few at this price.
Waters owns 50k shares bought March 2021 with his own money at about 32p - pathetic looking at his salary.

NOT LEADING THE MARKET BY EXAMPLE NOR SHOWING MUCH CONFIDENCE.
Can't take him seriously.

A change in BoD would be refreshing but top investors need to agitate to achieve it.
Bring in a new broom.
Posted at 19/8/2024 21:18 by p1nkfish
Quite stagnant and largely down to management & incentives.

Little insider ownership is a red flag to new investors. Little NED, CEO or Chairman skin in the game as a %. Adj-EPS stock option incentives are a turn-off. Debt fuelled growth through acquisition is yet to show through fully.
CEO made at least one comment at one of the presentations that was a red flag related to easy growth through acquisition. Sounded like a quick way to boost Adj-EPS for ulterior motives. Growth is never easy and good reliable growth without debt and/or dilution is never very quick. However, can be great if your options are related to adjusted eps.

New money is very wary of them until proof shows through so we are stuck here.

The good news is a bunch of important TA signals are all coalescing. The right news, some positive volume and this could move up quite quickly. Bombed out so for the brave (or stupid perhaps) it's a price to speculate at. The TA on daily, weekly and monthly are all crowding at a price not far about today's.

Their market is certainly becoming more complex so there should be market pull for their capabilities. Minefields everywhere that large companies have to navigate to avoid wastage, optimise ROI and/or avoid reputational damage.

If they get some decent results at H1, with a positive forward look, we can be at 50p in no time.
New service or product offering with an ARR element could do it.
Proof of efficiency increases through internal use of AI to improve processes would help.

Insider share purchases needed. At least the Chairman to back-up what otherwise sounds like BS - "huge opportunity".

Management shouldnt blame the market- THEY ARE RESPONSIBLE. Perhaps a major shareholder or two can agitate for change at the top and align it better to shareholder interests.
Posted at 19/8/2024 15:52 by p1nkfish
Can these be believed?
2 broker forecasts and the lowest is €1.17 vs around €0.42 today.



Ebiquity doing a pretty poor job of marketing themselves to investors.