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Share Name Share Symbol Market Type Share ISIN Share Description
Ebiquity Plc LSE:EBQ London Ordinary Share GB0004126057 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.00 -3.77% 51.00 52.00 54.00 53.00 53.00 53.00 79,000 16:35:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 63.1 -5.7 -8.5 - 59

Ebiquity Share Discussion Threads

Showing 1201 to 1222 of 1225 messages
Chat Pages: 49  48  47  46  45  44  43  42  41  40  39  38  Older
DateSubjectAuthorDiscuss
26/4/2022
17:42
Now the real work starts of rapid integration and results generation.
p1nkfish
22/4/2022
16:20
Annual report on web 152 pages. Worth a good read.
p1nkfish
09/4/2022
10:16
Forgot to add the sheer amount of data they have to mine and work from collected via the Digital Decisions capabilities - media impressions etc. In time this could offer substantial back-testing capabilities depending on the data collected. A very useful competitive edge or could be offered as a service to others. Executed properly I see Ebiquity becoming a very attractive property. Need to see the proof but by the time it's obvious this will be higher still.
p1nkfish
09/4/2022
08:56
Taking a step back it appears that Ebiquity is on track to become the indepedent leader in media analysis, contract compliance and effectiveness. It will be hard for others to catch-up. The core Ebiquity now, plus the new acquisitions, plus Digital Decisions plus Firm Decisions. All roads in media in large organisations can lead to EBQ involvement unless the large organisation wants to take unnecessary risk. Anyone see otherwise?
p1nkfish
08/4/2022
13:00
News yesterday, review was led by Ebiquity. "Publicis Groupe Wins PepsiCo's $450+ Million China Media Account"
p1nkfish
05/4/2022
17:26
Fidelity at 4.9%.
p1nkfish
04/4/2022
17:49
The placing was "significantly over-subscribed". HTtps://www.osborneclarke.com/news/osborne-clarke-advises-ebiquity-its-significantly-over-subscribed-ps15m-placing-and
p1nkfish
03/4/2022
21:37
Reading this week RNS releases again I'm pretty confident there will be "meaningful margin expansion" from the acquisitions and EBQ will be stronger for them. Debt will go back into very manageable territory quite quickly. Duplicate roles to be removed and headcount reduction - unfortunate but probably necessary for EBQ to move forward. I find below interesting and could help stitch all the parts together. "GMP365 Platform Connected to the MediaPath Acquisition, the Company has entered into heads of terms with GMP Systems AB (provider of GMP365) in relation to a new technology partnership agreement. The Board expects that the full technology partnership agreement will be entered into on or before completion of the MediaPath Acquisition and will include updated licensing terms, providing Ebiquity with an exclusive, global and perpetual licence to use the MediaPath Premium Services as well as enhanced data, security and commercial rights."
p1nkfish
01/4/2022
09:24
Someone interested in adding at volume. Edison caught flat footed, their flash note is pathetic.
p1nkfish
31/3/2022
15:43
Institutional and larger holders only. Buy 34% of your holding to avoid dilution. Nielsen being sold for $16Bn. Ebq sold AdIntel to Nielsen in 2018. Buyout shows there is money looking this way. Market becoming complex, no bad thing for Ebq.
p1nkfish
31/3/2022
15:34
Is this placing for institutional investors or are we going to have an entitlement. Many thanks for your posts over the last few months
menthol
31/3/2022
15:08
thanks for your posts PFish much appreciated
petewy
31/3/2022
09:45
Volume low but break-out occurred and the 53p placing was well taken. Deep pockets know it was a very reasonable price. The discount to the market price (about 8%) didn't mean much to me as so lightly traded. Normally a placing would be at a real discount. So, add a reasonable discount onto 53p to see where the price should have been prior, 20% would have been a market price of about 66p. All guesswork. From what I know, if they execute properly, it's in a really neat place in their market and will put clear bluewater between themselves and others and EBQ will become a very desirable property. It has a few trends in its favour all at the same time - at least 4 major trends. Now it needs time. The deferred considerations are what they are. They will be addressed from growth (that I believe will surprise to the upside) and thereafter this will spin off cash. If you can see where this is going jump on now or on pull-back but don't wait to see the results as it will be well above where it is now by then imho. DYOR etc, I am often wrong.
p1nkfish
31/3/2022
08:30
MM want stock just offered to sell 40K bid offer 60/63 and actually offered to buy at 62.8. Sit tight these have a lot further to go IMO
queenbreguet
30/3/2022
14:13
A drop below 53p is certainly a buy for me. Value of the data TBD, will be monetised via the results they deliver with it. It can be quite valuable in ways that are not immediately obvious and takes time & place to collect - Ebiquity have taken the time and have positioned themselves in the right place. I see this as having very attractive upside over the next 3-5 years. Growth will surprise to the upside imho. No. 1 in its space. There are overlaps for elimination. The Swedish side has 5 management with previous experience of Ebiquity. Expect rapid integration and expect 2 new elements with EBQ to accelerate growth substantially & that data pool to become a lake and a unique asset and sales tool.
p1nkfish
30/3/2022
13:42
A lot to unpack in those 3 RNS's. My summary of the valuation post placing, acquisitions & deferred consideration is as follows; Current shares 83m + 28m issued at 53p and ~9m as part of the two acquisitions, for a TVR of ~120m This gives an equity value at the placing price of £63.6m Debt has increased by £1.5m to £19.5m Cash decreased from £13.1m to £5.4m via the 2 deals & then increased by ~£6m from the placing proceeds, leaving it at ~£11.4m Deferred consideration of £12.5m is accrued for digital decisions and £3m for Media Path. Enterprise value is therefore £63.6m + £19.5m £+15.5m - £11.4m = £87.1m Operating profit is likely to be around £8m next year giving earnings of ~£6m and EPS of around 5p. So it's on a prospective PE of around 10-11 with growth forecast to be ~9% which makes sense to me. So in summary it looks to be priced about right, if they were with debt free or had no material deferred consideration to pay then I'd be more interested. Nevertheless, one for the watchlist to see how it performs.
74tom
30/3/2022
10:46
Results are very pleasing to read and the acquisitions look like enabling fast scaling once under the belt. Below is the basis of real value going forward - exploiting the data pool as it grows and places blue-water between Ebiquity and competitors. I expect they will have no problem raising the money at 53p. Increasing the services, serviceable market and reach. If they don't drop the ball I see this motoring very nicely. "........our platform and has rapidly built a global data pool unmatched by any competitor. We have the broadest and deepest view of the digital media market of any independent company." 5.7x increase in digital impressions monitored in 2021 over 2020 and reached 639 BILLION. Every metric heading in the right direction.
p1nkfish
30/3/2022
08:54
Wadge of announcements, acquisitions look to have merit and could catapult EBQ forward. A little disappointing 4x directors put in only £75K BETWEEN THEM out of a £15M raise.
p1nkfish
22/3/2022
22:18
Some partners to help Panorama Https://mediatel.co.uk/news/2022/03/22/ebiquity-transforms-its-media-auditing-with-panorama-consultancy/
p1nkfish
02/2/2022
16:14
Was probably Cannacord yesterday. A good 20% now. Not messing about.
p1nkfish
02/2/2022
16:02
https://www.investegate.co.uk/ebiquity-plc--ebq-/rns/holding-s--in-company/202202021555015157A/
cwa1
02/2/2022
13:00
Just reported after hours 1M+ transaction on 01/02/22.
p1nkfish
Chat Pages: 49  48  47  46  45  44  43  42  41  40  39  38  Older
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