Share Name Share Symbol Market Type Share ISIN Share Description
Ebiquity 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
  +0.00p +0.00% 117.50p 115.00p 120.00p 117.50p 117.50p 117.50p 20,501 07:50:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 83.6 6.6 5.4 21.8 85.91

Ebiquity Share Discussion Threads

Showing 751 to 775 of 775 messages
Chat Pages: 31  30  29  28  27  26  25  24  23  22  21  20  Older
DateSubjectAuthorDiscuss
03/8/2017
19:39
I hold these, just under no illusions. Better to be a bit of a pessimist and still manage to find a reason to hold.
p1nkfish
03/8/2017
19:38
Totally agree that demand should increase. The days of open loop marketing/advert spend online are coming to a screeching halt. Ebq well placed.
p1nkfish
03/8/2017
17:20
There is definitely downside risk here. Without a decent divi to support the SP, this could drift up to 20% lower I think, on the absence of any news.But as an industry Insider I strongly believe in the areas that Ebiquity provide services in, will grow in demand over the next year. If they are unable to win new business or upsell existing clients that it would definitely be the fault of management.
boonkoh
03/8/2017
14:37
That would be useful, yes. I'm a bit of a pessimist as I can only see a period of reducing P/E's ahead. Hope I'm wrong.
p1nkfish
03/8/2017
11:44
It may take a full 18 months to see the fruits of the labour, but hoping the market starts to value this as a growth story instead in the next few months, rerating to 15-20 forward PE.
boonkoh
03/8/2017
11:42
I don't see 6 months as being long enough for major change. This is at least 18 months to see the benefits. If 6 months is your timescale you will probably be disappointed imho. With a bit of luck you won't be disappointed but it would probably just be luck.
p1nkfish
03/8/2017
10:32
I agree a very uninspiring statement. I look forward with optimism in H2. Lots of new initiatives, services, Geographic expansion, and ramp up of BD team in he first half. Hopefully comes together second half. B2B service sales have a fickle way of always taking longer than expected.
boonkoh
03/8/2017
09:27
TS disappointing. Comments that results will be better in H2 give me no great confidence. I will hold, although I have held for years hoping for a breakthrough. Statement today will not achieve that.
jadeticl3
03/8/2017
08:45
Will look to add on weakness.
p1nkfish
03/8/2017
08:24
I've sold out on that soft Trading Statement. Will wait and see how H2 shapes up. "Whilst the first half of the year has been softer in the US, we anticipate stronger performance from the US MPO and MVM in the second half of the year and we are pleased that the MI practice has returned to growth following high renewal rates and new product launches. Management anticipate that full year trading will be broadly in line with market expectations."
simon gordon
30/7/2017
20:36
From earlier this year, below. With Unilever as a client, P&G must be a primary target too. Https://blog.ebiquity.com/2017/02/media-transparency-significant-signs-of-progress
p1nkfish
30/7/2017
01:02
Good for the likes of EBQ Http://www.zerohedge.com/news/2017-07-29/pg-slashed-digital-ad-spending-what-happened-next?
p1nkfish
26/7/2017
15:45
Interesting solid amount of trades today and yesterday. Trading update came out on 27th July last year... Same this year? Information leakage?
boonkoh
25/4/2017
13:02
No surprise if JO Hambro are reducing further. 120p sort of ceiling.
p1nkfish
25/4/2017
12:59
Worth taking a look at JWNG for big data as well as marketing agency work. I hold both JWNG and EBQ. A little overlap between then but covers a ground with good growth potential.
p1nkfish
24/4/2017
17:34
My thoughts were that there seems to be a bit of a tailwind from the adtech industry issues on transparency. So that, allied with reasonably clear intentions from the new management, decent 2016 results (not to mention forex tailwinds)and a good institutional shareholder base seems a reasonable proposition. Against that there's not a lot of liquidity, so buying in (and then selling out) might be more subject to supply and demand on the day than I would like. Also I note that the CFO appears a bit light on financial qualifications, although he does seem to have a fair bit of on-the-job experience.
1gw
24/4/2017
16:53
Agree, share price has been going nowhere for four years, bottom of the range is 90p'ish, new guy took over early 2016, so maybe show some traction after two years, maybe less if he's lucky. September will be his next big update to show if his ideas are bedding in. It could spring to life in the meantime or remain becalmed, certainly not a trading share. I'm looking at it as a three to five year hold based on the CEO driving sustainable growth and a rerating.
simon gordon
24/4/2017
16:42
I agree with Hambros mispriced comment but there isn't really any reason for them to move short term and a lot will be riding in the next set of figures. That sort of set up always leaves you feeling a little exposed.
spooky
24/4/2017
16:20
Spooky, It didn't put me off buying some. The newish CEO looks to be investing for growth. Glassdoor review from October 2015 seems to be what the CEO is trying to change: Https://www.glassdoor.co.uk/Reviews/Ebiquity-Reviews-E12513.htm
simon gordon
24/4/2017
16:01
That's the polite way of putting it.
spooky
24/4/2017
15:57
1gw, Yes, it is a contradiction.
simon gordon
24/4/2017
15:36
Not holding but considering. The JO Hambro comment ("the business is hopelessly miss-priced") in the article quoted in post 32 sits a bit uneasily with their recent disposal doesn't it? They dropped from 7.6m shares to 7.1m shares on 9th March according to the TR-1 dated 10th March.
1gw
19/4/2017
16:36
If this is correct then the market has no idea how to assess companies like this. I hope he is right!
jadeticl3
19/4/2017
13:37
What Investment - 18/4/19: Top investor on AIM share he thinks ‘hopelessly misspriced’ Mark Costar, whose J0 Hambro UK Growth fund, has asserted that one particular AIM stock is ‘hopelessly misspriced’ and an opportunity for investors. The stock in question is Ebiquity. Costar commented, ‘We attended the Mobile World Congress during the month, an incredibly valuable and time efficient way to absorb what is happening in the technology revolution globally. The undeniable and very powerful message is that the pace of change, innovation and disruption is accelerating once more to a velocity and impact that even we may have been underestimating. It is a theme to which we continue to pay close attention given its huge potential impact on sectors and companies throughout the world economy and, of course, within the portfolio.’ He continued, ‘A good example of where changes are happening unbelievably fast, for better or for worse, is in the area of digital advertising. The recent unfortunate placing of corporate messages alongside unsavoury content on YouTube, coming hot on the heels of misleading viewing figures at Facebook and a lack of transparency in the agency-buying chain, shows all the classic signs of an industry straining under a breakneck pace of disruption. To harness its undoubted potential the industry needs greater accountability and credibility, an area which as the largest media auditing company in the world, Ebiquity, is right at the heart. With an unrivalled data set from which to leverage (over 70 per cent of Fortune 500 companies are clients) we believe, and the recent results demonstrated, that the company is doing all right things by investing in its people, platform and systems to take advantage of a clear structural growth opportunity. At just £90 million market cap and 12 {times} price to earnings ratio, the business is hopelessly miss-priced for a strategically valuable asset with a hugely promising future.’
simon gordon
29/3/2017
21:29
This rose significantly a few days before results. Either results were not good enough, or some just cashing in on the steep rise. We need to wait a few more days to know. BUT the fall is disappointing.
jadeticl3
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