Ebiquity Share Discussion Threads

[p1nkfish] 12/11/2024 06:35

Overall it's a complex picture, as usual.

"According to a new report from Ebiquity and the World Federation of Advertisers (WFA), 50% of global advertisers plan to increase their 2025 media budgets."

[p1nkfish] 11/11/2024 09:50

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.

[p1nkfish] 08/11/2024 23:03

Late reported 800K share trade today, 22.5p.

[p1nkfish] 08/11/2024 22:09

We find out what value the principles of an organisation have when there's a cost associated with adhering to them. Pragmatism rules, have principles but always ADAPT or DIE if you wish to survive, especially when up against such formidable force.



"Ruben Schreurs, Chief Strategy Officer, Ebiquity

Following the decisive Republican victory, which appears to be a trifecta with the House and Senate also under control (Republicans have already won the Senate while the House is still up for grabs as of this writing) and a strong Republican Supreme Court, we need to prepare for critical agenda items and for media industry institutions to face unprecedented headwinds.

First, the highly respected World Federation of Advertisers is facing litigation from the House Judiciary Committee and powerful Trump ally Elon Musk. As a result, the crucial Global Responsible Media Alliance has already been (shut down), and it is now critical that brand advertisers stand together and support the organization that enables effective industry progress through well-managed, compliant collaboration. It must not be allowed to be further damaged by weaponized litigation, and the industry must stand together in unity to prevent this."

[p1nkfish] 05/11/2024 16:45

What we need now is some news to draw interest to move this off the floor else it bumbles along until TU.

Increasingly likely the most recent seller is done.

Undervalued imho. Dyor etc.

[p1nkfish] 04/11/2024 09:12

Some price recovery due, high probability the main overhang has been chewed through.

[p1nkfish] 03/11/2024 08:38

NI increase might accelerate headcount shift to lower cost centres.

[p1nkfish] 02/11/2024 10:41

Attention proportionality to profit. Channel is one variable, it doesn't mention emotional engagement - very important to maintain attention and help call a viewer to action across any channel.

That can be where the likes of System1 come in to help gauge at the ad level.
Made a decent return there, don't post there.

Ebiquity has hallmarks of turning a corner and may be able to make an improved return here too.

[p1nkfish] 31/10/2024 14:40

Possible clearing event.

[p1nkfish] 31/10/2024 04:25

The old Vodafone write-up is also worth a re-read. Another illustration of the quality of the Ebiquity customer base.

Add in ability to identify where emissions are will also be useful and have a $ value to the big spenders (EBQ customer base) on a sustainability drive. See recent Ad Net Zero news.

Now try telling me there isn't enough depth of data at Ebiquitys feet not to be able to offer some AI tools to gain further insights for customers those customers will pay for and I will find it hard to believe you. Insights that lead to measurable ROI for all concerned.

Vodafone.

"We worked closely with Google on dissecting the available data, which Ebiquity then broke down further by device, format, and creative to help us gain a clearer understanding of all different ROI levers on YouTube."

"To do this, we worked with Google and our econometrics partner, Ebiquity, to revamp our media mix modelling (MMM) framework. We needed more granular insights to help prove the platform’s value to the wider business — and to optimise each aspect of our video campaigns."

[p1nkfish] 31/10/2024 04:09

Post 910.
I think 1 + 2 are being addressed.
4 was the target with the acquisitions, results yet TBC.
5 OK.

Was management change post Michael Karg #3? We find out quite soon and I hope so.

Some indications of a positive turn in wider target market.

Interesting to see what shows up in TU. A pleasant surprise wouldn't surprise me.

[p1nkfish] 31/10/2024 03:59

Oct 2024, a very good write-up from DomInos on Ebiquity and Google. In future expect C02 to be added in.

"Ebiquity’s study provided guidance on how much we can invest efficiently depending on the month of the year, week of the month, and even day of the week. It showed that we could increase spend efficiently when there is a high level of demand in the takeaway market. This led to a “fish where the fish are” approach, in which we invest more when the days are short and cold, when people have been paid, and at the weekends."

[p1nkfish] 29/10/2024 17:40

Well I make many mistakes but I got the late reported trade idea from yesterday right.
2 trades went through on 28/10 reported 29/10 totally 630K shares.

How much longer before the seller(s) are cleared?

There is certainly activity in Ebiquity actively pushing in their customer base. It should result in a positive revenue response.

[p1nkfish] 28/10/2024 16:53

The way the price rose today I wouldn't be surprised if there was a late transaction reported today or tomorrow at some volume. The rise suggests some tighter supply.

I'm often wrong. TBD.

Will we see the overhang cleared soon?

[p1nkfish] 24/10/2024 16:17

High paid care takers instead of proper part owners. Lacking skin in the game authenticity when presenting to shareholders.

[p1nkfish] 24/10/2024 16:13

If I remember correctly about 1% of revenue went to the CEO last year. A year they aborted an acquisition that cost shareholders and probably shouldn't have been instigated in the first place.

I dont believe he couldn't have recycled some of that income into market purchases of shares.

Options are not true skin in the game - faux. Post tax income spent on the shares is and is a proper alignment to shareholders and their wants/needs.

[p1nkfish] 24/10/2024 16:03

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.

[red ninja] 24/10/2024 15:58

There is no risk with options and you get them for free.

If they were really confident wouldn't they buy ?

[p1nkfish] 24/10/2024 15:26

We need a clearing event to address the overhang. You might have thought some management would step in or an institution for the long haul.

[p1nkfish] 23/10/2024 20:41

However, if they can increase work with the household staples and food companies they can help offset the others - examples being Barilla and Master Kong Instant Noodles for the Chinese market.

Master Kong tendering soon, deadline 25/11/24.

Once through the economic weakness EBQ should be better placed in geography and market segments serviced than ever and be catapulted upwards as recovery shows through.

May be a while.

[p1nkfish] 23/10/2024 12:31

What news before TU do you expect? Outside potential for Director buys - don't hold your breath - I expect none and for this to languish until seller is done. At current rate that could be after Christmas.

[p1nkfish] 23/10/2024 12:28

Not talking it down, just what I see. Even if I hold a fair few I don't polish what I see. I look to have detachment.

The TU needs to release earlier this time if it is to influence sentiment. If it comes out late it won't help avoid some selling for losses.

When they deliver my posts will change. The jury is out until they prove what they said will happen does so.

Credibility is damaged. Takes time to rebuild confidence.

[tradertrev] 23/10/2024 11:38

Tax loss selling window is surely not until next March! You seem increasingly determined to talk this share down after many informative posts in the past.