Excellent start. |
 It's a good idea and should lead to higher sales and less risk to clients.
THIS IS IMPORTANT:
"Ebiquity’s ERA Curriculum
In tandem with the Scope3 launch, Ebiquity has similarly unveiled its ERA Curriculum, an offering it claims will serve as a structured repository of advertising best practices, compliance guidelines, and regulatory frameworks. Designed specifically for brand advertisers, it can interface with any AI application, whether LLM- or agentic-based, used internally or externally, across all platforms, per Ebiquity CEO Ruben Schreurs.
The ERA Curriculum will be integrated into the Scope3 platform as part of its partnership, enhancing risk mitigation and best practice capabilities. The media advisory firm also announced the planned launch of a pre-flight agentic AI tool, slated for the second half of the year. In addition to this, Ebiquity plans a £750,000 (approximately $1 million) investment in its AI initiatives, including a “proprietary .AIRF protocol,” or AI-Readable Format, which it claims will lower campaign setup costs." |
This can become very useful for EBQ. Agentic platform. |
Website update, looks like push of ERA. Make sense. Can't argue against the whole idea, only an idiot would be against Effective Responsible Advertising and all that goes with it.
Ebiquity being the go to will be a differentiator. Can become the #1 choice.
Hopefully this will start with the top 70 and would be great if it led to low touch tools to help address the massive tail - TBD. |
EBQ need new tools of their own, ideally subscription based software and low touch to optimise return on headcount. |
Still some stock overhang but it is being chipped away at and if from a UK seller lets hope they are finished by end of first week of April for tax. Might then be able to move on when some good news arrives.
Another 100K reported after hours today. |
They need new headline products and offerings to wake up the market. People do take time to become embedded and gain traction. The Digital Decisions and software side must surely be upto something. |
It's all positive the personnel changes, but it will take time for new personnel to have an impact ie Rockwood talk about a 12-18 months for new personnel to get into their stride. |
Track record better than the last one, looks much better suited to the need. |
New CFO with experience in this market - good. |
Given we are post TU malaise, in the time of year sales occur to use up tax losses vs gains, and yet EBQ price is slowly turning - I wonder if news is due or is it just bombed out and relaxing up off the floor?
Most likely wishful thinking. |
Another decent volume day. So far this is the highest volume week since week of 27/10/24. Still 2 days left.
The interesting things is I would have expected volume to languish a couple of weeks after the TU and well before formal results release. Is this a sign some basic confidence is returning or news due? |
Interesting tick-up in volume early today too. Slowly, perhaps, something is changing.
Very much hope they have some new product offerings for the market. With all the change in the ai field, new support tools for coding and data handling, there must be opportunity there to not only improve operations internally but offer customers something extra.
Target price from some was 70p+, I don't know about that, but a double from here does not look a massive stretch, then launch further from there. |
Decent volume today, price highest since 22nd Sept 2024. |
Will take a while. Top line growth needed with optimised cost base and newer product offerings. All appear to be very possible and I think on the cards for the next 2 years barring some external upsets. Always investment risk, everywhere, all the time.
Mediasense confirmed what we know - it's all becoming more complex and these services are needed to help avoid both waste and treading on a land-mine. Waste reduction becomes more critical if economies tighten and avoiding reputational risk will only becoming more complex as marketing teams need to increase reach to help drive sales.
Hope EBQ keep well out of politics though, it's toxic and no winners. |
I'm feeling more positive about EBQ with Ruben Schreurs and new key internal appointments. I've re-invested in EBQ although at around 25% of peak position.
I'm hoping for signs that EBQ is starting to turn around in the coming Final results. |
Post 599, had doubts about Panmure (PG) back in 2023. Net debt will come in < £15.3M by a smidgeon, which is less then end of H1, even given a hard backdrop. I think net debt forecast was £16.5M, it could come in at about £15M. |
Panmure gone, good. Cavendish better suited. Trading Update succinct and to the point. Starting the year running, not waiting, also good.
"Together with the ELT I believe we have set the Group up for success in 2025 and beyond, starting with the very earliest months of the current financial year."
TU also timely and not a last minute thing, reliable release schedules are no bad thing. |
If they do any relaunch at all as Ebiquity 2.0 or similar, the websites need addressing. Transmit.media down so perhaps being re-vamped. They used to have a decent landing page for Ebiquity.com, since changed, and stuck in the mud for a long time. Not befitting the global leader in their market. |
Volume perked up today, not too far from earnings announcement. |
27th January, CEO - |
Various recruitment for USA. Mentions "robust growth path". TBD.
"Ebiquity Americas are on a robust growth path, delivering incremental value to existing clients through new ways of working and new and enhanced solutions, as well as winning new engagements with new customers." |
Deadly quiet. Hope the cash is coming in.
Generally interesting: |