Ebiquity Share Discussion Threads

[boonkoh] 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.

[jadeticl3] 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.

[p1nkfish] 03/8/2017 08:45

Will look to add on weakness.

[simon gordon] 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."

[p1nkfish] 30/7/2017 20:36

From earlier this year, below. With Unilever as a client, P&G must be a primary target too.

[p1nkfish] 30/7/2017 01:02

Good for the likes of EBQ

[boonkoh] 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?

[p1nkfish] 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.

[1gw] 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.

[simon gordon] 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.

[spooky] 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.

[simon gordon] 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:

[spooky] 24/4/2017 16:01

That's the polite way of putting it.

[simon gordon] 24/4/2017 15:57

1gw,

Yes, it is a contradiction.

[1gw] 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.

[jadeticl3] 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] 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.

[boonkoh] 29/3/2017 14:32

Quite a big drop this afternoon. Results were out yesterday. Delayed reaction??

[jadeticl3] 20/3/2017 20:22

Well whatever it is we could do with more days like today

[eggbaconandbubble] 16/3/2017 18:10

And the sp!

What if anythying has happened except Hambro offloading 500,000?

WTS. As they say!

[russman] 17/1/2017 23:40

Volume is picking up.

[jadeticl3] 21/7/2016 15:00

Very significant rise in share price over the past 2 days. I am tempted to say "I should think so" but after the long slow fall in price why this sudden change? Any ideas? Or am I just not looking at the information that is available?