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
  0.00 0.0% 28.50 28.00 29.00 28.50 27.50 28.50 5,000 12:00:58
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 69.4 -2.5 -7.4 - 22

Ebiquity Share Discussion Threads

Showing 751 to 775 of 925 messages
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
DateSubjectAuthorDiscuss
27/2/2018
07:46
Appt reads well. Solid background and may well help EBQ to the next level. Good news.
p1nkfish
18/2/2018
09:37
Fortunately I haven't held that long. Their approach appears sound and they have cash to focus on the growth element. No excuses for future performance.
p1nkfish
18/2/2018
09:09
You are correct Russian. These looked a good buy when I bought into this company about 17 years ago. They have always managed to look as though they might deliver, but never have.
jadeticl3
18/2/2018
08:18
Has never delivered on its potential. Yet.
russman
13/2/2018
16:06
I hold faz. The P&G experience (cutting add spend with little revenue drop) encouraged me to look this way. They look like doing the right things. Always a risk something goes awry but their logic on this disposal does look sound.
p1nkfish
13/2/2018
14:43
More recently: [...]
faz147
13/2/2018
14:36
https://www.google.co.uk/amp/www.proactiveinvestors.co.uk/companies/amp/news/191556 Numis Securities said the disposal price was slightly above its own valuation of the AdIntel business. More pertinently, it regards the strategic rationale for the sale as “compelling”, as it enables the group to focus on its faster-growing, higher-margin technology-enabled consultancy practices while materially reducing debt. News that the previously flagged problems with the US divisions continued into the second half prompted the broker to cut its full-year profit before tax and earnings per share forecasts to £10.8mln and 9.7p respectively, from £12.0mln and 10.5p previously. Forecasts for fiscal 2018 were lowered to £10.2mln and 8.8p from £11.3mln and 9.4p previously, although obviously the sale of AdIntel – if it goes through – will have an impact on those numbers. Numis indicated that on a pro forma basis its 2018 profit before tax forecast would move to £7.0mln and its earnings per share estimate to 5.9p. “Although initially dilutive, in our view the disposal provides a platform for the group to generate sector-leading growth which can be supported by focussed investment,” Numis said, as it stuck with its ‘buy’ recommendation and 145p target price.
faz147
13/2/2018
10:08
All good news p1nkfish! I've been following these for quite a while now. This morning's news convinced me to dip my toe in and having been digging around all morning, I feel more and more convinced this disposal is a real inflection point for Ebiquity. I may well be adding before the end of the week. Are you invested or just keeping a close eye?
faz147
13/2/2018
09:49
I missed that 700k saving. Doh!
p1nkfish
13/2/2018
09:44
Net proceeds of the Disposal after tax and transaction costs will be used to reduce net debt. We anticipate making central cost savings within the remaining group of a minimum of £0.7 million.
faz147
13/2/2018
09:41
Now the debt has been addressed, I would expect to see a decent dividend before too long as the remaining business is higher margin, therefore every contract win should contribute positively to the bottom line. Unlikely to make any overnight millionaires but should see some solid returns here with a little patience. Undervalued and Under the Radar IMO.
faz147
13/2/2018
09:41
If it shows much share price weakness it becomes a buy for me. Might be some tax loss selling due. There is a PDF on the investor section of the website explaining the rationale. Makes a great deal of sense and management proactively steering the business to higher growth, more focus and less debt. Have no idea of the central office cost reductions but there probably are some slight reductions there from the disposal or at least resources allocated towards higher growth if no cost reduction. Anyone have an idea?
p1nkfish
13/2/2018
07:27
If they allocate the disposal cash well (£26m) it should add some rocket fuel and increase overall growth but from a lower revenue base. Good to see debt reduction use of the cash too. Smaller company but looks sustainable, better growth potential overall and focussed. I didn't get the vibe that this might happen. Management is serious about the plan. It looks good to me for those willing to hold long enough to see the plan base fruit.
p1nkfish
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
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
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