Ebiquity Share Discussion Threads

[p1nkfish] 16/7/2018 08:44

Neither way. Have some cash to add or could move on. Would like to see a catalyst appear and not convinced by executive management.

[eentweedrie] 16/7/2018 07:57

so you are generally bearish on this?

[p1nkfish] 16/7/2018 05:21

Meet market expectations, debt much as was, positive comments on analytics/attribution business potential, then carry on as before. What catalyst to kick this out of a rut?

[pireric] 15/7/2018 16:10

Risk to the downside generally indicated by the low P/E. Big concerns if this transaction doesn't go through.

[eentweedrie] 15/7/2018 15:04

It does seem to be languishing, hence my interest at these lvls....as a lth what are your expectations re the half year numbers?

[p1nkfish] 15/7/2018 14:05

What catalyst for change? Shift management out. Until then 7 May be about right.

[p1nkfish] 15/7/2018 14:05

There is usually a good reason. This is handicapped by management so the multiple suffers.

[eentweedrie] 15/7/2018 12:28

forecast pe looks decent - circa 7?

[p1nkfish] 15/7/2018 10:21

Jury out on the management that have serially failed to deliver.

[p1nkfish] 15/7/2018 10:21

Jury out on the management that have serially failed to deliver.

[eentweedrie] 15/7/2018 08:35

so half year results due soon, thinking of dipping my toe in here...

[allonblack] 03/7/2018 18:19

Well hands up im a share holder who might have to hire a lawyer. Fiduciary duty seems to have been ditched here. Why have Artemis ignored this? Why was there a huge repositioning cost?Next up the CEO will ditch Numis. The new Chairman cant question him so ditch those who can.The facts are so obvious in this case its hard to comprehend the position of Hambro and Artemis.See you in court if this deal doesn't get cancelled.

[p1nkfish] 28/6/2018 00:15

There are questions to answer wrt CEO. A change, some fresh ideas, new blood, new energy. It has languished long enough & this current divestiture debacle suggests a lack of forethought in what is a very important move.

[allonblack] 21/6/2018 17:22

The more I look at this the more questions I have for the company. Post disposal the group will have revs of £65m. Why did they invest £6m in repositioning the business? Thats a huge pc of revs? I acknowledge the press releases read well but we need hard cash at this stage. Sometimes people cant see the wood for the trees. This CEO is one of them and must now go. Imo.

[p1nkfish] 21/6/2018 11:31

Quite a substantial benefit to be offered. This market is moving fast with new entrants. Looking at EBQ it looks undervalued as is. Http://www.thedrum.com/news/2018/06/20/ebiquity-claims-marketers-can-generate-45bn-profit-through-better-media-optimization Snapchat news is interesting but not well publicised.

[p1nkfish] 20/6/2018 22:35

US appointment - Http://m.digitaljournal.com/pr/3824092 Hear soon on the divestiture and if concerns addressed so it can proceed.

[allonblack] 13/6/2018 21:30

Someone like Penny Ladkin Brand, the CFO at Future could turn this company into a world beater. Its in such a sweat spot. Artemis/JO Hambro should be appointing someone of her ilk and get this company going again. Just my opinion.

[allonblack] 13/6/2018 20:56

Rob Woodward as new Chairman should be talking to Artemis and JO Hambro etc who should in turn be saying this kind of thing. Sad truth is that these people probably dont want to stop this deal despite its madness. It baffles me how Artemis can say they are active managers, own 15pc and they put up with this nonsense.At this point in time Numis should be advising them that the contract has probably been frustrated by the regulator and the deal is off. Stock is a sitter.

[jadeticl3] 13/6/2018 20:14

allonblack, this is a very sensible comment, but how to progress down that route?

[p1nkfish] 13/6/2018 16:37

Very sensible aob.

[allonblack] 13/6/2018 16:00

Seems like easiest route to a higher share price is cancel the sale, put up your prices in that business and get a commercial ceo. The current guy moving to an advisory role on the board. How bad do things have to be before these investors seek some changes?

[p1nkfish] 13/6/2018 09:19

Totally agree. They had a good UK market position with that division, CMA statement confirms, but it didn't show up too well on the bottom line. Lack of killer instinct?

[allonblack] 13/6/2018 08:51

Sorry to jump in here but I have been looking at this stock and thinking its just too cheap. Major issue seems to be the CEO who clearly understands the advertising industry and its future but who is clueless when it comes to shareholder value.Why did he pay a different adviser to their broker to tell him to do this transaction? It was terrible advice. The price was ludicrously low. What a stupid thing to do especially given the market position of the biz.So now it trades on 0.9x revs because the CEO wants a life style and is a dreamer rather than hard nose businessman.This company needs new management who care about the share price and understand its drivers.Shareholders are concentrated why havent they forced the CEO to add some value?

[p1nkfish] 13/6/2018 07:24

Clock ticking. I've no idea how they can show it's not a lack of competition issue. It does illustrate the place EBQ occupied. Just a surprise they couldn't exploit that position better when they help it. Https://www.gov.uk/government/news/media-intelligence-merger-could-raise-competition-concerns

[p1nkfish] 12/5/2018 00:01

EBQ will be back. Https://www.campaignlive.co.uk/article/ebiquity-report-rings-alarm-advertisers-under-value-traditional-media/1458828 Https://moneyweek.com/old-media-advertising-comeback/