Ebiquity Share Discussion Threads

[p1nkfish] 20/6/2018 21:35

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 20:30

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 19:56

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 19:14

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

[p1nkfish] 13/6/2018 15:37

Very sensible aob.

[allonblack] 13/6/2018 15:00

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 08:19

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 07:51

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 06:24

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] 11/5/2018 23:01

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/

[jadeticl3] 27/4/2018 09:34

How I wish I had sold out of these when that reached £1.40

[boonkoh] 27/4/2018 07:29

Token director buy. Only about £10k worth. Nothing compared to her director salary.

[imjustdandy] 27/4/2018 07:19

Directors must believe disposal going through and buying in now at all time low

[jadeticl3] 19/4/2018 22:32

Will this company ever deliver anything for its shareholders? I have held these for more than 20 years and am still waiting to get my initial investment back.

[boonkoh] 19/4/2018 09:52

Looks like the CMA is investigating the sale of Advertiser Intelligence unit to Nielsen? If so this might be a drawn out saga.....

[russman] 19/3/2018 09:20

Nothing wrong with their product or their market. Just never knocked in the results.

[p1nkfish] 19/3/2018 07:31

Attribution and analytics becoming ever more important. What the Ad industry is telling us about the wider economy. General interest once they start talking about the industry. Note comments on Google, Facebook and poor return on their Google spend. Http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/adventuresinfinance/AIF_0058.mp3

[p1nkfish] 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.

[jadeticl3] 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.

[russman] 18/2/2018 08:18

Has never delivered on its potential. Yet.

[p1nkfish] 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.

[faz147] 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?