Ebiquity Share Discussion Threads

[p1nkfish] 26/7/2022 07:23

If you want to achieve net-zero, be able to prove it, and place digital ads, what can you do?
You need metrics and control. EBQ can help there.

[p1nkfish] 26/7/2022 07:18

A problem posting the link, article in Canada.

No surprise if EBQ digital centre being used to help predict digital-ad carbon footprints so they can be off-set to help with net-zero. Larger companies are looking that way.

EBQ probably well placed to be able to help give visibility and control route of ads.

Metric along the lines of C02 per unit of attention to optimise results whilst helping reduce C02 or quantify the cost to off-set associated emissions.

[petewy] 25/7/2022 19:17

Are customers recurring continual...or is it do job and leave

[dan_the_epic] 25/7/2022 18:51

This feels a bit oversold with the whole of the rest of the market

[p1nkfish] 25/7/2022 18:44

Released 6hrs ago, YouTube the below.

"Attention" the Denomination" - gives an idea how Ebiquity can add value to optimise results on ad spend in a currently tricky market. I think lots of opportunity showing itself as fragmentation and inflation do their bit making life awkward for advertisers.

Ebiquity with DREAMS.

[p1nkfish] 25/7/2022 07:40

Not worried about the debt. There are deferred considerations too but the acquisitions will pay for themselves +++ over time. A hold imho. Dyor etc.

[p1nkfish] 25/7/2022 07:17

Very positive update, hasn't dodged mentioning the wider global risks but still sees opportunity and on growth trajectory.

[p1nkfish] 23/7/2022 00:04

19th July 2022 - reducing this wastage will compensate for ad inflation in the US.

[p1nkfish] 17/7/2022 18:13

Out of SYS1 at a decent profit. The more I looked the less I saw of substance outside of a very tightly held share that responded rapidly to increased interest.

GROW will come good, a decent portfolio.

EBQ has more substance than SYS1 in my opinion and have continued to hold.

Not a time to be too sure about much. The commodity complex falling back in price is interesting.

[p1nkfish] 17/7/2022 11:27

Have been going over the original reasons for investing here.

I'm often wrong, and just as influenced by confirmation bias as the next person, but the reasons for me to remain here are stronger than ever.

Deferred considerations for acquisitions are due but overall I think the current price is reasonable and for me any breakdown below 50p is a decent place to add.

Dyor etc & good luck.

It will probably take 2-3 years for results to really make a difference so not a quick return.

[p1nkfish] 16/7/2022 21:18

Took a hit in some smaller holdings but overall keeping ground when everything is summed, about 5% down for the year so far. Some of the falls have been on low volumes vs the 3 month volume averages so more liquidity issues than poor business performance or substantial over valuation.

Have zero forecasting ability, but patient.

Not posting much on most holdings as just waiting for performance to come through and the market to turn.

Some interesting possibilities in the likes of GROW now the froth has come off and ANX, AVG and the recent turn in MRO.

Not looking to push things, just taking it easy.

[simon gordon] 16/7/2022 20:22

p1nk,

Been a rocky year so far, RQIH blew up for me but got out for a 10% loss. Now focused on MJH which is getting rapid growth from ESG and Brexit leading to funds moving to Dublin and Luxembourg.

I've defo put this one back on my current watchlist. It's a big market with big spend and with the global expansion they are setting up to stack the offering and cross and upsell. Like you say, with so many digital ads each year the data is valuable when analysed insightfully.

Hope your having an okay 2022 so far!

[simon gordon] 16/7/2022 17:39

p1nk,

"Taking a step back it appears that Ebiquity is on track to become the indepedent leader in media analysis, contract compliance and effectiveness. It will be hard for others to catch-up.

The core Ebiquity now, plus the new acquisitions, plus Digital Decisions plus Firm Decisions.

All roads in media in large organisations can lead to EBQ involvement unless the large organisation wants to take unnecessary risk.

Anyone see otherwise?"

Think you are bang on. Hadn't looked at this story for a while and must say the CEO is doing a fantastic job at building a market leader. Could be a £200m company in the coming years as it scales.

I thought they might be stuffed in the low 20s but the new guy has got them rocking. Just shows how important the right CEO is.

[p1nkfish] 16/7/2022 13:48

Looking at recent price performance and volume we could see a break below 50p BUT the market Ebiquity operates within looks likely to increasingly need the Ebiquity offering.

Combined with better penetration in the USA due to recent acquisition there and the platform bought with the European acquisition = add on weakness imho.

[p1nkfish] 16/7/2022 13:44

Attention measurement is becoming more valuable and the results from media impressions is critical - sounds good for the Digital Decisions offering l-



Lumen/Ebiquity has reported on attention -

[p1nkfish] 16/7/2022 12:50

Some nuggets of info in this interview.

"It has increased our penetration of large US corporate advertisers significantly."

Fragmentation, complexity and drive for efficient payback on ad spend shouldn't t harm EBQ's prospects.

[p1nkfish] 26/4/2022 17:42

Now the real work starts of rapid integration and results generation.

[p1nkfish] 22/4/2022 16:20

Annual report on web 152 pages. Worth a good read.

[p1nkfish] 09/4/2022 10:16

Forgot to add the sheer amount of data they have to mine and work from collected via the Digital Decisions capabilities - media impressions etc.

In time this could offer substantial back-testing capabilities depending on the data collected. A very useful competitive edge or could be offered as a service to others.

Executed properly I see Ebiquity becoming a very attractive property.
Need to see the proof but by the time it's obvious this will be higher still.

[p1nkfish] 09/4/2022 08:56

Taking a step back it appears that Ebiquity is on track to become the indepedent leader in media analysis, contract compliance and effectiveness. It will be hard for others to catch-up.

The core Ebiquity now, plus the new acquisitions, plus Digital Decisions plus Firm Decisions.

All roads in media in large organisations can lead to EBQ involvement unless the large organisation wants to take unnecessary risk.

Anyone see otherwise?

[p1nkfish] 08/4/2022 13:00

News yesterday, review was led by Ebiquity.

"Publicis Groupe Wins PepsiCo's $450+ Million China Media Account"

[p1nkfish] 05/4/2022 17:26

Fidelity at 4.9%.