Share Name Share Symbol Market Type Share ISIN Share Description
ST Ives LSE:SIV London Ordinary Share GB0007689002 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 100.00p 99.60p 100.80p - - - 0 05:00:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 393.2 -44.1 -30.4 - 153.34

ST Ives Share Discussion Threads

Showing 1926 to 1946 of 1950 messages
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DateSubjectAuthorDiscuss
09/10/2018
09:05
Reaction was muted in the first 1/2 hour and then it soured..... Lots of marketing buzzwords in the presentation but overall the co is in a better position than it was with print in the stable I'll be watching to add with any luck
pvee
09/10/2018
08:59
Dividend held, covered 5.2x by adjusted eps, but no dividend strategy has been announced. That is a bit of a mistake in my view... shareholders want to know things like that.
edmundshaw
09/10/2018
08:57
Market reaction muted? We are down 8%, that is pretty disappointing. Started to read some of the strategy update, and it makes sense (which is a bit worrying, usually marketing speak is incomprehensible to me). But I cannot say I like the new name. Hopefully I am in a minority...
edmundshaw
09/10/2018
08:19
The results show positive signals: debt halved, pension in surplus, restructuring of the business, strategy focussed and costs pared. It's now a very lean organisation but as the top man admits, a small player in a big arena. Going forward I suppose the share price will be very sensitive to contract wins as initial market reaction is fairly muted this morning.
pvee
09/10/2018
08:13
So at what time can we expect results to be published?
edmundshaw
08/10/2018
20:06
KCT’s relationship with Amazon can only be positive!
bookbroker
08/10/2018
20:05
Some advertisers are moving half of their search budget from Google to Amazon, say ad industry sources Michelle Castillo | @mishcastillo Published 9 Mins Ago CNBC.com Amazon's ad budgets are increasing triple digit percentages year-over-year. In some cases, brands are moving 50 to 60 percent of their Google Search ad budgets to Amazon, two media agencies noted. Amazon CEO Jeff Bezos, founder of space venture Blue Origin and owner of The Washington Post, participates in an event hosted by the Air Force Association September 19, 2018 in National Harbor, Maryland. Alex Wong | Getty Images Amazon CEO Jeff Bezos, founder of space venture Blue Origin and owner of The Washington Post, participates in an event hosted by the Air Force Association September 19, 2018 in National Harbor, Maryland. Amazon's ad business is booming. Some advertisers are moving more than half of the budget they normally spend with Google search to Amazon ads instead, amounting to hundreds of millions of dollars, according to execs at multiple media agencies. Some of these execs requested anonymity as they are not authorized to discuss their clients' expenditures in public. Amazon's growing success could pose a rare threat to Google parent company Alphabet, which generated $95.4 billion in ad revenues last year, 86 percent of its total revenue. Google is the dominant digital advertising platform in the U.S., and will take in an estimated 37 percent of digital ad budgets in 2018. Although Alphabet does not disclose the breakdown of its ad revenue, most estimates believe the vast majority comes from search ads — approximately 83 percent in the year to date, according to research from eMarketer. Alphabet has remained somewhat insulated from the threat so far, and its overall ad revenue growth actually accelerated in the first half of 2018 compared with last year. Not all categories of brands are shifting money to Amazon — most of the movement is coming in consumer packaged goods, while huge and lucrative advertising categories like automotive and travel are not yet moving to Amazon. Also, while Google search may be flattening, advertisers are moving parts of their ad spend from other media to different Google properties, particularly YouTube. Nonetheless, Amazon appears to be emerging as the most credible threat to Google's cash cow advertising business since Facebook conquered mobile advertising beginning shortly after its 2012 IPO. Amazon and Google did not respond to requests for comment. However, a manager in Google's ad sales organization, speaking on condition of anonymity, said that he's not seeing clients shift search budgets to Amazon, but is increasingly seeing clients come up with separate brands to sell exclusively on Amazon. "Leadership is definitely concerned but [it's] not a huge threat right now," this person said. Google search ads are almost "quaint" Executives at six media agencies confirmed Amazon is making huge inroads in advertising, supporting the recent eMarketer report that the tech giant has become the third largest U.S. digital advertising platform behind Google and Facebook. One exec from a large agency said some brands find Google search ads "quaint" and want their budgets moved to Amazon because it directly correlates to sales. About 49 percent of product searches begin on Amazon, according to Survata. Another said clients appreciate Amazon is a seamless shopping experience. Using a Google search ad to lead to a purchase may require a person to set up an account and input their credit card information with a separate website. Especially for smaller brands, there's not really an advantage between selling direct to the consumer versus selling through Amazon. Those budgets have to come from somewhere. While some of the dollars are being siphoned from print, TV and programmatic display advertising, one executive at a large agency said some clients who sell products on Amazon are moving between 50 and 60 percent of their allocated Google search ad dollars specifically to Amazon. The shift amounts to hundreds of millions of dollars a year, he noted. Another exec at a different large agency said some brands that they handle are shifting 50 percent of their Google search budgets to Amazon in certain worldwide regions. These moves also amounted to hundreds of millions of dollars a year. A third exec, this one at a medium-size ad tech firm, said some of its clients have discussed moving large portions of their ad budgets directly from Google Search to Amazon. For all of these advertising firms, the brands in question mostly fall in the consumer product goods category. Chris Apostle, executive vice president and head of performance for North America at Havas Media, said his agency is seeing 20 to 30 percent of its clients shift 50 to 70 percent of their total search budgets to Amazon. Companies are realizing the more they spend with Amazon, the more they can add other bells and whistles like content or reviews that can help encourage more sales. In general, Apostle's clients have increased their Amazon budgets by 300 percent since last year, and he expects them to increase an additional 200 to 300 percent next year. "Over 90 percent of searches for products that start on Amazon end with a purchase, even though that user may end up on social channels," agreed Apostle from Havas. "The bang for your buck is where people are ultimately going to buy." An exec from a third large ad agency, who requested anonymity, said Amazon budgets among its clients had grown 300 to 400 percent from last year. According IPG Mediabrand's Reprise, the majority of the new Amazon budget is coming from a mix of sources, including programmatic display ads like banner ads, or ads bought directly from media companies — not Google specifically. Still, Amazon is growing overall, while Google budgets have remained "flat," according to Joseph McConellouge, who leads e-retail ad buying for Reprise. "In many cases we see see Amazon is the better performer, and by a significant margin," he said. "If those numbers are true, we will recommend for a specific client." "Google's challenge is they have to find more money every year" Despite Amazon's massive growth, Google is still maintaining a strong hold on digital advertising budgets overall, and it has shown accelerating ad revenue growth in the first half of 2018. Last quarter, Google reported its ad business was up 23.8 percent year-over-year — that's actually an acceleration from Q2 2017, when ad revenues went up only 18.4 percent from the previous year. The same trend happened in the first quarter of 2018, when ad revenues rose 24.4 from the previous year, compared with 18.8 percent year-over-year growth in Q1 2017. There are several possible reasons for the discrepancy. Not everything is sold on Amazon — yet. Large advertising categories like auto, travel and some entertainment, including ticketed events like movies or sporting events, still don't conduct direct sales on the platform. Those companies don't have any reason to advertise on Amazon, while Google search still drives a lot of direct sales. Money is moving over from television to this Google for these categories, one agency executive noted. Many agencies said Google is pushing its other ad products, especially video ads on YouTube. A lot of advertisers are spending more on the video service, with one executive noting clients can see above a 50 percent return on investment (ROI) if the right ad shows up on the right category. Google Search still provides a high ROI, and some companies like Apple and Casper prefer customers to buy from them directly rather than Amazon to save on fees. And Amazon's business is a lot less developed outside the United States in certain regions, like some countries in the Asia/Pacific area. Google is also taking the battle directly to Amazon, investing in tools that make purchasing online easier. Google Shopping, which competes against Amazon Marketplace, is a product search engine which helps people find items to purchase online, and counts Target, Walmart and Costco among its partners. Amazon temporarily stopped buying Google Shopping ads, but returned to the platform in July according to Bloomberg. But since Google is on top, growth will get harder, most agencies agreed. "Google's challenge is they have to find more money every year, and it's harder and harder to find that in the ad business," said Matt Mierzejewski, senior vice president and search capability lead at Merkle. "They're tweaking the search page, creating more automation, finding new retailers, and adding a lot of new ways as they try to edge out the next dollars." Mierzejewski added that Merkle is not seeing a shift in search budgets from Google to Amazon, but said that overall spending on Google is "flat." --Jillian D'Onfro contributed reporting. PLAY VIDEO 'Tremendous peril' in Amazon's way of designing interfaces: VR pioneer
bookbroker
08/10/2018
20:02
Some advertisers are moving half of their search budget from Google to Amazon: ad industry sources.
bookbroker
03/10/2018
20:56
Agree, results out on Tuesday
pvee
03/10/2018
12:17
I agree its pointless.
she-ra
03/10/2018
12:01
This discussion gone on long enough, you lot can focus on the past, I’m more interested in next week!
bookbroker
03/10/2018
11:53
Not having a name change worked for WPP.
she-ra
03/10/2018
10:10
Edmund, the name matters in so far as to reflect the operations of the business, St Ives was a printing business, Kin and Carta is a digital media company!
bookbroker
03/10/2018
09:22
Dont' disagree with changing the name. But if the name doesn't matter why change it? If it does, why change it to a name with such a plethora of uncomfortable anagrams? A rank ad antic?!
edmundshaw
02/10/2018
21:21
I agree Bookbroker. Worst is a markdown on a name change which can't be any worse than the old one Roll on the results to put all thi in perspective
pvee
02/10/2018
21:13
Just been reading about J Schwan and Solstice. SIV could well be massively undervalued with this guy at the helm. eg hxxps://www.chicagobusiness.com/article/20170718/BLOGS11/170719909/chicago-tech-firm-solstice-gets-a-boost-from-voice-apps-like-alexa
bakunin
02/10/2018
16:41
Can't claim credit for this, but....Kin and Carta anagram = A Rancid Tank
waveneygnome
02/10/2018
13:08
Maybe, but who are we to judge, the markdown is simply ridiculous, thought it was the trading performance that mattered more importantly rather than the actual name, I’m clearly out of touch!
bookbroker
02/10/2018
11:30
Daft new name. Grabs you so effectively the name had to be explained so we @got it@. This from a marketing company! What's in a name though? Well, about 4% of the company's share capital on today's performance... :-(
edmundshaw
02/10/2018
09:10
Daft name changes seem to be in vogue along with the trendy misuse of the word journey. If I was a customer or potential customer with a down to earth approach to running a business I wouldn't be impressed.
this_is_me
02/10/2018
08:10
Only a name, and St Ives is the print business, this now has no connection whatsoever with that apart from being the owner of a couple of buildings relating to the legacy side! They are supposedly a marketing company, so plenty of opportunity to research the point of the name!
bookbroker
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