Wpp Share Discussion Threads

[auson1] 09/8/2022 12:59

Interesting idea to sell intangibles, I would have thought not but WTFDIK

[adrian j boris] 08/8/2022 10:03

Amazed at the size if intangibles

could they be revalued and sold to pay off debt

[adrian j boris] 08/8/2022 09:55

For 2022, the Board is declaring an interim dividend of 15.0p, an increase of 20% year-on-year. The record date for the interim dividend is 14 October 2022, and the dividend will be payable on 1 November 2022.

[deanmatlazin] 08/8/2022 08:12

In at £8.00

divi up , profit up but share price down. I am sure hedgy has to close its shorts position

[gswredland] 05/8/2022 16:06

Agree entirely with your sentiment Rogue
I think many stocks will fall away after recent boosts and we now have Tiawan!
Not a bad dividend if ADVFN is to be believed

[roguetraderuk] 05/8/2022 11:27

to provide context i dont own any any more so that gap would be a rebuilding starting point for me personally. id no way suggest dropping the hammer on it there. as you say theres a fair bit of reworld repricing to do and that means theres a fair chance things get cheaper.

[essentialinvestor] 05/8/2022 11:25

Needs to get below £7.90 before I would consider adding any back,
like many cyclicals this bounced hard from the early July lows.


rogue, agree with your view outlined above which also applies to
multiple other sectors.

Price action is well ahead of weakening fundamentals (for many stocks) but would expect further downside
once confirmation of weaker trading occurs.

[roguetraderuk] 05/8/2022 11:17

wpp is at peak earnings for this cycle. they wont acknowledge it as per earnings and ceo interview on tv this morning, saying they see no slowdown, but a uk/europe recession/us slowdown is going to bite all ad spend regardless of what agencies might be saying now (china bounce back isnt going to be able to scratch away those aforementioned slowdowns). the shares travelled up a lot into the report so again a case of better to travel than arrive but the fact that things can only get worse from here means there is no more good news to front run here. the gap at 800 represents may the first op to begin reloading.

[wallywoo] 05/8/2022 09:31

Lol, you can always tell when the hedge funds have targeted a share. Sell off well over done, results were much better than last year when the share price was 15% higher. In at 819 for a bounce.

[hades1] 05/8/2022 09:04

Alliance NewsAdvertising agency WPP upped its annual outlook. It now expects organic revenue to rise by between 6.0% and 7.0% for 2022. It had initially guided for a 5.5% to 6.5% rise.Reported pretax profit in the first half of 2022 climbed 6.1% year-on-year to GBP419 million from GBP394 million. Headline pretax profit surged 12% to GBP562 million from GBP502 million a year earlier. Revenue increased 10% to GBP6.76 billion from GBP6.13 billion. WPP upped its payout by 20% to 15.0p from 12.5p.It was not all good news, however. WPP noted that media investment firm GroupM now expects global advertising to grow by 8.4% in 2022, down from a previous growth estimate of 9.7%. There is a "softer outlook" for advertising in China due to "ongoing lockdowns", WPP noted.WPP shares slid 6.1%, the worst large-cap performer.

[halfpenny] 05/8/2022 08:47

WPP in a mess the only hope for them is to BUY the incredible SFOR who have a great team and technology.

[essentialinvestor] 05/8/2022 08:22

Exactly that's the fly in the ointment and perhaps a big one.

[suetballs] 05/8/2022 08:14

And we're still marked down.
Surely the business is in better shape than it was yesterday.
Ah but don't forget about the recession.
Suet

[redartbmud] 05/8/2022 07:54

Yes.

The work doneby new management in the recent past has put the company onto a better platform for client retention and new business growth.

[essentialinvestor] 05/8/2022 07:45

As expected.

[suetballs] 05/8/2022 07:20

Nice half year results.
Increased guidance for 2022 and dividend up 20% to 15p.
Future looks ok and lots of buybacks.
Happy.
Suet

[redartbmud] 22/7/2022 14:06

EI

Managemenent has spent time putting the house in order and they are now a growth business again, adding bolt on's when appropriate. The share price can be volatile, but long term going in the right direction.

[essentialinvestor] 22/7/2022 13:33

net, I mentioned on the SHA board last year that S4 arguably looked a dangerously
rated hype train - their market cap a little different now !.

Like WPP a lot, although it usually gets hit during risk off days or weeks.
Very much risk on over the past few sessions.

[careful] 22/7/2022 13:25

s4 capital is really struggling.
Sorrell's dream of revenge is fading.
Full article in todays Telegraph.

[essentialinvestor] 21/7/2022 10:05

WPP has very significant 2-3 year upside - unless we are facing something
such as the Russian war spreading to other countries.

The remaining 40% stake in Kantar worth at least £3bn,
the recently created PR JV another longer term value creation opportunity.
Transformation continues in the core business.

WPP tends to take a hit on weaker days for the NAS,
so possibly some downside if markets turn south again
before a strong recovery in to the next cycle.

Really rate the CEO. Watched the corporate strategy day presentation
a few years back and they have achieved or exceeded about every goal mentioned.

[wallywoo] 12/7/2022 10:14

Sfor issues loads more shares every few months, doesn't pay a dividend and has lost significant cash over the last year. Wpp pays a decent dividend, is buying back shares, and generates plenty of cash.


There's no comparison which is the better investment currently. Could well change but not for a year or 2. Added bonus is no stamp duty buying here either.

[boltonwonderkid] 06/6/2022 12:35

Better buy would SFOR lads and lasses! It way too cheap and already the price is smashed and it's ran by a better CEO too?

[essentialinvestor] 25/5/2022 11:27

Added a small amount this morning however if markets move lower over the next few
weeks would expect this to be available lower down.

[blondviking] 24/5/2022 15:38

A family member works for them and never been busier. Very happy to top up on dips and be here for the long term

[essentialinvestor] 25/2/2022 10:43

Listened to some of yesterday's webcast - longer term outlook here looks
positive, barring a macro hit.
Could be available under £10 if Russia/Ukraine worsens and markets take a hit?.