Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Redwineday,
I'm, expecting a bit of a run up to 54-56p areas before results where by we will no doubt open 5% or so down followed by a further rally on 'green shoots' and reduced headcount/ cost base.
On 26th Sept 2023
Electronically filed document for Company Number: 08138246Confirmation Statement I confirm that all information required to be delivered by the company to the registrar in relation to the confirmation period concerned either has been delivered or is being delivered at the same time as the confirmation statement
On Meta results
It was an "excellent" quarter, said analyst Alex King of Cestrian Capital Research (leader of Investing Group Growth Investor Pro), pointing to unlevered pretax free cash flow margins hitting 38%, best since March 2022.
As for the sell-off, "You can pin that on a guide for growth deceleration if you like, or you could conclude, as do we, that the stock has been only-up since the October 2022 lows and is simply letting off a little steam," King said.
Meanwhile Publicis Groupe PUGBY has just hit an all time high of $28.15 giving it a market cap of $27.16Billion.
Yes they have been 'smashing it' with organic growth and margin improvement while SFOR has been struggling and growth has paused. Everyone knows the problems and no one is expecting stellar reporting but this is undervalued and the market sell off has over shot, as usual.
'Hullbist
Posted in: RKH
Posts: 75
Price: 15.76
No Opinion
getting out whilst i still got enough for decent holiday bye25 Nov 2019 21:01
well done you have all finally broke me new to this really but i cant take any more 27k down the drain over approx 6 years cant wait no longer
good luck anyone who stays in'
'Digital publisher LBG Media reported a robust full-year financial performance in its unaudited final results on Thursday, with total group revenue rising 7.5% over the year to £67.5m.
The AIM-traded firm said that growth was propelled by a 5.5% increase in direct revenue to £29.3m in the 12 months ended 31 December, fuelled by heightened activity levels with both new and existing clients, and bolstered relationships with blue-chip advertisers, with 75% of direct revenue stemming from recurring clients.'
'Do you worry about artificial intelligence? There is some commentary that agencies, like a lot of businesses, are going to struggle because some of their services can be created using AI.
I am very positive and bullish on AI. I think it's going to be a great help for agencies. I believe, of course, that agencies not using AI will be replaced by agencies using AI because it's completely changing the productivity, the efficiencies, the effectiveness [of the work]. I don't see a real threat in terms of losing business because some of our clients would integrate their advertising or communication capabilities [in-house as a result of AI].
I still believe that we are delivering a service of professionals working together that is unique and will be very hard to replicate inside a client or a different kind of organisation. Because it's a combination of strategy and creativity – a mix of left and right brain – and I still believe that agencies are the best places to use AI for the best interest of their clients.
The best analogy that I have found is, like the invention of the camera at the beginning of the 20th century. It hasn't killed all the painters, it has only killed the average painters. Where you are right is I would say for an average agency, not producing great work, it's going to be hard because you can really internalise this kind of work [as a client by using AI in-house].'
'Brian Wieser, an analyst and founder of Madison & Wall, said Havas’ margin was probably affected by the fact it is “small in the US where they would arguably get a bigger margin” and “they operate a legacy creative network” that will “still have infrastructure costs that are high”.
During the wide-ranging interview, Bolloré also discussed how Havas had been the “most acquisitive” agency group, buying into ten agencies, including Uncommon Creative Studio, in 2023'
Pauldrayton,
I think you are right and am not sure they are so naive not to know this. I read somewhere recently that carbon credits are cheaper in more 2nd or 3rd world type countries so we can export our carbon emissions so to speak. It also has to weeken the Scottish economy meaning they have less chance of going independent.
BrokeNSmoke,
I don't believe that is the case at all. Tech deferred its own ad spending all together, I don't think it was a case of spending in house and cutting agency spend. Has anyone go any numbers to disprove my understanding ?