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Dumbly,
Yes I think I agree with that. Although on Rockhopper as I used in my example, in the absence of any real news/ developments I believe it has had a long term effect, until things are known and the Institutions will dictate the price. The ADVFN board for RKH has been completely taken over and destroyed by disruptive / abusive posters, just think of the damage loosing an investment BB does to a small cap stock.
Dumbly,
Not wishing to pick an argument and I would say I find Stevo's posts highly informative, but we all know Enquest can be extremely thinly traded daily, we also know that some of the holders on here have millions of shares and lots have 100s of 1000s. They alone are enough to move this market without factoring in stop losses hit and all the algo trading. Another good example is Rockhopper where there seems to have been a de-ramping crew working for years, pure estimate but I reckon they could have wiped off 50% of the value there.
Https://www.marketingweek.com/pernod-ricard-to-step-up-advertising-spend-after-significantly-boosting-roi/
In 2023, Pernod Ricard spent 1.9 billion euros on advertising and promotion worldwide. This was the third consecutive year of increased spending.
Last month rival drinks giant Diageo also reported strong growth, particularly in its premium segments. The business intends to “invest strongly” in marketing in 2023, while continuing to use its own effectiveness tools to increase the efficiency of its spend.
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Royal Salute 21 Year Old Richard Quinn Edition II - New Pernod Ricard campaign by Media.monks https://bit.ly/45mu6Cu #creativity #inspiration #advertising
Jnc0108,
Nige Co already posted this from Bloomberg two weeks ago we have
Rathbones Group Plc Q1 2023 Holding 27,244,269 Q2 2023 Holding 26,404,033 Q3 2023 Holding 18,959,099 Q4 2023 Holding 8,486,800 Q1 2024 Holding 8,486,800
Morningstar also showing they sold 700,000 shares leaving 615,000 on a smaller Rathbones fund.
Thunder2040,
Imagine directors loading up on cheap shares while they make staff redundant, would not be a good look now would it. Next week I think it very likely they will report another reduction in headcount. Weak macro in 2023 has given them a good excuse to trim the fat from all the acquisitions.
So this is why we opened down at 93p today while previous mornings we have opened up then been sold down.
11.16.54 93.00 1,223,289
11.15.33 93.00 1,223,289
11.15.33 93.00 1,223,289
11.14.10 93.00 1,223,289
I think Sorrell is usually presenting at CES
'During a CES panel today, Martin Sorrell, the S4 Capital executive chairman and former CEO and founder of WPP, fielded questions on the subject of “how brands are adapting at the dawn of the new decade.”
I noticed GLG Partners shorted Paragon Banking declaring 0.51% on 9th October ( share price 479p ) Increased to 0.64% 2nd November ( share price 454p) further increased to 0.72% 5th Jan ( share price 701p) Share price today 715p. Who knows what their strategy is but at first glance its doesn't look too clever. Lets hope for a similar performance here.
GLG Partners 'It is a diversified and multi-strategy fund manager that operates strategies including equity long-short funds, convertible arbitrage funds, emerging market funds and long-only mutual funds.[2] The firm is also a founding member of the Hedge Fund Standards Board and a signatory of the Principles for Responsible investment.'
'Media.Monks’ announcement that it was readying a dedicated generative AI unit was one of our most-read agency stories of the last 12 months last. Coming just a few weeks into the generative AI boom, which kicked off in late 2022, the company was quick to trumpet itself as a champion of the tech and the first to publicly discuss bringing an AI-dedicated proposition to market.'
https://www.thedrum.com/news/2024/01/02/vml-merger-john-lewis-court-and-ai-boom-our-most-read-agency-stories-2023
Verney,
I think its likely Rathbones would want 'all out ' given the share price performance and they must be selling for a big percentage loss.
I don't have any specific links to recent work done, if I wanted to find some I would maybe look at some of the recent industry presentations and awards, or email the company and see if they want to help. Any specific reason why you want to see some recent work ?
Verney,
Fintel data suggests that the market is very much buying in, but I guess that has been more than matched by sellers and the 1% short. Also isn't one of our newer shareholders also lending out its stock ?
Redwineday,
Marshall Wace already have been right, question is have they exited completely with a quick 20% on leverage ?
Systematica are purely a quant bet so not so bothered about that. Obviously both now under the reporting threshold so unless they increase we won't know, unless anyone has a Bloomberg terminal
HedgeHogarth,
Senior manager in what space may I ask ? I have heard good things from a mate who is in FMCG although they only use them for small-ish bits of work, I think they mostly use Omnicom and Publicis.