Member Info for Auson

Dadean,

So not the CEO who has been in charge for the last 7 years then, the same CEO who might have to go to court in New York £100m in class action for misleading investors ?

RunS4,

WPP's win is worth £500m in global media spend, circa 10% of that is agency revenue. Circa 30% of Estee Lauder revenue is North America so that would make approx £15million revenue Monks have lost.

Well they've got 100,000 staff to pay and £3.5 billion debt to service, so I guess they really need the revenue !

RunS4,

How do you know they are not a whopper ? North America revenues for Este Lauder would be multi billion $, of course I don't know how much of that work Monks had. I have to say and its just a hunch but I reckon that that sort of client would have been a nightmare, they've got 20+ brands and each brand has multiple products, huge volume of work for the ad agency and it only takes a few things not to go smoothly and then its likely to turn from profit making to loss making.

Pokerchips,

You are right when you delve into it a little deeper its all as clear as mud. I think this will recover but expect a lot of volatility still on the horizon.

Pokerchips,

The FCA reporting is for 'net short' position so no it does not include shares borrowed and held, that figure would be stock on loan, which is likely much higher than the 5.31% net short figure reported.

JMAX,

Did we talk about the possibility of the straight of Hormuz being closed a while back ?

Lse2000,

Heres to many more 35 to 45% daily rises !

I don't think Sir Martin is wrong on Omnicom IPG merger of weakness ' net income for the 4th quarter 2025 decreased $1.4 billion to a loss of $941.1 million compared to 4th quarter of 2024. Our performance also benefited from 1 month of revenue from IPG, and forreign currency increased revenue by £124.6 million or 0.8%'

Pokerchips,

But apart from that why do they need an office in Egypt ?

'Egypt's media spend is shifting heavily toward digital, with the market expected to reach US$1.84 billion by 2026, growing at a 10.1% CAGR from 2020-2025. Digital advertising is projected to reach US$2.84 billion by 2029'

Bankboy,

GSA Capitals's average is about 22p FWIW

Wildtiger,

So your AI tool told you AI is going to take over advertising ?

Wildtiger,

Apart from the fact you are plain wrong on almost every point there, your 'fatal structural problems' also apply to Publicis, WPP, Omnicom/IPG, Dentsu, Saatchi, Jellyfish etc.

Happy Birthday Sir Martin.

https://www.theguardian.com/business/2017/mar/09/sir-martin-sorrell-earnings-wpp-chief-executive-ftse-100

Www.campaignlive.co.uk/article/rory-sutherland-attended-2015-event-mentioned-epstein-files/1948130

Pokerchips,

I'm quite sure it was Martin who expanded Ogilvy into India in the 90s and early 2000s

WPP up 4% today

Thanks 1pencil,

I think they need to up their holding only 0.3% of portfolio when they have Foxtons at 1.5%, Crest Nicholson at 2.0% and Enquest at 1.5%. I would reduce/ dump a few of those for a start !

Oily1990,

Sorry to disappoint but there is no way this is the next RR

RR shares Got down to 69p due to debt and a massive pensions deficit. Now at 1253p it would mean WPP would have to reach 4638p

SFOR shares reached 853p now at 25p so if you were hoping for a 10 ot 20 bagger in advertising that would be the play.

They've been shorting in hard last few days !

AKO Capital LLP 0.82% 0.23% 5 Feb 2026

AQR Capital Management, LLC 0.79% -0.01% 27 Jun 2025

BlackRock Advisors, LLC 0.58% -0.11% 19 Jan 2026

BlackRock Financial Management, Inc. 0.71% 0.11% 4 Feb 2026

Gladstone Capital Management LLP 0.61% 0.05% 3 Feb 2026

Kintbury Capital LLP 0.90% 0.11% 4 Feb 2026