RE: Institutions Can't Really Buy Yet24 May 2022 13:35
I can only sort of agree to this. There is another side and that is the value to ad agencies. I’m surprised none have expressed any interest yet as BIDS would be a tremendous asset to them. There’s been previous talk of EA, Sony or Microsoft snapping up BIDS but Publicis or similar would, in my opinion, be far more likely for a takeover.
In terms of institutional holdings, yes, for this to be really attractive, it needs stability. It’s far from that at the moment but the end of year results might become a turning point. GLA LTHs.