Member Info for bransonbull

Anybody seen the news all over LI from WPP that they topped the new wins two successive quarters according to JP Morgan data....obv they had a bad year in 2025, but momentum? Not investment advice...results could be mediocre due to lagging KPIs but green shoots for future?

I sold the majority at 41p ish (and earlier tranches at 35p, 38p etc. even if i had a load purchased at 28-29p, 35p, 45 and £2ish. It's the latter that are the long-term underwater killer. Over the years, i've become philosophical...take a profit and can't help chuckling to see it going back down again. It's SOOOOO predictable. Will buy back in large when the sp is right. The value is there, just not the trust in MM

PS WPP new win for BYD Oz taken from an independent if we are looking for any good news around.

Yes, i know...but Levi's was already a Burson client for some time....?

A single trade of 1.7m a few p above the sp? It is hardly a retail trade is it?

Levi's appear to be a Burson client. Does this relate to Wpp media?

Looks like either 2 large buys or a matched large buy and sell with a greedy intermediary pocketing the difference?

Has anybody worked out what selling Burson plus 40% of Kantar will yield. I guess 1.5 to 2 billion USD. Burson sale hiinted during results. NOW ALL OVER THE PRESS

My suspicion - Citybank cut SP target to 275p and maybe downgraded the sector so shorts are manipulating SP down bigly to then make massive trades to reduce their shorts, hence the large trades at much higher levels. Either that or Blackrock sold yday and it was reported today LOL

Omnicom, Publicis and WPP all down a similar % so maybe sector wide sell-off and not specific? Blackrock RNS other than tinkering with their position between shares and derivatives, no change in position.

Anybody think selling way overdone and this will bounce back? Temptong to average down, but sometimes this feels like a bottomless pit.

They just won ikea malaysia to complement the rest of their ikea remit

Kintbury capital reduced 0.43%. That is a sizable reduction in one go. Frankly, WPP is considerably under-valued.

If omnicom is the cause, wpp took several clients from omnicom in last 2 months! This included very large mandates.

US nyse wpp listing flying. Shorts closing or a bid?

Tesco have reappointed WPP following a review. The new scope has extended to incoude deep tech and AI. Retensions and extensions are as important as new wins....

Bladerunner. I was very happy to pick up your shares and would be willing to sell them back to you at 400p in the Spring.

The manipulation by the shorters each morning is blatant and is a top up opp. WHat's the betting it rises once they've take n it down to trigger stop losses to scoop shares?

WPP topped JPM's Q4 billings for first time since 2020 due to recent wins....in the same quarter that losses from early in 2025 kicked in....so there is a time lag. Make no mistake, the turnaround is underway.

hTtps://www.thedrum.com/news/one-last-reset-cindy-rose-on-her-plan-to-transform-wpp-within-18-months

As a LTH plus short-term trader, i get the frustration with the SP. I find MM a chameleon who is less than transparent about motivation and the problem of conflict of interest between THG and Ingenuity is manifest. However, the frustration with lack of profitability compared with rivals masks a few points. I think THG will rerate in time.

1 VAT issue - £55m to £60 back to THG. They absorbed all these add. costs whereas rivals didn't. Could this explain partially the profitability differential?

2 Asset sales - MM has dropped hints they might surprise the mkt. If an RNS drops of that nature, debt would be sign reduced.

3 i dont like MM the salesman approach whereby sales come at expense of profits but to be fair he cited AMAZON and the US approach as the model i.e. grow and develop the business until it becomes such a monster that it has considerable value.

4 I can see any number of global potential acquirers of MyProtein given protein is dominating offline sales trends...go in any supermarket -= there are more protein products than choc bars....

MM was very slow to recognise the importance of offline as a driver of brand recognition and value...hopeless....it was his team that got him into this and he was surprised to see the success....which doesnt suggest he gets out of the gym very often into the real world. However, the potential of offline is enormous and this will drive valuation multiples which could be multiples of that today by time they sell it.

Dont forget that Blackrock has increased their shareholding by 2% from 10% to 12%. Any shorting shenanigans by them is a hosrtvterm move otherwise they would not have massively increased their long would they..