Member Info for ihalliwell10

SEO is now GEO, and the content has to adapt to meet conversation search queries in AI as opposed to traditional Search sites, the big winner here is AI and content authors which again is all done by AI.

I'm aware of an entire campaign being complete through free AI, at a fraction of the cost of using digital agencies to fulfil the need.

DYOR.

I made a good profit on these, probably sold out a bit too early, but a profit is not a profit until sold eh.

I've been monitoring WPP and S4C (Monks), 55 , (and BBSN) all of which I have personal experience with at work and the services they offer are seriously over priced and are being fully automated by internal teams which means FTSE100 companies are saving loads on these types of services.

They may be able to offer AI, but in reality most companies are doing it themselves.

I think that a shock is coming for these , in line with the S4C and WPP declines, external marketing and data companies, are having their revenue eaten by AI.

DYOR. (I've never shorted before, but I think this stock is a consideration)

105p

Sub 105p for me.

Get ready for the spike , the next update will be "subject to FID" or "may lead to a deal" type headline with unnamed us company , and this will roar , still vaporware but the rumour mill will propel this up.

Get ready , high speculative dyor

Feels like the odds are moving gradually I to savs favour , but it's in the balance , looks like it will be decided in 2026 , possibly in the 2nd half of the year , I think sub 4p will provide plenty of opportunities to take profits in the next 12 months , and possibly if this goes as far as some think then it could turn into a multi bagger.

Long term holder, watching closely

Where is this in the update, I think this is significant in terms of current growth opportunities, but unless I missed it no mention ?

Looks pretty solid set of results, taking into account the merger etc, be cool to see this pay down some debt or get going on the M&A front.

Feels like food it the next market to get some focus.

DYOR

So hopefully these will have a strong run especially if food security is a theme o er the next few years. Dyor

I bought a few to hold in my sipp.

Correct

Satellite battle takes off

O2's move comes several months after rival Vodafone carried out a successful live video call via satellite from a mountain in Wales where there was no other signal.

It claimed this was a UK first, but it has not yet revealed any plans to roll out satellite-to-device services to customers.

Vodafone's tech worked with the satellite firm AST, which currently has six satellites in orbit and aims to have up to 60 by the end of 2026.

Starlink, meanwhile, has more than 650 satellites and has already launched similar services with phone networks in other countries including Australia, New Zealand, the US, Canada and Japan.

In the UK, Ofcom tweaked its regulations in September to enable satellite connectivity directly to smartphone devices.

Currently it is only possible to use it to text emergency services from newer iPhone and Android handsets.

But the use of low-earth orbit satellites for mobile communications has been criticised by astronomers, who say they pollute the night sky and make it more difficult to spot potential hazards such as asteroids.

My money is on anything MUSK is involved with, feels like Vod are an UK/EU focussed supplier here, which I guess on Security grounds might be a winner..... but perhaps not on coverage grounds due to the number of satellites , that said, i suspect you only need a few to cover the whole of the UK so perhaps 6 is plenty for the initial rollout.

All these new data centers need to have telecoms, would be very cool for an update to supply massive telco infra to these on a ongoing basis, permanent connection approach, wired, wireless and satellite would make these have an AI edge to them .

DYOR, but this could move rather quickly

I'm guessing they bought this lot to do their digital transformation internally initially and save ££££s on consultant fees like for a sap upgrade for example.

It's not a massive buy , but again Germany focussed so perhaps a profitable business that could be accreditative the near term and provide some growth in the future.

I can't imagine vod competing with KPMG etc for digital transformations , so a bit of a puzzle this one for me.

I bought this years ago as a divi cash cow, i'm holding for £1.10, for a small profit on the shares, but a major profit over the years on the Divi, think 1.10 is a achievable price in 2025 or early 26.

Just need the German Economy to get moving and the merger to reap some serious cost savings, I do wonder if the debt can start to be eroded then some further M&A might be on the table to boost the price further.

So with Doehler holding of 19%, and 6% of small share holders this takeover is a dead duck in my view , just need a white knight to come in or a third party and we will have a three way battle for treat all the way to £4+ for me and hopefully we will pick up some shares in the winning bidder. Dyor

Watching very closely now, think I will wait until Dec and the let the budget wash out of the markets, as its likely to be impactful IMHO.

They are going to have to up their price or we need someone else to take out Treatt for closer to £420

Based upon a downgrade to the UK economy as opposed to anything internal with the business.

Voted against the takeover here for what it is worth.

Managed to get rid prior to being cleaned out perhaps .....