Member Info for JG68

This is becoming a fcking nightmare.

No BOD buys just shareholder destruction.

Seems the market is targeting relx now, lseg recovering a bit.

Brutal price target cut by Panmure

Probably fair to say that 1800 was far too high before, but still.

Now we have to wait for the other bullish broker JPM and see if they've now turned with the weather from their 1200 target.

These guys are seldom correct but the impact they have is significant.

This is exactly the sort of price action ( more than daily, been for 2 weeks now) that encourages trading and not LTH.

It should be supply and demand principles that dictate movement, but it isn't, there are plenty of days when buy volume well exceeds sell volume.

Unfortunately UK plc has become a shorters market, annoying to the least.

And now the broker price cut, icing on the cake for today.

Future Plc FUTR.L: Panmure Liberum cuts target price to 875p from 1800p

They've been buying back shares since last year, not even touching the sides.

Despair where this will bottom out at.

What a surprise that all the analysts/shorts got the heads up yesterday and increased.

And as for the board reshuffle, what an effing joke.

But let's be positive, the new board member purchased 1k shares, woo effing hoo.

Fckd with this beyond belief now.

Anyone any ideas why this is retreating so much, big reversal ?

You have a projected EPS to be double the last 2 years, and significantly higher still than the previous 2, a pe of 3-4, and yet we're at 5/6 year lows.

Just does not add up, because if you by the guided earnings, its a screaming buy.

So that just leaves AI disruption which is the in "theme" for pummelling profitable companies, yet that didn't even get a mention today.

Which leaves me thinking its either severe lack of confidence in the ceo, or some larger holders that have been pushing for a sale of gocompare the last year , and probably missed the boat there now.

Totally agree Kerching as does the market.

He has about as much inspirational leadership as a mouse.

When is read it, it just doesn't leave me thinking that anything he's said, and the language used, will improve the sp performance, despite the low pe, etc

Maybe im reading this wrong and being too cynical but after such shareholder destruction in his tenure, it sounds very cautionary.

Sorry but I don't think this ceo could sound more downbeat if he tried.

Not impressed.

FFS

Denby

Dont short, been holding a while, but just started adding again this morning.

Imo its shorters that are destroying UK plc and the whole concept of investing.

5cum of the earth

I wouldn't mind so much but the correction has been happening for almost a year, so this seems way over the top.

This back to levels from 5 years ago.

Freefall, ludicrous isn't it????

Well according to the market this and Relx are going to struggle to remain profitable!!

I mean based on today, Relx is going to severely warn on profits next week.

Problem is that earnings and fundamentals count for nothing right now, the sp is in freefall regardless.

ADVERTISING COMPANIES HIT

Advertising companies ⁠were also under pressure. France's Publicis shares dived over 8.5% after the company's results.

Publicis, ‍the world's largest advertising group by market capitalisation, said it had earmarked approximately 900 million euros ($1.06 billion) for acquisitions in 2026, focusing on AI-powered technologies and data assets.

According to ​a Barclays survey of buy-side investors published on Monday, advertising agencies are seen ⁠as the most exposed part of European media to artificial intelligence, with WPP, Omnicom and Publicis ranked the top "AI losers".

Zebbo

This is fairly clear isn't it from the November update? What more can they say?

Renewals and new sales remain strong across all key segments.In Law Firms & Corporate Legal, double-digit growth is being driven by the continued success of Lexis+ AI, our integrated generative AI platform. Protégé, our next generation AI legal assistant, continues to see rapid growth in usage and its expansion with our most recent launch, Protégé General AI, has been very positively received.

To think i bought this for stability, and operationally strong ftse 100 company.

Down 24% in 1 month.

If this is all on AI disruption fear, cant see the end because AI just getting going.