Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
I think WPP have moved on since then and made their own acquisitions ...I dont see their strategy involving SFOR, myself ... because there are parts of SFOR they really dont need IMO
I see more of a merger scenario... both companies assets combining being able to grow revenue cover and regions with strong cost synergies ...
but combining agencies that are already lots of parts bolted together is never as easy as it sounds
".....not just assuming that this can be done by a massive marketing campaign or simply trying to buy clicks "
There are many companies now that do no external advertising, their entire brand image is created through the experience that people have interacting with them online, through a growing Community ...interacting via social media and through regular email Update notifications etc ....the customer very much becoming part of the Product via their feedback and requirement changes
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Transcript of the Analysts Call
https://www.prudentialplc.com/~/media/Files/P/Prudential-V13/news-releases/2024/fy2023-qa-transcript.pdf
“The economy clearly improved in March, thanks to better industrial activity and stronger retail spending,” said Shehzad H. Qazi, chief operating officer at the China Beige Book, a U.S.-based research firm.
https://www.cnbc.com/2024/03/27/china-economy-on-track-for-strong-march-performance-china-beige-book.html
America tends to open at 8am ...via London offices
Lloyds is a syndicate of many,many re-insurers ..so..each one would cope with such a thing....
If it was in China they would have the site cleared pretty quickly and the mass manufacturing would have a new one built reasonably quickly ...so...interesting to see how the "system" in the US co-ordinates to getting a bridge back up again and how quickly they can achieve it in
Maybe a Stagwell/SFOR Merger rather than a hostile takeover .... and lose any overlaps, but extend the revenue reach ...Stagwell has a Political ad business ...
Market pleased with the margin that held up , and the decision not to get involved in promotional price wars
Buying as a result of all these ideas about being taken over ?
" FWIW, I think MS kitchen-sinked the forecast and set a very low bar for 2024."
others have done the same ..SFOR are very US dependent and I suspect MS is aware that the forthcoming US election period could be calm or chaos , so he is being cautious and taking guidance on a quarter by quarter basis ...makes sense really
"..We also do not know what Kroger's next move "
they are still very much working on the initial contracted CFC number , and currently choosing locations for their next sites within that initial contract number .... so...may not be any further news on the idea of extending that initial number until those are further progressed
They could do with another new retailer to join and with a contracted number of CFCs like Kruger
Profit at Ocado Retail isnt purely based on the use of the technology
the tech helps speed of operation and cost control.. but
the biggest factor is really the volume of items going through the system and the average basket size from the customer
the tech system can handle the order volume increase without an equal increase in cost....as it increases without a drop in service .... so... as the volume does increase the operational profit will come ... but like most food retailers..it is a small margin needing large volumes
FY25 guidance pretty wide on PBT .... higher if H2 improves, lower if H2 does not .. looks like they will review each quarter ongoing
people want higher wages,but then dont want to pay higher prices which the higher labour costs cause ...
suppliers looking to narrow their ranges in order to achieve margins on volume within those tighter ranges
I suspect the likes of NIKE will also look for some limited edition footwear etc in order to try and maintain higher prices ..new design refresh ..in and out , pushed by social media etc ...much like fast fashion does
hope is that with more stores they can get better buying prices from suppliers to support margins
GoCPI
They said 2024 EBITDA would be similar to 2023 and it would be H2 weighted ...so.. that says straight away that H1 will be weaker ...and so the market has sold with the view to looking back later ...and seeing whether those key tech clients (google) have cut back any more
Sisteract
Do whatever you want .... I dont really care ..
ATB
Sisteract
If ..... this product makes money..it will not be overnight ...and as such most AIM punters will not be interested ...
" What has actually happened falls so far short of the "general release" RNS that it looks like an open and shut breach of the AIM Rules"
"general release" just means that there are no restrictions in terms of who can sign up ...it doesn't actually have any meaning with regards to what is available within the product
It is as explained to investors after the recent results
There is more to update and a lot is sitting in the background..... but..it is a step by step process .....first thing.. try some freebies
SisterAct
There is a new Product...you either wait for it..or you dont .... what else is there to say
No one can say what the potential is at this stage ... you have to see the Product and make any judgement
I give no investment case ...
I merely give information where it is posted incorrectly in order to give anyone a better idea of what is actually happening
My posts give no investment case or suggest anyone should buy or sell shares .... I merely add information
ATB
It is almost the end of the Quarter ..and this week Pension Funds make their adjustments
.... so any new buying from Funds I would not expect to happen until into the new Quarter from next week