RE: Sum of the parts10 Jul 2025 15:29
Whatever the brokers say (covering themselves as they play catch-up), I think this is cheap. Inevitable churn as longstanding shareholders bail and the value investors move in. I'm ok with that. And have added at 435p. This price does wonders to your average!
I suspect AI will not be all it's hyped to be in the world of advertising and there'll still be a need for humans and creative types using AI as a tool, and if it is all it's hyped to be and totally disrupts the industry, then WPP has the scale and resources to buy in and adapt.
I say again, 435p is cheap and will prove to be an excellent starting point. In my opinion.