Market's view on Ebiquity

Published on April 2024

  • EBQ is seen as promising if they can effectively execute their strategies and become more investor-savvy.
  • There are concerns about the functionality of the link provided in the RNS for a webcast, as it was reported not to work.
  • The company’s results and an analyst presentation are scheduled for 7th May.
  • The necessity for EBQ to re-evaluate their audit processes to include factors beyond cost, due to potential conflicts of interest with an auditor’s business unit, is highlighted.
  • The impact of AI on business, particularly in media planning and buying, is emphasised, with predictions of reduced workforce requirements due to automation.
  • A rebound in performance is expected for 2024, which could enhance the 2023 results.
  • Transparency issues within the advertising ecosystem are noted, with opportunities for those who can provide a clear view of ad performance and compliance.
  • The sale of UK tax losses is speculated to have been completed, with remaining investors likely holding for a potential turnaround.
  • There is a mention of a useful change in non-executive directors.
  • EBQ is positioned as potentially beneficial in optimising outcomes for clients in advertising analytics.
  • The company is perceived as gearing up for growth with significant recruitment activity.
  • EBQ is transitioning towards a digital-first operation, which could improve margins and increase reach with AI adoption.
  • The introduction of “Ebiquity Transmit”, a subscription-based service likened to a “Bloomberg Terminal” for independent media news, is expected to boost revenue and profit margins.
  • EBQ’s stock is considered undervalued, with expectations of a significant increase in share price.
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