Stockpicker
Ebiquity works with 70 of the world ’ s 100 leading advertisers , providing investment analysis on companies ’ media spend . While an economic downturn may affect advertising budgets , Ebiquity ’ s clients have a greater focus on return on investment , meaning services could be considered as countercyclical . The company could also vastly improve its operations by using the software acquired last year to automate processes . This could help exceed margins , as could the integration and expansion of the Digital Solutions division within the overall group . The quality of earnings may soon be more accurately reflected in the company ’ s valuation .
Big Technologies supplies hardware and software to the remote personal monitoring industry , particularly in the criminal justice and health sectors . The company has an installed base of electronic monitoring products with long-term contracts spanning up to 12 years , which protects any downside . Since listing in 2021 , the company has consistently beaten earnings expectations and we believe this will continue , with decisions due on many material contracts in the next year that are not reflected in estimates . The company is disrupting a sector worth more than £ 1.2bn , with a current market share of less than 5 %.
Issue 92 - February 2023 / 75 /