, 5 tweets, 2 min read
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How confident are the Tories of winning?

The consensus is a 30+ seat majority. But their own targeted advertising paints a different picture.

In the last week, they've moved from offence to defence. Something has them spooked.

A thread (with supporting charts/data).

1/1
Analysis of ACTIVE constituency level ads has shown that the Conservatives have lowered ambitions.

A week ago, the focus was on Lab seats with larger majorities.

Now the focus is on ultra-marginals with a handful of Lab leave-heavy seats.

Attached: live ads in Eng/Wales

2/2
That's only half the picture.

Perhaps more revealing is a new focus on targeted defence of currently held seats.

These are Lab/Con marginals, plus LD targets with big Tory majorities, indicating they are vulnerable in the South of England.

Attached: live ads in Eng/Wales

3/3
There are some obvious constituencies missing from their current targeted ads (i.e. Canterbury).

Perhaps they believe this seat is in the bag.

But the overall picture is not a happy tale.

Pouring resources into defence suggests their internal data is spooking them.

4/4
And now I know why:

The data from the YouGov MRP collected over the last 7 days shows positive movement to Labour on each day.

The gap between Con/Lab narrowed by 4.3% over this period.

The Tory manifesto launch and 'antisemitism crisis' day did not stop this trend.

END
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