The announcement of the Ipsos-mori poll on Newsnight Scotland last night was great theatre. A rumour had been put out that the SNP had moved clear ahead of Labour, that was then cemented at 11pm as an 11 point constituency lead and 10 point regional lead and viewers were then left to speculate what the actual poll result was and at whose expense had that lead been won from. 

However, theatre all if this may remain as there is a good chance that this poll is an outlier. Certainly anything that predicts Iain Gray, Andy Kerr and Jackie Baillie to lose their seats, as this poll does, should be treated with caution. I personally don’t believe it can be that far from the truth though. The SNP has ran a near-perfect campaign, ruthlessly outplayed its opponents, been equal to any interview/er, beaten a truculent media into submission and the Labour campaign has somehow been a worse showing than 2007. 

So, that poll:

SNP – 45/42
Labour – 34/32 
Conservatives – 10/10 
Lib Dems – 9/8 
Greens – -/6 

This gives a seat breakdown (through my model) of (const/list):

SNP - 48/10 = 58
Labour - 23/26 = 49
Conservatives - 0/11 = 11
Lib Dems - 2/5 = 7
Greens - 0/3 = 3
Margo – 1

There is a lot that is remarkable in the above, the SNP only taking 10 regional seats, the easy passage of an independence referendum Bill tantalisingly close, no FPTP seats for the Tories (and Annabel out on her ear), Lib Dem seats down by over half (and Tavish out on his ear), the holding up of the Labour vote from 2007 and, not unrelated, the SNP charge coming at the expense of Tory and Lib Dem voters who appear to be voting tactically for Salmond or tactically against Labour winning.

Note also that the Greens have held up well on 6% despite the methodology in this Ipsos-MORI poll really counting against them (lumped in with others, no prompt for individual party etc). (Is that it James? You might have to run it past me again). The main reason that the Greens only get 3 seats from this poll is because Labour is just too dominant in hoovering up the seats that the SNP is leaving behind. Labour win 3 regional spots in Glasgow for goodness sake and the 4 they take in MS&F/Lothians are certainly the reasons that the Greens miss out there (missing out on a 2nd spot in Lothians that is, Alison Johnstone will get in if this poll is replicated in May).

Anyway, I decided it’s not worth going to town over who wins where and what seat might fall there (the closest contested seat is Cunninghame South, SNP gain over Labour by 165 votes).

For a start, the more distance between SNP and Labour the less interesting/exciting the number crunching becomes, secondly because there is a lot of scepticism as to the veracity of this poll and thirdly, the race between Tories, Lib Dems and Greens to be the party that can work with, or even within, the Government is becoming more intriguing. 

So, I thought instead I would go back to the detail of the YouGov poll from Sunday and see if anything could be extrapolated in conjunction with this more outlandish Ipsos Mori poll.

From YouGov we can see that:
– Lib Dem constituency voters are breaking for the Conservatives on the second vote, unsurprisingly, and not out of step with 2007.
– Conservative voters are the most loyal set of voters, 90% of them staying with the Tories in the list vote. (It is interesting to note that reciprocation with the Lib Dems is not realised as only 2% of Tory voters break for the Lib Dems, half that of the 4% that break for the SNP. There are no instances of 1st vote Tory, 2nd vote Green.)
– 0% of Labour constituency voters are voting SSP or Solidarity in the list vote. For the SNP, this figure is a not inconsiderable 7%.
– The Greens are getting more success from Labour voters than SNP ones, picking up 6% of Labour constituency voters for the second vote and 4% from the SNP.

So what does this mean? Well, don’t be surprised to see a Socialist MSP to pop up in a region or two. Also, I can see the Tory and Lib Dem votes holding flat, as they have done over the past few weeks now, but the Greens on 6% in this poll is heartening and the positive media they have received and distinctive manifesto could give them scope to push their share of the vote higher, either from disillusioned Labour voters or SNP voters who now believe they can afford to go Green, either tactically or through a calculated splitting of the vote.

Pushing the Green share of the vote up to 8% gives them 7 MSPs, 2 from the Tories and 2 from Labour. How can tactical voting not be an attractive proposition under those circumstances?

And, for the SNP, a warning and a boost. The warning is that their second vote is still at risk of being amongst the flakiest with voters but the good news is that the tipping point for winning numerous FPTP seats may well have been reached and the regional vote will be less of a factor.

So what happens now? Labour have two options, to attack or inspire and there is little doubt that they will decide the former is more likely to work. Independence may well be an issue in this election after all as the unionist parties warning voters that a too-popular SNP may indirectly deliver independence could work to dampen down the SNP surge. I suspect that this attack will not work as it will only free up voters to indulge in voting for independents and ‘minor parties’, safe in the knowledge that power is out of Iain Gray’s reach.

It still looks possible that the independence activist’s dream, referendum-delivering coalition of SNP+Green+SSP+Margo may yet be greater than 65 MSPs.

UPDATE:

By request, I’ve included some of the more surprising seats that the SNP is projected to take, strictly on the back of this poll (I know Malc will be rolling his eyes at this inclusion so I’ll just say remember to take a pinch of salt before reading on….)

Airdrie & Shotts (Karen Whitefield) – SNP maj 2,200
Clackmanannshire & Dunblane (Richard Simpson) – SNP maj 3,945
Clydesdale (Karen Gillon) – SNP maj 1,797
Cumbernauld & Kilsyth (Cathy Craigie) – SNP maj 983
Cunninghame South (Irene Oldfather) – SNP maj 165
Dumbarton (Jackie Baillie) – SNP maj 1,332
East Kilbride (Andy Kerr) – SNP maj 1,304
East Lothian (Iain Gray) – SNP maj 396
Edinburgh Central (Sarah Boyack (on the list)) – SNP maj 269
Edinburgh North & Leith (Malcolm Chisholm) – SNP maj 232
Glasgow Cathcart (Charlie Gordon) – SNP maj 523
Glasgow Kelvin (Pauline McNeill) – SNP maj 916
Midlothian North & Musselburgh () – SNP maj 1,467
Stirling () – SNP maj 2,718