Yell Group Share Discussion Threads

[clocktower] 26/7/2012 11:49

Who is being taken for a ride comedy? Are you sure it is not you?

[ggekkko] 26/7/2012 11:40

If undertakings to the Group's lenders were breached without remedy or waiver, the lenders'
facility agent may, and must if directed by two-thirds of lenders (by reference to debt held)
demand immediate repayment of all amounts due to them. Whilst this eventuality would, if it
arose, cast doubt on the future capital funding of the Group, the Group's cash flow forecasts
show that in the twelve months ending 30 June 2013 interest payments will be fully met, with
further cash generated to repay debt. The Board considers that such action by the lenders is 3
either unlikely or will be unnecessary once an appropriate capital structure has been
determined, but clearly, this is a material uncertainty.

[comedy] 26/7/2012 11:39

all waiting to see if 1p is going to be tested????

[doerx2] 26/7/2012 11:25

Hope somebody gives them loads today.!!!

[aberystwyth] 26/7/2012 11:25

What time could we expect news from AGM ?

[spennysimmo] 26/7/2012 11:15

Considering it but not yet.

[hdenandy] 26/7/2012 11:09

bingowing - yes, just !

By 0.01p !!

[ggekkko] 26/7/2012 11:07

spenny are you participating in said swing trade?

[sanks] 26/7/2012 10:55

We could be heading for the farm..thats where hvs will be able to enlighten you..



Hope it helps

[bingowing] 26/7/2012 10:42

andy, is it above yesterdays closing price?

[hdenandy] 26/7/2012 10:39

Virtually no bounce from yesterday's close.

Looks like a re-test of 1p is inevitable to me.

And seeing as it traded below that yesterday, I can't see that providing much support if tested.

[ninja 19] 26/7/2012 10:29

comedian


A question is share price a yo-yo?, one day up 30% then one day down 40%, and the cycle repeats perpetually?. You know the answer. I told you what I am waiting.

[comedy] 26/7/2012 10:27

ninja where are we heading today???? back to test 1p????or crack off to 1.3p/1.4p???

or sameo sameo

[reallyrich] 26/7/2012 10:17

i think it would make most of us happy if they shafted the shorters. sorry minga :-)

[squire007] 26/7/2012 09:56

We know whats coming !!? Everything in theory is priced in from 6p down !!

so this should be back at 2p

;-)

[comedy] 26/7/2012 09:56

well the bounce will come ..today/tomorrow/next week???

1.6p? 1.7p? or higher? who knows but the time the have greased the palms of gs and others to sort us out for the "new company"...will have made money..so most will pass us by..the minute mm's kick past 1.3p they will all try to get on..forgetting they missed the 25% from the bottom...

best time to buy is when all red and negative..yesterday //today/

best time to sell all positive and rockets galore...

ps my dream was they would have bought back some more debt first then 10% of shares at £2.5mill!!!!!!!!!!!!!

then cancelled them...the £2.5mill isnt going to hurt the coffers but gets shorters having to buy...

sp rises they get away a rights issue??? at a higher share price and pay back more debt???

after all yell shares were being bought tuesday at 1.7p...yesterday selling at 0.85p...today where will we end up where???

so the acutual share price means jack...but to use the shorters having to close in face of good news with less shares in circulation..a nice spike to get money in to pay back more debt...

but the shares may come back down where we are...but we have less debt...isnt that the art of bartering????

selling something...then the buyers believes it is worth less...and you get it back for even less???

lol isnt that how the mm's burn the t traders here day in day out???

[ggekkko] 26/7/2012 09:50

there is no need to convert 100% of the debt, but that is what is priced in now

an asset sale (country division) would not surprise me either

[1westham] 26/7/2012 09:44

Director buy please if you ss keen on the cheap share price as a few of us clearly are.

[nando01] 26/7/2012 09:37

Bingowing maybe it is but would that not lead to all kinds of litigation?

They are supposed to represent our best interest

[techmark] 26/7/2012 09:35

On balance I don't think the numbers were as bad as first look. I would expect free cash flow in Q2 to bounce back to around £60 million. The second half is usual stronger seasonal, especially Q4, so £100 million of free cash in the first half, and perhaps £125-150 million in the second, assuming the new products start to come online.

The enterprise value of Yell is around £2.2 billion, so the market has pretty much priced in shareholders losing 98-99% of the company.