Yougov Share Discussion Threads

[johnrxx99] 03/5/2007 07:04

MTG - ditto fwiw

[johnrxx99] 03/5/2007 07:04

MTG - ditto fwiw

[m.t.glass] 02/5/2007 20:16

I participated in a (very detailed) yougov survey this week, on investment style and trading activity. Don't know who they were commissioned by to do it - or whether doing it for themselves to sell on.

[moormoney] 02/5/2007 16:02

picked up another 1000 while it's quiet.

[moormoney] 02/5/2007 12:31

I think people made very good profits before the split and now we will be in a summer lull before interest rises again---unless we have a snap general election!! :o)

[galles] 01/5/2007 16:53

Thanks Moormoney..... But it seems that the volume of trade is awfully low for this stock...... is it because people are keeping away from it, or holding on to their shares or simply because no one notices this company just yet!?

[moormoney] 30/4/2007 17:58

Well I like the last set of results and I think the market is growing very rapidly. I took advantage of the lower price after the split and am happy to hold and add when I can.

[moormoney] 30/4/2007 17:57

Well I like the last set of results and I think the market is growing very rapidly. I took advantage of the lower price after the split and am happy to hold and add when I can.

[galles] 30/4/2007 10:53

So is this company worth adding to the portfolio? Am a beginner here, any advice would be deeply appreciated!

[sandbank] 24/4/2007 09:34

JOHN HUMPHRYS: I hope we shareholders will raise some questions about YOU's £2,000,000 gift to Humphrys (who is- after all - a director of the company). His outside-BBC work already delivers him a colossal income. Is this really the best use they can find for the company's surplus cash?

[kenmitch] 20/4/2007 19:56

Yes, that selling was off putting. Not that I hold - and am less likely to now.

It may have been a factor in the small lot selling of TOL today.

Even so Shakespeare still holds 20% and Zshawi nearly 19%.

Interesting to learn from the FT article that John Humphreys has been gifted 200,000 shares (1 million post the split) for writing articles on their website. Nice work if you can get it. £2 million worth!

That FT article last week was mostly positive on the sector. It did say future challenges abound and the biggest worry was that rivals might copy its offering and internet polling might become a price-led commodity. Not yet surely - or does Manolopolous think it might be?

fwiw - and for reasons given on their bb I still prefer TOL.

Neither TOL nor RNOW really featured in the FT article beyond a mention that RNOW saw themselves as a more complimentary data provider to existing players. The FT writer - Carlos Grande - reckoned there looked to be a big enough opportunity for all the different models to succeed.

Still seems that for quite a while yet the biggest problem facing all three is managing the very rapid growth. TOL seems to be managing too very well. Don't know about YOU or RNOW.

Still think that shares in this sector have probably have a good bit further to go, but the current pause might last a bit longer -either until further broker upgrades or evidence of even more progress. And/or earnings enhancing acquistions. Also at some stage bids?

I didn't get an answer to my earlier post here.

[norway3] 20/4/2007 07:52

The Times 20th April 2007

Director deals

YouGov dropped 12p to 181½p after the market research group's managing director sold most of his shareholding. Panos Manolopoulos, who has been with the pollster since its flotation two years ago, raised £900,000 by disposing of 500,000 shares at 180p apiece.

[mach10] 19/4/2007 19:52

Lol glad I exited at 201. However once this finds a support level I'll be back in. I would be interested at 150p level. This share sale will definitely unnerve investors. I expect a further dip early doors Friday!

[xworks] 19/4/2007 16:48

Following this sale of 500000 shares, Panos Manolopoulos now owns just under 67,000 shares. This represents only 0.1% of the issued share capital.

Well I think it's disgusting that he's dumped most of his holding. He's the M.D. for goodness sake! In my opinion it doesn't show much faith in a company to sell a whooping 87% of your shares. I'm not a holder though it HAD been on my potential list.

Feel very sorry for all investors.

[gordon brown] 19/4/2007 16:04

Luv the way that guy dumped 500000 1/2 hour before the announcement-what a mindreader!

[stegrego] 15/4/2007 22:26

I think the FT has quite a large piece on YouGov in this weekends issue - didnt buy it though and dont subscribe..

Anyone see what it said?

[kenmitch] 11/4/2007 16:34

I posted this on the TOL bb yesterday. I would welcome being put right by YOU fans who know the Company a lot better than me if any of the post is wrong.

No way is that post an attempt to rubbish YOU. This is a great sector just now and I regret not buying shares in TOL and RNOW as well as YOU. Was tempted by YOU on the double bottom recently but then wondered about their Middle East business. Wrong again! I'm tempted by RNOW now following the correction in their share price but wonder about their recent Canadian acquistition. Will probably be wrong on that too. Anyway here is the post from the TOL bb.

"YOU results were very good, although no better than those of TOL recently. Both were even better than already ambitious broker forecasts.

e.g YOU operating profit up 57% from £1.4 million to £2.2 million. TOL profits up 220% from £0.7 million to £2.2 million.

e.g YOU not paying a dividend. TOL. Maiden dividend last time increased this time to a total of 0.75p.

e.g YOU mention the high level of repeat business without giving figures. TOL again confirmed a very impressive 70% repeat business and apparently 100% repeat business again for their Automate Survey offering. Can't help thinking that if YOU's repeat business was even better that they would have said so.

Yet YOU shares soared over £1 today compared with a much more muted rise for TOL on their results.

YOU benefits from being better known in the UK.

The key point is that both companies are doing very well in a thriving sector, with a very high chance of the shares of both continuing to rise."

PS. Interesting that the Independent is very positive about YOU today and says buy, while Questor (Telegraph) and Tempus (Times) are also very positive but think a lot of the good news is in the price. No disputing that but shares in the sector could have a long way to go yet. Few seem to have cottoned on even now to the huge advantages of online research over the costly and old fashioned methods - phone, post, one to one interviews etc used in the past and still in use.

Not surprised to see YOU shares fall back a bit following the impressive rise yesterday and earlier today. Results much better received than TOL's. Maybe because YOU is so much better known in the UK?

[cr4zyness] 11/4/2007 08:24

Opened £1.925 which is £9.625 old money, around 10% yes, plenty more to come I think till finals ;)

[stegrego] 11/4/2007 08:21

This is about 10% up today isnt it? cant figure it out exactly but certainly not 70% down as per the monitor etc.

Messing up my portfolio page - fix it pls!

[cr4zyness] 10/4/2007 19:43

Bank of Scotland snaps up 10% stake in broker Execution
SCOTT REID

BANK of Scotland has become the first outside investor in Execution, the stock broking business, after acquiring a near-10 per cent stake.

The investment, by the Edinburgh bank's corporate arm, values Execution at £100 million and comes as the group moves into the "next phase of development".

Set up in 2001 by founder and chief executive Nick Finegold, the firm has developed into one of the UK's leading specialist broking firms, with offices in London, New York and Hong Kong, servicing many of the world's biggest institutional investors.

Finegold, who started his career at Wood Mackenzie in 1987, said: "Support from the Bank of Scotland clearly demonstrates the attractions of our developing business model.

"Execution will continue its goal of delivering a range of high quality unconflicted services to our client base."

Mark Hammond, head of integrated finance at BOS Corporate, added: "We have watched Execution's impressive growth over the past couple of years and are delighted to now have the opportunity to get involved with the business at this very exciting stage of its development."

Execution is expanding beyond its core agency broking service. Recently, it has established a capital markets operation, which will provide issuers with access to Execution's extensive institutional client base. It has also launched a joint venture with research and polling firm YouGov.

[cr4zyness] 10/4/2007 10:50

09:00GMT 10April2007-YouGov up on strong interims

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Shares in YouGov climb 10 percent, after the polling
and research company reports interim results ahead of market
expectations and indicates that momentum remains strong across
all of its businesses, Numis analysts say in a note.
Despite increased investment, the analysts are raising their
EPS (earnings per share) forecasts to 5.5 pence from 5p for 2007
and to 6.2p from 5.8p for 2008. "Our EPS forecasts have been
adjusted for today's 5 for 1 stock split," they say in a note.
"This feeds through to an increase in our price target to 219
pence from 212p and we retain our "Buy" recommendation."

[stegrego] 10/4/2007 10:44

Numis - YouGov Media to buy from add 219p

Thats 1095p old money

[gordon brown] 10/4/2007 09:15

What a fantastic comany.
After the share split-5 for 1 they will fly.

Gordon.