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YELL Yell Grp.

1.20
0.00 (0.00%)
Last Updated: 01:00:00
Delayed by 15 minutes
Yell Group Investors - YELL

Yell Group Investors - YELL

Share Name Share Symbol Market Stock Type
Yell Grp. YELL London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 1.20 01:00:00
Open Price Low Price High Price Close Price Previous Close
1.20
more quote information »

Top Investor Posts

Top Posts
Posted at 26/7/2012 22:33 by 1westham
Cope
GSK not for me too much risk lol.

doerx
Shorting has killed this sp,bad management and decisions made with high cost purchases,such as the Spanish book purchase would never have been made in this global nightmare.
Shorting by cash rich PI groups,(doing what was primarily reserved for institutional funds to protect a falling share price when long) systematically targeting share groups in mass will be proved to be the undoing of many a good company. This will be holding back Indices for years to come. Spain and Italy have been the first to ban shorting,if some restrictions have only been enforced on shorting financial companies in Italy. This will be a pre requisite to preserving the euro,and bans on shorting will be agreed throughout Europe and the ECB will then start to do whatever is required to accomplish a euro survival plan,making a fund available never seen before.

It has been made too easy for gross profits to be made shorting at times of forced turmoil. Many old guard investors have been caught out in this get rich quick strategy.
I do not feel it is the debt that is the problem,this has been well managed,the company new BOD's are playing a blinder in repaying debt on the cheap.(playing within the rules,the new rules that have evolved in this modern, if not semi corrupt world we live in.
Today is the start for this company,they could have saved lots of these changes for the future,if they felt the way forward was to collapse existing s/holders.

I feel 2011 and the long drawn out debt negotiation,the link up with Znode,Microsoft,buying of moonfruit and other m&a activity tells me there is life in the old dog yet.
I must admit i have lost the plot with the short position here,i cannot understand why an enquiry has not been agreed. This was after all the most shorted share history has provided to date.
I feel, for what its worth income will boomerang,this will be reported in the clear light of day when the company feel the time is right. I cannot see this current share price languishing at these lows for long,I certainly cannot see income dropping to force a massive D4E,but time will tell. I still have the placing price of 42p ringing in my ears and waiting for a decent forward statement to settle the ship.
WTFDIK

Good luck
Posted at 26/7/2012 00:00 by sanks
The future for Yell Group shareholders did not look bright today after the struggling directories company said it was examining options which could dilute equity investors.

Hope it helps
Posted at 24/7/2012 10:55 by daz14
Hi ms. Respect alot of your posts but query this one (even with the 'if')....

For holders of debt to be satisfied with D4E, the 'value' or even 'potential value' of the new compnay must be clearer. Otherwise, D4'30%'E in a compamny worth nothing isn't a good deal. The way I see it, Yell have to make a much clearer demonstration of the (potential) value in Hibu, otherwise its a non starter. If (potential) value is demonstrated, then it will be clearer to all investors/traders and share price will repsond in kind.

msouth999
24 Jul'12 - 07:32 - 73389 of 73409


if the shorts reckoned its doomed then they would also be closing now. The AGM is Thursday 26th.........if D4E motion is approved it could be activated as soon as Friday ie suspension and EVERYONE losses.
there is a game to be played today and Wednesday, if all the shorts close to collect their winnings a bloody big spike will occur.
Posted at 13/6/2012 16:03 by mildred49
warwick

why are stocks like this down so much on the year and why are other stocks relatively unscathed ?

i think you'll find it is partly because some stocks had over aggressive promotion and weak and ignorant shareholder bases (usually made up of feeble retail 'investors' but more likely T traders)

thus part of the remedy for the market is to get rid of the detritus whether that is companies just being run for the sake of their management to draw a salary and those with poor investors who make poor capital allocation decisions

sorry if capitalism offends you but it's all about capital going to the best and most efficient users and the allocated by the best allocaters and so this period where the market sorts the wheat from the chaff is a crucial part of the cleansing process

I look forward to seeing this company going bust
Posted at 01/6/2012 21:08 by knigel
Could be back to my 2.9p average sooner than i think...after nine days of declines, knowing Yell we'll now get 5 plus up days...
Waldof, I'm not a pro...just a private investor with a £ 300k sipp... so doing ok with 90% of my amateur stock picking...
So I should only buy a share on a certain day and never add to it several days/weeks/months later??? So you buy 10000 and then sell 10000 shares of x holding in your book? Never sell half or never double for investment...
As I said, with many investors here sitting on substantial unrealised losses and with share averages usually a lot higher than my 3p....they can either wait forever for (say) 42p again or buy the same number again now and get their average down to 21p etc etc etc..loads of investors here are doing this with Yell at historic lows and I reckon its a no brainer...
Still each to their own method of investment!
Posted at 29/5/2012 14:54 by sweed73
letter to investor relations, forgive the poor effort but I was blazing, just got a reply posted below.

Hi , in light of the near 50% drop in share price in the last few days do the BOD still have confidence in the SR ?? . The internet and papers are awash with D4E rumours etc Banks calling in the debt ? etc. share price is plummeting daily and shareholders like you and me who have supported this company through thick and thin are losing life savings !! . Something needs to be done to stop this decline, the only way that is going to happen is NEWS from the company itself. Any thought or information ?



Thank you for your mail.

All material information relating to the Yell Group strategy, products and performance can be found on the corporate website Yellgroup.com.

Kind regards,


Investor Relations
Posted at 27/5/2012 17:49 by knigel
Comedy, some investors are panic selling and the company is to blame because it has not provided a 2012/13 outlook. Even a vague outlook is better than no outlook and if the company releases a RNS next week providing this (even if dire) then the share price would almost certainly go back up to 3p. If Yell do not say anything now until July then the share price will only drift...
Investors and those thinking of selling should listen to the audio presentation on the website which was fairly upbeat (eg D4E is just one option)instead of some of the outrageous comments made on some boards last week. Yell should consider legal action on some of the comments made (inc the D word) which have made the situation worse on no foundation at all.
Posted at 24/5/2012 19:48 by 1westham
Investor relations

I have long established losses investing in Yell,at one time your companies news flow helped me to commit my holdings long term. The news provided by your RNS team was of a positive stance helping to repair the dip in support for your company.

2011 you introduced an outlined business partner strategy,also a senior director purchase of non bonus related shares. whilst we as Investors appreciate the sentiment,It was In my opinion a stalling tactic to avoid a mass exodus at a time when this was the most shorted share in Europe,and your company requierd Investor support to help progress your debt renegotiations. Investors stuck by the company,Increasing holdings ect and now we feel royally shafted.

I remain financially committed to my Yell share holding but have the feeling that the company has been holding back information. I believe there has been a stance where the company could benefit from a (lets say)lower share price when It would be agreed as to the repayment equation in terms of negotiated debt with lenders. These remain my views and concerns. You recently released a "clear the bad news once and for all" result day RNS. I would appreciate Yell (the companies response) in the recent downtrend in share value. Lets face it a market cap of 47 million so shortly after your string of globally recognised business partner RNS releases,director buys and massive negotiation of economical debt repayment strategies and here we are facing absolute share price destruction possibly to zero in lieu of covenant failure.
Would you please comment why you believe the share price has fallen to less than 2p from 11p in recent times let alone from the (so called fair value placing) at 42p.
I await your reply.
Posted at 13/5/2012 12:09 by boros10
Barclays Stockbrokers has written to its customers seeking consent for a change which may have adverse consequences for investors who hold in excess of £85,000 in cash.

In the second half of 2012, Barclays Stockbrokers will cease to offer a broking service. Consenting clients will be transferred to Barclays Bank plc ("the Bank") who will offer the same service as at present.

The big potential problem arises from the change in the way cash balances will be treated. At present, cash balances are held as Client Money in accordance
with the FSA's Client Money rules. This means cash is held with regulated banks completely separated from Barclays Stockbrokers own money and assets. No more than 20% of Client Money can be held with banks within the Barclays Bank Group.

In future, cash balances held in broking accounts will be effectively treated as a deposit with Barclays Bank plc. In the event of Barclays Bank plc becoming insolvent Client cash will no longer be ring-fenced from use leaving Clients fully exposed as non-preferential creditors of the Bank.

I have set up a new thread (BROK) for Barclays Stockbrokers' clients affected by these changes and would also welcome contributions from investors using other brokers.
Posted at 10/4/2012 08:57 by 13matt13
Yell should be in a good position for either consolidation or a buyout of the business they are six months to one year ahead in restructure of their business.


"AT&T has sold a 53 percent stake in its Yellow Pages business to the private equity firm Cerberus Capital for $950 million. This works out to a valuation of $1.8 billion . The deal involves both the Advertising Solutions and AT&T Interactive operations.

Significantly, AT&T has elected to hang onto 47 percent of the business. AT&T may be reasoning that a private equity firm would more willing and able to make the substantial changes to the business needed to unlock value. If it works, AT&T will see the value of its sizable remaining stake grow, perhaps substantially.

AT&T Advertising Solutions produced EBITDA of $1.03 billion in 2011 (2011 revenues were $3.3 billion), so the deal works out to about a 1.75X EBITDA multiple. In historic terms, that is awfully, awfully low, but it reflects how investors view the directories business today. The intensely negative view of the legacy Yellow Pages business (somewhat overdone in our view, given the residual value in the printed product), will lead some companies to consider shutting down their print operations just so they can be valued as an online rather than a legacy business. This is why so many companies are telling investors that within a few years, print will not account for more than a quarter of revenue.

We think this deal is a steal for Cerberus. As we wrote when reports of this deal first surfaced, had AT&T sold its directory business at peak multiples back in 2007, the business could easily have fetched more than $10 billion. It's been a tough road for directories since then, but the AT&T business is better than this fire sale price suggests. The company has a huge sales force, strong brands, deep executive talent and it still produces $1 billion in EBITDA. If Cerberus is wise, it will retain AT&T's top talent, people like Mike Fordyce, David Krantz and many others.

The AT&T deal is likely to have repercussions around the global industry, as investors in other directory companies will be dismayed that the largest company in the industry has just sold at such a low multiple. This could compel debtholders at other publishers (Dex One, SuperMedia) to find a deal while they think they still can. Another perhaps more likely scenario is that investors will sit tight and see how this deal plays out. As long as the businesses are generating cash and servicing their debt, why do a fire sale? Longer term,we think consolidation is inevitable among the major U.S. directory companies.

The only reliable prediction is that Cerberus will not stand pat but will take some dramatic action with AT&T, either to strip out costs or re-position the business (probably some combination of both). Will it combine the Ad Solutions and Interactive businesses? What about a roll up scenario? Will it rationalize its print footprint, culling under-performing markets? These and other options are likely on the table."

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