Yell Group Share Discussion Threads

[hvs] 25/7/2012 15:31

I will repeat it.

Its BANKRUPT

[dancing piranha] 25/7/2012 15:31

Iz it bust yet?

Iz the shorters burning yet?

[clocktower] 25/7/2012 15:31

bingowing, if the sites are not earning they are costing money to hold and deal with. The figures provided give the number that are paying.

Held up pretty well so far but the last 30 mins might well see it tumble below the 1p mark I guess.

[dusseldorf] 25/7/2012 15:30

comedy - you don't seem to have any grasp on what's going on here, Yell is not valued at £20m... there will be a debt for equity where debt holders convert say 75% of debt £1.5bn into equity.

The share will have a market cap of £1.52bn - does that still seem cheap to you?

That's IF they can get agreement for cancellation of 25% of debt.

[spennysimmo] 25/7/2012 15:29

I hear through the grapevine that a bedsit near LIDL has become vacant and available this afternoon. Nice garden though, apparently.

[dusseldorf] 25/7/2012 15:22

the shareholders are legally entitled to basically nothing, they don't form part of d4e consideration. So basically any long now is gambling on being left with more than £27m stake. Why should shareholders get £27m? If I were a debt holder that would reduce my equity by 2-5%. I say 0.5p is where it's heading, or suspension if financials continue to deteriorate.

[bingowing] 25/7/2012 15:21

make that

5,125,274 sites.

[comedy] 25/7/2012 15:13

Group revenue of GBP331m...x4 =£1.324 bill if we continue at this rate...and only worth 20 odd mill????please give me strength

expect moonfruit to hep and the fact that it is now

5,125,258
sites and
counting

still going up:)

[spennysimmo] 25/7/2012 15:08

It stopped working, like the Big Charts one did so I removed the code. Haven't had time to try and recreate it.

[comedy] 25/7/2012 14:55

should be m/cap £100mill..wait for news tomorrow and friday...sp higher by then:)

[brando69] 25/7/2012 14:31

turnover 1.6bln, market cap 26m... jeez

[bingowing] 25/7/2012 14:17

5 min chart looking interesting now.

[ianio5691] 25/7/2012 14:15

Hey Spenny....wheres the big graph gone.....

The lights aren't out yet y'know....

;-)

[pal44] 25/7/2012 14:14

Ninja you sticking yor neck out abit fella :)

[ninja 19] 25/7/2012 13:35

Bingo


you know the score, mate. Do not make the same mistake as GMG, I got out in the spike before administation. They will orchestrate that P&D sometimes before the lights are switched off. PUmp will not start this week, but it's in the diary


Do not get too greedy.


Good Luck

[bingowing] 25/7/2012 13:31

'Ninja 19 25 Jul'12 - 13:06 - 73707 of 73711

Comedian

My morning post said not today, but next quarter. Enough time for MM to orchestrate a P&D of 300%-400%'


*gets comfy at the trading station*

[comedy] 25/7/2012 13:24

cheers ninja so a nice 200% from here conservatively:)

[freddie ferret] 25/7/2012 13:16

Interesting to know what institutions are building up or decreasing their holdings at the moment. Management cannot restructure the capital structure without shareholder approval. At this mkt cap some of the debt holders may be buying the equity.

[rocketblast] 25/7/2012 13:08

wot a DOG tis one is.....YELL or YELP....woof woof

0.8p sooonnnn

[freddie ferret] 25/7/2012 13:07

Ninja19.
Depends how the company chooses to do it. Read the annual report, last year the company bought back a large chunk of debt at a discount price. While the market thinks this is going under other Yell debt holders will be happy to get some of their money back. As stated in the report today the company is cash generative.

[ninja 19] 25/7/2012 13:06

Comedian

My morning post said not today, but next quarter. Enough time for MM to orchestrate a P&D of 300%-400%

[comedy] 25/7/2012 13:02

ninja wont happen today mate or this week ...so all these post wont make a jot of difference over coming days and weeks..those buying now will make plenty and can take free shares or bank profit:)

[ninja 19] 25/7/2012 12:59

Freddie dilution here will be 99% from the current price, that's a D4E and bondholders takes everything

[wsgrocksit] 25/7/2012 12:57

Oh ok, but he is doing nothing other than stating the obvious?!! Still irrelevant to whether the company is or isn't undervalued at the moment!