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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Yougov Plc | YOU | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| -10.00 | -1.11% | 890.00 | 16:35:24 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 900.00 | 900.00 | 900.00 | 890.00 | 900.00 |
| Industry Sector |
|---|
| MEDIA |
| Announcement Date | Type | Currency | Dividend Amount | Ex Date | Record Date | Payment Date |
|---|---|---|---|---|---|---|
| 10/10/2023 | Final | GBP | 0.0875 | 30/11/2023 | 01/12/2023 | 11/12/2023 |
| 11/10/2022 | Final | GBP | 0.07 | 01/12/2022 | 02/12/2022 | 12/12/2022 |
| 19/10/2021 | Final | GBP | 0.06 | 02/12/2021 | 03/12/2021 | 13/12/2021 |
| 06/10/2020 | Final | GBP | 0.05 | 03/12/2020 | 04/12/2020 | 14/12/2020 |
| 08/10/2019 | Final | GBP | 0.04 | 05/12/2019 | 06/12/2019 | 16/12/2019 |
| Top Posts |
|---|
Posted at 07/4/2024 10:41 by wad collector Another IC article on the results concluding BUY at 1055p FWIW .It thinks the stateside expansion is good, possibly with a move to the NYSE in the pipeline.It also points out that YOU have a lot of data that AI will value. They think recent weakness a buying opportunity. And more so given that it has dropped a pound since that note earlier in the week. |
Posted at 10/10/2023 21:48 by maddox Paul is not alone in criticising the capitalisation of the panel recruitment 'investment costs' and whilst I can see the point - this is fully legitimate under accounting standards, as long as certain tests are met. If you are investing to create an intangible asset that will provide a financial benefit over its lifetime - then recognising the costs alongside the income generated makes sense to me.One practice that I certainly object to - but is highly prevalent is excluding 'share-based payments' from EBITDA and adjusted eps. This is a salary cost so excluding it makes no sense whatsoever. |
Posted at 10/10/2023 16:32 by maddox Blackhorse was heavily promoting Watkin Jones (WJG) recently - you only have to look at the chart to see how well that is working out. |
Posted at 10/10/2023 12:44 by babbler You REALLY need to think of a new strategy other than posting out now (when you weren't in) on the daily rising shares. |
Posted at 04/10/2023 15:47 by maddox OK, looks like we're all in the same boat here. So, to get the ball rolling.Strategic analysis is my angle - accounts provide the historic fundamentals but we're taking a punt on the firm succeeding in the future. My understanding FWIW is that consumer market research falls into two basic types – one-off research studies that might be specifically designed to elucidate a topic and long-term surveys that monitor trends, market shares, etc. The first type is more closely aligned with general market activity whereas clients tend to subscribe longer-term to the trend research: Might be used for annual budgeting for advertising spend etc. So, revenue generated from the later will tend to be more resilient in a down-turn. YOU have pioneered the recruitment of consumer survey panels using internet/mobile so is very nicely differentially positioned and primarily in the more higher-quality revenue sector. They've been growing strongly, and their strategic goal is to complete an international roll-out of panels. This would allow them to provide FMCG clients with a complete and coherent picture - to again differentiate themselves against competitors. Strategically: The GfK acquisition thus accelerates along this (geographic expansion) pathway, will allow them to bring more work in-house, and takes out a competitor. Financially: With GfK they should increase their revenue by 50% and for a reasonable price (as compared to YOU) and thus should be value enhancing. GfK is 2.3x rev v. YOU 3.23x and p/e c. 16 v. YOU 26. So, IMHO it looks like a sensible deal. BTW – putting this out there to be shot at – so please feel free. |
Posted at 04/10/2023 12:30 by tomtrudgian I have just logged on again, namesake Tom, as I wanted to apologise to you for my rather abrupt post. Only to find I was not only rude but completely missed the GfK financials as well, and I am so very sorry. I spent some time analysing the quite remarkable YouGov figures instead. Unforgivable.I had a bit of spare cash and thought I was being clever in spotting an oversold share. In a business I knew nothing about too! Very silly. The purchase does seem expensive and shareholders do not know the debt cost either. Tom Trudgian |
Posted at 04/10/2023 09:47 by maddox Great to have you two astute analysts on this thread (as well as on LIT thread ofc) .YOU is a new candidate for me so still developing my view. One of my preferred investment strategies is to buy quality firms when they are out of favour or hit a problem. So, this fall in the share price makes the potential opportunity here more attractive. So, would very much appreciate your current views on YOU? Regards Maddox |
Posted at 04/10/2023 09:17 by tomtrudgian I am the new boy here, and know nothing about marketing survey companies. However you seem to be confusing an euro acquisition with sterling cash, omitting the placing proceeds, and comparing pre tax debt interest with post tax earnings.In any event I have not seen the 2022 GfK se tax computations, but the figures given (Pretax €24m and post tax earnings £15m, or did you mean €15m?) are not credible. If true they must be due to exceptional factors in that year. Tom Trudgian |
Posted at 04/10/2023 09:02 by maddox Hi Tomt,Yes I was trying to get the GfK Unit accounts but without success. I also emailed YOU for the analyst presentation on the acquisition - several times without success. >> 74tom, and as you say we don't know the interest rate that they are paying on this debt facility. Transparency isn't YOU's strong suit. |
Posted at 01/10/2023 10:41 by tomtrudgian Just noticed YouGov. Accounts look very good. Is the price for GfK se @ 315 euros too high? A bridge too far perhaps?Does anyone know how I can access the financial results for this part of GfK? Can you help Maddox? You are always reliable. Tom |
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