Yougov Share Discussion Threads

[wad collector] 17/12/2024 19:39

I was looking at the directors dealings over the last couple of yrs, and it seems that they timed their sells pretty well. Almost as if they knew this was going to dive...

[indiestu] 06/12/2024 09:15

mfh - great news, seems they are capitulating and they still have .86 percent to cover. The last RNS I saw Blackrock went under 5% long, they are no longer listed on the Yougov website and Market Screener has them at just over 3%. So if they are still long they may be closing these shorts strategically to create price momentum ignition. Either way the UK market appears to getting its risk appetite back.

[mfhmfh] 06/12/2024 07:28

Blackrock reduced short position on 3rd December.

[justiceforthemany] 27/11/2024 15:58

Ex dividend tomorrow.

[indiestu] 27/11/2024 14:46

? Growth has never been in question. Profit and leverage maybe.

[velocytongo] 27/11/2024 13:21

The idea that PE cld run this better is for the fairies and the type of suggestion from some me looking for a quick turn. It’s got a strong business with loads of its own data accumulated over years that should benefit from AI tools to improve responsiveness and efficiency. I’d like to see Stefan Shakespeare out of the way and a younger, more attuned to modern tech Chair. Once growth returns the shares sold rerate quite quickly.

[indiestu] 27/11/2024 12:51

Hope he closed this morning.

[fuji99] 20/11/2024 11:33

He might have closed when the share price was rising - thus probably with a big loss.

[indiestu] 20/11/2024 10:17

Well done Sceptical, you called short target 1 spot on.

[xtrmntr] 19/11/2024 06:04

Peel Hunt: YouGov turnaround progressingYouGov (YOU) trades on a 'compelling' valuation as it remains on track with its turnaround, but evidence of growth will be needed in January, says Peel Hunt.Analyst Jessica Pok reiterated her 'buy' recommendation and target price of 720p on the consumer survey and analytics group, which retreated 2.4% to 439p on Monday, 9p and has slumped 64% in 2024.Pok is 'building conservatism' into her forecasts as the business heads into 2025 'mainly to account for continued product investment'.However, she said management is 'taking the right actions and is on track to meet its cost-savings target, while continuing to invest in growth'.'As we enter the key client budgeting period for 2025, signs of increased sales momentum during this time would benefit the rest of the year,' she said.'YouGov's targeted product upgrades and new launches should support this process.'Pok is anticipating signs of top-line growth in the January trading update and said the 'valuation remains compelling' but 'evidence of growth is needed in the January update to boost the shares further'.

[woozle1] 15/11/2024 14:49

I'd be interested in the short thesis.

I was with a friend who runs a company using LLMs to create databases for a specific industry was bullish on market research companies that own large datasets because (I) it will be much cheaper to review and examine data (e.g. you need fewer people), (ii) project turnaround will be much quicker, and (iii) they will be able to cut and slice the data in many more different ways to create new products.

Other tailwinds include the loosening of purse strings at tech companies (major customers) as the threat of regulatory intrusion abates under Trump, a move to the US market, and the fact that much of the company's growth comes from the US

[georgie pie] 14/11/2024 13:31

Excellent news, A buy of £27m worth of shares or 5% of total of the company, first TR1 of many id say.

[georgie pie] 13/11/2024 13:05

No Chance of this going to the 3's more like back to £5+ next week

[fuji99] 13/11/2024 11:26

Your targets are perfect as you shorted from 375p.
Keep your shorts open and be sceptical as usual ...

[scepticalinvestor] 12/11/2024 14:18

First target of 428Following which it begins with a 3.

[mr5k] 12/11/2024 11:51

He'll tell you afterward with the benefit of hindsight. A classic fantasist.

[indiestu] 12/11/2024 11:02

What's you target price to close out you short Sceptical?

[scepticalinvestor] 12/11/2024 09:30

But in my case, dear, thicko I did just abt hit both ends of the spectrumPs i am short here again from 502.Youre welcome

[woozle1] 11/11/2024 11:41

Don't worry about Sceptic. He's the kind of genius who shorted at the top and closed it out at the bottom. You seem to get a few of these on BBs

[johnrxx99] 11/11/2024 08:16

Just bought in having been reminded of the results by NT.

Time for the new CEO to make his first year mark.

[fuji99] 09/11/2024 09:35

Are you sleepwalking per chance or do you want to use this as a diversion to create negativity on here ?
Stupidity and naked deception go hand in hand.
You look like desperate and trapped.