Yougov Share Discussion Threads

[rumithepoet] 04/4/2011 17:08

Piece from Ben Jaglom today on YouGov's results

[nurdin] 04/4/2011 07:42

Pretty good interims..£11m cash on the balance sheet and trading in line.2012 earnings likely to be boosted by the new acquisition Numis forecasts earnings of 45p for the next year which suggests a forward multiple of 8.5 stripping out the cash...way too cheap imo

[woozle1] 01/3/2011 12:48

Anyone see that ToLuna has been acquired at 10 times EV/PBT. This would imply a valuation of around £70m for YouGov or 20% up from current levels. ToLuna is a bigger business with global reach, which is where YOU want to be but You is a more valuable UK business.

I can understand why one of the larger businesses hasn't tried to acquire this business.

W

[nurdin] 08/2/2011 10:45

In line as expected..£11m cash now.Stripping out the cash we are trading at a prospective multiple of 8.3x

Cheap imo

[pictureframe] 02/2/2011 09:08

Trading statement due this week

[nurdin] 24/1/2011 09:53

Our 25k buyer is back again..:o)

[woozle1] 13/1/2011 16:45

I can't believe that a non ED would be buying stock if there was a bid around the corner. We're more like to see a big rebound in earnings driven by revenue growth in a more benign marketing spend environment, the Harrison deal and a lower cost base. It'll then get the premium rating it deserves.
W

[parvez] 12/1/2011 15:55

is it directors or some other acqisitive org??

[nurdin] 12/1/2011 10:02

30k buy at 53p.Reckon more Directors buys here..:o)

[pictureframe] 12/1/2011 08:51

Big buys going through behind the scenes imo. No doubt they will pop up later.

[pictureframe] 12/1/2011 08:35

Hmmmm Bid coming?

[woozle1] 11/1/2011 17:37

I'm surprised that this even independent. It would fit nicely within WPP.
W

[nurdin] 11/1/2011 16:46

27.5k buy at 50p there..:o)

[parvez] 11/1/2011 14:09

picture, my takeover candidate for early 2011 too

[nurdin] 11/1/2011 12:33

yup..looking good.Firm break past 50p and we will be in the blue sky region..:o)

[pictureframe] 11/1/2011 11:30

Chart breakout at last.

[pictureframe] 10/1/2011 13:40

Another 6 months will see those holding very well imo. My feeling is a takeover will happen here eventually.

[nurdin] 10/1/2011 13:22

Oh goody..was getting a bit lonely here ;o)

[pictureframe] 10/1/2011 13:18

Not picked up by most investors. this is one of my favourites for 2011.

[stegrego] 10/1/2011 13:04

Indeed,

Decided to buy a few.

[pictureframe] 10/1/2011 12:47

Nice vote of confidence

[nurdin] 10/1/2011 11:07

Directors buy.


RNS Number : 1698Z

YouGov PLC

10 January 2011

10 January 2011

YouGov plc ("YouGov" or "the Company")

Director's Share Dealing

YouGov was informed on 6th January 2011 that Peter Bazalgette, a Director of the Company, purchased 63,031 Ordinary Shares at the price of 47p per share on 5th January 2011.

Following this purchase, Peter Bazalgette controls 263,976 Ordinary Shares representing 0.3% of the Company's total voting rights.

[nurdin] 08/1/2011 11:22

Hi Steg....YOU were a go-go stock during 08-09 and reached as high as 170p in that period.Whilst I am not suggesting that they will get there again anytime soon,there is no reason why they cant start heading in that direction over a period of time,subject of course to positive newsflow,specially from the US.

Short term (3-6mnth) I am hoping for 60-70p....

[stegrego] 07/1/2011 22:22

Watching this closely.

Do you have any targets here nurdin?