Yougov Share Discussion Threads

[diogenesj] 29/9/2006 12:26

I should have said: results due on 9 October.

[diogenesj] 29/9/2006 11:39

Well, they did pause for breath at 600p, and then stormed through. Forecasts keep going up, and results must be due within the next couple of weeks or so.

[huntie2] 29/9/2006 09:30

on the move again!

[jdlive] 23/9/2006 09:08

YouGOV has a unique business model that can be applied in every country in the world. UK, Canada, MiddleEast are all done. The growth prospects are enormous. This share deserves a PE rating of at least 30.

[saucepan] 02/9/2006 17:45

Will be interesting to see whether the shares "pause for breath" at 600p, or storm through that psychological barrier.

[johnrxx99] 02/9/2006 11:14

Another cracking week.

[kenmitch] 21/8/2006 11:32

Shares up over 30p today to yet another new high. Wish I had bought some and not just TOL. Great sector to be in it it seems.

[cr4zyness] 26/7/2006 11:26

Johnrrx,

You should try and research this one, obviuos target for takeover I suggest you read the recent RNS's give you a good insight into the latest liquidity.

[johnrxx99] 23/7/2006 23:40

Tried to check out the website but it's down. Not good for an internet based service!

There has been media hype all over the place for this one. Perhaps I'll wait a bit with that PE.

[littleredrooster] 21/7/2006 18:29

YouGov grows like Topsy

ONLINE market researcher YouGov is growing like Topsy. Profits and earnings are expected to grow 250% this year as the company's proprietary software and methodology help it chip away at the big boys in a global industry set to grow to $4bn by 2008.

Joint chief executive Nadhim Zahawi enthuses that the difference between YouGov and its bigger competitors is that 'our heart is online'. The group has an internet-based panel of over 145,000 Britons, which is, according to Zahawi, perfectly demographically representative. This, along with a reputation for accuracy and widely recognised analysis and advisory work, gives YouGov a strong competitive advantage.

YouGov provides consumer market research, political polls and stakeholder consultation to a client list that has doubled to over 180 in the last two years. In the year to July 2005 margins hit 33% and Zahawi says 'we've seen no margin pressure at all.'

A Dubai subsidiary opened last year and revenues have exceeded expectations ­ showing the model translates well. There are small panels in the US and Canada but the next big step will be a move into the EU with an acquisition or a joint venture. The public sector is another potentially sizeable growth provider and the DTI and Ofcom are already signed up.

New house broker Numis expects sales to reach £8m this year, translating into profits of £3.5m and 19p of earnings, placing the shares on a forward rating of 24 times. With domestic and international expansion providing the potential for much more growth.

• Recommendation – Buy

[mitzis] 06/7/2006 08:29

Tipped as a main buy in Shares mag.

[kenmitch] 28/6/2006 21:10

Surprised no-one has commented on the latest positive YOU news i.e results likely to exceed expectations. This is becoming the norm for this sector. RNOW results were good. A matter of time before TOL comes up with a "results likely to exceed expectations" statement as well?

[melody9999] 26/6/2006 11:06

Reckon this whole sector is in for substantial growth. I bought into RNOW last week on the back of impressive results.

[jonelle1998] 06/4/2006 08:38

Bollyood...I think you need an accounting lesson. you explain the rise in CREDITORS - which I agree is not excessive (but it explains all of the cash generation.) but what about the rise in DEBTORS. In simple terms: all of the new business generated INVOICES TO CUSTOMERS (=DEBTORS) and no CASH. So if the customers do not pay then there is no profit. Anyone who does business in the Middle East will tell you that getting paid there takes ages and often results in "unforeseen problems."

[bollywood] 05/4/2006 10:40

sorry j1998 but you've got this sooooooo wrong!

You should really check your facts and get educated into how the business works. YouGov don't have traditional suppliers as such and thats one of the reasons that it makes it such a strong company. In this case the rise in amount owing will be due to an increased user base and an increase in the volume of surveys that are going out. Every time a member of the public registers to become a YouGov panel member they receive a joining fee and subsequent credit from responding to surveys is put in a virtual account. YouGov pays out when reaching £50. I would imagine that this debt has to be reported on in the accounts.

Therefore the increase in debt is wholly attributable to YouGov doing more business, more business means more surveys and therefore more credit to those doing the surveys. Although no debt is good, this is as close as you're going to get to it being so.

[jonelle1998] 04/4/2006 20:11

sorry..typo.... should be 832k rise in amont owing (creditors).....even worse! this smells of :"win the business and worry about being paid later". And then you are not.

[jonelle1998] 04/4/2006 12:33

staggeringly overpriced this one... Good area to be in but worth £50m ??!!! Not a hope. 50% of their business is from the Middle East. I bet that surprised the founders. And I bet it won't be sustained.

Oh and another thing to bear in mind...look at the rise in debtors: Companies that "make" £1.4m of profit in the last six months but don't make that much CASH need to be watched. The cash they made in the period came wholly from not paying suppliers (£704k rise in amount owing)...but debtors went up a whopping £1,507....oh and that corresponds quite closely with the amount of business they did in the Middle East....and guess what clients don't pay quickly or at all ?? If they don;t pay = provision in accounts= profit warning. Methinks this "growth" stock could be derailed.

[jakleeds] 03/4/2006 21:40

kenmitch, imo RNOW is cheaper than both yougov and toluna. However, you should also take a look at another little company, TMN (themutual.net). Although their main activity is online shopping (which is booming in its own right), they have recently made two very exciting acquisitions, one of which is an online market research co. You can find out more about them here:-



regards

[2chips] 03/4/2006 16:14

methinks he was mistaken.. if you look at the news flow from these people - it's all good... and.. if they are approached - then surely that is only good for the SP? I am new to this I confess.. but when a company posts 3X ahead of expectations - then surely, thas good news!!!!!

[kenmitch] 03/4/2006 15:40

See post 84 from 3894jack.

I asked him to explain where these were being hyped.

He didn't reply.

Wonder what he thinks of these results. Wonder too if these are still being hyped as he said, and if so where?

[Abuse team] 03/4/2006 15:32

Post removed by ADVFN

[2chips] 03/4/2006 15:31

can see that - but I think there is so much more to come from this share... v impressed by the management team.. the Mid East operation is contributing nearly 50% - from a standing start less than a year ago... wouldnt be surprised if this kept going up...and up.

[kenmitch] 03/4/2006 11:58

Seems the superb results today hasn't got the attention of anyone here. Mabye they all thought as I did that the YOU PE ratio was a bit too rich.

Wishing now that I had held some of these.

TOL results (I hold) due any time now, and certainly this week, and they too should be good.

TOL shares are on a lower rating than YOU. So worth a look for those who think they might have missed the boat with YOU. Alternatively wait for YOU profit taking - if there is any.

Is another in the sector, RNOW also worth a look?

edit. Very few YOU shares traded so far today. Reasons? Holders happy even at this price? Potential buyers put off by the big rise today?

[yachtmonster] 03/4/2006 11:46

Well, that should get a few people's attention!