Yougov Share Discussion Threads

[brianmax] 12/11/2006 12:12

Sorry, yes you are correct.

I was calculating my figs on the profit -

However, considering the almost identical turn overs v profits made by both companies it seems YOU have a much more efficient business model and I still consider them a better proposition to invest in out of the two - unless I am missing something (again)

[stallone10] 12/11/2006 11:52

brianmax the revenues for the past year were almost the same.

[brianmax] 12/11/2006 09:09

RNOW may have half the market cap but i'm not sure I understand what you mean by "similar revenues" ? -

YOU has profit of 4m (RNOW 1.6m)
PE ratio YOU = 34 (about right for sector)
RNOW PE = 54 (too high and over valued in my opinion)

I am hoping YOU can do elsewhere what they have done in the UK & Middle East - then we should see some fireworks.

[stallone10] 11/11/2006 15:53

what about research now ( rnow) similar revenues with half the market cap.

[m.t.glass] 10/11/2006 14:47

Yep. This plus CART,ADM,TAN,CHG,
ULE,BYG,HMY,DJAN,VLK,WNG,SFR

[cr4zyness] 10/11/2006 13:21

Hi Mt,

You in these?

[m.t.glass] 10/11/2006 13:16

testing that previous high..

[cr4zyness] 13/10/2006 12:33

Directors dumping looks like the end of the bull run.

[wjccghcc] 11/10/2006 12:54

YOU have the middle east which is the reason for their big bump in sales/profits this year whereas RNOW have Europe.

[diogenesj] 11/10/2006 11:47

Numis target fast approaching. Anyone have a higher one, with reasons?

[cr4zyness] 11/10/2006 11:35

Chiva,

DEMAND!

[m.t.glass] 11/10/2006 11:21

With thanks to Samg99 on another thread. Minnie Ripperton's anthem to all lovers of YOU ;o)

And where else would it be except on YOUtube

[chiva20] 11/10/2006 11:19

Can anyone tell me what YOU have above RNOW?

[diogenesj] 10/10/2006 10:10

I see that Numis raised their forecast slightly yesterday (to nearer the consensus) and reiterated their Add rating (target price 787p).

[liarspoker] 09/10/2006 10:24

Yeah I think so too J - I play guitar and unfortunately my rhythm is as white as they come. :O(

[diogenesj] 09/10/2006 10:22

I think he was talking to me, Spoker. Thanks for the compliment, WJC. :-)

[diogenesj] 09/10/2006 10:20

RNOW certainly looks better value now, WJC (I'm holding a few of both). But this is doing amazingly well, and perhaps it will justify the premium.

[diogenesj] 09/10/2006 10:14

Excellent results today, and comfortably ahead of forecasts. No dividend, though, which is a disappointment, because (whatever the chairman says) a dividend was expected, and companies that don't pay dividends usually end up paying the cash to the directors instead.

[diogenesj] 29/9/2006 14:30

Yes, you have a point there, S. Rather heavy volume by recent standards today too.

[saucepan] 29/9/2006 13:40

Hi DJ

May be; it's just that the movement seems a bit sudden. I wondered whether a new broker note or an impending tip this weekend, with someone in the know, or may be large trades yet to be revealed.

It might all come out in the wash. However, all things considered, with such strong fundamentals, further upward momentum is hardly a surprise - just that I still doubt that an 8% spike occurs for no reason in particular.

[diogenesj] 29/9/2006 12:16

Don't you think it might just be people punting on the results being even better than expected, S? Also, as you pointed out above, the chart shows a history of pauses at round numbers and then a breakthrough.