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Surprised no comment on here since the GE has been announced. Likely yougov is going to be one of the most quoted sources of voting data by news outlets for the next month and half.
Bought in yesterday. Purely a momentum play, no idea of financials 🤣
Decent financials , the operating profit is purely down to a large acquisition. Like previous comment with GE up coming & American elections can only be good for revenue.
I would expect some momentum from the short that needs to close. Where as many stocks have shorts on them in anticipation of a GE, I think this one was short until a GE. Time to go long.
Back to £12 in short order!
I agree with you Tom. There are going to be polls and surveys pinging off like crazy over the next few weeks and then the post-election polls to ask people why they voted the way they did, what do they think of the result, etc.
I've held this through ups and downs for this next few weeks.
I've always had £12 target in my mind since I bought in.
Good Luck everyone.
I know that many trades are automatically triggered and carried out by algorithms, but to me selling any of these in the next 6 weeks isn't just stupid, it's incompetent.
Even a fund manager should be bright enough to realise that the next 6 weeks is a once in 5 year opportunity and hold off selling, but it appears not (yet anyway).
Agree , double whammy as American elections following Uk . Yougov have a nice percentage of the polling in US . Can’t see any logic at these levels and the sells whilst in £8 ‘s and early 9’s
This should motor upwards in the coming days as more and more polls are published.Free publicity?
Since April share price has been disappointing and not going in a direction some of thought with so much demand for their services around the world in a year the world seems to be going to the polls. Have we got it wrong?, Is no one paying for their szrvixes?
Blackrock ditched a chunk of their holding hence the fall.
Looking at the Blackrock smaller companies investment trust results from February, they said they had 1.9% in Yougov, it wasn't even in their top 10 holdings.
https://www.lse.co.uk/rns/BRSC/final-results-dh4krbh41kik4vf.html
This makes sense, as the BRSC trust is only 700M. If they did own 5% of Yougov, that would be 50M in one holding - around 7% of the trust, which just isnt the remit of such a trust.
The TR1 appears to show a much larger reduction, which also matches the HUGE volume spike for May 2024. You often see this with Blackrock. I have never really got to bottom of why, but I would suspect something else is afoot.
I actually sold my DWF shares off the back of a bearish article in Citywire, only for the stock to be taken over weeks later at a huge premium. I like the website, but it is just one opinion.
Here is the article, please bear in mind the facts when reading. It is never stated that Mr Arnolds opinion has been sought either.
https://citywire.com/investment-trust-insider/news/expert-view-yougov-hollywood-bowl-icg-berkeley-trainline/a2443638
GLG have upped their short, clearly they did not get any of these shares from Blackrock. So where did they go exactly?
I saw the other day that Millennium capital have lost around £400M from being short on Hargreaves Lansdown. It seems to have taken them out of the game - all their shorts suddenly closed. I think shorting these stocks is becoming very high risk.
Dartron, great post. Is it a coincidence that a short position was taken out in April to be followed by BlackRock reducing their holding by such significance.
Given there are two large elections on the go you would like to think revenue would be significant. Or is it as you alluded to some thing else is a foot. The SP is very volatile and disappointing.
My own feeling is that YOU may be a little expensive compared to its forecast earnings. The Citywire article does sight the fund managers concerns over earnings.
""Despite the survey and data company reporting in-line results, Arnold said that ‘the underlying mix has proved to be worrying, with a marked slowdown in its core data products business and a larger than expected weighting to the second half to meet its full-year guidance’.""
I doubt GLG and Blackrock are working together, but maybe they both value the company at a similar level and therefore share a consensus. The Blackrock fund trimming a small amount will be due to growth relative to other stocks that they manage, and they are probably coming at it like you or would - "I have to trim something, to buy X..". But the large Blackrock 5% TR1 - who knows? I follow a lot of stocks and I have seen Blackrock come and go at 5% many times and it barely moves the price, so I can only assume its not buying and selling as we know it.
I would have thought the GE will be well factored in to current forecasts. That is the point, people take positions on what is forecast / expected, however things don't always turn out that way, do they. I think its worth holding a piece of these stocks as an investment, just in case forecasts are beaten, offers are made - or in the case of You, they move to the US stock market, which has already been mentioned by the company. I am currently going for quantity of stocks to get exposure. One offer can see a 50% premium. YouGov makes up about 2.6% of my pf. Im not fussed if I am under water on it for a while. I already managed to trade this and make a profit when it hit 980 this week, and then got them back at 930, so shaved 50 points of my holding.
If it helps - Investor chronicle rates this a buy. The broker forecasts are between £9.30 and £15, average consensus is £12.81. I dont think you can go wrong holding Yougov.