The next focusIR Investor Webinar takes place tomorrow with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Pre-close Trading Update YouGov plc, the international online market research agency, today issued the following update for the six months to 31 January 2012, ahead of the interim results announcement due in April 2012. Trading across the Group in the first half of the current financial year has been in line with our expectations and the Board is confident of the full year outcome. Double digit organic revenue growth has been achieved in the six months. As announced at the time of the preliminary results in October, the Group is investing significantly in developing new markets and products which has reduced profit margins in the first half. The Group's balance sheet remains strong with net cash at 31 January 2012 of approximately £10 million.
http://www.investegate.co.uk/Article.aspx?id=201202090713281052X
who are you
Dont be shy
i can play to any game and i need a ban soo here goes what you into
mary are you a dyke
We reiterated our hold stance on YouGov in April as the valuation looked pretty full, according to the Independent. At the time the polling firm was changing hands at just over 51p. And although they rose sharply in subsequent months, flirting with levels well above 60p in early July, the recent market turmoil has been taking its toll. Indeed, at 44.5p, YouGov, which yesterday announced that its adjusted operating profits for the year to July had climbed by nearly 40 per cent, now trades on multiples of under 10 times forward earnings. That compares to around 17 times when we had a look earlier this year. The results show that the market is being far too bearish. It is clearly time to add to our holding. The Independent gives a buy rating.
YouGov: Investec retains hold rating and target of 46p.
Commenting on the results, Stephan Shakespeare, Chief Executive, said: "YouGov has achieved a high level of growth and significantly increased profits. This performance reflects organic growth in the business as we develop new products and serve new clients as well as our successful acquisitions in the US, which are delivering ahead of expectations. The core model is working well across both the existing and acquired businesses as we explore new opportunities for continued growth. We have recently strengthened our management team to support our aim of driving the company more ambitiously. We expect good revenue growth to continue this year, despite the anticipated end of the historic contract in Iraq by the end of 2011. YouGov remains committed to making additional investments in new products and geographical expansion which will support further growth. The current year will see further benefits from our US acquisitions and continued gains in other markets. We are also more confident of improving profitability in Germany with new management now in place. We are developing new online panels to meet client demand. Our French panel has now grown to 50,000 and our Paris office is opening in November. We are also continuing to invest in our SixthSense reports business as well as launching a new reports business aimed at the investment community following successful trials this year. Our new interactive website goes live in November and will support innovative tools for social media analysis and marketing. Current trading is in line with the Board's expectations and with our strong balance sheet we remain confident of our ability to meet our clients' changing research needs despite increasing uncertainty in the macro-economic environment."
Operational Highlights · YouGov continues to increase market share · US now the largest market - revenue up 230% and acquisitions performing well · BrandIndex global revenue increased by 35% · UK revenue up 13% with Omnibus and SixthSense performing well · In the Middle East, regionally generated business continues to grow, partly offsetting the expected scaling down of historic contract · Good growth in Scandinavia with full year profitability re-established · In Germany, online products delivered an excellent performance but custom research performance remains challenging · Success of core model leading to new opportunities for growth · Current trading in line with the Board's expectations
Key Financials · Turnover of £56.1m (2010: £44.2m) 27% higher · Adjusted operating profit1 increased 40% to £5.3m. (2010: £3.8m) · Organic revenue growth of 9% - outperforming the research market · Good operating cash generation of £5.6m (2010: £4.9m) · Adjusted profit before tax2 improved 43% to £5.8m (2010: £4.0m) · Adjusted earnings per share3 increased by 88% to 4.7p (2010: 2.5p) · Reported operating profit of £0.4m (2010: loss of £10.6m4) after: · Amortisation of intangibles of £3.8m (2010: £3.7m) · Exceptional costs of £1.1m (2010: £2.8m) · Reported profit before tax of £0.4m (2010: loss of £10.6m4) · Balance sheet remains strong - net cash balances of £9.4m (2010: £15.6m) after making total acquisition payments of £8.1m
http://www.investegate.co.uk/Article.aspx?id=201110100702108401P
LOT ARE SO CHILDISH!
're so vain probably think this song is about you You're so vain I'll bet you think this song is about you Don't you? Don't you?
TALKIN TO ME !
Nice one ;)
VILL ALL BE BANNED - ADMIN
WILL BE SORRY TOMORROW
RE POO SMELLS
LOT ARE MAD
YouGov started with buy rating at Peel Hunt, target price 76p
Canaccord Genuity reiterated its "buy" rating for YouGov (YOU), the market research agency, with a 60p target price. The broker notes that the group posted in-line with consensus expectations interims with a 27% increase in revenues to 27 million pounds and a 57% jump in adjusted EBITDA to 2.2 million pounds. This, Canaccord said, suggests the group remains on track to make "significant progress" in the current financial year as part of an "ongoing turnaround trajectory." Shares in YouGov pushed up 0.5p to 53p.
In a move to to boost its business in the US corporate research market, online market research agency YouGov (YOU) has agreed to acquire Definitive Insights, a strategic market research consultancy based in Portland, Oregon, for a total expected amount of around 3 million pounds. Separately, the group announced a 64% jump in pre-tax profit for the half-year ended 31st January 2011 to 2.3 million pounds on revenue 26.8% greater at 27 million pounds. YouGov shares gained 0.5p to 51.25p.
it seems not much interest in this - its not a share in the limelight of course
Surely a good day on the cards here