Member Info for chaddersmith

Actually, the bankruptcy narrative is highly likely to be a massive market overreaction in my opinion, as YouGov’s actual business performance remains resilient and fundamentally detached from its current "fire sale" valuation; management confirmed that half-year trading hit all internal targets, with total revenue continuing to grow (low-single digits) rather than shrinking and its Research division even posting mid single digit growth as clients specifically prioritize verified human data over AI noise.

Furthermore, the debt from the CPS acquisition is being actively serviced by the strong cash flows of that division - which carries a healthy 21% margin and the company has already achieved 70% of its £20 million cost-saving plan, significantly de-risking the balance sheet. With the stock currently trading at a staggering 71% discount to its fair value and major analysts like UBS and Berenberg maintaining price targets between 510p and 600p, the stock is poised for a violent "mean reversion" as soon as the market realizes that YouGov is an AI beneficiary that owns the proprietary human data robots need to stay accurate.

Its current valuation reflects a lack of confidence in its ability to handle its £197 million debt pile while facing a shrinking liquidity pool. With a current ratio of 0.77, the company technically has more short-term bills due than it has cash and easily sellable assets to cover them, a classic red flag for insolvency risk. Investors are effectively betting that the massive drop in profit margins caused by a shift to cheaper AI-generated data will leave YouGov without enough "free cash" to pay down that debt, potentially forcing it into a desperate fire sale or a highly dilutive emergency fundraise.

Where are people finding the results? I cant find them anywhere online

He did the same thing on yougov for weeks, then started crying like a baby when it went up 20% after earings

like "waaaaaahh youre all taking pleasure in my misfortune waaaaa" after weeks and weeks of gloating about everyone else being down on their position.

Hes a proper fully fledged loser.

Hahahahahaha you can get stuffed after the glee you've been posting with this past few days.

enjoy your loss

Hardest cope of all time - post proof or shut up lying.

I'll be honest ive never seen a stock lose 35% of its value in 2 months with absolutely no news what so ever when the broader market is doing ok.

Really strange

Well it has to because youre buying a business, the traders dont matter in the long run.

If a comapny is growing on average 15% a year and its gross margins are in the mid-80s.

They have to care about that

But at some point the fundamentals have to come into play surely, because south of 450m market cap for a company like this is insane

Some massive buys came in after hours, damn.