Member Info for Multiplier7

Looks like another institution agreed and was more than happy to take on 2.5%+ of yougov shares in a couple of off book transactions the other day. Very interesting! They have created a rare opportunity for small PI's to buy at a massive discount, i doubt it will last much longer.

Results Tuesday, budget Wednesday. If things fall into place, this will move very quickly towards £6+ again for starters. Clear takeover target at these silly levels.

Another story I read, and another yougov poll quoted 😉

Https://www.proactiveinvestors.co.uk/companies/news/1059052/fewer-people-want-abrdn-to-handle-their-money-as-outflows-persist-1059052.html

As I suspected when reading this article yesterday. Nothing Yougov specific, Abdn are facing outlows, someone else is buying everything up....

Https://www.cityam.com/relx-strong-demand-pushes-up-revenue-for-data-firm/

Valued at £67 Billion, could buyout Yougov in an instant.

There are 2 things in play, market fair value, and then FV on a takeover, IMO for Yougov both materially higher than todays price.

IMO Market FV is significantly higher than todays price. Then on a takeover, Yougov is a great asset, and value would be higher still. At just £450m market cap, this is waiting to get snapped up. They paid 315m EUROS for CPS only several months ago, having raised at £9.20 12 months ago, sounds crazy today.

Whichever way you break it down, its hugely undervalued, and you get a small dividend here whilst waiting for the rerate. On odd occasions the market throws up opportunities like these where the valuation is totally out of sync with actual real world valuations.

Hence why the likes of Hotel Chocolat, Darktrace, Royal Mail, DS Smith, Hargreaves Landsdown etc are gone, and attempts on THG, S4, Rightmove, Wood Group, Mulberry, CABP, Tate & Lyle, Currys etc, to name just a few. I am super confident, we will see a takover offer for Yougov soon, Yougov is a sitting duck at this level.

There medium term target is £650m revenues with a 25% profit margin, if they achieved anywhere close to this, share price should be many many multiples from here. Within a few months, this will look like a gift, same as CABP (I called out the CABP takeover morning before the takeover RNS release! Lucky). Got over 100% return there.

Hypothetically, 6 months ago, a takeover at say £12 would have been balked at immediately, if a £12 offer came in today, wonder what the institutions holding decide?? (PI's are always insignificant, no say). Therefor 6 months ago £12 wouldnt even be remotely possible, but today??

https://fortune.com/europe/2024/03/01/british-companies-have-gotten-so-cheap-40-percent-less-than-peers/

https://www.thisismoney.co.uk/money/markets/article-12756949/UK-companies-sitting-ducks-takeovers-global-giants-fund-manager-warns.html

Yougov has now fallen materially below anywhere which would be deemed fair value, from £12.30p to £3.80 is non sensical, absolutely nobody, and I mean nobody would have seen this coming. You always hear it, be greedy when others are fearful. I did fantastically well with CABP in the last 12 months using the same premise, fear creates absolute bargains. in 6 months, Yougov could/should easily double, and it will still be nowhere near £12.

Global Data another one which has seemingly fallen 30% in the last several weeks without any news, at the same time conducting share buybacks Lol

Would love to hear of any other solid, profitable, prefarably dividend paying companies which is totally out of sync with any real world valuations?

The only thing this will do to the UK market, we will see even more takeover attempts landing, I am ceratin of that, PE/Sovereign Wealth Funds/US can pick up good assets at bargain basement levels. Yougov would be close to the top of that list, global reputation is immense.

After being called out, apendragon is flatliners other alias activated within minutes, exactly the same MO (unless a twin with the same issues), calling everything down to 20p, sounds desperate now, has an infatuation with shorters LOL. I did say totally spineless individual 🤦‍♂️.

Now this one was shorting BT around 105p, calling 90p and lower, yes you guessed it, nearly 50% up, went silent there aswel, not a single post since🤦‍♂️🤣.

Another one from the spineless one was posting on plus500, said 800p when plus500 was 1300p, since his postings it has only ever gone up, at nearly 2500p today 🤣 you guessed it, no posts since it started rising there 🤣

Seems like the perfect reverse indicator.

See you in a few weeks, ignore these unclscrupolous individuals, they are posting FUD for a reason, they want you to sell!!

Results next Tuesday, with dividend confirmation, maybe share buybacks, maybe US listing, Director buys possible once out of a closed period, budget on Wednesday, liquidity returns, these games will end.

Always DYOR

Mmmmmm Your previous post has now been deleted! HOW VERY SUSPECT!!

Everyone read it, it wasn't just a pessimistic post, who are you trying to kid! You are clearly creating misinformation and FUD, i guess that's your thing, you practically do it on every post!

And you did not call MCG down from £4, you sound like a spineless individual, i.e. Only kicking someone when they are down, lowest of the low.

Lets see how this unfolds in a few weeks. Most of the market is trickling down on low liquidity awaiting the budget next week. IMO It's time to pick up bargains. 5 days of manipulation remains, buys more than sells again Lol

@flatliners

What an embarrassment of an individual, calling 20p and 0p on MCG incessantly recently when the price was 45p , it hit 75p, over 65% up since you were spouting all the FUD, stopped posting there real quick 🤣🤣 same will happen here. Some will say/do anything for ££

Https://www.marketing-beat.co.uk/2024/10/21/yougov-audience-activation/

YouGov director of audience data Doerthe Jans said: “In the first week of the activation functionality going live, we have had an unprecedented response, piquing the interest of multiple clients across the globe and a host of orders.”

“YouGov Audience Data is a proven solution in the market, having powered tens of thousands of campaigns, since its launch and we look forward to its increasing success.”

And agree, well done to whoever has manipulated this down, controlling the price, and loaded up big time, seems to have played a blinder, laughing all the way to the bank.

New Yougov Poll:

Is Yougov materially undervalued?

YES 100%

Will Yougov become a takeover target?

YES 100%

Would love for them to be running these polls Lol

🤣

Trading last few weeks has been very very suspect, last few days even more so. Cloaks and daggers, art of manipulation. Somethings going on, we'll find out soon.

Takeover just seems inevitable, just looks super cheap, like a really good sale, just too cheap not to buy up.

Huge moat, cashed up, new acquisitions, profitable, dividends, nice margins, technology, huge growth potential, global reputation, ticks all the boxes. Sitting duck at this valuation. 70% off right now.

Get the feeling, like a coiled spring, it will 🚀🚀

Www.research-live.com/amp-page.html%3fid=5131596&name=yougov-names-uk-ceo

International online research data and analytics technology group YouGov has appointed William Ullstein as its first UK chief executive officer.

In the role, which is a new position for YouGov, Ullstein (pictured) will help drive commercial strategy for the UK market and lead YouGov’s UK commercial and research teams, and will report to chief commercial officer Tom Fisher.

Ullstein has worked for YouGov since 2015, and was most recently commercial director at the company.

During his time at YouGov, Ullstein helped to set up the account management function  and led on some of YouGov UK’s most valuable accounts, and has also run the commercial arm of YouGov’s self-serve platform and helped lead the commercial response to Covid-19.

Fisher said: “William’s experience and leadership has benefited many of our biggest clients across the world and he has proven repeatedly his ability to deliver the necessary business metrics, while bringing the people on a journey with him. 

“William is a natural innovator who is taking charge of our UK operations at a transformative time for data insights. He understands how clients benefit both from big strides – such as YouGov’s acquisition of Yabble – as well as smaller steps – such as making us the most of technology to improve efficiency with behind-the-scenes processes. I am excited to have him leading our UK operations.”

Ullstein added: “I am really excited to have this opportunity to steer YouGov UK at this pivotal moment for our industry. 

“I am focused on building on YouGov’s history of cutting-edge of research innovation, up-skilling our teams where required and using the combined power of YouGov’s awesome data, technology, and people to create extraordinary value for our clients.”

Https://business.yougov.com/product/categoryview/product-tour

Steve Hatch:

One of the great things about a company like YouGov is offering a fresh perspective to clients.   This is what our latest product – YouGov CategoryView – does.  

It's an industry-specific brand tracking tool, helping clients see their brand in the context of their category—tracking market shifts, understanding consumer preferences, and identifying growth opportunities with precision. Built by our sector experts, it offers tailored insights that meet the unique needs of each industry.  

Initially available in the UK & US, across the automotive, financial services, and alcoholic drinks categories, the tool will be expanding further in the coming months.  

YouGov CategoryView is our latest quality data solution that not only answers today’s questions for clients, but also anticipates the challenges they face tomorrow.  

I want to thank the entire YouGov team for their hard work on bringing this to market. I also look forward to seeing how this tool will enhance the strategic decisions of our clients in the months and years to come.  

This was the target earlier this year with the new acquisitions made.

On a PE of say 20, that's a share price of around £28!!

Growth potential is phenomenal. That's 7x based on those fundamentals, where else can you get that. All whilst waiting with a small progressive dividend.

Profits/cash flow/Dividends would all 📈

House always wins, always the case, sickening.

Shorts will miraculously close as the share price is going down, if you don't laugh you will cry 🤣🤣

I bet they are flipping and will go long now. Probably them with the 2x 300k plus buys today.

Onwards and upwards.

Risk of being this low, takeover. Will be another one on along list that will have been snapped up for a bargain price.

Noticed last few weeks, huge buys going through with tiny algo sells. Someone is loading up on the cheap before the big rerate, reminds me of SJP.

2x £300k+ buys just now and no movement 🤣

So far today:

Buys 215k

Sells 65k

With tiny free float, should spring back to £6+ quick time by end of the year.

For a highly profitable, global business, current valuation is a total gift.

Dont be shocked if a takeover comes in here.

DYOR

JP Morgan and Co hopefully get their friends to buy in 😂

Most broker notes are over 800p, wonder what price targets they will come out with.

Results in 2 weeks, with probably a 10p+ dividend to come. Have to sit tight and wait for the rerate.

This was £12+ only 7 months ago, be greedy when others are fearful. In 6 months, with new acquisitions fully embedded, Yougov should be significantly higher.

Would also not be suprised with a takeover at such a low valuation.

Can't get much bigger than that.

Would not be surprised if they get Yougov listed in the US/or some other major move.

I was just pointing out the UK Banking License as another 'string to its bow' and a huge competitve advantage that many miss.

Ofcourse the underlying business is fantastic at this low valuation and the prospective growth is immense.

Another LSE company being taken out at such a low valuation, it's a daily/weekly occurrence. Imagine CABP listed in the US, would be many multiples. It will be instantly accreditive to stoneX share price if they buy it. Personally would have liked to have held for another 2 years and could see this genuinely multibag.

Someone wanting a UK Banking License, cheap fast and easy way to get one buying Cabp. Imagine the loopholes you have to go through, and probably takes 2 maybe 3 yrs to attain one. A huge asset on its own, most don't even think about. Crown Agents Bank would be a pot of gold for any new buyer.

I'm guessing a fair few buyers are crunching the numbers here for a cheap takeout, just seems inevitable, moved to new offices, got the EU license, about to get the US license expanding in Asia and Middle East with top tier clients, cheap buyout and and all the hard work done, buyer just enjoys the growth journey.