Member Info for PI_Winner

Stumpy....it is not where you start but where you finish......whats my breakeven after acquiring nearly 2% of shares over the last year?????!!! Remember I work in corporate M&A......95% of my share dealing transactions is in the US Nasdaq market......do I ever lose.....No. For punters...happy to help their analysis....but obviously up to them. In summary....what I know....watch the half year results end of July for direction on their strategic position........watch the shorts pre and post results......they dont want to commit to anything substantial which is unusual......ie over 1%.....but a greeen flags for investors. i am certain this is a mutibag......GLA

At their last financial update presentation Yougov explicitly stated that they are actively reviewing whether to divest Yougov shopper. Forecasts state it is worth £300-£400 million alone.

In addition they are launching a share buyback scheme in Q3 2026.

Yougov are also actively investigating transitioning to the US stock market as the current MCAP is ridiculously low.

JP Morgan also recently flagged based on their analysts reviews that they were forecasting an imminent material event at Yougov to re-rate the SP.

This share is a no-brainer you just need patience. Hold for Gold and do your research, all this info is available online.

P.S i have worked in M&A for 20 years and 10's global deals.....and if you are in the circle you sign an NDA and ITK (in the know wth legal conditions) you do not discuss in a pub!

Based on Yougov fundamentals......it is easliy worth 900p+....with 26 million rich material customer base.....data is king......26 global office locations.......and they are going to divest Yougov Shopper for £300-£400 million...the future is bright....the future is Yougov. just be patient and do not be day trade and wait for the material updates. GLA

At their last financial update presentation Yougov explicitly stated that they are actively reviewing whether to divest Yougov shopper. Forecasts state it is worth £300-£400 million alone.

In addition they are launching a share buyback scheme in Q3 2026.

Yougov are also actively investigating transitioning to the US stock market as the current MCAP is ridiculously low.

JP Morgan also recently flagged based on their analysts reviews that they were forecasting an imminent material event at Yougov to re-rate the SP.

This share is a no-brainer you just need patience. Hold for Gold and do your research, all this info is available online.

A JPMorgan "positive catalyst watch" means their analysts expect a specific upcoming event—like earnings reports, new product launches, or strategic updates—to significantly boost a company's stock price. It suggests a high likelihood of share price appreciation, often ahead of anticipated strong, market-moving news.

What it Indicates: Analysts believe the current share price does not reflect upcoming positive developments, or that the company has been unfairly sold off.

Purpose: To signal to investors a potential short-term opportunity to buy the stock before positive news likely drives it higher.

Yougov shooper strategic review will determine whether they fully integrate into the business or sell now that they are off the TSA's (transitional service agreements from the previous company). Whatever drives more value for shareholders was their strapline....you would think that must be to sell Yougov shopper which is a material positive play for private investors.

Looking to commence buybacks circa August 26. Buybacks based on profits only.

80% contractually committed revenue for the year already which is 100bps higher than last year at the same point in time.

CFO spoke very well.....impressive. GLA.

Delivered reported revenue growth of 2% to £194.8m in line with expectations, representing a resilient performance driven by sustained demand in the Research division.

Improvement in statutory operating profit and statutory profit before tax of 14% and 4%, respectively.Solid balance sheet position with cash at period end of £32.8m and leverage ratio of 2.1x net debt to EBITDA.

Given dislocation between our confidence in YouGov's intrinsic value and the current market valuation, the Board expects to launch a share buyback programme in place of the annual dividend.

Value Delivery Plan has been mobilised with execution of Wave 1 already completed and Wave 2 in planning phase. Combined impact of the first two waves expected to deliver annualised margin uplift in excess of 350bps. This 3-wave plan is intended to combine efficiency improvements and enhanced ways of working alongside creating an AI led data business.

Revenue momentum remains positive, and in line with expectations, with 80% of FY26 expectation contractually secured, slightly ahead of the prior year comparative.

Catch the presentation call at 10am if you can. GLA

Factually....the companies directly impacted by war negatively.......are travel companies, companies reliant on oil, companies reliant on supply chains and distribution which all will be impacted materially. Yougov is exempt from this criteria and anyone with a half brain would know that. Yougov fundamentals remain in addition to the new exec aligned to M&A activity. Roll on 24th March for the update. GLA.

Doodoo.....that is a quality post...well done. That is why Pi's should always scan X ,social media, forums etc...because you can get game changing information. Roll on 24th March. GLA

I agree with JO. The material executive changes undoubtedly means a significant change in strategy which is great news. In my view this will either be in the form of M&A re a sale or partial sale of the business or transitioning away from AIM and a new listing. The fundamentals of this company do not equate in my view and the SP is significantly undervalued.b The strategic overhaul has now commenced.

In addition there is a big misunderstanding of what AI does and cannot do.....i.e the likes of ChatGPT or Co Pilot does not not have access to the 28million ish rich customer data sets that is the IP of Yougov. As an example, financial services companies have/are creating agentic AI models for their data sets of 10/20 million customers to provide informed and insightful breakthroughs. These data sets are NOT accessible by co-pilot, they are ring fenced to the financial services tenet.

Likewise Yougov have their own AI platform to support their gold standard data. Without the data, generic AI platforms are not a competitor and never will be...Always remember....data is KING.

Institutions own the vast majority of Yougov shares and they will have been leaning on Shakespere and the exec to make fundamental changes over the last 12 months.

All Pi's need here is patience and you will be rewarded and await the material RNS's and in the mean time this is not an SP to stare at on a daily basis. GLA.

Imho Aimmaster....you are imho....shorting and imho you will get burnt!. LOL IMHO

Exactly JO......commercial interest in their AI initiatives is a new stream of revenues and profits that could grow exponentially. GLA.

Looks like you are short Aimmaster2018!!

Artemis have a 7% stake as of end of Jan...read the RNS....double the shorts. The shorts are not overly committed only circa 3.5% hedged between 6...they have made their returns by supporting pushing the SP down. The free float is not big....over 80% of shares are with big institutions. Any sniff of a takeover and it is curtains for shorts. GLA.

YouGov plc has reported that trading for the half-year ending 31 January 2026 is in line with expectations, anticipating low-single-digit revenue growth on both reported and underlying bases, driven by continued expansion in the US and UK, though offset by a slight decline in YouGov Shopper.

Robust results....absolutely ripe for a takeover....significantly undervalued. Data is King in this world and yougov have nearly 30 million of rich customer data sets. I am aligned with Artemis who have invested significantly in Yougov over the last quarter. GLA.

After making shed load loads in the US with private equities on acquisitions i am back in the UK and i am catching up on various sites . Let me be clear....I have filed my significant stake in Yougov under waiting for a material RNS.....it will 100% happen based on the fundaments and my experience in M&A....but do not believe me...call Artemis and ask their opinion.

For PI's........there is zero value in posting on this forum until an RNS and unfortunately any post on here does not move the dial.....it is the equivalent of tumbleweed....I wish you had the MI on number of posters on tis forum versus traders as it is ridiculously bad!!

@Stumpy I hope you have enough money for your bus fare home.......you and your crystal ball LOL.. If you want to meet up and compare trades and portfolios tell me know where and when.......

@Apendragon.....love the fact that you think engaging on this forum where nobody is watching makes a difference...there in lies your stupidity....but keep posting...you clearly lost a fortune previously!!!

Disclaimer.....I unfortunately will not scan his forum again until half year results RNS in Feb, as there is zero value unless there is a material RNS before hand.

Good luck to all private investors.

Great thanks Tom231......I think that is the main point....the shorts are in a tough spot with the retail investor slice being so low. Any squeeze and they have no leverage which is great news for us :)

It is difficult to reconcile the share ownership numbers.....hoping someone on here can crack it or has a golden source.

I cannot find an up to date ownership model. The link below for investing.com appears to be a couple of weeks out of date but is more accurate than others available. It seems to be last updated at the start of November when Artemis had 3.26%.

https://uk.investing.com/equities/yougov-plc-ownership

If you review the RNS of yesterday (at the bottom of the RNS) you can see that Artemis investment mgt has circa 5% holding and another entity Artemis fund managers Ltd holds circa 4%.

At the start of Nov, based on the investing.com link 11.3% is owned by retail investors and the rest by institutions and mutual funds etc. If we update the position based on the RNS of yesterday then 5.75% (increase of Artemis investment by 1.75% and Artemis fund managers ltd of 4%) of the 11.3% needs to be subtracted......leaving circa 5.55% for retail investors.

We know that 2.27% is owned by the employee share scheme and I believe Shakespere owns roughly 1.6% and we can disregard the other board member stakes for now as they are tiny. That amounts to circa 3.87%.

That is another 3.87% that needs to be subtracted from the remainder 5.55%. We know that the shorts have borrowed circa 5% which means the equation does not tally.

If someone has a better insight please feedback.

Summary as of start of Nov:-

11.4% available to retail investors.

Increase in institution stake - Artemis investment mgt Ltd and Artemis fund managers ltd means an additional 5.75% needs to be subtracted from the 11.4% position start of Nov

Employee share scheme of 2.27% and shakespere 1.6% needs to be subtracted

Shorts have borrowed circa 5% which needs to be subtracted

Meaning numbers do not reconcile and there is nothing left for retail investors which is not true.

Does anybody have a better view? Are the shorts screwed.....in that any squeeze now and they have zero leverage left?

Agreed 6.4 million shares traded.....value of circa £16Million today.......something is going on in the background, this is unprecedented levels for Yougov....even when they issue material RNS updates and these recent huge trading days are based on zero public news. I see Artemis increased their stake again on Friday. Something is bubbling.....GLA.

So Yougov have 117.2M shares in circulation of which circa 4.6M shares were traded on Tuesday which equates to roughly 4% of the shares.

Blackrock reduced on the Tuesday by 0.16% and Citadel increased by 0.07% = 0.23%. Meaning circa 3.77% of shares were traded freely on Tuesday which is HUGE on no news. What we know for certain is the huge amount of shares traded was not as a result of shorts. But this leaves us none the wiser at the moment what is going on....but definitely one to sit on and watch closely. GLA.

Hope so Stumpy.

The trading volumes were huge yesterday.....on nothing as yet that we can reconcile. AIM SP's can go up and down very quickly it is the longer term where you make the big money in the right stock.

Sharetracker later today is now key to help PI's hopefully understand what was going on yesterday. If there was a short squeeze on nothing that is a great sign i.e Artemis have grabbed a lot of the free float and now normal trading can be a catalyst for a short squeeze and the shorts are really struggling. Meaning a positive RNS will really torpedo the SP.

Or if nothing significant happened with the shorts yesterday then news must be coming. There is no way you can have that amount of shares traded in comparison to the daily trends for the Yougov SP without news. GLA

Now circa 4.6 Million shares traded today......no more corrections!!!.....point being nearly double the shares have been traded today on NO NEWS.... in comparison to annual results day which is normally the big mover and shaker day for listed companies. GLA