Member Info for PI_Winner

Ha no idea jgjam.

But the key catalysts that will get us there and above 800p is:-

Good final year results - Efficiency savings, AI capability enhancements, growth forecasts

Shorts jumping ship - Key catalyst for me was when Blackrock exited a while back. The 2.6% short relates to hedge funds that make a lot of wrong calls and not in the same league as Blackrock.

Market Sentiment - It is starting to turn after the disaster comms of mid last year......the old CEO removal and Shakespere back at the reins

Broker analysis

Economic environment

Any speculation around a takeover.

In addition it is AIM.....as a result the SP can rise very very quickly over weeks.

To summarise, in my opinion the SP will definitely rise to 800p and 1000p+.......but nobody can provide timings of that. i.e Nobody would have forecasted that Rolls Royce would go from 38p to 1000pish in a couple of years....it was a 'no brainer' that it would rise but not by the multiples it has risen. However if the key points above are positive then that will make it happen quickly.

A couple of years ago Yougov SP was circa 1600p and had been consistently above 1000p for long periods of time. Shakespere was the guy behind that strategy and delivering. The previous CEO had the wrong strategy, but be in no doubt that Shakespere now back as the leader will deliver on the new strategy given his track record and 20+ years previously at the forefront.

I work in the M&A banking sector and hence have a good idea what attracts investors and what makes acquisitions happen. The fundamentals of Yougov tick all the boxes.....26 million customers or priceless rich data.....the biggest banks in the UK do not have that much data which can be commercialised, 32 offices globally, revenues increasing year on year, forefront on AI capability etc etc.

In terms of trying to gain 1% margins on insight to validate thinking there is always research you can do. Couple of examples.....look at the open job market for Yougov.....job opportunities across the globe, multiple layered jobs...data scientists, consultants etc....big tick, growing and high demand market.

https://jobs.yougov.com/jobs

Testimonials....to chose one from its website....media quote from the New York Times........YouGov “stands apart….Its data has been analyzed by third parties, used by academics, and found to outperform other nonprobability data.”

Good Luck All.

Testing the MM's.........I just did a dummy run of selling a tranche of my Yougov shares worth £200k and the MM's were quoting me 374p.....EXCELLENT SIGNAL. Sometimes i cannot sell more than £50k-£100k of a FTSE in one tranche and often the sale price is 4-5p lower than the SP when it is a big tranche.

Personally I am not selling a dime until 800p+.......always focus on the fundamentals of a company.....Yougov is significantly undervalued. GLA.

Key messages for me from the half year results earlier in the year, which will be the focus at year end results (end of July):- related to strategy, cost savings and ultimately revenues and profits. With Shakespeare back driving the company (previously the SP was regularly above 1000p+ under his management) fully expect excellent updates. GLA

The Group continues to invest in key growth areas such as its Data Products and AI-enabled capabilities to drive growth in the medium term. As announced in August 2024, the Group completed the acquisition of Yabble, a New Zealand based company pioneering the use of generative AI to deliver audience insights.

We have implemented our previously announced cost optimisation plan to streamline measures and right-size the cost base for FY25, including a headcount reduction in Q1 FY25.

We expect these efficiency measures to deliver £20 million in annualised costs savings, 70% of which we expect to be realised in FY25.

The Group has renewed its focus on executing on its SP3 vision (to become the universal infrastructure for data sharing) and is accelerating delivery in key areas with the greatest potential to drive medium-term growth: Panel, Public Data, Products and People.

2.6% declared plus a couple underneath the 0.5% threshold....lets say 3 - 3.5% in total....what do they do.....circa 1 month to YEAR END results....it has not worked out they would have expected....squeaky bum time....they must be sweating buckets that results will be strong, old CEO back at the reins....cost savings implemented, new strategy....recent acquisitions should be integrated and economies of scale reaped. GLA.

Ha....nice quote Dartron.

The key to making money in stocks is not to get scared out of them.”-Peter Lynch. A great quote from a Legendary fund manager. Fear and panic lead to selling at the wrong time and missing out on long-term gains.

I am all about material gains (over 50%) and don't do day trading and rarely now short term trades of 15%-20% gains....but everyone has their own strategy.

Looking forward to year end results and the fundamentals have not changed for me.....this SP is significantly undervalued. GLA.

Year end financial results are out 31st July......as I have stated the fundamentals of YouGov mean that it is significantly undervalued from my perspective. Shakespere will now have completed a root and branch review....he will have implemented a new strategy that aligns to what Yougov do best and I am very confident that shareholders will be rewarded handsomely moving forwards.

For me good results will mean this will trend to £6-£7 upwards. In the meantime happy that it continues to trend upwards. GLA.

Its clear Gregmn is shorting....good luck with that :). All FTSE's carry debt....it is the only way to grow fast. Yougov have a very healthy cash balance....and will have zero issues with payments. Gregmn is clueless!

Have gone from 6.06% to 7.15% :)

Yep patience is the key. Put your investment here in your back pocket and review every couple of months. The fundamentals of Yougov aligned to the MCAP do not equate and that is the bottom line. I am certain this will come good via organic growth in sales and profits or via an acquisition by another party. Either way PI's will be rewarded. The MCAP will be 1000p+ in due course.....data is KING and Yougov have 26million+ rich customer data detail. GLA.

Day trading or near term analysis does not make you the big profits in the long run.

Hold for Gold........I am convinced there will be a bid at these levels....the MCAP just does not equate at these levels.....the fundamentals of the company are robust and in my opinion very very valuable.

The amount of years they have taken to attain millions and millions of behavioural data across the globe is second to none outside of the social media platforms which is ultimately the 'holy grail' for data and how it can be used from a commercial standpoint. GLA.

Yep nothing in the RNS to anyway justify the ridiculously low SP and MCAP. I will be expecting a bid if the SP does not reflect the value of Yougov.

Yougov expect to meet market expectations.

Statutory operating profit increased by 54% to £14.8m (HY24: £9.6m).

CPS integration close to completion and rolling off the TSA's.

Cost optimisation plan of £20M reduction on track

Good luck on Monday all.....fully expect good results on Monday....I have gone big on this one.....the only good thing about AIM is it can rocket very quickly and a bit like others I tend to stay away from AIM...this should be a FTSE or better still cross the water.....data is KING!!

Results next week - fully expect guidance to be met (they would have issued an RNS by now if it was not the case).

The SP is significantly undervalued (MCAP is only £365M) and as a result is fully ripe for an offer/s.

It is very difficult to pin a reasonable sale price for YouGov. For me where both parties get good value the sale price has to be 1000p+. Rationale:-

Yougov hold material data for 26 million individuals ( living data) built over decades of research. That is HUGE and material currency but very hard to pin how many £100's millions that is worth.

Peak SP of 1660p end of 2021 when revenue was £160m in 2021 and £220m in 2022. Forecasted revenue this year of £400m+ (nearly double).

There has been 3 acquisitions in the last 12 months alone - CPS GFK (£315M), Yabble (£4.5m) and Knowledgehound (undisclosed).

37 offices globally.

Stephan Shakespere back as the main man - who led Yougov through their most successful SP period.

Interested to see the short action this week.....squeaky bum time!! GLA.

The markets are loving Trump tariffs and 'Trumpcession'.!! Lots of opportunities. For me the current SP and MCAP means this is ripe for a takeover. Yougov is ridiculously undervalued in my opinion. RNS at end of March is the short term milestone to focus on. When I saw the SP today......I did laugh Stumpy......you called it!!

We are going down a rabbit hole here Stumpy and boring other posters so final post on this. I initially made a factual statement of your repetitive charting posts about the SP falling to 320p whenever the SP fell and in my opinion they are $hite posts. The day I get angry by a post by you is the day I need to question the meaning of life and give my head a wobble.

Haha Stumpy......I work in M&A financial services and have been trading for circa 20 years and I am doing just fine. Those that boast of trades on boards are never successful traders. Given my background in M&A lets just say YouGov ticks all the boxes for me and am very confident where the SP will go in the future. I am very happy with my portfolio/trades and breakeven position on Yougov. I can only assume you are a failed trader but the only way of validating is comparing portfolios in a coffee shop/bar in London.....which is not going to happen.

Anyway I am distracting you from your next intelligent/insightful and ground breaking post about charting and your predictions about 320p. If you could let PI's know the date and time this will happen that would be really helpful.

I remain independent as opposed to debating with others as I do not survey the boards regularly so just provide an opinion from time to time, but there has been the odd occasion where I have called out disingenuous posters on other boards...you do not impact my viewpoint as I stick to my own research on fundamentals etc but the repetitive nature of your 320 post with no insight feels like groundhog day, so I imagine it must infuriate other posters.

stumpy i have to call out that you have forecast 320 every week for umpteen weeks now.....your chart predictions are ****e and you repeat the same line with no insight or informed opinion. admittedly i do not take much notice of these boards as they do not move the sp and i am more focused on us market trading but for pi's who read these posts i want to call out that stumpy you always seem to rear your head when the sp falls and relay the same $hite. gla (with the exception of stumpy :)

Market sentiment is a key factor in any SP.....for me this is all about Trump announcing at his cabinet meeting yesterday that EU tariffs are coming.....which will have a knock on impact to all corners of markets. Markets get spooked by these statements. I am not interested in day trades, I am interested in fundamentals of companies to invest in and materially gain and I am confident that the YouGov RNS market update at the end of March will be materially positive. DYOR & GLA.