Member Info for PI_Winner

The reality is both shorts are probably fully aware that they have a very short term window to try to manipulate the price before end of March results. 1% short in total is nothing to lose sleep about for PI's and they will both have a long position to hedge the short.

I am 100% confident that the key RNS update at the end of March will be either that they listened to the key shareholders and as YOU is significantly undervalued we will be conducting a sales process or they have undertaken a root and branch strategic review and are set up for material success moving forward in addition to reporting growth revenue/profits for the half year. GLA.

Yep saw that.....Blackrock are completly jumping ship....great news for PI's. Not interested in Jupiter they were definitely hovering around the 0.5% figure previously and their track record is not in the same league as Blackrock.

I wonder if Blackrock have any inside info that the exec have listened to Gatemore as per the exit of Hatch and they are sounding out potential buyers in the background......watch this space!!

Remember as per a hedge fund they will be hedging and I have no doubt Blackrock on the bell yesterday sold a significant amount of shares to drop the SP and then claw back the 0.13% on the short....manipulation at its finest! I know they went from 6.95% to below 5% end of May 2024 so you can assume they have a significant stake remaining. Clearly they have done the maths and want to reduce the short pronto but in a controlled fashion. But all great indicators for PI's. GLA

Down 0.13% yesterday on results and 0.07% the day before....Good news for PI's

Good post shearclass.

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).

SP today of circa 385p equating to circa £450M......MATERIALLY undervalued.

37 offices globally.

Stephan Shakespere you are now 68 (I would understand if you were mid 40's and wanted to spearhead Yougov rise again organically).....but go and enjoy your retirement and lets get YouGov up for sale please! GLA.

I like and support Gatemore's response......

"We remain convinced that a sale process is the optimal solution to the company's challenges and urge the company to conduct a comprehensive strategic review."

Come on Gatemore put real pressure on, engage the key stakeholders and get YouGov up for sale.....you managed to materially make a change to the exec within a couple of weeks. GLA

So as PI's are aware.....Mark Kleinman of Sky gets most of the M&A scoops....he has loads of INSIDE city contacts. GLA.

Return to growth

Founder now back at the reins

Cost Savings strategy on track

An acquisition of Yougov is definitely in play given the ridiculously low MCAP.

Interested to hear Gatemore's response & whether they intend to manipulate the Yougov strategy moving forward i.e now really pushing for a sale and influencing other key stakeholders....no doubt they influenced the prompt CEO departure. GLA.

YouGov, an international data analytics group, reported stable performance for the half-year ending January 2025, with modest growth in both its Data Products and Research divisions. Despite challenges such as reduced government spending and ongoing weaknesses in the gaming sector, the company has seen growth in media agencies and academic sectors. The company is on track with its cost optimization plan, expecting significant savings in FY25. Notably, there has been a leadership change with Stephan Shakespeare stepping in as interim CEO. YouGov continues to invest in growth areas, particularly in Data Products and AI capabilities, anticipating further revenue growth despite challenging market conditions.

Happy to see that Yougov has returned to growth and the CEO has gone. Onwards and upwards. GLA

Agree...the SP is ridiculously low. I see a lot of nonsense on here re shorting....remember Yougov just about resides in the 100th position of shares shorted on the FTSE....less than 1% of the shares.....they have alternative motives! Hope they enjoy the burn ride when it comes....and I am certain it will come! Material changes and uplift are coming in one of a number of guises.....big profit uplift, new CEO and strategy, takeover, up for sale.....at least one will occur in the coming period.

Looking forward to the trading update on Tuesday. GLA.

Gatemore are pushing for the old CEO (Shakespere) to be re-appointed who founded Yougov and recommend to initiate a sales process.....although a bumpy ride at the moment my instinct is telling me that there will be a positive huge material change for PI's this year. Grab the stock at this bargain price. GLA.

https://www.reuters.com/world/uk/activist-investor-gatemore-calls-ceo-change-uks-yougov-2025-01-14/

For me the Yougov SP is ridiculously undervalued. Data is king. Fully expect excellent results at the start of Feb. Yougov obviously provide services in a host of markets....the election market was particularly buoyant in H2 2024 including the US etc.

If anybody uses London South East for any kind of trading data....don't.....it has got to be the worst site for PI data in the UK! Just one example is the fact that the LSE site is reporting trade volume just over 100k for Yougov today when in reality it is more than 10 times that today already. Most people already know their data feeds are extremely poor. But good comparison to validate. Check out trade data on other sites and even the yougov site itself!

https://corporate.yougov.com/investors/share-price/

Completly disagree Stumpy. Very confident that the results will be excellent at the end of Jan....all about good sources for info. The SP is a bargain at the moment. GLA.

Agree Burgeseb.....data is king in this world....Yougov is significantly undervalued. Fully expect a rerate in the coming period and excellent results/update at the end of Jan.

P.S share price manipulation going on at the moment......Blackrock reduced by 0.04% yesterday. GLA.

Blackrock reduced their short yesterday by 0.02%....judging by the low volumes and then a small spike in volume yesterday...that will explain the sudden SP movement. GLA.

Dartron.....you cannot have voting rights without the equivalent shareholding.....it is company law basics. FACT - The rise on Monday was aligned to Ameriprise acquiring their stake. GLA.

And of course explains the rise to 508p earlier in the week when Ameriprise were acquiring their stake.

To be clear this stake relates to a holding of shares. If it was related to a financial instrument under number 7 of the RNS the stake would be in the second box....financial instrument! Great signal.......Ameriprise know their $hit. GLA.

Predictions in the short term is that the SP should be 600p+ . Yougov customer retention is excellent, their business model is first class, they have just completed 2 material acquisitions and when the operating model is integrated it will transform the business. Data is king these days and Yougov are in the right market at the right time. Dividend also coming at the end of the month.

The only time I am concerned about shorts is when there is 5 or 6 institutions shorting with 8%+ of the shares. Blackrock have less than 1% and it is guaranteed that they will have a material long position in addition....hedge funds...hedge. GLA.

Also 9p dividend end of Nov for shareholders. GLA.