Member Info for Saintge

Blackrock selling their new short position is what brought the stock price down today. Overall there were significantly more buys than sells so the price should have trended upwards.

As to Blackrock's plan, possibly covering another dip but dividends are due within a month (9p per share isn't pocket change when you have 0.82% shorted), also Blackrock caused the last yougov share price drop. If you look through the last few months of yougov shorts, clearly Blackrock built to their 0.55% position over this period.

Moreover, unless something crazy happens yougov are on track to report a record jan25 results, this should rocket their share price. Blackrock must see this? 👀 perhaps, a newbie increased their short position instead of decreasing it like he was told (it has happened before lol).

My final thought here is that when Blackrock does close their position, we could see a big bump in sp as 0.82 is over 9.5m shares. A good 2-3 weeks of normal trading for yougov shares. A short squeeze potentially in the play.

FOMO

For those that cannot read.

9p dividends to be paid.

Revenue up by 30 percent.

The down turn in profits was due to their aggressive growth in trading year 24.

Big operational costs savings are currently being implemented.

Yougov's balance sheet by January 25 will be very impressive.

As I said, the share price today does not matter, it is the share price in a year or 10 years you should care about. By this time next year, yougov share price will have rocketed up!

Your post is misleading. Alex McIntosh always sells after he exercises options. He sells regardless of price, regardless of where the company will be in the future, and regardless of any news. Alex McIntosh selling after he used his options is as natural and expected as the sunrise every morning.

It isn't today's price you should be thinking about, a mistake most investors make, but you need to consider where the stock will be by Jan 25. My view holds that profits will pick up and because of fomo, the sp will rocket to over 800p (somewhere between 800p-1000p). Yougov is a significantly stronger company today then it was a year ago: it has better revenue, more revenue streams, headroom to reduce operating costs and expenditure, a strong brand that's easily recognised, and yougov has excellent margins. There is more to say but you should really do your own research.

The price today does not concern me, but by jan25 people who sat and watched are likely to be talking about how they missed it.

One final thought is that if the price falls a little more, the last short position(s) should close. This will be great for the share price.

Only 1 recorded short position left, and maybe a few unrecorded. But it seems my post was on the money: the likely hood of paying a reasonable sized dividend payment, the on going costs of holding a short position, the likely situation of the price climbing after 15 October, and of course the price shorted shares were sold for means it simply isn't worth the risk of holding.

Just a few thoughts:

On 15 October we get the full year announcement, as long as this follows what was outlined in the trading statement from 6 August we should see a big upwards trend. I feel a lot of investors are holding off for this data to fully understand the shape yougov is in. I believe yougov will end at the top of their estimates, perhaps slightly above, given the uplift we saw in August and that globally there was more demand for their products (this is based on data from their selectors).

From this we should get the dividends declared, I expect them to either hold at 8.5p or increase it to 9-10p. Regardless of any increase, this should excite investors and show that yougov is still doing very well (making the same profits as last year whilst gunning for growth is a mark of a very strong business, I could name many companies that could not and have not achieved this. Cough, cough tesla, cough uber, cough Airbnb).

Moreover, the dividends payment will put pressure on short positions holders as this erodes their profits; also factor in the fees paid to borrow the shares (from the june short offerings, this is likely 3.5% as well as the other costs) and that most of the shorted shares were sold around 500-450p. Short position holders are going to have to put some serious thought into when they should pull out or if they hold will there be any room for profits 📈 .

My final thought would be on their January 25 half year statement. This statement is very likely to be strong and send the stock price very high as it benefits from the profits that have been carried forward from 24 trading (this was due to accountancy rules around their mergers), it benefits from their first run of cost savings (likely to be quite sizable as there will be a lot of fat to trim from the acquisitions), and it benefits from having already paid for the mergers (yougov's single largest expense for 24 trading, and very likely the reason for yougov's drop in profits notwithstanding yougov increasing its revenue year on year from 23 to 24 trading; growth costs and yougov has already paid those costs).

Stupmy I think we are on the same page or not far off.

When I say not normal, I mean in comparison to 99 percent of stocks. For yougov, a drop like this is possible because of the things we have talked about before. Low daily volume, low float, low hourly activity (same days you can go 20 minutes without a trade), most of the stock held for the long term by funds etc.

I agree with you post, the stock went from low 400p to high 500p very fast. There are likely a lot of investors selling ,even at this price, for good profit.

I think it will drop a little more then start to recover again. As I said October/November will be the next big play as short sellers won't want to cover the dividends and we get a bit more new about the company.

Interesting aside, most short sellers that opened their positions on 20 June, sold their shares for between low 600p and mid 400p. That is the main reason they haven't closed, there isn't much profit. In fact if you came in late, you might actually be in the red haha.

I could write a long post about why yougov is one of a few great investments out there, but I won't. Instead I will simply say it was being traded for over 1200p at one point, it is a significantly better company now than it was back then. Yet its price right now is just under 500p. There is so much value and upside in yougov, it is crazy. However always do your own research, this is just my opinion.

In the mid term, 5 to 6 months I can see the shares recovering to 800p upwards. Yougov's Jan25 molid term report should be very positive given that is a sizable amount of profits from 24 that will roll into 25, and yougov's acquisitions should now be fully merged and profitable. This is a similar view to most brokers.

Long term, yougov is one of the best data stocks imo, as they now have the data and systems to make money from AI.

I said previously that the stock was more likely to drop to high 400p then jump to low 600p. But this is short term. The is also manipulation of this stock, everytime it starts to climb, the price will drop 10-20p from a few sell orders (that isn't normal). 2 Fridays back, the stock dipped more than 40p in 10 minutes, for no reason what so ever.

I think it will start to pick up in the next couple of weeks. With most of the climb upwards happening in October. I think October/November will be significant due to yougovs dividend payment at the end of November. Short position holders should not want to cover this cost.

I got my hopes up for nothing haha. Regardless of short positions I would have thought sp would have started going up by now. Something is keeping it down. But I have time, I don't mind holding yougov for the long term. So much upside from here IMO.

Have the short positions closed? If so, we will be seeing 600p very soon!

They are a joke, there was no reason for the sp to drop today. Next week will be interesting.

588p down to 546p. Simply amazing.

The stock manipulation I talked about in my last few posts, is happening now! Price has drop 40p from today's high, and it is sliding. But remember stocks are manipulated, someone selling stock as much as 20p below bids is normal haha.

Haha, what a colourful post! I have been right about price moves on this stock every time. But I fully accept that I can and will at some point be wrong.

I did not brag about profits, I was merely showing that I have faith in what I post. Yougov has earned me a lot of profits over the last 6-7 weeks, I hope it has done the same for others.

In my previous post, the point I was making is that until short positions are closed day traders won't move on and we are more likely to see high 400p over low 600p. I have not said yougov is a bad investment, by next January I can easily see 800p plus on the cards. But we are not out of the woods yet.

Short selling tanking stocks and day traders tanking stocks isn't a conspiracy theory. Both can and do have negative affects on share price. In the case of yougov: we have a very low stock float (some 115m shares), low daily trading volume (sub 500k most days), more shares being passed around investors then there should be due to the short positions (totalling at least 1.2m shares that dont actually exist), at least 2 large short positions (very likely more smaller short positions) and lots of action from day traders. All of this combined means the price is still volatile. But hey, I could be crazy and talking out of my backside, you don't have to listen to me.

You do not have to explain the stock market to me, but it is great that you would do so. Many newer investors here could use the help. You do not seem like a tool, so don't act like one. We are all entitled to our own opinions.

The stock is doing better but there are still 2 registered short positions and day traders are still playing with the stock. Until these 2 things end, we are more likely to see 400p rage again before 600p rage.

Explaining why this is most likely is complicated but I will try to make it simple. Yougov has a very small market float and low daily volume, these facts combind with short sellers and day trading both tyring to make the stock dip, and boom you have a stock which can drop a whole pound within 1 day despite nothing being wrong with the company.

I am not sure if it is day traders, short sellers or both but people have been selling just enough stock at below market prices to hold the price down. The stock started to go high today then out of nowhere automatic sell orders for as much as 20p less then the current price.

Long term, from my analysis, yougov should be between 600p and 1000p by end of January 2025. The price which is most likely imo, would be 800p or around that. That is a big upside for holding a stock for 6 months or so. But for the next few weeks and maybe months do not expect much unless the short sellers move on. They can literally open (widen) their positions and tank the market again like before. They haven't had their pound of flesh yet!

I sold my positions at high 500p and reopened at low 500p, I am not telling anyone to do this but if they are earning we might as well earn

Anyway, as before, I think the best thing to do is hold. If you are worried about the market, take your profits and move on. I hope this helps.

Thanks! It seems like they might be selling Scottish widows off in parts?

For all the BS in this group, can't anyone help me out with some info... has the sell of scottish widows bulk annuity completed yet?

Does anyone know if or when Rothesay will acquire (for £6 billion) the Scottish Widows bulk annuity portfolio from Lloyds?

I was researching it but I can't tell if it is pending or it has been completed?

It is this scare mongering which causes normal investors to lose money. Stocks are all over the place today, and until US jobs data drops it is unlikely to calm.

Investors need to put politics to one side and focus on actually making money which is why any/all of us are here. If you sell off the markets will fall harder, this only benefits short sellers and those looking for cheap stocks, best advice is to hold. By next week the markets should have normalised.

There are plenty of things to be worried about, but remember there are also plenty of things to be excited about. Take the interest rate drop, this should cause an up take in home buyers which will increase lloyds profits as more mortgages equals more business and this leads to more revenue and thus more profits. Even this current crash is an opportunity, if you have spare money you should be buying in not selling out. The time to buy is when there's blood in the streets meaning...

Bottom line is, don't let other people talk you into losing money. If the prices drops are making you depressed, close the apps and go have some fun! Turn your phone off and go for a walk! You should sit here feeling like you have lost anything, loses are only real if you sell, and unless you need the money you should aways hold and look to the future and it is time that builds wealth and allows the stocks to go up in price.

Most stocks and markets crashed yesterday! HSBC lost 40-45p ish a share. Again we are in a situation where retell investors are going to lose the most as they are most likely to panic and sell off their positions. In this situation, best advice is to hold, nothing material happened yesterday. The panic on social media and the shock from stocks dropping isn't great but remember nothing actually happened.