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YELL (YELL)     

Clubman3509 - 25 Sep 2008 08:29

What is happening was slowly going up, past week down 25% Good entry or further down.

I hope the Septics get the $700 billion loan through in the next few days otherwise I can see the FTSE tanking.

hangon - 16 Dec 2008 13:34 - 2 of 468

Options Cancelled

WOW! . . . an RNS telling the Market they've withdrawn their Options - jolly good, they were a freebie Win-Win which is a charge on retail shareholders.
Let's hope the overpaid-Directors use their own money to buy shares and show some confidence in their own abilities.

Only "we" know that this is a precursor for New Options - at far more easily-achieved levels. . . . Grr, they aren't worth it . . . . . Let them use their own money!

Indeed, it occurs to me that it would be easy to remove some Directors . . . let's start with those that don't buy 50k-worth of stock at these low-levels, between now and Xmas day.
THIS could apply to many other Companies.

hlyeo98 - 12 Feb 2009 13:23 - 3 of 468

Yell sees hard fourth quarter after 9-month sales fall 2 percent


LONDON (Reuters) - Yellow-pages group Yell reported a 2.4 percent decline in nine-month sales at constant exchange rates and a flat core profit on Thursday, and said the current quarter would be tougher.

But the company said its results had been helped by strict control of its operations and its online business and it expected its rate of revenue decline to slow in the first quarter of the next fiscal year, which begins in April.

Like its peers in the local classified directories business, Yell has been caught out by tough credit conditions and a steep decline in advertising spending in the midst of a costly migration from print to digital.

It renegotiated its loan covenants last year.

On Thursday the company said it expected full-year adjusted earnings before interest, tax, depreciation and amortisation (EBITDA) to rise about 10 percent to over 800 million pounds, a decline of 2 percent at constant currencies.

It had previously forecast broadly flat core earnings.

"The economic trends in each of our markets show no current sign of returning to growth, and the fourth quarter will undoubtedly be tougher," Chief Executive John Condron said.

Yell operates in Britain, the United States and Spain -- some of the countries hardest hit by the global financial crisis -- as well as Latin America.

Its net debt was 4.3 billion pounds at the end of December, up from 3.8 billion nine months earlier, and 4.7 times annualised pro forma adjusted EBITDA.

moneyman - 11 Mar 2009 13:13 - 4 of 468

http://www.birminghampost.net/birmingham-business/birmingham-business-news/technology-and-innovation/2009/03/11/yell-makes-big-noise-in-mobile-internet-thanks-to-new-deal-with-3-uk-65233-23115564/

http://corporate.yellowbook.com/products/webreach/

Clubman3509 - 11 Mar 2009 14:54 - 5 of 468

Worth a punt at todays price 17p

hangon - 12 Mar 2009 17:21 - 6 of 468

Debt looks awesome, though - D4E before long.
=Bargepoles
-er, and there's the matter of Options, probably re-written at c.10p to be sure Dirs get a Bonus.....well, not from my money they don't.

mitzy - 02 Apr 2009 09:44 - 7 of 468

Bought some today.. nice.


Chart.aspx?Provider=EODIntra&Code=YELL&S

Clubman3509 - 02 Apr 2009 09:53 - 8 of 468

Bought yesterday wish I had bought more, IMHO the bottom has been reached.

mitzy - 02 Apr 2009 09:55 - 9 of 468

I wished I bought yesterday too.

mitzy - 02 Apr 2009 10:49 - 10 of 468

My target is 20p.

mitzy - 03 Apr 2009 08:24 - 11 of 468

up 10% this am.

Clubman3509 - 03 Apr 2009 08:38 - 12 of 468

Bouncing up again today. Go Yell go.

mitzy - 03 Apr 2009 09:38 - 13 of 468

This is wanting to go higher today.

moneyplus - 03 Apr 2009 15:23 - 14 of 468

just picked up a pitiful few--online restricted and so is my cash! but it looks very exciting today, possible interest from google and with results next week, yell employees buying like mad according to gossip on the other side and it can go in my isa! well picked mitzy. check out AVE for a nice breakout and rumours on the other side.

cynic - 03 Apr 2009 15:27 - 15 of 468

really? ..... to how many were you restricted?
anyway, traffic here today is several times norm, but as this is the last day of trading the fiscal year, hard to know if there is more to it than just book tidying or similar

moneyplus - 03 Apr 2009 15:31 - 16 of 468

only 1000 available online.

cynic - 03 Apr 2009 15:35 - 17 of 468

rubbish! ..... i just bought 15000 on-line via IG with no problem at all .... change your broker or whatever

mitzy - 03 Apr 2009 15:45 - 18 of 468

Well its reached my target of 20p so gl.

cynic - 03 Apr 2009 15:57 - 19 of 468

it was a cheap way of getting rid of itchy fingers .... been doing too well of recent days - and been banking profits! - so desperate to give some money back before i lose the knack!

Clubman3509 - 03 Apr 2009 16:11 - 20 of 468

Up 41% today not bad

Clubman3509 - 03 Apr 2009 16:12 - 21 of 468

I mean 45% up today

cynic - 04 Apr 2009 08:36 - 22 of 468

looking back at yesterday's trades, buys heavily outnumbered sells ..... volume was 6.5x norm .... but then it was last trading day of fiscal year - see also AFR

moneyman - 04 Apr 2009 15:07 - 23 of 468

http://www.emediawire.com/releases/2009/4/prweb2295834.htm

moneyman - 04 Apr 2009 15:07 - 24 of 468



Yell leaps on relaxed covenant rumours:

Yell leaps on relaxed covenant rumours
By Neil Hume

Published: April 4 2009 03:00 | Last updated: April 4 2009 03:00

Yell , owner of the Yellow Pages, was the standout feature among the small caps yesterday. Shares in the directories group leapt 42 per cent to 21p in heavy volume on rumours that its lenders had agreed to relax banking covenants. There was also talk the company could sell one of its overseas businesses to help pay down debt.

Sector watchers were sceptical. They noted that Yell, whose net debt stands at 4.3bn against a market value of just 160m, renegotiated its interest cover covenants in October to give it 20 per cent headroom against forecasts.

However, if trading has deteriorated, traders said the company might seek a further relaxation in its lending terms.

http://www.ft.com/cms/s/0/5dc403c6-20af-11de-b930-00144feabdc0.html

Clubman3509 - 06 Apr 2009 08:25 - 25 of 468

Wow up another 25% today

kate bates - 06 Apr 2009 10:39 - 26 of 468

looks like a bid imo.

cynic - 06 Apr 2009 10:50 - 27 of 468

certainly massive volume again ....... already 2x norm

kate bates - 06 Apr 2009 10:54 - 28 of 468

very oversold and heavily shorted so these types can bounce strong. Have to say i can see this back over 58p which would take it back to January price when the market was last bubbling.

kate bates - 06 Apr 2009 10:55 - 29 of 468

just bought a load of CFM cynic, got the nod for these.

cynic - 06 Apr 2009 11:07 - 30 of 468

CFM = coal mines in places like indonesia? ..... certainly in our biz, we avoid indonesia except when dealing with major international outfits ..... even more crooked than pakistan, and that's quite an achievment!

Clubman3509 - 06 Apr 2009 11:08 - 31 of 468

Now up another 48.88% today.

moneyplus - 06 Apr 2009 11:08 - 32 of 468

seems the bid talk about google may not go away---good start to the week.

cynic - 06 Apr 2009 11:11 - 33 of 468

have reopened the CFM thread for those in need of a White Nile experience

moneyman - 06 Apr 2009 21:20 - 34 of 468

Can't see resistance until 50p

Clubman3509 - 08 Apr 2009 11:39 - 35 of 468

What is happening to YELL it's back down to 19p

cynic - 08 Apr 2009 11:42 - 36 of 468

bear squeeze is over

hlyeo98 - 08 Apr 2009 18:34 - 37 of 468

It's a pump and dump.

Clubman3509 - 08 Apr 2009 19:00 - 38 of 468

By who, the Sun readers

drgirish - 08 Apr 2009 19:55 - 39 of 468

yell's future depends on global financial recovery, as it depends on adverts, last week it was hoped the recession is over, so Yell was bullish, this week there is a doubt cast on this, so the slump
does anyother has better idea?

Clubman3509 - 09 Apr 2009 07:52 - 40 of 468

The recession will end that is for sure, just when few know, Yell will rise, and at this price I am adding.

I think it rose last week because of good all round sentiment on stocks, and a rumour of a take over.

cynic - 09 Apr 2009 07:56 - 41 of 468

YELL rose last week on the back of strong rumour that they had managed to renegotiate their banking covenants and also a heavy bear squeeze

cynic - 09 Apr 2009 08:22 - 42 of 468

missed this yesterday .... did not appear on NewsWatch here ....

LONDON, April 8 (Reuters) - British yellow-pages company Yell is not about to appoint experts to help it restructure its debt, a company source said on Wednesday, denying a report that helped drive its shares higher this week.

The source described the report in the Independent on Sunday, which said the company was understood to be mulling appointing experts to ease the terms of its 4.3 billion-pound ($6.3 billion) debt burden, as "wide of the mark".

Yell, whose print business is suffering from consumers' shift online as well as a steep downturn in classified advertising, renegotiated its loan covenants late last year and said in February it still had 20 percent headroom.

kate bates - 09 Apr 2009 08:51 - 43 of 468

Yes retraced too much this, Katie adding.
CFM cynic btw ;-)

kate bates - 09 Apr 2009 08:53 - 44 of 468

i've noticed with this share people talk abouts its debt to market value which is scary but not half as scary as TW. which has rescheduled its debts. YELL is a very good recovery play, better to compare debt to profits - looks much rosier and a more realistic comparison. No divi for a few years but should see excellent growth on your investment once the green shoots appear - all imo.

cynic - 09 Apr 2009 09:48 - 45 of 468

kate .... because you're such a bully, i bought 40k a few days ago - lol!

moneyplus - 09 Apr 2009 11:19 - 46 of 468

don't forget if google really are sniffing around we could soon have a very nice surprise! I'm holding some--just to dip a toe in.

Clubman3509 - 09 Apr 2009 11:22 - 47 of 468

Up 18.5% this morning

cynic - 09 Apr 2009 11:43 - 48 of 468

why would google want yell?

Clubman3509 - 09 Apr 2009 12:32 - 49 of 468

What could it possibly be that makes Yell a good candidate to be purchased by Google?

"Yell has lost almost half its value in the last 11 months and certainly looks more attractive now as a takeover candidate," is what a UK based trader says.

There have been no official pronouncements from Yell, but rumors suggest a 500 pence-per-share bid.

halifax - 09 Apr 2009 12:37 - 50 of 468

Club dream on!

Clubman3509 - 09 Apr 2009 13:05 - 51 of 468

Cut & paste news item, not my opinion.

Clubman3509 - 09 Apr 2009 13:07 - 52 of 468

suggest a 500 pence-per-share bid.

Sorry should have been 50p

cynic - 09 Apr 2009 14:00 - 53 of 468

so what? that does not mean that google would have any interest whatsoever

goldfinger - 09 Apr 2009 15:46 - 54 of 468

Kate, better to compare debt to cash flow.

Usually the last covenant test before the family silver is sold off.

Hadnt seen that point about 20% headroom in feb before.

Good find cyners Ill post that across the road.

cynic - 09 Apr 2009 16:05 - 55 of 468

it was on IG where each stock shows relevant news ..... should have shown up here, but it didn't

acw - 12 Apr 2009 00:15 - 56 of 468

watch the VOL guys. I can see CYNIC laughing all the way to bank. I don't like small stocks but this one I do like. Every point means 5k for me and will add another 500k above 30p.

cynic - 12 Apr 2009 09:32 - 57 of 468

you either lie most unconvincingly, or you have (had!!) far mnore money than sense ....... you say that you already invested 500k to 1m into this stock and are prepared to throw a further 1.5m into the pot ..... van Gogh was sent to an asylum with lesser symptoms .... still, i guess he only lost one appendage while there, so you should manage to beat that score comfortably

Clubman3509 - 13 Apr 2009 18:32 - 58 of 468

Reports also cited talks between Microsoft and Yahoo about possible search and advertising partnerships

acw - 14 Apr 2009 01:24 - 59 of 468

not pounds no of stocks cynic

acw - 14 Apr 2009 01:26 - 60 of 468

watch the rush

Clubman3509 - 14 Apr 2009 08:27 - 61 of 468

Yell up 15% this morning looks good

acw - 14 Apr 2009 09:06 - 62 of 468

You guys thought I was mad.

moneyman - 16 Apr 2009 20:07 - 63 of 468

Could well see a rise leading into results.

moneyman - 16 Apr 2009 20:13 - 64 of 468

http://www.mad.co.uk/Main/News/Articlex/2141f9a2ad6d4513a8174eea19519c81/Yell-extends-118-247-campaign-following-success.html

acw - 21 Apr 2009 21:19 - 65 of 468

bloody thing refusing to pull back.

Clubman3509 - 22 Apr 2009 07:03 - 66 of 468

Onward and upward, nice steady rise.

kate bates - 29 Apr 2009 09:06 - 67 of 468

got 100p written all over it this i tell ya.

Clubman3509 - 29 Apr 2009 09:16 - 68 of 468

Needs to be as I paid that last year

SUPERJOCK2 - 29 Apr 2009 09:18 - 69 of 468

Kate let's get to 50p before we start thinking a 1

Clubman3509 - 29 Apr 2009 09:30 - 70 of 468

up another 15.83% this morning

cynic - 29 Apr 2009 10:35 - 71 of 468

exceptionally heavy volume .... daily is normally about 5m, but already 14m

Clubman3509 - 29 Apr 2009 10:41 - 72 of 468

Seems to be going good even with the pig flu scare, and many companies reducing advertising budget.

cynic - 29 Apr 2009 10:47 - 73 of 468

what is it that you and footballers don't understand about adjectives and adverbs????

Clubman3509 - 29 Apr 2009 10:53 - 74 of 468

WTF are you on about

cynic - 29 Apr 2009 10:57 - 75 of 468

do you not know the difference between "good" and "well"?

Clubman3509 - 29 Apr 2009 11:00 - 76 of 468

No I live in a council house you snobby C***

cynic - 29 Apr 2009 11:09 - 77 of 468

living in a council house (a lot luckier than many who deserve same) and writing proper english, or even understanding how to do so, are nothing to do with one another.

anyway, it is clear that your english teacher did not manage to get basic grammar through to you ...... i guess such basics are still taught, despite the general dumbing down that has been insidiously pursued for a number years

Clubman3509 - 29 Apr 2009 11:16 - 78 of 468

Very brave on the keyboard arn't you Cockney boy.

cynic - 29 Apr 2009 11:52 - 79 of 468

would be just as happy to say it to your face ...... but why that log of wood on your shoulder? ...... "aren't" by the way, and as it happens i spent the first 15 years of my working life in Brick Lane

Clubman3509 - 29 Apr 2009 11:55 - 80 of 468

Maybe I could teach you some Mui Thai fancy that Cockney boy

moneyplus - 29 Apr 2009 12:15 - 81 of 468

It's unkind Cynic to mock Clubman it just makes people hurt and angry --blame the dumbing down of the education system and americanised use of language. At least the useless gov is now considering English language lessons again in schools---I hope the use of like all over the sentences disappears soon!! no what I mean like?
Back to Yell---very glad I'm still holding so we all agree on that.

Clubman3509 - 29 Apr 2009 12:22 - 82 of 468

He can mock all he wants moneyplus. I left school at 15 with little formal education but at 40 had nine licensed freehold nightclubs which I sold to Luminar Leisure for 4,250.000 and retired to thailand with my wife, and many girlfriends. Just a poor lad from Manchester.

cynic - 29 Apr 2009 12:46 - 83 of 468

in english?

cynic - 29 Apr 2009 12:49 - 84 of 468

mock? ..... not really ...... HUGE chip on your shoulder? ...... most definitely

perhaps i should harp on about my penniless family coming over from Poland and how well that has turned out ...... but that would be frightfully boring and totally irrelevant

goldfinger - 29 Apr 2009 13:06 - 85 of 468

Added a wagon load this morning to my already heavy shed load.

Clubman3509 - 29 Apr 2009 14:25 - 86 of 468

No chip Cynic just don't see the need to comment on a posters English skills.

Polish Jews no doubt

cynic - 29 Apr 2009 15:18 - 87 of 468

of course they were

goldfinger - 29 Apr 2009 16:19 - 88 of 468

Hows it going cyners.......... pineapple bonce.

Loads err money here.

Cant even get time to count it never mind take it to the bank.

cynic - 29 Apr 2009 16:36 - 89 of 468

hi matey ...... pretty good really even if some ex-mancunian with 1 wife + 28 gfs has decided to get upset with me because i disturbed the log on his shoulder!

i got back in here today too ...... truly massive volume @ 27.5m against 3m average

have actually replenished the bank balance a fair bit over the last month or two and am now in a quandary as to how to balance prudence against greed insofar as i am off to india and dubai on biz for 2 weeks in the middle of next week, so relatively difficult to monitor properly.

Clubman3509 - 29 Apr 2009 16:50 - 90 of 468

Why would it be difficult Jew boy, I manage OK from Thailand

cynic - 29 Apr 2009 17:04 - 91 of 468

que? ..... oh; only because i shall be travelling about visiting clients so shall be unable to monitor throughout the day.

now unlike you, i care not if the only way you can express displeasure or grumpiness is by personal insult, for it shows much about you - or at least i take it it was meant to be such, for certainly it is not a term of endearment

jkd - 29 Apr 2009 17:04 - 92 of 468

C3509
being away from a reliable and trusted link can rightly be considered difficult with regard to monitoring.
better safe than sorry.
regards
jkd

cynic - 29 Apr 2009 17:08 - 93 of 468

exactly that, but to liquidate everything would be equally silly, and shall certainly be able to log in at odd times anyway

jkd - 29 Apr 2009 17:09 - 94 of 468

Cynic
seems our posts crossed in time.
regards to you
jkd

Clubman3509 - 29 Apr 2009 17:17 - 95 of 468

Don't get rattled Cynic I have big respect for Jews. I have one clean all our shoes weekly for a fiver.

cynic - 29 Apr 2009 17:40 - 96 of 468

better than being too proud to do menial jobs ..... your generious charity in that quarter must surely be appreciated

jkd - 29 Apr 2009 17:58 - 97 of 468

my sister lived in brick lane for many years. she married a nice eastender who lived all his life dealing with having a jewish mother and a pakistani father.their daughter, my niece, is a wonderful young lady.
regards
jikd

Clubman3509 - 29 Apr 2009 18:00 - 98 of 468

Thank you. Enjoy your trip, remember not to eat any bacon sandwich, you dont want to get the pig flu.

When you say you are visiting clients it makes me laugh because in LOS we hear this all the time from bar girls. Don't tell me you are a jewish rent boy

cynic - 29 Apr 2009 18:40 - 99 of 468

ain't pretty enough for the latter and bacon sarnies unlikely to be available in india..... am actually very much looking forward to visiting india, for though it will be very hot and humid and hard work too, it is one of the countries and cultures which interest me greatly ..... dubai is OK in small doses, and am glad that the biz pays and not i, as Jumeirah prices are too preposterous for words

Clubman3509 - 29 Apr 2009 18:56 - 100 of 468

India is the biggest shit hole I have ever visited

Dubai is full of Essex girl has beens. I travel through there every month.

You need to try Bangkok everything there a man could dream of at a fraction of Western prices, I know how you jew boys like a good deal.

moneyplus - 29 Apr 2009 20:56 - 101 of 468

Right ---time to give it a rest it's boring! Yell and it's fortunes-takeover or turn around is much more interesting--something is cooking imo.
Clubman well done on selling out before this recession kicked in if I'd done as well as you I think I'd just be sitting back drinking a nice G&T and enjoying the good life!
instead I'm in rainy Devon hoping my investments have hit gold to make back last years losses!!

cynic - 01 May 2009 08:29 - 102 of 468

strangeness continues here with volume already at 1.5m (daily avr = 5m) and firm sp

goldfinger - 01 May 2009 11:48 - 103 of 468

Broker concensus is leaning towards being bullish now.

Was taken back by the 2 Strong Buy recos on the stock.

Obviously a lot of brokers are waiting for near term results (neutral cases) but things are certainly looking up from a analyst view.

from Digital Look today...

What The Brokers Say

Strong Buy 2
Buy 0
Neutral 8
Sell 1
Strong Sell 2

Total 13

cynic - 01 May 2009 15:52 - 104 of 468

out again at 41.25 with a small profit

Proselenes - 07 May 2009 11:34 - 105 of 468

Anyone for YELL to return to 100p levels, the chart looks rather tasty and the buying demand is there.

Clubman3509 - 07 May 2009 11:57 - 106 of 468

Will surpass 100p IMHO by the end of 09

Proselenes - 07 May 2009 12:39 - 107 of 468

Chart.aspx?Provider=EODIntra&Code=YELL&S

Clubman3509 - 08 May 2009 09:15 - 108 of 468

Trying to swim up against the waves still a good bet when the FTSE headwind calms.

grevis2 - 14 May 2009 09:05 - 109 of 468

14 May'09 - 08:51 - 12133 of 12143

They should have posted an RNS, great news:

Yell and Google form strategic alliance to bring search marketing services to UK SMEs - 14 May 2009
Yell to deliver a break through managed service solution to expand search engine marketing sector
Yell, the international directories business, and Google today announce a strategic alliance to provide sophisticated, managed search marketing services to Yells base of more than 450,000 UK SMEs. The alliance will involve Yell becoming a Google AdWords Authorised Reseller.

The agreement will strengthen Yell's position as a leading source of new business leads and sales enquiries for UK businesses. It will give Yells SME customers access to Googles base of millions of UK users through an innovative managed service platform developed by Yell that simplifies the delivery of Googles AdWords product to SMEs. The platform, under development for a year, automates many of the labour intensive ad creation, bid optimisation and campaign management functions that have presented barriers to the adoption of search by busy UK SMEs.

Mark Canon, president of new media at Yell in the UK, said: This is a significant milestone in the execution of our business strategy to be the leading market maker in the provision of sales leads for UK businesses.

Yell is delighted to be working with Google in an agreement that will bring benefits to both companies. It combines Yells expertise in local advertising, our position of trust and our close working relationship with more than 450,000 UK business advertisers with Google's market leading AdWords search marketing programme and large base of users.

Matt Brittin, director of Google UK, said: In these tough economic times, Yell will now be able to offer the benefits of targeted, accountable and cost effective online advertising via Adwords to thousands of small businesses in the UK. Many such businesses already use Google Adwords to reach new customers locally, nationally or internationally. We look forward to working with Yell to help more UK businesses capitalise fully on the online opportunity.

Yell's Search Marketing Service, which launches this week and will be sold by Yells 2,000 strong sales force, is part of a wider strategy to make leads from all online sources accessible to Yell advertisers. The service also signals a shift to more flexible open ended contract services for Yell advertisers, offering them an alternative to fixed fee annual contracts. This allows Yell to compete more proactively for advertiser spend in local and regional press media.

The Search Marketing Service for Google AdWords is the second product launch from Yell involving sale of inventory beyond Yells own portfolio of Yellow Pages, Yell.com and 118 24 7. Yell has already launched an ad network product, netReach, providing Yell advertisers with access to consumers across a business vertical and geo-targeted network of UK sites. The service has been well received by existing and new customers to Yell.

The Search Marketing Service for Google AdWords is the second product launch from Yell involving sale of inventory beyond Yells own portfolio of Yellow Pages, Yell.com and 118 24 7. Yell has already launched an ad network product, netReach, providing Yell advertisers with access to consumers across a business vertical and geo-targeted network of UK sites. The service has been well received by existing and new customers to Yell.

kkeith2000 - 14 May 2009 16:17 - 110 of 468

grevis2 good find, if you don't mind me asking where did you find it
Like you say strange no RNS

Clubman3509 - 14 May 2009 16:43 - 111 of 468

Very strange they are not blowing the trumpet on this news, maybe insiders are buying up shares before rocketing SP.

kkeith2000 - 14 May 2009 19:48 - 112 of 468

The news on their website now

goldfinger - 15 May 2009 09:29 - 113 of 468

Toped upon the pullback this morning.

Results next week?? should prove this one is well undervalued IMHO.

Clubman3509 - 15 May 2009 09:35 - 114 of 468

I also intend to top up on Yell, but I will wait until after the results, I know that I may miss out but many times a Company has had good news only for the stock to be sold off on the day.

Clubman3509 - 15 May 2009 11:18 - 115 of 468

9% down now what is happening

kkeith2000 - 15 May 2009 12:35 - 116 of 468

It's been like this for a week now, swings of 10% look back at some of the trading days
Still some uncertainly whether the institutions are unloading near to the results

A piece in yesterdays telegraph on about a possible rights issue to reduce the debt although they said that last year. It would be crazy at this level

All make investors nervous

goldfinger - 20 May 2009 10:11 - 117 of 468

Gone back in long this morning.

Sales havent fallen below the critical mark set by analysts, banking covenants are covered and the company is throwing off cash.

This could be the start of a strong run upwards.

Suprised we havent got more comment here.

Clubman3509 - 20 May 2009 10:17 - 118 of 468

IMHO Yell will fly up soon. They are in a strong position to benefit when things start to get better.

C1Daytona - 20 May 2009 11:08 - 119 of 468

From the Blue Index blog

Not so mellow Yellow
May 20th, 2009

Having some knowledge of the directory industry, like many I thought the precipitous share price drop at Yell (YELL) was overdone, and particularly at the 12p or so it sank to, it looked an absolute no brainer bargain. Many other investors clearly thought so too, and the share price has recovered dramatically this year

But today perhaps provided an insight into the underlying problems still faced by the group, after the Yellow Pages publisher announced annual pre-tax losses of GBP1bn down from a profit of GBP310m last time, on revenues up to GBP2.4bn from GBP2.2bn last time. The losses came as a result of impairments at its operations in South America and Spain and restructuring charges, but the group also expects to revenue to fall 11 percent in the first quarter of the new year, and for EBITDA to fall 20 percent. As a results of the ongoing economic uncertainty, Yell said it will provide guidance one quarter ahead during the fiscal year 2010. After the numbers an analyst said that while the results are in line, the Q1 guidance looks poor, and for no news to be provided on the debt position is a negative

Full transcript here
http://blog.blueindex.co.uk/2009/05/not-so-mellow-yellow/

goldfinger - 20 May 2009 11:42 - 120 of 468

Zak Mir Pro TAer giving his view on Yell this morning....



Zak Mir



Reged: 28/06/07
Posts: 823
Re: YELL
#446533 - 20/05/09 08:08 AM Edit Reply Quote



The 1bn loss in Spain is nothing to shout about, but chart wise while above the 200 day moving average at 41p on a weekly close there is a chance of a retest of May resistance above 55p.


goldfinger - 21 May 2009 03:33 - 121 of 468

This financial commentator is one of the best in the business....he writes in the London Evening Standard and is well respected....at last we are getting something positive to read about and based on reality....

This Yells still in with a shout of success

Anthony Hilton

Yell, the media company behind the Yellow Pages directories, is a story of our time. Unglamorous and unloved by parent British Telecom, it was sold a decade ago, given the private-equity treatment and sold back to the stock market carrying a mountain of debt.

All was well in the good times, and the shares soared. But that mountain became a millstone when the credit cycle turned, the economy went flat and investment fashions changed. When analysts could not have too much debt, Yell was an icon; now it is deeply unpopular, and its shares are down 90% or so from the high. But it is still the same business.

Today it announced its figures and lost its chairman Bob Scott not because of anything happening in the business but because he is the same Bob Scott who was a non-executive director of Royal Bank of Scotland and therefore tarred by association with everything from Sir Fred Goodwin's pension to the subprime debacle. He is also the same Bob Scott whom I remember as an astute and personable leader of Commercial Union, now part of Aviva, but that does not seem to count these days.

Now one can see why some institutional investors should want anyone associated with RBS never to darken a boardroom door again and particularly Legal & General Investments, which was badly treated when it tried to raise concerns about Sir Fred. But does that mistake really mean none of those directors can serve elsewhere?

Given the importance of a good relationship between chairman and chief executive in any company, is it actually in Yell's interests for the company subjected to all the uncertainty of change over an issue that has nothing to do with Yell's business? One can understand why it has happened but that does not make it right.

Yell is also a story of our time because it needs to make money from the internet. Bears say its directories are dead because everything soon will go online. The truth is its directories have a lot of life left in them yet, and its online versions are growing fast. Rupert Murdoch may struggle to get people to pay for the Wall Street Journal, and Pearson toils likewise with FT.com, but John Condron has cracked it and is slowly migrating Yell's business to the web.

All this is ignored, however, because of the assumption that Yell's debt will sink it. As revenues contract because of the recession, it will breach its banking covenants and the plug will be pulled. The only hope for the company, analysts queue up to say, is a massive rights issue or a debt-for-equity swap,
either of which would be horrible for existing shareholders. But that is no longer how the world works. Banks don't pull the plug on businesses that can still pay their bills. Banks have so many more serious problems they tolerate breaches of covenants, provided the money is still there to meet the interest charge. With Yell, it is so far. Yell says it is going to tough it out and the banks are backing it.

All the evidence from the past says that the companies which do well in a recovery are those which continue to invest and upgrade their business through the recession. If Yell makes it to the other side, it should clean up.

Given Condron's ability to do what he says he will, there are worse bets in the markets.

Clubman3509 - 22 May 2009 15:38 - 122 of 468

Wow down another 15% today not looking good

hlyeo98 - 22 May 2009 16:28 - 123 of 468

Chart.aspx?Provider=EODIntra&Code=YELL&S

Aiming for sub 20p

Clubman3509 - 26 May 2009 13:17 - 124 of 468

Yell Group started at Canaccord - buy rating,121p price target
Business Financial Newswire
Broker estimates Yell trades at a 12% discount to its European peers, implying potential upside of as much as 200% from current levels.

Lets hope so just just bought with my new car money.

marni - 26 May 2009 15:17 - 125 of 468

hyleo says under 20p though and probably go bust knowing him

cynic - 26 May 2009 15:50 - 126 of 468

never mind what hyleo says ...... the chart says that if the price falls through the current level with any impetus, then next stop may not even be 20p

mitzy - 27 May 2009 09:51 - 127 of 468

Up today maybe a time to buy..?

Clubman3509 - 27 May 2009 09:56 - 128 of 468

I bought yesterday but still nervous

marni - 27 May 2009 16:36 - 129 of 468

dont worry clubman as hyleo predicts it to doom so its bound to rocket!

a big rise at end of day so it looks as though hyleo got another one wrong.....nothing new there

Clubman3509 - 27 May 2009 16:42 - 130 of 468

A nice 11.21% profit on yesterdays buy. Would have taken me years to make that on my Barclays savings account.

cynic - 27 May 2009 17:01 - 131 of 468

always be very wary of taking the closing auction price as being gospel as all sorts of strange things happen ...... generally speaking, the shown closing mid price is actually higher than what was achievable just before the bell

Clubman3509 - 27 May 2009 17:48 - 132 of 468

I know what you mean, but in this case Yell actually closed at below what was achievable just prior to the day's closing. In any event as I have not sold the profit is only on paper, but if I had sold 11.21% or slightly more would have been my gain.

Yell Closing mid 32.25
16.29 32.75

Clubman3509 - 28 May 2009 10:33 - 133 of 468

RNS Number : 9387S
Yell Group plc
28 May 2009




TR-1: notification of major interests in shares
1. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached:
Yell Group Plc

2. Reason for the notification (please tick the appropriate box or boxes)



An acquisition or disposal of voting rights
Yes

An acquisition or disposal of financial instruments which may result in the acquisition of shares already issued to which voting rights are attached



An event changing the breakdown of voting rights



Other (please specify):



3. Full name of person(s) subject to the notification obligation:
Deutsche Bank AG

4. Full name of shareholder(s) (if different from 3.):
Deutsche Bank AG

Tilney Investment Management

5. Date of the transaction (and date on which the threshold is crossed or reached if different):
26/05/2009

6. Date on which issuer notified:
27/05/2009

7. Threshold(s) that is/are crossed or reached:
Aggregate 6%, Direct 6%



8. Notified details:







A: Voting rights attached to shares

Class/type of shares

if possible using the ISIN CODE
Situation previous to the Triggering transaction
Resulting situation after the triggering transaction

Number of Shares
Number of Voting Rights
Number of shares
Number of voting rights
% of voting rights



Direct
Indirect
Direct
Indirect



GB0031718066


47,783,634


47,783,634


55,443,503


55,427,926


15,577


7.06%


0.00%



B: Financial Instruments

goldfinger - 28 May 2009 11:05 - 134 of 468

Yell Group started at Canaccord - buy rating, 121p price target

Business Financial Newswire

Broker estimates Yell trades at a 12% discount to its European peers, implying potential upside of as much as 200% from current levels.

marni - 28 May 2009 12:29 - 135 of 468

hyleo says "sub 20p and probably going bust"

Clubman3509 - 28 May 2009 12:44 - 136 of 468

Who the F*** hileo

marni - 28 May 2009 13:35 - 137 of 468


hlyeo98 - 22 May 2009 16:28 - 123 of 136

Aiming for sub 20p

marni - 28 May 2009 13:35 - 138 of 468

as soon as he types this and sp goes up up up

Clubman3509 - 28 May 2009 14:21 - 139 of 468

Tell him to get busy talking Yell down so I can make some money

goldfinger - 28 May 2009 14:54 - 140 of 468

LOL.

marni - 28 May 2009 19:41 - 141 of 468

dont worry, i've noticed he does it on several on other threads getting it totally wrong......he's probably a spotty 14 year old playing truant with nothing better to do.
and he stays quiet when it does go up. he doesnt tip anything to do well, just looks for ones that go down lots and then he's in saying its doomed

never mind, he's doing homework now and having biscuits and horlicks before bed at 9

jkd - 28 May 2009 19:54 - 142 of 468

m
good evening to you
why not suggest C3509 go over to Lloyds thread and read it thoroughly and then make up his own mind, which i am sure he is capable of doing without your help.
good luck to you all
regards
jkd

goldfinger - 29 May 2009 09:10 - 143 of 468

Zak Mir



Reged: 28/06/07
Posts: 838
Re: Running trading thread [Re: Slater]
#447160 - 28/05/09 03:16 PM Edit Reply Quote



Yes, Yell especially is looking like a case of a higher low at the 50 day moving average of 28p. Above this the target should be towards the post February 50p plus resistance zone.


goldfinger - 29 May 2009 14:45 - 144 of 468

Yell Group started at Canaccord - buy rating, 121p price target
Business Financial Newswire

marni - 31 May 2009 13:01 - 145 of 468

hyleo says sub 20p!! its up 20% since then.......he aint been back when sp goes up......he does this on other threads too so be careful

Clubman3509 - 01 Jun 2009 07:50 - 146 of 468

Ticking up nicely.

Clubman3509 - 01 Jun 2009 07:51 - 147 of 468

I think MAM should let him do a tipping section.

jkd - 17 Jun 2009 17:17 - 148 of 468

i have no idea where this is going either up or down. i just hope all you holders have done your money management and risk reward ratios etc. along with having the appropriate protective stop losses in place. if so then the last 2/3 days price movement will not be of concern to you. good luck to you all, and be careful. he who laughs last and all that.
regards
jkd

jkd - 17 Jun 2009 19:08 - 149 of 468

m
re your post 145 31/05/09 sp has today gone down and is now below that when you posted.
what are your views today? or will you wait?
thank you
regards
jkd
edit just noticed its closing price is today also below that of the closing price of your post no.141, i guess it must be near a low otherwise one or other will have egg on face.
i remain neutral with regard to price but will have no hesitation in supporting you and fighting your corner if i deem it appropriate,as i do in this instance re h98.such comments as made by you are not justified , in my opinion. regards and good luck..

halifax - 18 Jun 2009 12:52 - 150 of 468

Heading for the basement again.

Clubman3509 - 18 Jun 2009 13:47 - 151 of 468

It is only moving with the FTSE back up soon as with VEDANTA

cielo - 18 Jun 2009 23:10 - 152 of 468

Maybe another couple days of losing ground before bouncing up again, on looking at support and Indicators

Clubman3509 - 09 Sep 2009 08:11 - 153 of 468

Wow look at Yell. Happy I did not sell at 25p a few months ago.

Something seems to be happening over the last few days, any ideas

jimmy b - 09 Sep 2009 08:15 - 154 of 468

Yes Clubman its going up :-)

Clubman3509 - 09 Sep 2009 08:19 - 155 of 468

But why

goldfinger - 01 Oct 2009 08:42 - 156 of 468

New Broker Note out

late yesterday...

Yell Group PLC

FORECASTS
2010 2011

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Exane BNP Paribas
30-09-09 BUY 115.00 20.60 210.00 14.06

115m pre tax 2010 and then 210m pre tax 2011

Situation getting more bullish.

goldfinger - 01 Oct 2009 09:47 - 157 of 468

It would appear that the Naked Trader (Robbie Burns) if true to his word will have closed out this morning.....

taken from his site wednesday......

"The Yell short goes well though maybe I should have grabbed profits when it hit close to the target of 50! Still a decent profit there now. However I'll be taking profits on these fast if there is any new upward momentum".......... ends.

http://www.nakedtrader.co.uk/

Well weve certainly got new upward momentum this morning.

Just wonder how fast his supporters are closing their shorts behind him?.

goldfinger - 16 Oct 2009 08:53 - 158 of 468

Gone back long here. Went in yesterday late before Google results after hours in US. So far paying off.

Master RSI - 19 Oct 2009 11:15 - 159 of 468

It should be on the turning now, after being marked down at the start of the day 61p - 0.40p now

Chart.aspx?Provider=Intra&Code=YELL&Size

cynic - 27 Oct 2009 08:44 - 160 of 468

MRSI - you seem to have the touch of godzilla at the moment!

skinny - 27 Oct 2009 08:49 - 161 of 468

Yell misses another debt deadline

gibby - 27 Oct 2009 08:50 - 162 of 468

just grabbed some yell today - sp will increase much once agreement (which high % lenders already agreed in principle imo) goes through GL

gibby - 27 Oct 2009 08:53 - 163 of 468

if they dont agree they will receive jack imo

cynic - 27 Oct 2009 09:24 - 164 of 468

grabbing at them was almost certainly unnecessary ..... you're a far braver man than me gunga din!

gibby - 27 Oct 2009 09:47 - 165 of 468

cheers cynic - steel b**ls for this one - hope mine are still in tact at end of this next 2 days - but i am confident

dealerdear - 27 Oct 2009 09:49 - 166 of 468

I had steel b**ls once, then somebody brought a magnet along ....

gibby - 27 Oct 2009 09:53 - 167 of 468

good advice!!

cynic - 27 Oct 2009 12:17 - 168 of 468

i now eat my words ..... i noted market was recovering and took a bite at 50.2, which is cuurently very nicely in the money ..... not sure for how long i'll hold

gibby - 27 Oct 2009 12:20 - 169 of 468

i sold mine at 57p - i would not advise as this looks like it may go to court - really hard to call now but GL

cynic - 27 Oct 2009 12:39 - 170 of 468

thanks for the heads-up ..... sold at 52.5 for a nice little profit that will pay for a very fine dinner for beloved and myself

Master RSI - 27 Oct 2009 13:19 - 171 of 468

cynic

RE - It should be on the turning now, after being marked down at the start of the day

That was for that day 19th, and it worked.

the same applies for today from 44.50p to 55.50p

cynic - 27 Oct 2009 13:22 - 172 of 468

ah yes .... forgot you were a day-trade afficionado ...... far too risky a stance for me, although i clearly do so from time to time

gibby - 28 Oct 2009 08:17 - 173 of 468

cynic - glad you got a little earner - i have risked again today at just under 52p - confident small profit before outcome of refinance decision - still reckon it will go to court could be wrong of course - GL

halifax - 28 Oct 2009 17:19 - 174 of 468

so what now the lenders haven't coughed up?

gibby - 29 Oct 2009 08:06 - 175 of 468

i've been averaging down - will top up again if this drops - drop might not be as much as hoping for though - still confident after my research + latest rns http://www.londonstockexchange.com/exchange/prices-and-news/news/market-news/market-news-detail.html?announcementId=10251323 - GLA

gibby - 30 Oct 2009 10:48 - 176 of 468

http://www.thisislondon.co.uk/standard-business/article-23762633-yell-shares-surge-as-rescue-deal-gets-nod-from-lenders.do

gibby - 30 Oct 2009 14:20 - 177 of 468

http://www.thisislondon.co.uk/standard-business/article-23762845-yell-to-launch-funds-bid.do

http://www.guardian.co.uk/business/marketforceslive/2009/oct/30/yellgroup-wppgroup

goldfinger - 03 Dec 2009 08:25 - 178 of 468

A lot of Broker clout behind this one now that the finances for the future have been sorted out......

30-Nov-09 Yell Group YELL Deutsche Buy 41.92p 125.00p 80.00p

80p target from Deutsche bank.

goldfinger - 03 Dec 2009 08:32 - 179 of 468

And this list is very impressive with brokers with targets far higher than the current market SP the last figure in the horizontal list being the present broker Sp target..............

Date Broker name New Price Old price target New price target Broker change

01-Dec-09 Goldman Sachs Neutral 42.32p 56.00p 54.00p Reiteration

30-Nov-09 Deutsche Buy 38.76p 125.00p 80.00p Reiteration

25-Nov-09 Barclays Capital Overweight 38.86p - 65.00p New Coverage

19-Nov-09 Citigroup Hold 46.00p 66.00p 50.00p Reiteration

12-Nov-09 UBS Neutral 46.50p 80.00p 48.00p Reiteration

11-Nov-09 Goldman Sachs Neutral 46.51p 67.00p 56.00p Reiteration

11-Nov-09 Citigroup Neutral 46.51p - - Reiteration

10-Nov-09 Numis Hold 46.25p - - Upgrade

08-Oct-09 Morgan Stanley Overweight 56.25p 115.00p 90.00p Reiteration

09-Sep-09 Cazenove In-Line 73.31p - - Reiteration

04-Sep-09 Goldman Sachs Neutral 45.08p 31.00p 53.00p Reiteration

goldfinger - 03 Dec 2009 08:39 - 180 of 468

Another BUY note in late yesterday.....

Yell Group PLC

FORECASTS
2010 2011

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Exane BNP Paribas
02-12-09 BUY 105.00 12.36 211.00 9.98

required field - 03 Dec 2009 09:58 - 181 of 468

Of all the stocks to pick....this is probably one of the last I would want to hold.....the only thing is that there might be a rebound on recovery hopes.....Have you ever looked inside Yellow pages ?...it's full of cowboys.....full page adverts with nothing more than a mobile phone number and a mailing box.....dodgy....

goldfinger - 07 Dec 2009 15:53 - 182 of 468

YELL on a tear this afternoon, bombing along.

goldfinger - 07 Dec 2009 16:07 - 183 of 468

Official shorting figures for end of November 2009............

GB0031718066 YELL GROUP ORD 1P 133709916.80 896334824.95 14.91

14.91%.

Reckon just the tip of this group have already bought back.

A lot more to fold over the coming days imho.

benstenning - 07 Dec 2009 16:08 - 184 of 468

Maybe ready for some big news. Dealings in low thousands are nothing special, but 2mil shares at 42p. doubling his hold. Aswell as more bought from the financial director...

cynic - 07 Dec 2009 16:13 - 185 of 468

avr vol = 16m ...... L2 shows 24m so far today, and just perhaps another slab to come just b4 the bell ..... so nothing huge comparatively, but just possibly interesting

goldfinger - 07 Dec 2009 20:17 - 186 of 468

Very interesting.

Hope your doing well cyners.

Been under the weather myself for the past month with hypertension and blood pressure. slowly getting back to fitness.

cynic - 07 Dec 2009 20:56 - 187 of 468

fretting about your stocks or too much booze?
won't do old son, thought doctors do get very het up nowadays about high blood pressure, whether truly warranted or not
suppose he's stuck you on amlodipine or similar - and then you found yourself falling asleep every afternoon
more cycling or sex should help .... the latter is more fun at this time of year for sure!

goldfinger - 07 Dec 2009 23:47 - 188 of 468

LOL, something like that, tend to think its because I retired last xmas. That and not enough booze......... or sex come to that.

A lot of chaps die (heart attacks), cant take doing nothing.

Anyway on the mend cheers mate.

goldfinger - 08 Dec 2009 08:14 - 189 of 468

Doing the business again.....nice.

Master RSI - 08 Dec 2009 13:48 - 190 of 468

On the UP for the last couple days, a good reason could be a change on TREND direction

I selected the stock yesterday on the "UPS"

p.php?pid=chartscreenshot&u=OTFgoduXjMJJ

Master RSI - 09 Dec 2009 09:45 - 191 of 468

40.80p-2.30p

Bouncing after a large Marked down, a lot of manipulation on the order book as it looks,
that they wanted ( MMs ) to bring the stock down to 40p, most likely something to do
with closing positions on reaching that point.

Chart.aspx?Provider=Intra&Code=YELL&Size

Master RSI - 09 Dec 2009 09:56 - 192 of 468

Coud be very good for YELL and its internet business. Advertising recovery to begin in 2010 and advertising expected to outperform the economy during the recovery ..........


ADVERTISING TO RECOVER IN 2010 AFTER UNPRECEDENTED CRISIS
Telegraph Busines -- by Rupert Neate -- 8th December 2009

ZenithOptimedia, the media buyer owned by French advertising group Publicis, said it expects global advertising expenditure to have dropped 10.2% over the course of 2009.

However, it said the worst is behind us and spending on adverts is likely to increase next year (2010).

The company raised its forecast for growth in 2010 by 0.4% points to 0.9%, to $447.7 billion (272 billion). It is the first time that ZenithOptimedia has raised its 2010 outlook in 18 months.

"It is normal for ad expenditure to exaggerate general economic trends - when the economy shrinks, ad expenditure shrinks faster, and by more. The corollary to this is that when recovery is complete, we can expect the ad market to outperform the economy as a whole".

Zenith predicts the recovery will take some time, predicting 3.9% growth in 2011 and 4.8% in 2012.

The internet benefitted from an increase in advertising spending, with the downturn "accelerating the structural shift in budgets from traditional media to the internet".

Zenith predicts the internet will overtake newspaper advertising by 2015.

goldfinger - 14 Dec 2009 20:32 - 193 of 468

Recent Broker BUY out.....

Yell Group PLC

FORECASTS
2010 2011

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Exane BNP Paribas
11-12-09 BUY 105.00 12.36 211.00 9.98

goldfinger - 16 Dec 2009 09:02 - 194 of 468

reiterated yesterday on hemscott......

yesterday afternoon.........

Yell Group PLC

FORECASTS
2010 2011

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Exane BNP Paribas
15-12-09 BUY 105.00 12.36 211.00 9.98

goldfinger - 04 Jan 2010 10:09 - 195 of 468

Broker BUY note missed during xmas hols and new year...

Yell Group PLC

FORECASTS
2010 2011

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Exane BNP Paribas
31-12-09 BUY 105.00 12.36 211.00 9.98

dealerdear - 07 Jan 2010 08:53 - 196 of 468

Downgraded to SELL at Goldman

Hell, what do they know!

required field - 07 Jan 2010 09:07 - 197 of 468

They're right : this is a dud...if there is a first ever short for me : this might be it....why on earth are you lot keen on this ?.....I can't see this sort of company picking up before at least another 6 months...and the debt pile I know a couple of months ago was horrendous !.

dealerdear - 07 Jan 2010 10:05 - 198 of 468

I'm not keen on it, just stuck with it!!

hlyeo98 - 07 Jan 2010 10:20 - 199 of 468

YELL is certainly not going to do well soon as retail will be due for a downturn and advertising will of course suffer...

More bad news for the rest of 2010

So what about the rest of 2010? Well, Next boss Wolfson certainly isn't convinced by this year-end, last minute, pre-VAT rise buying spree. The trouble is that Britain is still too heavily indebted. "One way or another, the country has to start repaying the public sector deficit", he says.

"That means three potential threats to consumer recovery: higher direct taxes, lower government spending, which could reduce employment, and increases in indirect taxes, which would push up inflation and interest rates".

None of these is good news for retailers. That's reflected in his forecast that like-for-like sales at Next's high street stores will be between 3% down and 1% up next year.

Marks & Spencer had a similarly glum attitude. In yesterday's trading statement, it admitted that same-store sales in the third quarter had grown by a less-than-thrilling 0.8%. And M&S supremo Sir Stuart Rose was hardly upbeat about the future.

Consumer spending this year will reflect "continuing economic uncertainty", he told Bloomberg. "We had a pretty good Christmas, but it's going to be tougher next year (i.e. in 2010)".

He's right to be concerned. Consumers are already starting to feel less cheery. Yesterday's Nationwide consumer confidence survey saw its biggest fall in more than a year. The 'expectations' index, which gauges what consumers believe will happen over the next six months, also fell sharply.

halifax - 07 Jan 2010 10:49 - 200 of 468

Best selling items at the moment are fur coats and swimming costumes (for those planning trips to sunnier climes).

hlyeo98 - 07 Jan 2010 11:04 - 201 of 468

1 fur coat and 1 swimming costume can last for a long time - well, for most people anyway.

required field - 07 Jan 2010 12:15 - 202 of 468

I like women that wear both items at the same time !.

hlyeo98 - 07 Jan 2010 12:25 - 203 of 468

better with a birthday costume...

Clubman3509 - 07 Jan 2010 12:35 - 204 of 468

I like my woman with fur coat and no knickers.

skinny - 07 Jan 2010 12:39 - 205 of 468

Clubman - does she fit the bill :-)

polar-bear-tongue.jpg

dealerdear - 07 Jan 2010 14:03 - 206 of 468

nice tongue, shame about the nose ..

Clubman3509 - 07 Jan 2010 15:07 - 207 of 468

Is it a jewish bear

hlyeo98 - 07 Jan 2010 19:58 - 208 of 468

Can somebody please tell me how to paste a picture here? Thanks!

goldfinger - 08 Jan 2010 01:11 - 209 of 468

IG index wont help any shorters cause, this is the message you get when trying to short them......

Sorry
This market may not be sold to open due to stock borrowing restrictions in the underlying market. Please call in if you require an explanation.

I would therefore assume this is the case with all SBet and CFD providers which is a positive for the Bulls.

AND

Euroclear figures clearly show that shorters have been buying back stock in YELL, here are the official figures for the last 3 months......

End of December 2009

GB0031718066 YELL GROUP ORD 1P 233375300.09 2348198645.90 9.93

9.93% on loan

End of November 2009

GB0031718066 YELL GROUP ORD 1P 133709916.80 896334824.95 14.91

14.91% on loan

End of October 2009

GB0031718066 YELL GROUP ORD 1P 145940384.27 778092428.45 18.75

18.75% on loan






goldfinger - 10 Jan 2010 19:18 - 210 of 468

Article from the latest edition of Marketing Week: -

Matthew Bottomley, director of new media product marketing at Yell in the UK, explains the reasons for the return of its Directory Heaven campaign in support of its award-winning 118 24 7 service...

Article from the latest edition of Marketing Week: -

Matthew Bottomley, director of new media product marketing at Yell in the UK, explains the reasons for the return of its Directory Heaven campaign in support of its award-winning 118 24 7 service...

http://www.marketingweek.co.uk/how-new-media-can-help-revive-success/3008412.article

cynic - 10 Jan 2010 20:22 - 211 of 468

it's certainly an exceptionally good tv ad, but is it enough to bring in the profits, even to cover the cost of the advertising

STICKY - i'll try a short tomorrow and see what happens ... will report back

goldfinger - 11 Jan 2010 08:34 - 212 of 468

Cheers cyners, dont forget though corporate news is due anytime now.

cynic - 11 Jan 2010 08:45 - 213 of 468

message is still "unborrowable" .... the implication is that there are none to be borrowed in the market rather than IG's own position at it's self-imposed limit

goldfinger - 11 Jan 2010 09:00 - 214 of 468

cheers cyners.

cynic - 11 Jan 2010 10:16 - 215 of 468

if you've nothing better to do with your money, an interesting punt would be to go long at this juncture

required field - 11 Jan 2010 10:45 - 216 of 468

Why pick this when most mid cap oilies are doing far better ?....

cynic - 11 Jan 2010 10:56 - 217 of 468

i didn't! ..... it was just a follow-on about shorting the stock .... btw, have just bought some CNE and may dabble at some DNX later

goldfinger - 15 Jan 2010 08:15 - 218 of 468

YEHAAAAAAAAAAAAAAAAAAAAAAAA

BROKER CALL: Yell upgraded to buy
15 January, 2010 07:32:29 AM


UBS says it has increasing confidence in the directories group as moves its recommendation from neutral. Price target goes to 60p a share from 48p and broker says: 'Despite being one of the most highly leveraged stocks in the sector, on >5x net debt/ EBITDA, and having removed the balance sheet risk that threatened to wipe out equity holders, Yell's performance since the March 2009 lows lagged most other cyclicals, underperforming the sector by 20% over the year. With lower share price volatility, comfort on the balance sheet and perhaps pent up demand for the stock given the refinancing occurred so late in 2009 (short i.nterest also remains high at c10%), we expect this underperformance to reverse early in 2010.'

goldfinger - 21 Jan 2010 08:07 - 219 of 468

TIPPED.....

Front::Tips

Buy Yell (YELL) at 39.475p 21/Jan/2010
Says cautious, long-term blue chip investor Robert Sutherland Smith of UK350.com.


Yellow is a colour with some unappealing associations; yellow fever, the yellow streak. We can include the yellow brick road on the basis that the Wizard of Oz had much in common with Fred Goodwin. To this sad roll call of yellows we may add the Yellow Group Plc (YELL) as one of the nation's most dismal equity performers. It is of course the company that supplies the famous Yellow Pages business and service directories.


The Yellow Group is a one time growth story gone horribly wrong. Too many acquisitions and too much debt with little of net tangible worth for ordinary shareholders in the balance sheet with which to support a share price that has been falling like an alpine mountainside since early 2007. Then the share price reached a peak of a penny under 600p, clocking up a 329p gain in the preceding five years. By
late 2008 everything had gone wrong with it. A notable too highly geared company
linked to the retreating advertising market, with large numbers of suddenly
dating, printed business directories in a new digital, internet age, the share
price only stopped falling when it halted at 12p. It recovered to 80p but
recently relapsed to half that price. So at 39.475p, I think the time has come
to look at its prospects once more.



First, this is still a business with sales revenue last year worth over 2.4
billion pounds: more than two and a half times the current market capitalisation
of its equity at 920 million pounds. Even if, as is the case, that revenue may
be predicted to shrink a bit in forward estimates of performance, it is still a
huge disparity.



Second, following the rights issue last November, the company offers considerably more underlying equity value than it did previously, although remaining highly geared. The next and first post' rights issue balance sheet for the year to 31 March 2010 will be published In the first quarter of next year. We know that it will have the benefit of some 650 million pounds of gross new capital; an amount that is 70% of the current market capitalisation. If this new capital is shown as cash in the balance sheet, it means on a crude pro forma basis that the shares are selling on an estimated forward share price to cash multiple of well under two times. However, part of that cash will inevitably be put to work in the business either as replacement of debt, new working capital, or investment. The company's enterprise value could grow to an estimated 6.5 billion pounds assuming that it is not used to pay down debt. At 6.5 billion pounds the enterprise value will be some seven times the current market value of the equity. In good trading times, advantageous gearing for equity holders. Shareholder funds should roughly double, on my estimate, to about 1.2 billion pounds representing an estimate of some 51p a share. In other words, the equity is selling at a circa 23% discount to shareholder equity assets.




Third, the interim results to 31 March last, prior to the rights, offered some attractions. Although reported revenue fell 4% and ebitda (what I call trading profit) dropped 14% to GBP297 million, operating cash actually rose 18% to GBP400 million and free cash stood at GBP225 million. The loveliness of a thing sometimes alters with perspective. From the perspective of a depressed equity market capitalisation of 920 million pounds those first six months numbers look wonderfully attractive at 3 times (six months only) ebitda, 2.3 times the six months only operating cash and 4 times six months free cash. If that is not remarkable equity value, then I will eat my hat, as they used to say when men obviously consumed hats, before Health and Safety forbade the practice.

Forward estimates
for the current year to 31 March 2010 two months to go expect last year's reported pre tax loss of 1 billion pounds to be transformed into a pre tax profit of 204 million pounds and an estimated 225 million pounds next year. The related earnings per share are estimated at 13.6p for this year falling to a smaller post rights 8.7p next year. That puts the shares on forward price earnings ratios of
2.9 times and 4.5 times respectively. With these shares at the bottom of the
company's now improving fortunes and the advertising market cycle, Yellow equity
looks ripe for recovery and excellent long term investment returns. BUY.

Key Data

EPIC: YELL
Market: Full
Spread: 38.39p 38.55p (.415%)



goldfinger - 28 Jan 2010 09:14 - 220 of 468

BROKER CALL: UBS a buyer of Yell ahead of the Feb 4 figures
28 January, 2010 08:06:26 AM


Broker sets an ultra-bullish 60p a share price target. Adds: 'Market expectations for Yell both near-term, and longer-term remain extremely low. Whilst we remain cautious on the structural risks, we believe the market under-estimates the potential for some cyclical recovery. Yell trades on 6.5x our below consensus 2010E annualised EBITDA, falling to <5x by 2012E.'

goldfinger - 18 Mar 2010 09:07 - 221 of 468

Broker Buy note out late yesterday.....

Yell Group PLC

FORECASTS
2010 2011

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Exane BNP Paribas
17-03-10 BUY 107.00 11.26 219.00 9.71

goldfinger - 18 Mar 2010 09:14 - 222 of 468

Broker buy targets ranging from 45p up to 60p.


Date Broker name New Price Old price target New price target Broker change

05-Feb-10 Barclays Capital Overweight 42.50p 65.00p - Reiteration

05-Feb-10 Canaccord Adams Buy 42.50p 45.00p 50.00p Upgrade

28-Jan-10 UBS Buy 35.15p 60.00p - Reiteration

15-Jan-10 UBS Buy 38.00p 48.00p 60.00p Upgrade

GEOFFREY.R - 23 Mar 2010 11:36 - 223 of 468

Yell were recommended as a buy in the Sunday Post last Sunday 21 March. They said Yell could be one of the best performing shares of the year. Anyone like to comment.

goldfinger - 25 Mar 2010 13:12 - 224 of 468

lovely upgrade for YELL just out.....

target 73.2p upside 84.8%

Yell Group Communications Buy 73.2 39.61 84.8% AlphaValue

goldfinger - 26 Mar 2010 08:52 - 225 of 468

Broker BUY reco late yesterday....

Yell Group PLC

FORECASTS
2010 2011

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Exane BNP Paribas
25-03-10 BUY 107.00 11.26 219.00 9.71

(hemscott premium)

goldfinger - 09 Apr 2010 10:58 - 226 of 468

Looks like its going on a positive run.

goldfinger - 12 Apr 2010 09:30 - 227 of 468



Directories group Yell jumps 3% after ratings upgrade Guardian - Market Forces Live - Apr 09, 2010

Yell Group plc (YELL) - Carlo Castelli at S&P Credit Research

S&P credit analyst Carlo Castelli said:The outlook revision reflects our view that Yell's liquidity has improved significantly and is now adequate following a debt refinancing, covenant reset and sizeable rights issue late in 2009.

goldfinger - 13 Apr 2010 09:47 - 228 of 468

Going very well again today. I suppose the next resistance point at 56/58p will be te first target.

Clubman3509 - 13 Apr 2010 13:23 - 229 of 468

Deutsche Bank today sold close to two million shares

goldfinger - 14 Apr 2010 12:00 - 230 of 468

Broker upgrade this morning....

new SP target 65p.

14-Apr-10 Yell Group YELL UBS Buy 52.15p 60.00p 65.00p Reiteration

goldfinger - 10 May 2010 16:23 - 231 of 468

Interesting.....

http://blog.kelseygroup.com/index.php/2010/05/06/yell-updates-iyp-goes-more-visual/

goldfinger - 10 May 2010 16:33 - 232 of 468

Results on the 18th......

22.04.10

Broker Snap

JPMorgan Cazenove lifts Yell Group price target to 68p from 46p. The brokerage removes the 30% discount it applied to fair value, as it now thinks the market is prepared to fairly value the shares. JPM notes the shares have increased significantly in recent week but reckons there could be further upside in the short term. Expects the company to post strong results on May 18 and reckons it will have continued better advertising revenues versus traditional media peers.

goldfinger - 10 May 2010 20:17 - 233 of 468

Another broker very confident going up to results........

14.04.10 UBS lifts Yell Group price target to 65p from 60p and adds the stock to its Most Preferred list.

UBS expects strong momentum to continue and reckons the near-term cyclical rebound may be better than consensus currently assumes. "Equally, whilst we would expect no new cost savings plans to be announced, we believe there is sufficient flexibility on costs...to ensure consensus estimates are, at the least, well underpinned."

The bank adds that the company's FY results on May 18 should reassure. Buy rating.

goldfinger - 11 May 2010 08:20 - 234 of 468

Interesting TA.

I reckon positive with fundies backing we might see a rise again when the 'power that might be' back to recent highs.

certainly this broker thinks its undervalued.......

Yell Group Communications Buy 74.4 49.98 48.9% AlphaValue

Target 74.4p with upside of 48.9%.

cynic - 18 May 2010 10:23 - 235 of 468

hey sticky - sure hope you don't hold any of these as i see the figures were truly VILE ...... peeps won't be yelling; they'll be hollering blue murder and sending a lynch mob after the CEO, resigned or not

Balerboy - 19 May 2010 18:05 - 236 of 468

lot of director buying today???? mean anything..

goldfinger - 23 May 2010 21:44 - 237 of 468

Sanjeev Shah, manager of Fidelity Special Situations, used stockmarket options to protect the 3 billion fund against market falls two months ago but is relaxing the strategy as he sees the market has become 'oversold'.

Shah, who succeeded Anthony Bolton two-and-a-half years ago, said he bought a FTSE put option giving him the right to sell the index at specified 'strike' price to provide protection if the market fell, which it duly did as the Greek's financial woes turned into a eurozone crisis.

Shah said the cost of the put purchase had been funded by selling a call 'higher up' the FTSE and buying a put 'lower down' the index. The money made from these meant the net result was protection for the fund at zero cost, he said. Figures from Lipper appear to back this up as Special Situations has gained 3.3% over the past month, placing it thirteenth out of 310 funds in the UK All Companies sector. The average fund in the sector is flat over the period.

Speaking at the Fidelity FundsNetwork Investment Forum in London, Shah added he had closed 40% of this protection in recent days as 'market is getting oversold'.

Shah also revealed he had invested a 'large chunk' of his own money into the fund yesterday.

He anticipated a 'change of leadership in the market place' but said going forward it would not be led by commodity stocks.

Shah, who has continued the fund's focus on overlooked stocks and value investing, said the current turmoil was generating lots of stock picking opportunities. This week he has exploited a big fall in the share price of Yell by buying more stock. The Yellow Pages publisher has been a favourite stock since it restructured and raised money via a rights issue last year.

He has devoted 5% of the fund to recently gained powers to short stocks, mostly against miners. He admitted he had taken the position too early but said it had started to come good.

http://www.citywire.co.uk/personal/-/news/markets-companies-and-funds/content.aspx?ID=401470

goldfinger - 24 May 2010 08:13 - 238 of 468

BROKER CALL: Life in the Yell business model - Merrill
24 May, 2010 06:55:30 AM

Bank of America does its post results analysis and concludes there is still some life in the business model of the directories group. Rates the stock a buy with a 54p a share price target (current price 35p). Analyst Richard Menzies-Gow tells us: 'As we had hoped, Yell's first Investor Day for three years provided ample evidence to suggest the business can yet survive the current maelstrom of cyclical and structural pressures. Yell is well advanced in repositioning itself from product-centric publisher to marketing solutions provider for SMEs, and benefits to retention rates and ARPA are already apparent. The group's technological
expertise and scale benefits should not be underestimated, while its sales force remains a key strategic asset. As it expands its product and service offering, Yell's addressable market is growing.'

goldfinger - 01 Jun 2010 15:59 - 239 of 468

http://video.yell.com/

Local searchable video ads, my bet is, it will be huge.

Massive.

Clubman3509 - 22 Jun 2010 11:10 - 240 of 468

Can't make my mind up if this is a buy punt at today's price

cynic - 22 Jun 2010 11:13 - 241 of 468

there's probably better to be found .... i'ld hazard a guess that market will recover, perhaps quite sharply, once the "bad news" is announced .... with that in mind, a punt on the indices could be profitable

Clubman3509 - 22 Jun 2010 11:17 - 242 of 468

I went short on the FTSE near close yesterday, as you predicted well down today
but I may now close this position gaining a small 620 profit no need to be greedy I suppose.

2517GEORGE - 22 Jun 2010 11:23 - 243 of 468

I have been looking at these with a view to getting onboard, recent directors' buys were at 34/35p so looks a reasonable entry point at todays level (28.75p ish). Most broker recommendations over recent months have been bullish with tp's of 54p or so, since then the sp has fallen further (shows how much they know)
2517

cynic - 22 Jun 2010 11:25 - 244 of 468

and i have just taken a small long at 5222

Clubman3509 - 22 Jun 2010 11:36 - 245 of 468

I have closed my FTSE short, and as you intend to go long but nearer the budget time.

Clubman3509 - 22 Jun 2010 11:47 - 246 of 468

Limit long FTSE 5180 for me if it kicks in at this good but no problem if not. I see a sudden drop as Ozzy starts to speak

Clubman3509 - 22 Jun 2010 12:21 - 247 of 468

Here we go Cynic, chock dee as we say in Thailand means (Good Luck)

cynic - 22 Jun 2010 12:28 - 248 of 468

and chocks away old chap, as was said in your youth!

pma68 - 26 Jun 2010 14:46 - 249 of 468

Well, they have taken a bit of a pounding this week. It was bound to really - I bought a load last week at 30p! I've read numerous posts regarding this share and can't make my mind up whether to sell and take the hit or ride out the storm in the hope of a short-term recovery. Any thoughts or opinions would be more than welcome.

Clubman3509 - 26 Jun 2010 14:47 - 250 of 468

They are finished

hlyeo98 - 01 Jul 2010 08:22 - 251 of 468

Sell Yell now at 22p... down to 10p very soon.

Clubman3509 - 01 Jul 2010 08:25 - 252 of 468

Finished. Will be shorted down big time as the bodysnatchers smell the reaper coming.

kosyboy - 01 Jul 2010 08:31 - 253 of 468

so is every other company with the way the market is this morning. Ride the storm, take a holiday, go down the pub and chill its happened before and it will happen again

Clubman3509 - 01 Jul 2010 09:37 - 254 of 468

OK kosyboy I will nip down to the gogo bar, for a cool one, and a short time samoke.

goldfinger - 06 Jul 2010 10:29 - 255 of 468

BUY note out from broker late yesterday....

Yell Group PLC

FORECASTS 2011 2012

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Exane BNP Paribas
05-07-10 BUY 160.00 7.96 261.00 10.88

pumben - 19 Jul 2010 14:22 - 256 of 468

Any thoughts on Q1 numbers due next week, has been in the doldrums since last statement, SP continue down or will it change upwards ?

Clubman3509 - 28 Jul 2010 11:16 - 257 of 468

This one is dead but does not know it yet.

cynic - 28 Jul 2010 11:28 - 258 of 468

but almost (probably?) too late to short

Clubman3509 - 28 Jul 2010 11:46 - 259 of 468

I think so IMHO Banks could be a good short especially Barc

halifax - 24 Aug 2010 13:27 - 260 of 468

continuing to lurch downwards........

mnamreh - 24 Aug 2010 13:34 - 261 of 468

.

2517GEORGE - 25 Aug 2010 08:41 - 262 of 468

Quite pleased I resisted the temptation to get on board these a couple of months back. I have been watching YELL and TW. for an entry point but so far that's all I've done, thankfully.
2517

mnamreh - 25 Aug 2010 08:45 - 263 of 468

.

mitzy - 25 Aug 2010 14:24 - 264 of 468

Just say no.

dealerdear - 25 Aug 2010 15:14 - 265 of 468

Don't worry it will be a big buy at some point but not when all the market is falling and shorters are having a field day.

Timing is of the essence of course.

Master RSI - 01 Sep 2010 09:58 - 266 of 468

It look like after the recent large drop, there is support at 14p since yesterday and is now moving ahead for the second day.
I have taken a position since this morning.

Master RSI - 01 Sep 2010 10:03 - 267 of 468

Indicators are turning as the volume has increased
Shorters - over 12/13% on loan, any bounce will mean closing fast and share price move up faster.

Intraday
p.php?pid=staticchart&s=L%5EYELL&width=5
2 month Candlestick with volume
p.php?pid=staticchart&s=L%5EYELL&width=5
3 month Bollinger Bands,RSI, S Stochastic and 50 days MA
big.chart?symb=uk%3AYELL&compidx=aaaaa%3
Charts - 2 days
big.chart?symb=uk%3AYELL&compidx=aaaaa%3

Master RSI - 01 Sep 2010 10:10 - 268 of 468

Shares on loan close to 350M
A sharp rise since end of June from 200M to 345M and share price dropping from 31p to 14p

Chart.aspx

Master RSI - 01 Sep 2010 10:35 - 269 of 468

15p +0.54p

an important point if if it holds above to look forward to the next round figure.

Not much trades at offer till 15.39p, as the share is on spike

Master RSI - 01 Sep 2010 16:50 - 270 of 468

Has now confirmed the move up from the 14p support, reaching at one point to 16p and closing with the UT @ 15.71p

More should come

mitzy - 02 Sep 2010 08:56 - 271 of 468

Good start.

Master RSI - 02 Sep 2010 11:40 - 272 of 468

ft alphaville talking about YELL, have they been reading my yesterday's post?

Yell Group PLC (YELL:LSE): Last: 17.63, up 1.92 (+12.22%), High: 17.63, Low: 15.71, Volume: 12.87m

BEOh, you're kidding.
NHafraid not
BEreasonable volume
NHand you wont like it
BEBut surely no one will bid for Yell
NHwell I have heard that today for 30p a share
NHfrom a couple of traders
NHfor 30p a share!!!!!
BE30p, huh. A nice round number
NHbut I cant think who would buy it
NHall its rivals are in as bad a shape as they are
NHsomeone did suggest Google though
BEHm.
BEWhy would Google want it?
NHpass
NHthey bought something similar in the US once, didn't they?
NHand Yell has a, ahem, internet offering
NHI'm clutching at straws here
BEThey bought Yelp.
NHYelp!
NHwas that it's name
BEWhich, in spite of the name similarity, was a review site not a publisher of doorstops.
NHperhaps Yell should consider changing its name by deed poll
BEWorth a go. They've tried everything else.
NHanyway
NHthere is an alternative tale doing the rounds
BE(Actually, correction: they bid for Yelp but were rejected.)
BESo what's this alternative tale?
NHdisposal, apparently
NHto get the 3bn debt pile down
BEI suppose they could sell Spain
BEOr the US.
BEbut again we are faced with the same question: to whom?
NHnot sure
NHbits of Yell do generate cash
BEGuess so. But how much would PE pay? And what sort of a dent in debt would it make?
NHwe cant please you today, can we?
BEand theres a big short position in this one too
BEaround 350m shares
NH(SCO - it's half price at Waterstones. Sam Jones bought a copy)
NHI see
NHthere's a pattern here
NH

gibby - 03 Sep 2010 08:36 - 273 of 468


by Rosamund Urwin / standard:

'Takeover rumours provided excitement in the markets for a second day, with Yell and Autonomy the major beneficiaries.

The mutter from the gutter was that a suitor is lining up a bid at 30p a pop for debt-laden Yellow Pages publisher, Yell. Whispers named private equity as the possible predator.

The rumour pushed Yell to the top of the FTSE 250 leaders board, with its shares surging 1.5p to 17.2p as almost 15million changed hands by 11.30am yesterday - more than are normally traded in a whole day .'

Master RSI - 07 Sep 2010 15:29 - 274 of 468

From the "UPS" thread last night.......

UPS
YELL 16.07 ( 16.05 / 16.09p )
Today's closing Candlestick - Long Legged DOJI, could signal the end of the retracement an a reversal of the trend.

20FIG.gifp.php?pid=staticchart&s=L%5Eyell&width=5
BULLISH LONG LEGGED DOJI

Type: Reversal
Relevance: Bullish
Prior Trend: Bearish

Long Legged Doji is a doji characterized with very long shadows. It shows the indecision of the buyers and sellers. It is one of the important reversal signals.

Recognition Criteria:

1. Market is characterized by a bearish mood and downtrend.
2. Then we see a Doji that gaps in the direction of the downtrend.
3. The real body is either a horizontal line or it is significantly small.
4. Both of the upper and lower shadows are long and they are almost equal in length.


Master RSI - 07 Sep 2010 21:05 - 275 of 468

Good rise considering the Market was well down

The hammer formed today with yeterday's DOJI preludes usually to a Share price turning.

Master RSI - 10 Sep 2010 09:31 - 276 of 468

16.40p +0.40p

Today the shares are in play, despite the number being on loan are increasing and now reaching 350M.
Shorts are placing in bigger orders, so to keep the price down, otherwise will have to buy back and the share price would explode UP

Chart.aspx

goldfinger - 17 Sep 2010 13:50 - 277 of 468

Broker BUY note out late yesterday......

Yell Group PLC

FORECASTS 2011 2012
Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Exane BNP Paribas
16-09-10 BUY 160.00 7.96 261.00 10.88

kosyboy - 17 Sep 2010 17:47 - 278 of 468

Where are Yell going, large trade at close

kosyboy - 26 Sep 2010 17:10 - 279 of 468

Anybody got any news about YELL. There seem 's to be a load changing hands lately but the only way it's going is down

kosyboy - 30 Sep 2010 08:49 - 280 of 468

What's going on with Yell

kosyboy - 03 Oct 2010 12:44 - 281 of 468

Anybody got any news about YELL.

kosyboy - 04 Nov 2010 08:47 - 282 of 468

Any news about

cynic - 04 Nov 2010 08:50 - 283 of 468

like why is it yelling for a lifebelt?

kosyboy - 04 Nov 2010 08:57 - 284 of 468

Going the right way at the moment

unluckyboy - 04 Nov 2010 10:04 - 285 of 468

Interim results out on the 9th Nov.

kosyboy - 05 Nov 2010 08:54 - 286 of 468

Still going the right way, like it to end today over 17, got fingers, toes and eyes crossed

kosyboy - 08 Nov 2010 08:11 - 287 of 468

Good start and heading up

mitzy - 09 Nov 2010 08:28 - 288 of 468

Just say no.

sub 10p reckon.

mitzy - 11 Nov 2010 09:29 - 289 of 468

Chart.aspx?Provider=EODIntra&Code=YELL&S
Chart in terminal decline could fall to 6p imo.

hlyeo98 - 11 Nov 2010 12:19 - 290 of 468

5p on the cards.

mitzy - 11 Nov 2010 13:55 - 291 of 468

Its not looking good hlyeo this year has been unkind.

mitzy - 11 Nov 2010 13:55 - 292 of 468

unless your a trader that is.

worth a gamble at 5p imo.

mitzy - 15 Feb 2011 08:36 - 293 of 468

Chart.aspx?Provider=EODIntra&Code=YELL&S

hlyeo98 - 15 Feb 2011 15:58 - 294 of 468

Looks like YELL is calling out for help... another profit warning.

mnamreh - 15 Feb 2011 15:59 - 295 of 468

.

3 monkies - 15 Feb 2011 16:07 - 296 of 468

What more can I expect, I am over 10p down a share now grrrreeeeaaaaatttttttt! Wish somebody would take them over before they drown completely.

mitzy - 16 Feb 2011 11:25 - 297 of 468

Please dont agree with me its your choice to hold or sell.

mitzy - 21 Feb 2011 18:40 - 298 of 468

How low will it go..?

3 monkies - 21 Feb 2011 18:54 - 299 of 468

How low do you want it??????????? I think it is a case of watch this space and that is not in the yellow pages either!!!!!!!!

mitzy - 21 Feb 2011 20:13 - 300 of 468

Good luck 3m.

gibby - 21 Feb 2011 20:51 - 301 of 468

3m - dudess - how are you - i am sorry to see you have yell in your pf - things on a slide here for a while now imo - when i used to hold yell when still over 40p i remember the disaster of the spanish acquisition - paid far too much at the wrong time et cetera, lack of online offering (hope they are doing something about that now) i think something happening at reading offices, and the best thing to do with yellow pages was to prop open your door as you carried in your new pc / laptop to shop online - no idea how yell doing now apart from the price as i couldnt see it going anywhere - i hope you get your 10p + back here - is anything good on the horizon due here for yell - would not rule out buying back in but i am out of touch here now? cheers

mitzy - 24 Feb 2011 19:57 - 302 of 468

Oh dear .

cynic - 24 Feb 2011 20:10 - 303 of 468

3M .... sorry but you're a dorkette ..... i'm certainly not infallible (see AVN!), but you really must learn to read some basic signs when things arte goping bad and, more importantly, to learn the discipline of biting the bullet

Bernard M - 28 Feb 2011 15:38 - 304 of 468

Next stop 6p

mitzy - 01 Mar 2011 15:58 - 305 of 468

You cant trust them.

Bernard M - 03 Mar 2011 16:12 - 306 of 468

5p Looks like yell is finished along with DXNS and HMV

3 monkies - 03 Mar 2011 16:17 - 307 of 468

Sad.

Bernard M - 03 Mar 2011 16:40 - 308 of 468

Sad for the mugs still investing in these praying for a bounce.

gibby - 03 Mar 2011 18:15 - 309 of 468

oh dear - this not looking good here at all

3ms i hope rrl hope to make up any losses you may have incurred so far here - i was considering a high risk punt about a week ago here - but i reviewed my notes on yell and remembered why i got out - pretty sure i will never bother now - but good luck

3 monkies - 03 Mar 2011 18:24 - 310 of 468

Not looking good at all gibby but shit happens, yellow pages came through my door last week and I just threw it in the porch and that is where it has stayed, too far down now to even think about getting out - 92% I think. - rrl going nicely thank you, nearly sold some today but refrained hope I am not sorry for that one either don't think I will be, lots of deals gone up since closing every penny makes a big difference - agreed?

cielo - 04 Mar 2011 11:34 - 311 of 468

YELL 5.95p +0.15p

is on the move up after the long shorting
whorth a punt at this price as many will close the short positions

Chart.aspx?Provider=Intra&Code=yell&SizeChart.aspx?Provider=EODIntra&Code=YELL&S

cielo - 04 Mar 2011 12:19 - 312 of 468

is now going places on auction @ 7p

kosyboy - 04 Mar 2011 14:03 - 313 of 468

lets hope it skywards

cielo - 04 Mar 2011 14:36 - 314 of 468

Has broken 7p now on 7.18 / 7.36p

volume of 18.8M and rising looks positive for charting

Charts are useless once again at == money am so from another place

Chart.aspx?Provider=Intra&Code=YELL&Sizep.php?pid=staticchart&s=L%5EYELL&width=4

zephod - 04 Mar 2011 14:50 - 315 of 468

in the auction again - i'd be happy with 8p by the close...

kosyboy - 04 Mar 2011 15:06 - 316 of 468

think big and hope for 10p

Bernard M - 04 Mar 2011 15:32 - 317 of 468

Wow who would have thought it would rise that much today Friday.

mitzy - 04 Mar 2011 18:41 - 318 of 468

Some bounce I'm impressed.

Bernard M - 06 Mar 2011 11:12 - 319 of 468

Monday will be interesting.

kosyboy - 06 Mar 2011 11:40 - 320 of 468

Lets hope it keeps going the same way

Bernard M - 06 Mar 2011 12:16 - 321 of 468

Doubt it suckers rally.

goldfinger - 07 Mar 2011 09:46 - 322 of 468

Missed this Broker Buy end of last week.....

Yell Group PLC

FORECASTS 2011 2012

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Exane BNP Paribas
04-03-11 BUY 91.00 5.65 177.00 7.22

goldfinger - 07 Mar 2011 10:05 - 323 of 468

A BUY- IF, think thats been answered already this morning........

http://www.britishbulls.com/weekly/StockPage.asp?CompanyTicker=YELL&MarketTicker=Consumer Services&Typ=S

cielo - 07 Mar 2011 11:31 - 324 of 468

Bernard
re - Doubt it suckers rally.


and your ARSE on TOP

Bernard M - 07 Mar 2011 12:11 - 325 of 468

Strange. Must be shorters getting out as there are no RNS to explain.

cynic - 07 Mar 2011 12:14 - 326 of 468

certainly concur this is not a stock to buy

Bernard M - 07 Mar 2011 12:35 - 327 of 468

Would not touch YELL, HMV, DXNS easier ways of making money without the worry.

cielo - 07 Mar 2011 13:20 - 328 of 468

You two have no guts, just playe it safe as usual 10p profit or with luck 10

2.60p + since I got in last friday at 6.06p, that is the return one wants 43% on just more than 24 hours, it went to 9p + earlier.

Could any one explain what are you doing here? apart from talking nonsence 9 you do not have to explain that.

maybe follow the leader, or no is too dangerous this stock ( that is my answer for you )

p.php?pid=staticchart&s=L%5EYELL&width=4
money am charts as usual rubish

Bernard M - 07 Mar 2011 13:33 - 329 of 468

Maybe we gamble with big money not pennies like you clito.

Another big winner posting after the event.

cynic - 07 Mar 2011 13:44 - 330 of 468

BM - i didn't re-christen him Eeyore for nothing

goldfinger - 07 Mar 2011 14:07 - 331 of 468

Shorters more or less stable. Looks like speculators like myself driving SP.

Bernard M - 07 Mar 2011 14:11 - 332 of 468

Eeyore is he from Yorkshire

cynic - 07 Mar 2011 14:19 - 333 of 468

why yorkshire? ..... Eeyore is the donkey in Winnie the Pooh ..... try wikipedia for a full description of his characteristics

Bernard M - 07 Mar 2011 14:31 - 334 of 468

Got confused with Eeyup Yorkshire hello.

cielo - 07 Mar 2011 15:02 - 335 of 468

Two B#stard talking to each other " glad I introduced"

re -Big money

MAYBE MAYBE

peanuts like the LIER - cynic - cought many times with the trousers down and no -willy - to show

I can talk cos looking back I said so ( YELL and many other just looking at last week). You two NE

Bernard M - 07 Mar 2011 15:14 - 336 of 468

Liar is spelt liar, cos, what is that, back to school my boy for you.

Do you want last Saturday's winning lottery numbers.

cielo - 07 Mar 2011 22:08 - 337 of 468

Bernard M

re >>>>> LIER is spell liar

do you wonder why posters do not write bad things correctly?

cos they can not be sued, you stupit B#stard

You may try teach me English as I am not interested, But I can give lesons of how to make money on shares
( that is what we should talk about ) at you and almost all at this rubish place.

I can be proud of being right on YELL last Friday, while you were WRONG,
so the best way is keep your mouth SHUT before the damage is made worse.


Try to eat chicken for a change

TURKEYS are for Christmas


chicken.jpg

cynic - 08 Mar 2011 07:47 - 338 of 468

Item #1
if you think "I can give lesons of how to make money on shares (that is what we should talk about)", then do so, and cut out your continual stream of unwarranted personal abuse

Item #2
If you think "this rubish place", then take yourself off elsewhere, for certainly your departure will not be lamented

Bernard M - 08 Mar 2011 07:48 - 339 of 468

Are you not the clever one with the crystal ball. Any chance of predicting the euro lottery winning jackpot numbers for this Friday.

Please supply before the draw, as we all know what a little tinker you are at predicting after the event.

goldfinger - 08 Mar 2011 08:02 - 340 of 468

Yell up 4% already.

Bernard M - 08 Mar 2011 08:12 - 341 of 468

Suckers rally will end Friday.

cynic - 08 Mar 2011 08:13 - 342 of 468

a brave call, but for myself, i'm much happier to hold WPP in this sector

goldfinger - 08 Mar 2011 08:13 - 343 of 468

Most will be out thursday wiith a big profit.

goldfinger - 08 Mar 2011 08:26 - 344 of 468

Tits up job now.

cynic - 08 Mar 2011 08:32 - 345 of 468

did you not mean DOWN 3.5% :-))

required field - 08 Mar 2011 08:40 - 346 of 468

What on earth are you lot doing in this ? apart from the little rebound, this is an administration job.....too much debt to handle....

goldfinger - 08 Mar 2011 08:43 - 347 of 468

Tits down job on way. Seems to go from blue to red and vise versa early on.

RF know that but a man like me has to have a bit of fun now and again, I cant be like a robot all the time.

goldfinger - 08 Mar 2011 08:54 - 348 of 468

Tits up job again. Come on change round.

cynic - 08 Mar 2011 08:57 - 349 of 468

RF - i rather agree, though there is perhaps a bear squeeze on the cards .... not for me; i'll leave it to Sticky and Eeyore

goldfinger - 08 Mar 2011 09:06 - 350 of 468

Flogged em bud for a small profit. I can accept when Im wrong. The trait of a good trader.

Bernard M - 08 Mar 2011 09:06 - 351 of 468

Eeyore eeyore YELL down 8.84%

cynic - 08 Mar 2011 09:24 - 352 of 468

don't be sulky sticky!

goldfinger - 08 Mar 2011 09:45 - 353 of 468

He He LOL, now come on pinapple bonce u know I dont get worked up about anything.

Mind you will when this Oil Bubble bursts and burst it will in time.

Will only take stabalisation in Libya to do it aswel I reckon. A fall in light and brent of 10% will lead to small oileys falling 30% and then the whole pack collapses.

You now yourself cyners that all bubbles burst and Oil will stay relatively high but the boom in oileys will be over and PI after PI will be burnt and lost to the market like in the dot coma .

Not long to go now I reckon.

Bernard M - 08 Mar 2011 09:45 - 354 of 468

Sorry down - 10.84%

cynic - 08 Mar 2011 09:52 - 355 of 468

OIL - not entirely sure you're right sticky, as everything one reads indicates that with or without libya, the world is burning more oil than it is producing ..... to my mind, that indicates that "proper" companies like AFR, TLW, PMO etc become ever more enticing targets ..... mug punters also think that applies to E&P companies with prospects of questionable value but nothing actually found, or the likes of HAWK and EOG that produce 3 barrels a day, which of course it does not


reminder to self - must check who is drilling off angola; lots of activity there

goldfinger - 08 Mar 2011 10:06 - 356 of 468

Never been a bubble that aint burst cyners and you know that. Im specifically pointing the finger at these smaller oileys where all the kids on advfn have their life savings invested.

I feee sorry for them.

cynic - 08 Mar 2011 10:08 - 357 of 468

in that case you and i are pretty much in accord

Bernard M - 08 Mar 2011 16:16 - 358 of 468

Where to now ??

Bernard M - 09 Mar 2011 12:11 - 359 of 468

6p coming

mitzy - 09 Mar 2011 19:28 - 360 of 468

Chart.aspx?Provider=EODIntra&Code=YELL&S

Bernard M - 10 Mar 2011 06:47 - 361 of 468

Looks like bad day for YELL today.

mitzy - 10 Mar 2011 08:05 - 362 of 468

I'm thinking they could fall to as low as 3p Bernard.

Bernard M - 10 Mar 2011 09:10 - 363 of 468

IMHO Friday close 5p then.

mitzy - 10 Mar 2011 09:13 - 364 of 468

Very much so B.

Bernard M - 10 Mar 2011 09:14 - 365 of 468

Yell song
http://www.youtube.com/watch?v=ZxDJ6_v3Tlo

mitzy - 10 Mar 2011 16:38 - 366 of 468

Chart.aspx?Provider=EODIntra&Code=YELL&S

not good.

Bernard M - 10 Mar 2011 17:02 - 367 of 468

5-4-3-2-1 as the song goes.

goldfinger - 10 Mar 2011 17:10 - 368 of 468

OR 12345 if I caught a fish alive. Kids song when you were in infants. remember it Bernard. I do. my be a bit older than you .

Bernard M - 19 Apr 2011 17:09 - 369 of 468

Yell nearing suspension

Bernard M - 28 Apr 2011 13:21 - 370 of 468

Well wrong who would have thought it would rise 10% today.

Bernard M - 12 May 2011 09:25 - 371 of 468

Short YELL before results Tuesday. Easy money.

halifax - 17 May 2011 11:06 - 372 of 468

RNS results better than expected sp up 5%

HARRYCAT - 17 May 2011 11:11 - 373 of 468

StockMarketWire.com
Yellow pages publisher Yell reported group revenue of 1.877bn for the year to end-March, down 12.4% on the prior year. Profit after tax of 46.7m was down 0.1m.

Digital media revenue grew 9.4% to 457m or 24.3% of revenue (2010 - 19.6%).

Print revenues fell by 18.6% to 1.317bn.

EBITDA of 513.6m was down 106.0m.

Free cash flow was 264.7m, while net debt fell by 329.5m to 2.765bn.

Digital media advertisers grew by 4.5% to 902,000 and digital media average revenue per advertiser was up by 9.2% to 528.

Live customer websites increased by 192,000 to 230,000.

Internet Yellow Pages visitors were at 55.8m in March.

Print advertisers were down by 9.4% to 1,195,000 and print revenue per advertiser was down by 9.9% to 1.063bn.

Mike Pocock, CEO, said: 'In the face of ongoing tough market conditions, we have continued to make good progress with our digital media offering, bringing new products to the market, increasing consumer usage and increasing revenues. Our market positions in print remain strong and print revenues, though still under pressure, continue to generate significant cash flow. Over the year, Yell has generated over 260m of cash and reduced net debt by almost 330m.

'Our strategic review is now well advanced and our extensive and thorough work to date strengthens the confidence we expressed in February. We will leverage our key assets, primarily our strong brands and customer relationships, to benefit from the large and fast growing digital market. We will provide new services and solutions that both cement our place as a champion of the SME and provide material new value to the consumer. Partnerships with key players will play an important part in accelerating this growth. Our strong market positions and profitable businesses in print and local search will nevertheless remain important for some time. Our existing operating model will also be strengthened and streamlined on a group wide basis to support these new opportunities.

'The digital marketplace is already twice the size of the total print market and some ten times larger than the segments of the print market Yell traditionally addressed. Small shares of this fast growing and highly fragmented market can mean very significant, profitable growth. This is what we intend to deliver, whilst nurturing our print business for the strong cash flows it will continue to provide for years to come.

'We look forward to presenting our strategy conclusions in early July which will demonstrate why we believe Yell can look forward to a good and prosperous future.'

HARRYCAT - 17 May 2011 11:13 - 374 of 468

Last paragraph is great! I suppose he could hardly say that 'the end is nigh and would the last person please turn out the light'.
Brave investor to buy into this, imo, but maybe they can turn it around???

halifax - 17 May 2011 11:24 - 375 of 468

Harry if they can solve their debt problem you may well be right.

moneyplus - 17 May 2011 11:31 - 376 of 468

In the last few years internet use has mushroomed if Yell can maintain their growth on the digital side it will more than compensate for the print revenue dropping. The BOD are making all the right decisions imo plus trying to get the debt down--good luck to them.

halifax - 05 Jul 2011 10:29 - 377 of 468

strategic review should be out soon, sp moving up in anticipation.

Bernard M - 05 Jul 2011 14:44 - 378 of 468

Lost all gains now back on the way down. Suckers rally

halifax - 05 Jul 2011 15:34 - 379 of 468

wait for the news.

halifax - 07 Jul 2011 13:50 - 380 of 468

sp up almost 10%, strong smell of burning shorts!

halifax - 07 Jul 2011 15:54 - 381 of 468

momentum building up 13%

halifax - 07 Jul 2011 16:22 - 382 of 468

out with 22% profit since monday, nice glass of chorey les beaune awaits.

Bernard M - 07 Jul 2011 16:25 - 383 of 468

I shorted it down to 5p then took profit maybe worth another short with tight stop

Bernard M - 07 Jul 2011 16:26 - 384 of 468

Short at 8.23

halifax - 08 Jul 2011 16:01 - 385 of 468

rollercoaster ride today!

HARRYCAT - 12 Jul 2011 15:30 - 386 of 468

Chart.aspx?Provider=EODIntra&Code=YELL&SStockMarketWire.com
Microsoft Corp. and Yell Group have announced plans to form a broad, global strategic alliance, taking advantage of their complementary strengths and expertise in the delivery of innovative online advertising and business solutions to assist small businesses.

Yell currently provides print and digital marketing services to over 1.3 million customers across the United States, United Kingdom, Spain and Latin America.

Capitalizing on the Yahoo! and Microsoft Search Alliance and the growing consumer audience of Bing and Yahoo! Search, Microsoft and Yell will join forces to offer compelling search, mobile and local advertising solutions to small and medium businesses and to make the most of emerging business models delivered through the cloud.

Under the plans, Yell will also offer the full suite of Microsoft's SMB productivity and business software and cloud services, including Microsoft Office 365, Microsoft Dynamics CRM and emerging SMB-focused communications solutions. In addition, Microsoft will assist Yell to accelerate its new cloud-based services, which will provide Yell's customers with access to these new digital offerings.

Thomas Hansen, vice president of SMB Worldwide at Microsoft, said, "Yell Group has one of the largest dedicated sales forces partnering with small and medium sized businesses and provides customers with valuable, locally focused internet directories that see over 50 million unique visitors per month.

"We are very excited about our plans to form a strategic alliance with Yell, as it offers us a way to better reach and serve small and medium sized businesses across the globe."

HARRYCAT - 12 Jul 2011 15:34 - 387 of 468

Canaccord note :
Yell announces a strategic alliance with Microsoft to offer SMEs a range of digital solutions, including search, local & mobile advertising (through Bing and Yahoo!Search) as well as the full suite of Miocrosofts productivity and business software and cloud services, including Office 365, Dynamics CRM.

This alliance is in addition to the existing partnership Yell already has in place with Google, and is part of the broader objective of increasing the groups digital revenues to offset ongoing print decline.

It comes a day after Yell announced the US$18 million acquisition of e-commerce platform, Znode, and comes before this Thursday, when the new management team will be setting out its new strategy to a City audience.

The news momentum is clearly building ahead of this Thursdays investor day.

However, we remind investors that the groups business remains in a difficult position. It is exposed to some of the worst performing mature economies in the world (UK, USA, Spain), as well as a classified advertising business in long-term decline, with no bottom yet in sight (the company is still declining at double-digit rates). On top of that, the groups 2.8 billion debt makes its balance sheet highly fragile.

Until we see some firm evidence of underlying improvement in the groups financial performance, we maintain our HOLD recommendation and 7p target price.

skinny - 12 Jul 2011 16:15 - 388 of 468

Not that I'd touch it with a barge pole, but thats quite a strong climb with volume.


Chart.aspx?Provider=EODIntra&Code=YELL&S

halifax - 12 Jul 2011 16:27 - 389 of 468

skinny thursday's strategic review should confirm whether you are right or wrong.

3 monkies - 12 Jul 2011 17:10 - 390 of 468

Hope Thursdays news is good as I have to get to 19p yet to get from where I started, I wished I had never touched it with a barge pole but I did so here is hopeing.

cynic - 12 Jul 2011 17:26 - 391 of 468

one is inclined to say far too far too fast, but if wall street manages a decent day - just about possible - then there may be more to go for, but not with my money

3 monkies - 12 Jul 2011 17:34 - 392 of 468

Wish it wasn't with my money either, but it is so I will have to stick it out with everything crossed - even just to get out without making too much of a loss.

cynic - 12 Jul 2011 21:33 - 393 of 468

shame dow dumped at the end .... not sure of what the knock-on effect in london will be

hlyeo98 - 15 Jul 2011 15:08 - 394 of 468

There is no sustain momentum in YELL... dump

3 monkies - 15 Jul 2011 15:29 - 395 of 468

I personally cannot afford to loose 11p a share, wish as I have said in earlier I could get out. Some may say getting anything may be better than getting nothing!!!!!!!!

skinny - 15 Jul 2011 15:57 - 396 of 468

What do you mean you can't afford to loose 11p a share? Can you afford to loose 18p a share ?

3 monkies - 15 Jul 2011 16:02 - 397 of 468

No. That is why I said some may say anything may be better than nothing and it would be 19.50 a share actually. Point taken.

skinny - 15 Jul 2011 16:10 - 398 of 468

3 monkies - money management is paramount otherwise you will lose it. You need to have a bottom line exit price in mind when you enter a trade. There were some threads on here a few years ago - I'll have a dig around.

On edit - here is one.

halifax - 15 Jul 2011 16:11 - 399 of 468

1st quarter results due next week..... wait and see.

3 monkies - 15 Jul 2011 16:14 - 400 of 468

Thanks skinny and halifax.

cynic - 15 Jul 2011 21:01 - 401 of 468

post 391 to you guys

rococo - 18 Jul 2011 17:52 - 402 of 468

Wednesday results, and today was the day to bounce from the start.

I did buy on Friday at 7.40p on the bounce back, and I was not happy with Friday's close, but today was certainly a better day finishing at 8.30p.

rococo - 18 Jul 2011 17:55 - 403 of 468

re - post 391 to you guys


Post 401 to you loser of risers

Chart.aspx?Provider=Intra&Code=YELL&Size

cynic - 18 Jul 2011 18:54 - 404 of 468

if you pick up enough shit, eventually you may find a pound coin

skinny - 20 Jul 2011 07:04 - 405 of 468

RNS Number : 6946K

Yell Group plc

20 July 2011

20 July 2011

Yell Group Plc ("Yell")

Interim management statement for the quarter ended 30 June 2011

Trading in line with expectations. Strong growth in digital services.

Financial headlines([1]) ()

-- Group revenue of GBP383.3m was down 11.1%

- Digital services revenues grew 164.9% to GBP30.2m

- Digital directories (Internet Yellow Pages) revenue fell 7.1% to GBP89.5m

- Print and other directory (enquiry services) revenues fell 18.5% to GBP263.6m

-- EBITDA of GBP109.1m was down GBP20.2m

-- Free cash flow of GBP73.3m

-- Net debt GBP58.3m lower since year end at GBP2,706.8m

Operational headlines(1)

-- Total digital revenue increased by 11.3%, rising from 25.4% to 31.2% of revenue

- Total digital customers grew 8.1% to 927,000

- Average annual total digital revenue per customer was up by 11.8% to GBP531

-- Live customer websites increased by 250,000 to 305,000

-- Digital directories visitors declined 29% to 39m

-- Print advertisers were down by 7.9% to 278,000(2)

-- Print revenue per advertiser was down by 8.7% to GBP839(2)

Mike Pocock, Chief Executive Officer, said:

"Trading in the quarter continued in line with recent trends and market expectations. Our new digital services revenues have continued to grow strongly and are now running at an annualised rate of GBP121m, up 29% from GBP94m in Q4 of last year. Print trends were broadly unchanged and the weakness in digital directories reported in Q4 has continued. We have continued to take cost out of the business, whilst investing selectively to support future growth. EBITDA and cash flow for the quarter fell, reflecting these points. The Group nevertheless repaid GBP134.8m of debt, ending the quarter with cash balances of GBP141.9m. For the full year, EBITDA expectations are unchanged.

Yell has a strong position in the local market place. The new strategy that we announced last week will leverage our assets and those of our partners to capitalise on the convergence of consumer and SME needs in the digital world. Yell intends to become the leading SME digital services provider and will bring consumers and SMEs together to establish a new local online market place ("eMarketplace"). The impact of these initiatives, coupled with cost savings of GBP100m over the next two years, will return the Group to profitable growth. I look forward to reporting progress on this transformation."

Forward looking statement

This news release contains a forward-looking statement regarding Yell's intentions, beliefs or current expectations concerning, among other things, Yell's results of operations, revenue, financial condition, liquidity, prospects, growth, strategies, new products, the level of new directory launches and the markets in which Yell operates. Readers are cautioned that any such forward-looking statement is not a guarantee of future performance and involves risks and uncertainties, and that actual results may differ materially from those in the forward-looking statement as a result of various factors. These factors include any adverse change in regulations, unforeseen operational or technical problems, the nature of the competition that Yell will encounter, wider economic conditions including economic downturns and changes in financial and equity markets. Readers are advised to read pages 16 to 25 in Yell Group plc's annual report for the financial year ended 31 March 2011. Yell undertakes no obligation publicly to update or revise any forward-looking statements, except as may be required by law.

Risk Statement

Yell's risks and uncertainties include strategic and operational risks faced by Yell's businesses; debt and financing risks faced in funding Group operations and the financial reporting and related risks faced in reporting Yell's results. The new strategic direction for the Group may have a positive influence on these uncertainties. However, there is a risk that in the future the Group would need to reset its financial covenants with, or obtain a waiver from, its lenders, either of which would require a two thirds majority vote.

The financial covenants are disclosed on page 21 of Yell Group plc's Annual Report for the financial year ended 31 March 2011. A discussion of the risks associated with the debt covenants is presented on pages 19 to 21 of Yell's annual report for the financial year ended 31 March 2011, a copy of which is available on Yell's website at http://www.yellgroup.com.

If the Group was required but not able to reset its financial covenants with, or obtain a waiver from, its lenders such that undertakings to the Group's lenders were breached, the lenders' facility agent may, and must if directed by two thirds of lenders (by reference to debt held) demand immediate repayment of all amounts due to them. Whilst this eventuality would, if it arose, cast doubt on the future capital funding of the Group, the Group's cash flow forecasts show that in the twelve months ending 30 June 2012 interest payments will be fully met, with further cash generated to repay debt.

The Group is in full compliance with the financial covenants and undertakings contained in all its borrowing agreements. The Group is cash generative and profitable.

cynic - 20 Jul 2011 12:02 - 406 of 468

post 391 (11/7) - 11.00p
today - 6.94p

spiffing performance then!

Bernard M - 20 Jul 2011 12:18 - 407 of 468

Went short yesterday, made a few quid, but thought it would be more down today.

rococo - 20 Jul 2011 12:47 - 408 of 468

re - if you pick up enough shit, eventually you may find a pound coin - cynic -

You must be talking by experience, it shows on almost all the threads you do post ( shit on your face since born, mother most likely had Diarrhea at the same time ).

For me shares are for trading and returns of 16% ( 7.40 -- 8.60p ) on less than 48 hours, are not the type of trades many investors get in this "moneyam" place and certainly not you, because you want to play safe and for that you put the money on the bank and get nothing.

My trade was at the second wave at 7.40p not 11p and as usual got it perfectly as the shares had 3 days of steady rise, so able to get in and also out on the process down.

Post 391 says nothing and just covering your ARSE so talking both ways can go up or can go down,

cynic - 12 Jul 2011 17:26 - 391 of 407
one is inclined to say far too far too fast, but if wall street manages a decent day - just about possible - then there may be more to go for, but not with my money

cynic - 20 Jul 2011 13:34 - 409 of 468

you must expect to be teased, just as i do

Bernard M - 20 Jul 2011 14:27 - 410 of 468

You are a one Richard.

Bernard M - 20 Jul 2011 14:57 - 411 of 468

My YELL short is doing OK now should be able to buy some new gold with my profit.

rococo - 21 Jul 2011 10:13 - 412 of 468

6.33p -0.15p

Very large volume with some large buys at the moment
Looking like a reversal from this morning lows is on the way

Chart.aspx?Provider=EODIntra&Code=YELL&S

rococo - 21 Jul 2011 12:23 - 413 of 468

AGM

Resolution 18 That the Company be authorised to purchase its own shares.

Interesting one requested and passed...

rococo - 21 Jul 2011 16:50 - 414 of 468

At finish there was a UT @ 7.39p

mitzy - 12 Sep 2011 17:21 - 415 of 468

Chart.aspx?Provider=EODIntra&Code=YELL&S

next stop 3p.

Bernard M - 12 Sep 2011 17:52 - 416 of 468

Worth a punt a 2p

machoman - 25 Oct 2011 16:01 - 417 of 468

LARGE VOLUME TODAY
ready for a punt

news of appointment today of Scott Moore to the new role of CDO
has a good track record on the last job

p.php?pid=staticchart&s=L%5Eyell&width=6

machoman - 25 Oct 2011 22:59 - 418 of 468

3.78p +0.09p ( 2.60% )

on the US close at $0.070+0.01 (16.67%) Around 4.375p

Microsoft vet Scott Moore joins U.K. ad firm Yell Group

Microsoft and Yahoo veteran Scott Moore has joined Yell Group, a U.K. ad publisher, as its chief digital officer.

Moore, who was most recently executive producer for Microsofts MSN, will head up a new Seattle office to serve as a central hub for Yells global digital development activities.

Yell provides print and online advertising and marketing services for small and medium-size enterprise (SME) customers, but has seen revenue from print advertising drop off in recent years.

Moore's position is a new one for the company, as it shifts away from print advertising to create an eMarketplace, an online platform and portal that connects consumers and SMEs.

The U.K. firm already has a partnership with Microsoft. Yell uses Microsofts cloud-computing tools, including Office 365, in its eMarketplace, and says the results from its online directory appear on Microsofts Bing search engine.

Yell said Moore will be responsible for the creation and development of new digital products and products, reporting directly to Yell CEO Mike Pocock.

"Scott is a highly regarded senior executive with vast experience in building and turning around digital and online properties, said Pocock in a statement. At Yell, he will develop and execute the new products and services that will enable our more than 1.3 million SME customers and their consumers to take full advantage of the digital opportunity.

Moore said SMEs are typically underserved when it comes to digital services, but believes Yell has all the credentials to target that audience.

"I'm hugely excited by the opportunity to shape and lead the realisation of Yell's digital vision, which stands at the intersection of local, mobile and social, he said.

Prior to Microsoft, Moore was the senior vice president and head of media at Yahoo and held senior management positions at Expedia Travel. Moore is also the former publisher of Slate, Microsofts online magazine.

http://www.techflash.com/seattle/2011/10/microsoft-yahoo-vet-joins-yell-preps.html

dreamcatcher - 14 Nov 2011 21:05 - 419 of 468

Yell asks lenders to back debt term amendements

Harry Wilson, 20:24, Monday 14 November 2011

Yell has asked its lenders to agree to amendments on the terms of the directories' company's 2.6bn debt pile as it looks at way to reduce and refinance its burden.

A lenders memorandum sent out on Monday by Yell set out a series of proposals, including a debt buy back and increased flexibility on its loan covenants designed to help it reduce its indebtedness.

Lenders have been asked to agree by the end of the month to give the company 20pc of headroom on a net debt-to-earnings covenant until 2014 so that it will have more flexibility to refinance its loans with new bond issues, including sales of high-yield debt.

As part of its plans, Yell wants to buy back 108m of its loans at a discount to their par value in order to cancel them and reduce its debt pile. This process is expected to begin immediately if, as expected, lenders agree to the amendments to the loan terms. They will then be asked to declare the price at which they are prepared to sell Yell's debt.

"Yell's new strategy offers real opportunity for value. Yell is building a unique position in the online market, with real potential for growth and cash generation," said Neil Woodford, a fund manager at Invesco (NYSE: IVZ - news) , a shareholder in Yell.

Last week, Yell reported its interim results for the six months to the end of September, which showed a 12pc year-on-year decline in revenues to 787m.

Revenues from its core print directories business fell by nearly 20pc to 551m, while its digital services operation reported a 149pc increase in revenues to 63.6m.

Mike Pocock, chief executive of Yell, described trading conditions as "increasingly difficult", but said the company's performance was "in line" with expectation.

Yell shares closed up 2.9pc at 3p

gibby - 14 Nov 2011 21:23 - 420 of 468

i havent looked properly at yell for a few months - i am just amazed they are still trading from their reading hq (if they are still there) - the debt pile will not go away and what a disaster the spanish acquisition was - far too much paid even then - then everything started going wrong - and the yellow book - handy for propping a door open.... i like the comment above 'inline with expectation' lol - good job he didnt set his sights high or even more bother - cant see anyway out for dell despite various rumblings - if lenders dont play ball thats it game over surely - yell got caught on the hop a while back and still paying for it - if they get out of this be nothing short of a miracle - last i knew there employees extremely fed up - gl to anyone in or considering

gibby - 14 Nov 2011 21:25 - 421 of 468

typo above not dell but yell!!

halifax - 15 Nov 2011 18:12 - 422 of 468

sp up 58% today is YELL coming back from the dead?

dreamcatcher - 15 Nov 2011 18:17 - 423 of 468

15/11/2011 BUY Bob Wigley purchased 2,610,000 shares.

dreamcatcher - 15 Nov 2011 18:19 - 424 of 468

Yell announces that its Chairman, Bob Wigley, has today acquired an interest in Yell's senior debt of US$ 1million face value for an amount of approximately 200,000 and bought 2,610,000 Yell shares in the market, at a price of 0.0385 representing 0.11% of Yell's issued share capital. This takes his holding in the company to 3,147,407 shares, representing 0.13% of Yell's issued share capital.



Bob Wigley said:

"When I became Yell's Chairman, I was convinced that, with the right leadership, Yell's business had huge potential and that it could manage its debt structure. Having now recruited a world class management team and finalised exciting plans to realise that potential, I am convinced about the strength of the company. I am now backing my conviction by making a further substantial investment in the company."


mitzy - 15 Nov 2011 18:24 - 425 of 468

Incredible.

dreamcatcher - 15 Nov 2011 18:28 - 426 of 468

Missed this and premier. Any company that crashes I will buy, for the director buys. Lol

machoman - 15 Nov 2011 22:14 - 427 of 468

15 Nov'11 - 09:24 - 69 of 90 edit
YELL 4.10p +0.60p
Large volume this morning 12M, on news of company trying to buy back some of its debt and renegotiate loan terms
...........

guardian.co.uk, Monday 14 November 2011

Yell seeks to buy back debt and renegotiate loan terms

Yell Group, the telephone directories business struggling under a 2.6bn debt pile, is hoping to spend 160m buying back its own bonds and is looking to renegotiate the terms of its loan for the second time in two years.

The Yellow Pages borrowed heavily to fund European expansion but has seen its print revenues decline steadily against tough competition from Google. As chief executive Mike Pocock attempts to turn Yell into an online business, and revenues continue to decline, the company is in danger of breaching covenants unless lenders agree to increase headroom.

The company said in a statement to investors: "None of the alternative strategies available, for example running the existing business for cash or selling off part of the business, provide any real chance for Yell to be able to repay its debt.

"In each of these alternatives, given its dependence on print, the business remains in terminal decline with major adverse consequences for cash generation and for the ability to raise new capital."

Yell said on Monday it would meet the 31 December covenant test, when debt must be no more than 5.99 times pre-tax profits. Earnings stood at 513.6m at full-year results in March, meaning its debt at the time of 2.77bn gave a debt to earnings ratio of 5.38:1.

The covenant has already tightened sharply from June, when it stood at over 7.50:1. By Christmas 2012 it is due to drop to 4.85:1, before ending at 3.66 in June 2014, when the loan is due to be repaid. Yell is asking for headroom of 6.25:1 this December, 6.00:1 in December 2012 and 4.50:1 by June 2014.

Lenders are being asked to approve the plan by 30 November. For the plan to be agreed, two thirds of lenders by value must vote in favour. As a carrot, Yell is promising that if leverage exceeds 4.60:1 by March 2013, lenders will receive a fee of 2% of their holding.

The company is also offering to increase the amount it spends buying back its own corporate bonds by over 50m to 159.5m, and to reduce its revolving credit facility to 30m from 173m.

Pocock was hired to run Yell at the beginning of January, joining chairman Bob Wigley, a well known city dealmaker and former head of European operations at Merrill Lynch. Wigley steered the company out of immediate trouble in 2009, helping to reduce debt from 4bn in 2009 with the help of a refinancing and a 660m cash call.

Long-standing chief executive John Condron left in 2010, after 30 years with the company. He led the company through its demerger from BT in 2001, and a period of international expansion and private equity ownership under Apax Partners, after which Yell joined the stock exchange.

gibby - 15 Nov 2011 22:30 - 428 of 468

lol what a day here!!! amazing - i did note the director buy price was only 3.85p though - i would imagine this buy was factored into his package with yell - nice publicity stunt - clever in fact - gla

only chance here is ms involvement imo

gibby - 15 Nov 2011 22:32 - 429 of 468

dc htt still cheap lol

seriously that is not a tip just a joke - i bought there today more out of curiosity then anything else - but it is a strange share thats for sure!

halifax - 05 Dec 2011 16:03 - 430 of 468

sp moving up perhaps bank debt re-negotiations will prove successfull.

55011 - 09 Jan 2012 09:59 - 431 of 468

At long last; announcement just released that debt re-purchase starts tomorrow.

Perked things up a bit.

mamborico - 16 May 2012 10:01 - 432 of 468

Todays adquisition marks a new way of thinking on management to become a leader in the emerging local eMarketplace, and improved their own website on need of that.

mamborico - 16 May 2012 10:08 - 433 of 468

Yell acquires Moonfruit for £18m

Yell has confirmed the acquisition of Moonfruit Limited, the UK DIY website and online shop builder.

The total cash consideration for the acquisition is approximately £18 million, funded out of Yell's cash reserves. Retention bonuses of up to £5.2 million will be paid to key Moonfruit management after two years, provided that they remain exclusively employed by Yell.

The deal is a significant move in Yell's ongoing transformation from its established position in providing print and online advertising for small and medium-sized enterprises (SMEs) to become a leading player in the emerging local eMarketplace.

mnamreh - 25 May 2012 14:50 - 434 of 468

.

3 monkies - 25 May 2012 18:20 - 435 of 468

Another one down the pan, would think I will be dead and buried before this recovers if it ever does!!! A bit less for my family to inherit more to the point a lot less for me to enjoy whilst here.

cynic - 26 May 2012 08:05 - 436 of 468

it never ceases to amaze that so many of you guys are perpetually caught like rabbits in headlights .... the warnings here (and elsewhere) have been signalled loud and clear for months, but still you hang on to your shares as if they are liferafts ..... for goodness sake, if it's not already too late, learn to bite bullets as well as to bank profits

mnamreh - 26 May 2012 09:40 - 437 of 468

.

hangon - 29 May 2012 12:41 - 438 of 468

sp 1.45 pence - Yikes! (=that's four for sixpence.)

cynic - while I don't hold this skinned rabbit, I think I understand my own motives with other buys. We Brits like to support the guy, who against the odds wins through. We distrust the man that is Success all through life, believing he's ill-equi to deal with disaster "when" it befalls.
-The Logic in buying Yel is simple - kick the backsides of Dirs, so they know there is no tomorrow - they should be on 4-months' notice and others should be prepared to jump-in. It's not a difficult business to understand and that advertising has gone into the Internet should be seen as an opportunity for YEL to cut costs and do likelwise......sure I know they have a website, but it's DULL- certainly not a bright yellow, representing the dawn of a new age. Indeed it's much like a printed copy without the convenience of being able to stand on it (Remember the ads?).
+They should do a series of viral ads and IF they want my input, pay me for the next phase of their campaign.... which will be surprisingly cheap. (there's a thought!)
A modest fee (20% of Boards Gross salary) and a bonus based on the sp rise ( in a year's time) will do nicely.... and if shareholders vote for it, I'll stay on as chairman untill my ideas too become overtaken...in 9years, maybe.

However, I suspect this bunch of old-fathers are Dull enough to believe the Market will rescue them and someone will come and offer £1 a share and they will retire in Glory.
-This is reminiscent of Woolworths, where the 14 Directrors couldn't even be bothered to visit their stores on a weekly basis (ideally staying there!), so they were out of touch with the buying Public. (I lost a "small car" on WLW).

Sadly YEL punters take the same view as Dirs....and are hoping Markets+Directors (and their hangers-on) will have a really good recovery, back to levels 5-years ago. But the truth is that no-one needs YELL - folk use the internet search which isn't YELL and their purchase of Moonfruit (Web design, DYOR), shows they haven't understood the solution to the problem.

Recovery?
Some hope.

mnamreh - 30 May 2012 10:38 - 439 of 468

.

mitzy - 31 May 2012 08:46 - 440 of 468

Worth a punt at 1p imo.

cynic - 31 May 2012 08:51 - 441 of 468

what on earth for? .... better to give the money to charity and increase your chances of going to heaven

mnamreh - 31 May 2012 08:52 - 442 of 468

.

mitzy - 31 May 2012 09:49 - 443 of 468

I noticed that mnamreh.

mnamreh - 31 May 2012 11:42 - 444 of 468

.

mnamreh - 01 Jun 2012 08:36 - 445 of 468

.

HARRYCAT - 01 Jun 2012 08:46 - 446 of 468

.

mnamreh - 01 Jun 2012 09:00 - 447 of 468

.

cynic - 01 Jun 2012 09:10 - 448 of 468

i have no idea what the spread is, but in any case, you'ld have to buy an awful lot of shares to stand any chance of scalping enough even to pay for a decent dinner - or perhaps a quality cardboard box

mnamreh - 01 Jun 2012 09:20 - 449 of 468

.

hangon - 18 Jun 2012 21:21 - 450 of 468

Am I right in thinking this purchase of "Moonfruit" - see RNS is with "borrowed" money ? That being the case, who is supporting this company and whya re they lending it money???
-OR- could this be the start of something big?

55011 - 19 Jun 2012 01:33 - 451 of 468

On what grounds do you suppose the transaction to be with borrowed money, pray?

Clocktower - 10 Jul 2012 11:22 - 452 of 468

The charge northwards has taken hold today and looks like 2p could be within reach. Shorts closing.

55011 - 10 Jul 2012 12:04 - 453 of 468

Just coming up to the AGM in a couple of weeks time. Should get some decent info by then.

Clocktower - 10 Jul 2012 16:20 - 454 of 468

Well bid over 2p now so breakout until AGM Iguess.

hangon - 26 Jul 2012 14:32 - 455 of 468

55011, Annual Report p 94, Total net debt 2200m. (it's also on p1 in large figures, down from 2765m last year (2011).).
Yel made a profit of £565m, but that doesn't all go to reduce the debt which has built up over recent times, as their business model falls from under their feet.

News (yesterday) DYOR Revenue down 15% last Quarter.

+ + + + + + + + + + I don't Yel Management knows which way is UP. + + + + +

They are changing their name and EPIC - a sure sign they hope to bury the past, but I suspect they are throwing off much "Goodwill" as the new name will be seen as the successor, whatever Co-Speak tries to say.

Have you held long-term?.

55011 - 26 Jul 2012 23:46 - 456 of 468

Well, we did indeed get the info. As to whether it can be judged to have been "decent" only time will tell.

mitzy - 03 Sep 2012 09:09 - 457 of 468

Its all over then.

HARRYCAT - 03 Sep 2012 09:13 - 458 of 468

Time you started a new thread, mitzy!!!

"Shareholders approve change of name to hibu plc [Stock ticker HIBU]

Yell Group plc ("Yell"), a leading provider of digital services, announces that it has received the approval of shareholders at its Annual General Meeting today to change the name of the Group to hibu plc. Yell expects the change to be effective from 08:00 BST Monday July 30 2012. hibu will be the Group's new corporate identity and the brand name for new digital products as they come to market."

mitzy - 03 Sep 2012 10:39 - 459 of 468

lol Harry.

3 monkies - 03 Sep 2012 12:27 - 460 of 468

What the heck has happened to this today. Yet another one Miss Piggy with her Rose Coloured Spectacles bought into and failed.

cynic - 03 Sep 2012 20:24 - 461 of 468

i'm truly amazed you have a pot left with which to invest

3 monkies - 03 Sep 2012 21:43 - 462 of 468

If that was referring to moi then good luck to you to. You never know when your pot will be under the bed.

chuckles - 03 Sep 2012 22:27 - 463 of 468

3 monkies - did I read on another thread you had taken your investment fund away from the professionals because you thought you could do better? I guess we all think the same but hasn't there ever been a point where you realised that been in charge of your own money wasn't necessarily a good thing? you seem to have had amazing success in buying every crap stock going. Not only success in buying but great success in hanging on with grim determination no matter how low the SP travels.

PS If you want to make some money back, you could do worse than consider BLVN at 70p, CEY at 80p if you can get in at those prices. Both are on chart breakouts. Just a silly thought really, no advice intended. Ta da.

cynic - 04 Sep 2012 07:16 - 464 of 468

3m - i have lost a fortune in my time, especially when the dotcom bubble burst ..... even then i only partially learnt my lesson .... however, being on this board, i find myself repeating the mantra so often that it has pretty much taken root in my own psyche thank goodness

incidentally, the best investment i ever made by a country mile was the total chance (fluke) purchase of a small freehold in w11 back in 1978

3 monkies - 04 Sep 2012 07:31 - 465 of 468

Cheers chuckles and cynic. I don't think I will be investing any more for a long time if ever. Time to let the wounds heal and get on with living. I don't think things can get any worse or perhaps they can!!!

2517GEORGE - 04 Sep 2012 09:42 - 466 of 468

3 monkies - why not drip feed a set amount each month into a solid dividend paying company until you have enough invested in that company, then continue drip feeding into a different company, and so on. Good luck
2517

3 monkies - 04 Sep 2012 09:52 - 467 of 468

Thanks for your advice George, at the moment the pot is empty as well as you can imagine but I may think about it eventully. Good luck to you to.

HARRYCAT - 05 Sep 2012 08:16 - 468 of 468

Update on restructuring process

On 30 July 2012, hibu plc announced that as part of the process of addressing its capital structure, it was seeking to form a co-ordinating committee of lenders.

hibu has now formally constituted the co-ordinating committee of lenders with the following members:

Alcentra Limited

GE Corporate Finance Bank SAS

Gruss Asset Management LLP

GSO Capital Partners

QP SFM Capital Holdings Limited

The Royal Bank of Scotland plc
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