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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.

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!
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