HELLO ALL,

EVERYTIME THEY FALL OFF THE HIGH WIRE I CONSIDER BUYING YELL. BUT AS YET I HAVEN'T DONE IT!!!!!!!!

I'M NOT REALLY SUR WHETHER THE BUY TIME HAS COME OR WHETHER I'LL FALL TO 4:20.
ANY THOUGHTS?
ALSO, IS THERE A DIVIDENT REINVESTMENT PLAN?

Yell Group plc
24 April 2007



Close Period Trading Statement

In advance of the publication on May 22 of its preliminary financial results for
the year ended 31 March, 2007, Yell Group plc ('Yell') today issues the
following trading update.

For the financial year to March 31, 2007, Yell reiterates its confidence in
meeting market expectations, with internet revenues continuing to show rapid
growth and operating cash flow remaining strong.

In the US, the competition environment has intensified further. This leads Yell
now to believe that US organic revenue growth for the current financial year is
likely to be around 3%.

Expectations for the UK and Spanish businesses are maintained. The UK business
continues actively to plan the development of its marketing and service offer,
looking ahead to the favourable change in printed directory regulation in April
next year. In Spain, the impact of Yell's actions on revenues and costs is
expected progressively to start to have effect during the year.

John Condron, Chief Executive Officer, said: 'While the underlying share shift
towards independent directories continues in the US, the pace of competition has
increased as incumbents seek to protect their share and new books are published
by both independents and incumbents. In the longer term, we believe this will
lead to a shake-out in the market. In the near term, though, it will impact the
rate of our US organic revenue growth.'

Recent broker downgrade to 454p due to poor U.S. figures.
I will try & find out which broker & post here.

Looks like a profit warning is on the way for YELL. Sell is the message.

PRESS COMMENT

FT

THE LEX COLUMN comments on Yell's warning (if the market reaction has been savage, there is also little reason to think a rebound in Yell's fortunes is imminent)

Hello all,

I do not post on here, frequently. I do mostly post on another website.

Does anyone have an opinion on which way this will go from here?

I understand there has been a hell of a lot of shorting today but, the share price rose and held up quite well, in my opinion.

There were also a lot of buys recorded after the markets closed.

Also, Capital Group appear to have increased their holding to 10%

I was thinking the shares could be a long term investment - with the dividend acting as either a safety net or a bonus, if the share price bounces. There is, of course, also the possible prospect of a takeover bid, at these price levels, although the debts levels are quite high.

Does anyone have an opinion to share with me?

IMO there is further downside to this.
Deutsche has a sell recommendation on YELL with a target price of 460p.
I think the divi is payable in mid july so no reason to jump in just yet.

Thanks for the reply, HARRYCAT

Stay cool, this will go to 450p.

I've now got some. I'll get more at 4.50 if you're right!!!!!!!

It is still possible that the share price fall was overdone! - the dividend is not bad here, if you are think long/medium term.

Or is it a dead cat bounce?

A small part of a write up from the FT - 30th April 2007: -

Quote
Yell Group rallied 1.8 per cent to 488p on speculation a private equity group might take advantage of last weeks 20 per cent fall in Yells share price to launch a bid.

Before last weeks profits warning there had been rumours that Goldman Sachs had been asked by Yell to prepare a defence document against a possible LBO approach

Traders also pointed out that Citigroup had no problems clearing a large sell order late on Friday. Apparently a block of 8m shares was sold in only 34 seconds.
Unquote

Is there a dividend reinvestment plan?

YELL has been a disaster as it has a lot of investment in US. I think there is more bottom to go.

Now only 212p.

if any one watchs cnbc fast money ..Who uses the yellows pages ?

Looks like Yellow Pages is a thing of the past...

With the internet, who needs the Yellow Pages anymore?

Closed at 184.5p...SELL now before it goes sub 100p...disastrous graph

There are so many internet search engines, some good, some bad, but the one i use has never failed to deliver an answer to my request be it a small local florist or a multi national copper producer.

So like post 17 says............................who needs Yellow pages anymore?

Anyone heard the rumour regarding YELL about to be bought over by EBAY?
Heard it a few days ago, no RNS yet but look at the share price head north.
Rumour I heard was the announcement was due tomorrow.

Up 15% today, so you may be right.
On the Selftrade website, the analysts consensus is for a target sp of 350.
I wonder if this may be based on them ditching their difficult U.S.operation?

switched from sola to yell temporarily.