(YELL) Yell

Yell actually benefits from recession??? wow, i thought i was glass half full!

an almost 50% decline in revenues would suggest recession has not been ideal for Yell

Yes, Lunar...you are amazing, thank you...we are all so grateful...

YELL has been in the past about the most used and most affordable loca/targeted advertising route. From what we see of YELL's intentions, they're simply migrating to more relevant mediums.

When you own a small business, your response to a recession has to be to raise percieved value and advertise, advertise, advertise - in the right places. If you own a large business with local branches/franchises, you have to respond in a similar way. If your offer ain't in people's faces, your competitor wins. Advertising is necessary for survival.

Once the recession is over, small businesses rarely cancel the extra advertising (as they can afford it better, and not all know exactly where their business flow comes from).

YELL actually benefits from recession.

Do you guys really want to hear lies????? Does that make you happy? I am probably the only one of this BB who has been on target and accurate (apart from ace08 but he never gives a reason?). Even the most revered poster 1aws has been a million miles off target for yell. It may not be what you want to hear, but the truth hurts sometimes. For those that are holding do whatever makes you happy, but to newbies I urge you to think twice before investing in yell. It's not at 5p because it's cheap....it's here because it's a sinking ship. The SR has not been actioned and debt purchase was not as good as people on here claimed!!! If you really want to invest wait for the results and buy on growth but do not gamble your money away without FACTS! If results are bad this will drop......but luckily one of the directors purchased at 3.8p so he has plenty of time to cash in on his reasonable profit - I wonder why he purchased more debt?

Could the current SP already be the rise before results??? Watch out below if it is. Yell will take a LONG time to recover.

Another interesting bit of positive info i found .

http://www.thechemistrygroup.com/case-studies/driving-sales-performance-at-yell

The results come after the work is done, just shows theyre developing staff to ultimately gain business.

LongJohn53, re point 3, I may be wrong but the number of people in actual employment is at near record levels?
Whether many are part time or on minimum wage is another matter. What's really harming business is the fall in disposable income and advertising is still falling - for example, I think Daily Mail reported another 7% fall in LFL today? Maybe the rate of decline is reducing for the newspaper media though?

Berty, everyone’s trying to make a decent portion out of this baby, I agree.
Where I don’t agree with you is your statements about USA.
1) You say “ All we can hope for is that QE will inflate the markets again”.
I say ” This doesn’t solve anything, just buys time until real growth returns.”

2) You say “ I see nothing but stagflation and potentially hyperinflation up ahead.”
I say “ There is no way they will let inflation get out of control. They’ll keep rates low, print money, anything to stop it getting ridiculous.”

3) You say “ (how can they when unemployment is still rising???)
I say “ I take it you’re back on the UK here. Don’t forget when checking out our figures on this matter that claims of record unemployment have to be taken with a pinch of salt as Labour hid loads of unemployment numbers by putting people on “training courses” so although it’s high now, it’s really not that much worse than before.”

4) You say “ Their economy is not growing in REAL inflation adjusted terms.”
I say “ No one said it was and it doesn’t need to be. When they are checking growth rates to see if we are in recession they do not adjust the figures in real terms. If they did we wouldn’t have come out of recession over two years ago. Most of the western world would still be in a very deep one.”

5) You say “ America is not growing again.”
I say “ Yes it is, The USA’s economy is growing, just not in real terms. The important thing here is that although the overall economy is not growing in real terms in size and volume of money out there. It is growing in terms of financial activity that is money is moving around more, as people are feeling more confident that they will be able to get their hands on more cash, more easily than they have of late. Keynes’ marginal propensity to consume states that the more people have, the more they spend, up until they have satisfied their needs followed by their wants. I think this is what is starting to happen. As more people get jobs, they are going out and spending it which is starting to get things moving. Maybe they are not spending so much on things that create wealth, but spending it they are and that’s just helping to build a feel good factor which will ultimately get people spending normally and lead to a full recovery.”

6) You say “ its media is sending out positive signals to help Obama win a second term.”
I say “ I thought the media sends out whatever signals it is paid to and since the republicans are richer why isn’t their message drowning out Obama’s. Remember in his campaign he had to rely on millions of small donations from his grass root supporters to keep up with the spending power of the superrich republican supporters. No berty, I’m afraid that if the media is saying things are more positive, it’s because they are.”

LJ

If you lookmaround the AIM market, you will see quite a few beaten down stocks where there are MA crossovers occurring. That gives me greater confidence that the "risk on" trade back into stocks is happening once again, after the reverse last year. I am fully invested.

Greece, eat your heart out!

Well spotted T&D. I have not been reading the boards much recently. Hopefully this "tech signal" will ecourage others to invest.

sorry just seen I posted it early hours Tuesday morning

he never responded , wonder why LOL

I did last night, then ace came on with the 5 year chart, I did asked him to incorporate the 50 and 200 day MA to see the cross.

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At last the 50 Day MA has crossed the 200 day MA - very good long/med term buy indication. My post 9 days ago below, prediction was a couple of days out.

But pls note , this is a tech signal and we are investing in Yell

http://www.youtube.com/watch?v=sjkzbCkZEuQ

It's all the same to me......

Apologies if posted before..

http://cioperu.pe/articulo/9129/paginas-amarillas-yell-peru-incorpora-codigos-tag/

Translated.....

[24/01/2012] Yellow Pages - Yell Peru announced the launch of the new edition of the Business Pages 2012, that this time will include new services to facilitate the search for information and contact with advertisers to generate new business. The new edition will include some warnings TAG codes that can be scanned from a Tablet or Smartphone, which will send digital information directly to the advertiser. The TAG are small colored squares developed by Microsoft that are located in some ads and work with screen capture, for which users need only download a viewer from Microsoft previously TAG on their mobile device from www.paginasamarillas.pe / tags. In addition, the company implemented the Call Free online version ads in this new guide, allowing users to request that they be contacted by the owner without this expense generates them and immediately apply just a number Free specially created for this purpose.

Best regards
7d

Berty,

4p?????????????????

Telling porky pies again!!!!!!!

Past posts do not lie!

Still wish all holders all the best,even those with spurious purchase prices.

FB

This has happened to me in the past rob. Make sure you have SIGNED in to iii and then your requests will be enacted. 50 day MA crossed 200 day MA today. Surprised nobody has commented on it.

I have lunar on ignore, and still his posts come up!!! help!

Lunar.

2012 has started strongly for the markets. Despite holding Yell and others, I am pretty sure April/May will see the markets coming off. But that doesn't mean the markets will be a sell - becuase it won't be long until the Fed starts printing funny money again.

And up the markets will swing again. Its a ridiculous game, trying to create growth with more debt but if the Fed doesn't print the government won't be able to afford to pay the interest on its debt - and the US is not going to let that happen in a hurry.

I think the second half of the year will be a really "interesting" time for the markets, more so than usual.

I'm sticking with Goldman Sachs, Citigroup, Deutsche bank and prime markets, all still say sell and have lower targets, but that's probably why I have not lost money on yell. Buying before these results would be a BIG mistake unless you like gambling.

Yell get your finger out your fA rt er.......

Media stocks are undervalued apparently too.
And anything with a lot of debt will benefit from money printing more than the average company as the debt gets inflated away in real terms. To me Yell are a strong buy. Anyway, nuff said.

we all seek certainty but the truth is we dont know if the economy will/is growing, so be honest with yourself and make an intelligent judgement about any investment based on a margin of error

By the way long jon, I didn't mean to knock anyone for being optimistic. I hold Yell and have done since 4p. I hold it because the bank is giving it 18 months to prove its new strategy will work and I rate the management who have put their money where their mouth is. We all know about the growth area it operates in, no need to go there.

But I am not bullish for western economies. We are mired in debt debt debt. All we can hope for is that QE will inflate the markets again and that Gold keep motoring up (which I own quite a lot of as the best hedge against inflation known to man).

I admire positiveity in people. But I don't trust America's stats. It's unemployment is still a massive issue, as is its housing.

I see nothing but stagflation and potentially hyperinflation up ahead.

But I also see Yell at 12-18p within 12 months. Mainly becuase I think markets will enter a bull faze based on printed money flooding the market with liquidity, not becuase companies are growing inn real terms (how can they when unemployment is still rising???)

Anyway, we have the same aim. To make a decent wedge on Yell

Inflation is not the worst thing in the world if u are indebted..the debt becomes small quickly

It was relevant in response to Berty's post re economy being bad...ie there are different opinions on US economy...nothing to do with Yell expect that US is its biggets market and a better economy could provide Yell some tailwinds for its strategy

Their economy is not growing in REAL inflation adjusted terms Long John.
America is not growing again. It's media is sending out positive signals to help Obama win a second term (which he will IMHO).

See the following. In your heart, YOU ALL KNOW IT MAKES SENSE.

http://www.moneyweek.com/news-and-charts/economics/us/bill-bonner-america-is-going-down-57407

Don't see what you're laughing at there berty. He wasn't saying that the USA's economy was back to normal but just that it had finally turned in the right direction. The article you posted as a contradiction to his statement actually backs up what he said. It is growing again.

Their economy is not back to normal by any means but they have had growth for the last 8 qtrs now, with the last qtr being stronger than expected where unemployment figures are concerned. The sudden drop to 8.3% had all the forecasters and analysts surprised. It was also the 5th consecutive month that unemployment had dropped with 243,000 jobs being added in the last month alone.

I accept that there's still a way to go, but I don't think you should knock someone for being optimistic about figures, which are facts, as opposed to one (Bernanke) man's opinion.

LJ.

http://en.wikipedia.org/wiki/Hyperinflation

lol reading that is very worrying...obviously if we reach that stage, then kiss goodbye to life as we know it...Hyperinflation is casued by uncontrolled money printing...

Intresting tho....once greece get kicked out the Euro...it looks like a repeat of their hyperinflation is on the cards.....devalue the Drakma...print money....sit back and watch Athens burn!

"Greece went through its worst inflation in 1944. In 1942, the highest denomination was 50,000 drachmai. By 1944, the highest denomination was 100,000,000,000 drachmai. In the 1944 currency reform, 1 new drachma was exchanged for 50,000,000,000 drachmai. Another currency reform in 1953 replaced the drachma at an exchange rate of 1 new drachma = 1,000 old drachmai. The overall impact of hyperinflation: 1 (1953) drachma = 50,000,000,000,000 pre 1944 drachmai. The Greek monthly inflation rate reached 8.5 billion percent in October 1944."

Listen guys, whether or not the USA's economy is irrellevent anyway.

QE3 will come whjich will inflate the marketr and be good for all shares (initially).

Then there'll be another little slump and they'll have the excuse to print again...QE4.

Repeat...QE5 etc.

All the US has left is insumountable debt and a printing press to inflate it away. Nominally all other assets will balloon in price in the process.

Welcome to Hyperinflation. (you think they;ll be able to increase rates to control it? YEAH RIGHT! lol)

a very pertinent point made sharebare.Pocock also referenced this point in his q2 media conference available at www.yellgroup.com/results

"Fed officials last month estimated that the world’s largest economy will grow 2.2 percent to 2.7 percent this year, according to the central tendency estimate, while the unemployment rate will average 8.2 percent to 8.5 percent in the fourth quarter. "

as i said....it looks like the USA economy has finally turned!!!
i did not say its back to its 2007 peak!!!

and also Ben is laying the foundations for more QE....they already stated rates will stay a record low until at least 2014.
once we get 2012 out the way and a clearer picture on the Euro crisis...Yells new strat will be in FULL SWING just in time for the 2013/14 when the economy will be back into growth.

Yell are fully funded AND have the head room to last that long....will the SP still be 5p by then.....i very much doubt it

oh and also..Pocock did state that his plan to RETURN TO GROWTH did NOT rely on the economies returning to growth....as YELL are actually expanding into a WHOLE NEW MARKET

so with the USA returning to growth at the same time....that will just be a huge bounus.

well actually.......Buffetts very own clothes line did use Znode to create its online store... and the money from that will help towards YELLS revenues lol

What is the relevance of Buffet here? He invests in shares he thinks are undervalued and he understands the business they do. As far as I know he has no holding here. If you want to quote WB, what does that tell you about his views on Yell's future?

didnt you post exactly this a couple of weeks ago? hope not a senior moment

Warren Buffett has been saying the economy has been consistently improving for past couple of years and he invested more than he ever has done in third and fourth quarter of 2011 at the time of greatest anxiety about possible double dip...i would put my money on warren rathen an economist....buffett owns a hundred business that span across amaerica in various sectors so he has a pretty good view of whats not going on not to say the perspective of the worl's most successful investor...

America's economy finally on the turn?

LOL !!!

http://www.bloomberg.com/news/2012-02-07/bernanke-says-8-3-unemployment-understates-weakness-in-u-s-labor-market.html

..it could have been a whole load better if other members of the board, the company's executive directors and their senior management team had also spoken with their wallets... instead they stay mute ...and allow Wigley to cut a lone figure ...

...can anywhere hear tumbleweed??

http://www.zawya.com/story.cfm/sidZAWYA20120207081610


and realise who BOB WIGLEY IS !!!

and the fact he stands proudly by YELL even tho he could easly walk away to a much higher paid job

AND HE HAS Invested his own cash in both DEBT AND SHARES of YELL

ill say this again.....

THE BANKS HAVE BACKED YELL
THE LARGE SHAREHOLDERS ARE STILL HERE
WE HAVE WORLD CLASS MANAGMENT BOARD
BEST IN CLASS TIE UPS AND PARTNERSHIPS
HEADROOM AND CASHFLOW TO FUND THE CHANGE
RAPID DEBT REDUCTION
and HEADING INTO A $250BILLION MARKET AND IT LOOKS LIKE THE USA ECONOMY IS FINALLY ON THE UP TURN!!

I don't think the news has to be a great one in order to make an serious impact on SP, imo...the investors are waiting to see that ,the new strategy is started to take effect before they can really start believing on SP. You can always have your plans but the crucial factor is whether your plan is working or not. No one is expecting the new plan will give a jump start but to make them believe in what Pocock is saying, a demonstration of some sort of live building up is necessary.

Today's price is a joke for the SP..I dont think the present price actually represent the SP ...so anything good comes up ...market will take the opportunity to correct the price in time. GLA

RNS Number : 1398S
Yell Group plc
15 November 2011



Yell Group plc ("Yell")







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."