Annonce • Jul 22
Big Yellow Group plc Announces Termination of James Ernest Gibson from Director Role, Effective July 20, 2026 BIG YELLOW GROUP PLC reported that Mr. James Ernest Gibson terminated to be a director, effective July 20, 2026. Upcoming Dividend • Jun 25
Upcoming dividend of UK£0.23 per share Eligible shareholders must have bought the stock before 02 July 2026. Payment date: 24 July 2026. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.9%). Declared Dividend • May 25
Final dividend of UK£0.23 announced Shareholders will receive a dividend of UK£0.23. Ex-date: 2nd July 2026 Payment date: 24th July 2026 Dividend yield will be 5.4%, which is higher than the industry average of 3.8%. Annonce • May 21
Big Yellow Group Plc Recommends Final Dividend for the Year Ended 31 March 2026, Payable on 24 July 2026 The Board of Big Yellow Group Plc recommending the payment of a final dividend of 23.4 pence per share for the year ended March 31, 2026 (2025: 23.8 pence) in addition to the interim dividend of 23.8 pence, giving a total dividend for the year of 47.2 pence, an increase of 2% from the prior year. The Group's policy is to distribute a minimum of 80% of its adjusted earnings per share in each reporting period. REIT regulatory requirements determine the level of Property Income Distribution ("PID") payable by the Group. Based on the full year distributable reserves for PID purposes, a PID of 47.2 pence pence per share is payable (31 March 2025: 46.4 pence). The PID for the year to 31 March 2026 accounts for all of the declared dividend. The table below summarises the declared dividend for the year: Subject to approval by shareholders at the Annual General Meeting to be held on 20 July 2026, the final dividend will be paid on 24 July 2026. The ex-div date is 2 July 2026 and the record date is 3 July 2026. Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. COO & Executive Director John Hunter was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • May 20
Big Yellow Group Plc Appoints Helen Gordon as Senior Independent Non-Executive Director, Effective June 1, 2027 Grainger PLC announced that Helen Gordon, Chief Executive Officer, has been appointed as Senior Independent Non-Executive Director of Big Yellow Group Plc with effect from June 1, 2027. Helen is a highly experienced, proven and well-regarded real estate investor, with significant experience working across a wide range of real estate asset classes. She is a chartered surveyor and before joining Grainger was global head of Real Estate Asset Management of Royal Bank of Scotland plc. She previously held senior property positions at Legal & General Investment Management, Railtrack and John Laing Developments. Helen was also a member of the UK Government's New Towns Taskforce and former President of the British Property Federation and board member for ten years. Annonce • May 19
Big Yellow Group Plc, Annual General Meeting, Jul 20, 2026 Big Yellow Group Plc, Annual General Meeting, Jul 20, 2026. Annonce • Apr 14
Big Yellow Group Plc to Report Fiscal Year 2026 Results on May 18, 2026 Big Yellow Group Plc announced that they will report fiscal year 2026 results After-Market on May 18, 2026 Annonce • Jan 16
Big Yellow Group Plc to Report Q3, 2026 Results on Jan 20, 2026 Big Yellow Group Plc announced that they will report Q3, 2026 results at 7:00 AM, Coordinated Universal Time on Jan 20, 2026 Board Change • Dec 30
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. COO & Executive Director John Hunter was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Nov 19
Big Yellow Group plc Approves Interim Dividend, Payable on 23 January 2026 Big Yellow Group plc announced that the Board has approved an interim dividend of 23.8 pence per share, an increase of 5% on the prior period (2024: 22.6 pence). The interim dividend will be paid on 23 January 2026. The ex-dividend date is 2 January 2026, and the record date is 5 January 2026. Annonce • Nov 10
Big Yellow Group Plc Announces Extension of PUSU Deadline On 13 October 2025, Blackstone Europe LLP ("Blackstone") announced that one or more of the investment funds advised by Blackstone or any of its affiliates (the "Blackstone Funds") were considering their position in relation to the Company, which could include a cash offer for the entire issued, and to be issued, share capital of Big Yellow Group Plc (LSE:BYG) the Company (the "Announcement"). Pursuant to the Announcement, Blackstone Funds are required by no later than 5.00 p.m. (London time) on 10 November 2025 (the "PUSU Deadline") either to announce a firm intention to make an offer for Big Yellow in accordance with Rule 2.7 of the Code or to announce that they do not intend to make such an offer, in which case the announcement would be treated as a statement to which Rule 2.8 of the Code applies. The Announcement also stated that Blackstone Funds' evaluation of Big Yellow was at a preliminary stage and that Blackstone was considering, amongst other factors, the macro-economic environment including the potential impact of the upcoming UK budget as it relates to the self-storage sector. In light of the above, Blackstone Funds have requested additional time for their evaluation of Big Yellow. Accordingly, the Board of Big Yellow has requested, and the Panel on Takeovers and Mergers (the "Panel") has consented to, an extension of the PUSU Deadline in accordance with Rule 2.6(c) of the Code. In accordance with Rule 2.6(a) of the Code, Blackstone Funds are required either to announce a firm intention to make an offer for Big Yellow in accordance with Rule 2.7 of the Code or to announce that it does not intent to make an offer, until 5.00 p.m. (London time) on 8 December 2025 (the "Revised PUSU Deadline"). The Revised PUSU Deadline may only be extended with the agreement of Big Yellow and the Panel in accordance with Rule 2.6(c) of the Code. There can be no certainty that a firm offer will be made for Big Yellow nor as to the terms on which any such firm offer might be made. A further announcement will be made as and when appropriate. Annonce • Oct 15
Blackstone Europe LLP Confirms Preliminary Stages of Evaluating A Potential Cash Offer for Big Yellow Group Blackstone Europe LLP confirmed on October 13, 2025 it is in the preliminary stages of evaluating a potential cash offer for Big Yellow Group Plc (LSE:BYG). In a regulatory filing, Blackstone stated that investment funds advised by the firm or its affiliates are "considering its position" regarding Big Yellow, which could lead to an offer for the entire issued and to be issued share capital of the company. The announcement follows recent media speculation about a possible takeover bid. Blackstone emphasized that its evaluation remains at an early stage and noted it is considering various factors including "the macro-economic environment and the potential impact of the upcoming UK budget as it relates to the self-storage sector." Under UK takeover rules, Blackstone must either announce a firm intention to make an offer or declare it will not pursue a bid by 5:00 pm London time on November 10, 2025. This deadline can only be extended with approval from the UK Takeover Panel. The statement stressed there is no certainty that an offer will materialize or what terms might be proposed. Annonce • Oct 09
Big Yellow Group Plc to Report First Half, 2026 Results on Nov 17, 2025 Big Yellow Group Plc announced that they will report first half, 2026 results on Nov 17, 2025 Annonce • Jul 18
Big Yellow Group plc Declares Final Dividend, Payable on 25 July 2025 Big Yellow Group PLC announced at the Annual General Meeting held on 17 July 2025 that a final dividend of 23.8 pence per Ordinary Share will be paid on 25 July 2025. Annonce • Jul 15
Big Yellow Group Plc to Report Q1, 2026 Results on Jul 17, 2025 Big Yellow Group Plc announced that they will report Q1, 2026 results at 6:00 AM, Coordinated Universal Time on Jul 17, 2025 Annonce • May 20
Big Yellow Group Plc, Annual General Meeting, Jul 17, 2025 Big Yellow Group Plc, Annual General Meeting, Jul 17, 2025. Annonce • Apr 30
Big Yellow Group Plc to Report Fiscal Year 2025 Results on May 19, 2025 Big Yellow Group Plc announced that they will report fiscal year 2025 results After-Market on May 19, 2025 Annonce • Jan 15
Big Yellow Group Plc to Report Q3, 2025 Results on Jan 17, 2025 Big Yellow Group Plc announced that they will report Q3, 2025 results at 7:00 AM, Coordinated Universal Time on Jan 17, 2025 Board Change • Dec 30
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Additional Independent Non-Executive Director Michael O'Donnell was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Nov 19
Big Yellow Group Plc Approves Interim Dividend, Payable on January 24, 2025 The Board of Big Yellow Group Plc has approved an interim dividend of 22.6 pence per share in line with the prior period. This first half dividend has all been declared as Property Income Distribution ("PID"). The interim dividend will be paid on24 January 2025. The ex-dividend date is 2 January 2025, and the record date is 3 January 2025. Annonce • Oct 22
Big Yellow Group Plc to Report First Half, 2025 Results on Nov 18, 2024 Big Yellow Group Plc announced that they will report first half, 2025 results on Nov 18, 2024 Annonce • Jul 19
Big Yellow Group plc Approves Final Dividend, Payable on 26 July 2024 Big Yellow Group Plc at the Annual General Meeting held on 18 July 2024 approved final dividend of 22.6 pence per Ordinary Share will be paid on 26 July 2024. Buy Or Sell Opportunity • Jul 17
Now 21% undervalued Over the last 90 days, the stock has risen 20% to €14.20. The fair value is estimated to be €17.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are forecast to decline by 4.1% per annum over the same time period. Annonce • Jul 15
Big Yellow Group Plc to Report Q1, 2025 Results on Jul 18, 2024 Big Yellow Group Plc announced that they will report Q1, 2025 results on Jul 18, 2024 New Risk • Jun 12
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €354k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.8% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.6% increase in shares outstanding). Significant insider selling over the past 3 months (€354k sold). Buy Or Sell Opportunity • Jun 07
Now 23% undervalued Over the last 90 days, the stock has risen 17% to €14.30. The fair value is estimated to be €18.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are forecast to decline by 2.8% per annum over the same time period. Declared Dividend • May 27
Final dividend of UK£0.23 announced Shareholders will receive a dividend of UK£0.23. Ex-date: 4th July 2024 Payment date: 26th July 2024 Dividend yield will be 3.5%, which is lower than the industry average of 3.8%. Annonce • May 23
Big Yellow Group Plc, Annual General Meeting, Jul 18, 2024 Big Yellow Group Plc, Annual General Meeting, Jul 18, 2024. Reported Earnings • May 21
Full year 2024 earnings released: EPS: UK£1.27 (vs UK£0.40 in FY 2023) Full year 2024 results: EPS: UK£1.27 (up from UK£0.40 in FY 2023). Revenue: UK£199.6m (up 5.7% from FY 2023). Net income: UK£239.8m (up 227% from FY 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Annonce • May 03
Big Yellow Group Plc to Report Fiscal Year 2024 Results on May 20, 2024 Big Yellow Group Plc announced that they will report fiscal year 2024 results After-Market on May 20, 2024 Board Change • Apr 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Additional Independent Non-Executive Director Michael O'Donnell was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Jan 10
Big Yellow Group Plc to Report Q3, 2024 Results on Jan 11, 2024 Big Yellow Group Plc announced that they will report Q3, 2024 results on Jan 11, 2024 Buying Opportunity • Jan 06
Now 21% undervalued Over the last 90 days, the stock is up 20%. The fair value is estimated to be €16.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 4.6%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 0.8% in the next 2 years. Upcoming Dividend • Dec 28
Upcoming dividend of UK£0.23 per share at 3.7% yield Eligible shareholders must have bought the stock before 04 January 2024. Payment date: 26 January 2024. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (3.9%). Buying Opportunity • Dec 14
Now 20% undervalued Over the last 90 days, the stock is up 9.2%. The fair value is estimated to be €16.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 4.6%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to decline by 4.6% in the next 2 years. Reported Earnings • Nov 23
First half 2024 earnings released: EPS: UK£0.65 (vs UK£0.033 in 1H 2023) First half 2024 results: EPS: UK£0.65 (up from UK£0.033 in 1H 2023). Revenue: UK£99.6m (up 6.1% from 1H 2023). Net income: UK£119.6m (up UK£113.5m from 1H 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has remained flat. New Risk • Nov 21
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (96% net profit margin). Shareholders have been diluted in the past year (6.5% increase in shares outstanding). Annonce • Nov 21
Big Yellow Group Plc Proposes Interim Dividend, Payable on 26 January 2024 Big Yellow Group Plc proposed total interim dividend of 22.6 pence per share representing a 1% increase from 22.3 pence per share for the same period last year. The interim dividend will be paid on 26 January 2024. The ex-dividend date is 4 January 2024, and the record date is 5 January 2024. Annonce • Nov 07
Big Yellow Group Plc to Report First Half, 2024 Results on Nov 20, 2023 Big Yellow Group Plc announced that they will report first half, 2024 results on Nov 20, 2023 Annonce • Oct 12
Big Yellow Group Plc has completed a Follow-on Equity Offering in the amount of £110.000003 million. Big Yellow Group Plc has completed a Follow-on Equity Offering in the amount of £110.000003 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 11,470,212
Price\Range: £9.45
Security Features: Income Trust
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 170,000
Price\Range: £9.45
Security Features: Income Trust
Transaction Features: Regulation S; Subsequent Direct Listing New Risk • Oct 11
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (39% net profit margin). Shareholders have been diluted in the past year (6.5% increase in shares outstanding). Annonce • Jul 23
Big Yellow Group plc Approves Final Dividend, Payable on 28 July 2023 Big Yellow Group Plc at its Annual General Meeting held on 20 July 2023 approved A final dividend of 22.9 pence per Ordinary Share will be paid on 28 July 2023. Buying Opportunity • Jul 07
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 13%. The fair value is estimated to be €15.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 31% per annum over the same time period. Annonce • Jul 06
Big Yellow Group Plc to Report Q1, 2024 Results on Jul 10, 2023 Big Yellow Group Plc announced that they will report Q1, 2024 results on Jul 10, 2023 Upcoming Dividend • Jun 29
Upcoming dividend of UK£0.23 per share at 4.2% yield Eligible shareholders must have bought the stock before 06 July 2023. Payment date: 28 July 2023. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (4.0%). Reported Earnings • Jun 23
Full year 2023 earnings released: EPS: UK£0.40 (vs UK£3.85 in FY 2022) Full year 2023 results: EPS: UK£0.40 (down from UK£3.85 in FY 2022). Revenue: UK£188.8m (up 7.9% from FY 2022). Net income: UK£73.3m (down 90% from FY 2022). Profit margin: 39% (down from 399% in FY 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 22
Full year 2023 earnings released: EPS: UK£0.40 (vs UK£3.85 in FY 2022) Full year 2023 results: EPS: UK£0.40 (down from UK£3.85 in FY 2022). Revenue: UK£188.8m (up 7.9% from FY 2022). Net income: UK£73.3m (down 90% from FY 2022). Profit margin: 39% (down from 399% in FY 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Annonce • Jan 10
Big Yellow Group Plc to Report Q3, 2023 Results on Jan 12, 2023 Big Yellow Group Plc announced that they will report Q3, 2023 results on Jan 12, 2023 Upcoming Dividend • Dec 29
Upcoming dividend of UK£0.22 per share Eligible shareholders must have bought the stock before 05 January 2023. Payment date: 26 January 2023. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.6%). Reported Earnings • Nov 22
First half 2023 earnings released: EPS: UK£0.033 (vs UK£1.42 in 1H 2022) First half 2023 results: EPS: UK£0.033 (down from UK£1.42 in 1H 2022). Revenue: UK£93.8m (up 9.8% from 1H 2022). Net income: UK£6.04m (down 98% from 1H 2022). Profit margin: 6.4% (down from 297% in 1H 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Annonce • Nov 22
Big Yellow Group Plc Proposes Interim Dividend, Payable on 26 January 2023 Big Yellow Group Plc proposed interim dividend of 22.3 pence per ordinary share will be paid to shareholders on 26 January 2023. The ex-dividend date is 5 January 2023, and the record date is 6 January 2023. The interim dividend is all Property Income Distribution. Annonce • Nov 01
Big Yellow Group Plc to Report Q2, 2023 Results on Nov 21, 2022 Big Yellow Group Plc announced that they will report Q2, 2023 results on Nov 21, 2022 Recent Insider Transactions • Oct 03
Co-Founder recently bought €279k worth of stock On the 28th of September, James Gibson bought around 26k shares on-market at roughly €10.88 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €286k. James has been a buyer over the last 12 months, purchasing a net total of €564k worth in shares. Recent Insider Transactions • Sep 29
Key Executive recently bought €286k worth of stock On the 22nd of September, Nicholas Vetch bought around 22k shares on-market at roughly €13.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Nicholas has been a net seller over the last 12 months, reducing personal holdings by €3.1m. Annonce • Sep 07
Big Yellow Group Plc (LSE:BYG) acquired 1.8 acre including two separate let buildings for £13.5 million. Big Yellow Group Plc (LSE:BYG) acquired 1.8 acre including two separate let buildings for £13.5 million on September 6, 2022.
Big Yellow Group Plc (LSE:BYG) completed the acquisition of 1.8 acre including two separate let buildings on September 6, 2022. Buying Opportunity • Aug 07
Now 20% undervalued Over the last 90 days, the stock is up 11%. The fair value is estimated to be €19.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 65%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings is forecast to decline by 55% per annum over the same time period. Buying Opportunity • Jul 02
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 18%. The fair value is estimated to be €18.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 65%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings is forecast to decline by 56% per annum over the same time period. Upcoming Dividend • Jun 30
Upcoming dividend of UK£0.21 per share Eligible shareholders must have bought the stock before 07 July 2022. Payment date: 29 July 2022. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (4.8%). Annonce • Jun 17
Big Yellow Group Plc (LSE : BYG) acquired 53,000 Square Foot Self-Storage Centre in Aberdeen for £10 million. Big Yellow Group Plc (LSE : BYG) acquired 53,000 Square Foot Self-Storage Centre in Aberdeen for £10 million on June 15, 2022.Big Yellow Group Plc (LSE : BYG) acquired 53,000 Square Foot Self-Storage Centre in Aberdeen on June 15, 2022. Buying Opportunity • Jun 11
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be €18.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 65%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings is forecast to decline by 56% per annum over the same time period. Reported Earnings • May 25
Full year 2022 earnings released: EPS: UK£3.85 (vs UK£1.52 in FY 2021) Full year 2022 results: EPS: UK£3.85 (up from UK£1.52 in FY 2021). Revenue: UK£175.0m (up 29% from FY 2021). Net income: UK£697.3m (up 163% from FY 2021). Net asset value (NAV) per share: €14.05 (up 44% from FY 2021). The current share price is 6.1% higher than NAV per share. Over the next year, revenue is forecast to grow 7.3% compared to a 1.4% decline forecast for the reits industry in Germany. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Annonce • May 24
Big Yellow Group Plc, Annual General Meeting, Jul 21, 2022 Big Yellow Group Plc, Annual General Meeting, Jul 21, 2022. Buying Opportunity • May 07
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 14%. The fair value is estimated to be €18.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings is forecast to decline by 36% per annum over the same time period. Annonce • May 04
Big Yellow Group Plc to Report Fiscal Year 2022 Results on May 23, 2022 Big Yellow Group Plc announced that they will report fiscal year 2022 results After-Market on May 23, 2022 Buying Opportunity • Mar 05
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 15%. The fair value is estimated to be UK£19.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% per annum over the last 3 years. Earnings per share has grown by 41% per annum over the last 3 years. Recent Insider Transactions • Dec 11
Executive Chairman of the Board recently sold €3.4m worth of stock On the 10th of December, Nicholas Vetch sold around 175k shares on-market at roughly €19.53 per share. This was the largest sale by an insider in the last 3 months. Nicholas has been a seller over the last 12 months, reducing personal holdings by €9.8m. Reported Earnings • Nov 24
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First half 2022 results: EPS: UK£1.42 (up from UK£0.34 in 1H 2021). Revenue: UK£85.5m (up 29% from 1H 2021). Net income: UK£254.1m (up 325% from 1H 2021). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 8.5%, compared to a 5.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Sep 01
Executive Chairman of the Board recently sold €2.0m worth of stock On the 27th of August, Nicholas Vetch sold around 109k shares on-market at roughly €18.15 per share. In the last 3 months, there was an even bigger sale from another insider worth €5.1m. This was Nicholas' only on-market trade for the last 12 months. Recent Insider Transactions • Aug 05
CEO & Director recently sold €5.1m worth of stock On the 2nd of August, James Gibson sold around 300k shares on-market at roughly €16.91 per share. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months. Annonce • Jul 03
Big Yellow Group Plc (LSE:BYG) acquired the remaining 80% stake in Armadillo Storage Holding Company Limited and Few Armadillo Stores from Joint Venture Partners for approximately £120 million. Big Yellow Group Plc (LSE:BYG) acquired the remaining 80% stake in Armadillo Storage Holding Company Limited and Few Armadillo Stores from Joint Venture Partners for approximately £120 million on July 1, 2021. The consideration of £119 million includes debt of £51.4 million.
Big Yellow Group Plc (LSE:BYG) completed the acquisition of the remaining 80% stake in Armadillo Storage Holding Company Limited and Few Armadillo Stores from Joint Venture Partners Limited on July 1, 2021. Upcoming Dividend • Jul 01
Upcoming dividend of UK£0.17 per share Eligible shareholders must have bought the stock before 08 July 2021. Payment date: 30 July 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.4%). Annonce • Jun 25
Big Yellow Group Plc has completed a Follow-on Equity Offering in the amount of £100 million. Big Yellow Group Plc has completed a Follow-on Equity Offering in the amount of £100 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 7,751,938
Price\Range: £12.9
Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing Reported Earnings • Jun 24
Full year 2021 earnings released: EPS UK£1.52 (vs UK£0.56 in FY 2020) Full year 2021 results: Revenue: UK£135.8m (up 4.6% from FY 2020). Net income: UK£265.2m (up 187% from FY 2020). Net asset value (NAV) per share: €9.73 (up 19% from FY 2020). The current share price is 53% higher than NAV per share. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 27
Full year 2021 earnings released: EPS UK£1.52 (vs UK£0.56 in FY 2020) Full year 2021 results: Revenue: UK£138.4m (up 6.6% from FY 2020). Net income: UK£265.2m (up 187% from FY 2020). Net asset value (NAV) per share: €9.62 (up 19% from FY 2020). The current share price is 54% higher than NAV per share. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Annonce • May 25
Big Yellow Group plc Recommends Final Dividend, Payable on 30 July 2021 The Board of Big Yellow Group Plc recommending the payment of a final dividend of 17.0 pence per share in addition to the interim dividend of 17.0 pence, giving a total dividend for the year of 34.0 pence, an increase of 0.6% from the prior year. Subject to approval by shareholders at the Annual General Meeting to be held on 22 July 2021, the final dividend will be paid on 30 July 2021. The ex-div date is 8 July 2021 and the record date is 9 July 2021. Is New 90 Day High Low • Feb 19
New 90-day high: €13.10 The company is up 3.0% from its price of €12.74 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the REITs industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.22 per share. Annonce • Feb 02
Big Yellow Group plc Appoints Heather Savory as A Non-Executive Director with Effect from 1 March 2021 Big Yellow Group PLC announced the appointment of Heather Savory as a Non-Executive Director with effect from 1 March 2021. Heather was Vice President of Engineering and Operations for 3Dlabs, a high-tech start-up delivering the world's first semiconductor 3D-graphics accelerators for consumer devices and moved on into leadership and advisory roles for high-tech UK SMEs. Heather then worked in various senior government roles including as Director General for Data Capability at the Office for National Statistics which she modernised through a cross-organisation digital, data and workforce transformation. She was also co-Chair of the United Nations Global Working Group on Big Data, developing innovative global data solutions to assist with the measurement and delivery of the United Nations 2030 Agenda for Sustainable Development. Annonce • Jan 15
Big Yellow Group plc Announces Resignation of Julia Hailes as Non-Executive Director Big Yellow announced that Julia Hailes has resigned as a Non-Executive Director of the company. Is New 90 Day High Low • Nov 13
New 90-day high: €12.63 The company is up 11% from its price of €11.36 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.34 per share. Annonce • Nov 04
Big Yellow Group Plc to Report First Half, 2021 Results on Nov 17, 2020 Big Yellow Group Plc announced that they will report first half, 2021 results on Nov 17, 2020 Is New 90 Day High Low • Oct 21
New 90-day high: €12.04 The company is up 13% from its price of €10.69 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.09 per share. Annonce • Jul 17
Big Yellow Group Plc to Report Q1, 2021 Results on Jul 15, 2020 Big Yellow Group Plc announced that they will report Q1, 2021 results on Jul 15, 2020 
