Flowgroup Plc Share Discussion Threads

[kooba] 14/3/2016 09:38

Notice new issue today Yu group energy supplier to SME market with less than 2000 customers.Now SME's maybe considered higher value than residential but there is a higher bad debt level normally and historically less willingness to move accounts ...due to credit refs...However look at the value placed!"Yu Group, meanwhile, will raise GBP10.0 million in total from its float, issuing GBP5.4 million shares at 185.00 pence per share. The gross proceeds to the company will be GBP7.5 million.Yu expects its market capitalisation upon admission to be around GBP26.0 million and expects dealings to start on Thursday. Shore Capital is acting as its nominated adviser and broker too.Yu supplies gas and electricity to small and medium-sized business customers in the UK."The funds being raised will enable us to accelerate our growth and provide an increasing number of SME's the energy they need at the right price and with the level of service that they deserve," said Bobby Kalar, Yu's chief executive."

[1fox1] 09/3/2016 12:16

uppompeii...........HERE HERE

[uppompeii] 09/3/2016 10:54

It would be nice for Stiff to justify his salary...finally

[cheaky monkey] 08/3/2016 15:19

nice breakout here, are they finally getting their act together?

fingers crossed!

GLA

[cautious7] 04/3/2016 20:15

JUST DONE SOME RESEARCH, LOOKS CHEAP IF YOU ARE TO BELEIVE THE BROKERS, LOL
AS ALWAYS ATB AND DYOR
===========
FROM HL.CO.UK


Broker Date Rating Previous
assessment Latest
assessment Assessment
change Previous
target Latest
target Target
change
March 2016
Cantor Fitzgerald 01/03
Retains
Buy
Buy
60.00p 60.00p
January 2016
Cantor Fitzgerald 07/01
Retains
Buy
Buy
60.00p 60.00p
December 2015
Cantor Fitzgerald 14/12
Retains
Buy
Buy
60.00p 60.00p
Cantor Fitzgerald 09/12
Retains
Buy
Buy
60.00p 60.00p
September 2015
Cantor Fitzgerald 28/09
Reiterates
Buy
Buy
60.00p 60.00p
July 2015
Investec 02/07
Reiterates
Buy
Buy
70.00p 70.00p
June 2015
Investec 30/06
Reiterates
Buy
Buy
70.00p 70.00p
Cantor Fitzgerald 17/06
Reiterates
Buy
Buy
100.00p 60.00p
Investec 17/06
Reiterates
Buy
Buy
90.00p 70.00p
Cantor Fitzgerald 16/06
Under review
Buy
Buy
May 2015
Cantor Fitzgerald 26/05
Reiterates
Buy
Buy
100.00p 100.00p
Investec 26/05
Reiterates
Buy
Buy
90.00p 90.00p
Cantor Fitzgerald 01/05
Reiterates
Buy
Buy
100.00p 100.00p
Beaufort Securities 01/05
Upgrades
Sell
Hold
April 2015
Cantor Fitzgerald 30/04
Initiates/starts
Buy
100.00p

[cautious7] 04/3/2016 19:56

HI

JUST READ THE 5 POSTS ABOVE MNE, ALL VERY, VERY POSITIVE.

WHEN DO YOU EXPECT TO SEE LAST YEARS HIGHS AND BASED ON WHAT??

ATB DYOR

C7

[value viper] 02/3/2016 10:40

17p short termers selling / flipping I think mistake .......

[1fox1] 02/3/2016 10:36

Hey up! We are on the move. Perhaps Stiff has finally done something right. Big gap to fill if this is the case.

[jscowi] 02/3/2016 10:26

breaking out, could be a swift return to mid twenties

[meganxmas] 01/3/2016 11:11

31191 shown as sale was a buy ... in for another £5k. Honestly think that this is going serious places with boiler the cream if takes off ... if not still way undervalued and well financed ... not a bad place to be. Go and look into this and make your own mind up ... and watch the video that was linked a few days ago.

[value viper] 01/3/2016 10:21

i've just moved my energy to these guys , i see "scaleability" potential and worth a go imv, breakout thru current levels would look pretty positive, aimho

[jscowi] 01/3/2016 08:02

50k new customers in 2 months, now that is pretty good going. Highlights how quickly things can change here.

[kooba] 01/3/2016 07:49

Smart application keeps them up with the big boys touting these things....never felt the need to tinker with my heating systems when out but others obviously do!!150,000 customers and obviously growing very strongly...another 50,000 in a few months?Not sure breakdown of single and dual utility customers but I think if one took £350 per customer as an average that would prove relatively conservativeDyor

[hopefulalways] 01/3/2016 07:46

blah blah,

Massive upside in this share in 2016.

If this growth continues the energy side itself will be worth in excess off 100K by year end.

[blah blah] 01/3/2016 07:30

Buried away in today's announcement it says they have more than 150,000 energy customers - fantastic news, probably more significant than the product announcement.

[kooba] 26/2/2016 12:06

All good comment imhoIf they can get some niggle free chp's out there in the next few months then we may get a better idea of boiler roll out soon too..still the big upside but good to have the value fully augmented by the delivery side.Just got a new Worcester myself..lpg.. Not sure flow cover that yet!

[meganxmas] 26/2/2016 11:45

Suspect they will lease required premises ... as long as energy cashflow covers costs initially of servicing the workload ... mainly employees ... should be fine. Think at some point you are right ... will float off and/ or sell energy business but with a long term tie in to enable cross selling of boiler products etc. Key will be getting seriously cash positive before use the balance sheet cash up to drive fwd boiler and battery businesses. On that ... tony stiff did mention in video that energy business was already cash positve ... taking into account the working capital benefits of the shell deal. Unfortunately dont need a new boiler ... just bought a worcestet combi for our 4 bed house last year !!!!

[kooba] 26/2/2016 11:30

Megan...you don't want a buy a new energy efficient boiler do you???

[kooba] 26/2/2016 11:28

Well thank you the company is worth £500 more!!Company may have capacity constraints with several hundred thousand customers without quite a big capex spend but if the boiler gains some traction this year it's not impossible that flow energy floats off as a stand alone and raises required capital then..just a guess.Do seem undervalued on sum of the parts though.

[meganxmas] 26/2/2016 11:22

I signed up as dual fuel customer 2 weeks ago ... thats what got me looking at this in 1st place.

[kooba] 26/2/2016 11:07

Megan Correct..dual fuel customers could even be valued £500 + ..which recommendation no doubt helping drive new customers should be 120k already ? And well over 200k by end of year..so boiler business and cash maybe in for nothing?Invested.

[meganxmas] 26/2/2016 10:52

Thanks jscowi ... have watched it and very interesting. Did some research afterwards.Future jewel in crown may be the chp boiler but the energy customers will generate near mid term value. Already over 100k customers and aiming for 1m ... the shell agreement makes the upfront finacing of these customers very achievable withoit utilising cash resources. Normally the industry values customers at circa £300 each ... do the maths if they get anywhere near 1m customers. Currently mkt cap is circa £45m and sitting on circa £16m cash after previous fund raising. So 100k customers is £30m and £16m cash = current mkt cap. Huge upside. I have bought £20,000 worth today. Dyor and Nai.

[jscowi] 22/2/2016 20:38

Worth a watch to get a feel where Flow are at and news flow to come. 2 USA companies looking at boiler, am sure this is the first time 2 companies have been mentioned.