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Utilitywise Share Discussion Threads
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|If they are in-line with year-end forecasts they are really cheap.
Before this update, I was looking at fair value being £3.30 - however by year end £3.80.
Whatever - but just to maintain the same valuation that would suggest a price of £2.30 looks good.
As I say what ever way you look at it they seem cheap for this kind of growth.|
|Cracking write up, let's hope they're correct.|
|See Peter Stephens on Motley Fool
He is positive about the future too.|
|"The rating of the shares remains modest for a company that continues to grow and offers an attractive yield."
Edison Research today
The Research Note by Edison is headed "ON COURSE FOR FY17"
see the re-assuring excellent full note by Edison here:-
ALL IMO. DYOR.
|Funnily enough, no is the answer to that one.:)
I can't ever remember a UTW update that didn't mention "meeting management expectations "
Never really says enough to me as I am never sure what they are bloody expecting , so I find it a bit frustrating.|
|Best of luck, although looking at your post on the 8/2 you seemed to call the RNS spot on...your surname isn't Thompson is it ha ha|
|I hope that I am right too.
I suppose those fears are built into the current price.
Results at the end of the year will be the moment of truth.|
|I hope you are right Bennywin, but the cash issue seems to follow this stock and customer numbers have far from jumped up if the opportunity is so compelling. I am beginning to think like Paul Scott, (Stockopedia) that there are so many question marks on this stock it has a long way to go before it needs serious consideration. In my opinion the lack of customer numbers in this RNS is telling, given it has been reported in the past, and this along with a deteriorating cash position is a big black mark. You are right that past cash positions have been poor but previous RNS's have hailed new commercials that apparent will solve the problem. Clearly, they have not worked, and the new CEO may need a longer working week to resolve them.|
|Fair questions Angel
Re the first question, I noticed that last year at the same time there was an even worse cash deficit. This seemed to resolve itself by year end and turned into a surplus.
I am hoping this is down to payment schedules and will resolve itself in a similar fashion later on this year.
2. I have similar concerns, although the Enterprise sales were up significantly. You have to bear it in mind, that there can be a very long lead time for large corporations, and UTW have only really just completed getting their IOT hardware /software etc up and ready to go so they may see the fruits of their labours appear some way down the line.
Esos did after all provide a quick hit which would have flattered last years numbers !.
3.0 Not sure either way , but I am a long way from panic mode and remain cautiously optimistic.
I have also been told that the new CEO is a workaholic, so hopefully his hard work pays dividends.|
|I have a few concerns here listed below
1. Cash has reduced significantly again despite a rise in revenue. Is this because UTW is chasing extending customers again rather than new customers? As stated in other updates the commercials have improved on this but are not fully in sync; I suspect there may be a significant increase in deferred revenue. The other option, of course, is a large increase in operating costs. Is the Board using borrowed money to pay a dividend to support the share price?
2. No mention of the number of customers which have appeared in other updates. Is this because they haven't increased significantly, i.e. supporting my point above.
3.It is my understanding that the energy services proposition is better suited to larger customers. Given the recent developments and acquisitions is it not a little worrying that these customers do not appear to be taking the bait?
I still think there is a lot to prove here, an apparent market leader with a tiny market share, a massive opportunity but slowing in customer growth, a growing revenue but a reduction in cash? Lots of questions not many answers I fear.|
|Very encouraging Outlook and good tone of confidence.
There are always a few sideways steps in a fast growing company but these seem far outweighed by the forward steps.
Keep the faith.
ALL IMO. DYOR.
|Solid set of results.
Corporate takes longer , and they have been developing internet of things technology, so hopefully will pay off in coming years.
Net debt reduced from last Jan , but still a bit of a concern.
Enterprise division sales up 25 per cent year on year (which is excellent)|
|Corporate side well below expectations|
|Nice pop today - bennywin thanks for the link - apparently their energy consultants are already talking to customers about the new product/new mobile app - so it may be mentioned in the trading statement.|
|Interesting new product.
|Looks like we have to be patient on this one, although the nice dividends make it easier to wait.
My gut feeling is that sales will have probably gone up, but the amount of money they have spent investing in their products such as developing the internet of things and the equipment they have supplied free of charge might have had a short term negative impact on the cash flow position.
If that's the case, then hopefully the additional revenue should sort the cash flow out eventually.|
|I thought the share price was going to build from the run up to 2 quid, at the end of last year.
Let's hope the trading update will generate some more interest in the stock.|
|Half year trading update 21 February 2017|
|Plenty of opportunities here .
|The updates at this time of year have historically been of the "meeting management expectations " variety.|
|Trading update should be in around one month - what are people expecting / hoping? I can't see the price moving much before then.|
|Seems to be.
Some understandable profit-taking by short-term traders/buyers who bought shrewdly on the big price dip in August/October. Since which time UTW has regained all the ground it lost and back up to near £2
Once those profit-takers are done, the share should regain strong forward momentum in my opinion.
ALL IMO. DYOR.
|about to pop through £2?|
Two brokers notes on UTW:-
FinnCap - RETAINS its CORPORATE rating with a PRICE TARGET of 222p.
Shore Capital - RETAINS its BUY RECOMMENDATION
Haven't heard from Liberum on UTW in a while whose 19/4/16 recommendation was REITERATE BUY with a PRICE TARGET of 270p
ALL IMO. DYOR.