Yu Share Discussion Threads

[sparky333] 16/10/2020 16:22

Bloody Covid again hitting sentiment here, big difference it is not a full lockdown this time

[pictureframe] 16/10/2020 13:42

Time to add more soon for me

[sparky333] 13/10/2020 17:51

Sorry 5th Oct not dec

[sparky333] 13/10/2020 17:15

Another broker note dated 5th DecIn summary Valuation: We are currently using a DCF valuation in order to determine a starting target price for the Company. In this calculation, we believe we are using conservative assumptions (WACC 13.5%; TG 2.5%), in part due to the continued impact of COVID in the market. The result is an equity value of ~£35m, translating to a share value of 207p, ~130% higher than the current share price. With this type of potential return, the stock overwhelmingly fits into our Buy rating category.

[sparky333] 06/10/2020 15:49

Hmm Tonik energy has folded today EV side looks a good fit for YUTonik Energy said the drive came as part of its "commitment to accelerate the uptake of electric vehicle charging infrastructure technologies".Among its growth plans, the business is expanding on the 4,000 EV charging installations already carried out by The Phoenix Works - Tonik Energy's installation arm

[sparky333] 06/10/2020 14:05

Very odd stock trades today 20 buy an 6 sell

[frrinvest] 06/10/2020 09:50

https://yugroupplc.com/documents/YUG_Initiation_24092020.pdf Outlook: YUG’s revised strategy appears to be working and is on track to drive sustainable and long-term profitable growth. The smooth and efficient integration of the Bristol Energy customer contract book in August is another testament to the strength of the stronger platform established in 2018/19. We expect there are likely to be additional acquisition opportunities in the coming months, similar to the Bristol Energy book. We believe it is worthwhile for investors to take a fresh look at this Company as part of a long-term growth story for their portfolios. Looks very cheap!

[sparky333] 05/10/2020 19:38

Agreed the numbers are actually very light but enough to focus the mind to hit the target.

[cocker] 05/10/2020 19:18

As far as share options go, considering its on AIM I would say very good.

[sparky333] 05/10/2020 18:26

H1 presentation up on the website, well worth a read what the analysts got last week

[midus] 05/10/2020 17:14

Directors at the trough again. Nothing changes. I know a good insentive sack them if they dont turn a profit. Oh no we cant do that we would have no board of directors left.

[sparky333] 05/10/2020 16:12

Looks like we have an aggressive buyer miton topping up ?

[bump3r] 05/10/2020 12:29

Ofgem is to order seven energy suppliers to pay £34m in relation to outstanding payments related to two renewable energy projects. Under the Governments’ renewable obligation schemes, suppliers have to demonstrate that they have sourced enough electricity from renewable sources to meet their obligation. If suppliers had not met their obligation by the 1 September deadline, they were obliged to make up the shortfall by paying into a buy-out fund administered by Ofgem. The seven suppliers that have so far failed to meet their obligations include: Co-Operative Energy, Flow Energy, MA Energy, Nabuh Energy, Robin Hood Energy, Symbio Energy and Tonik Energy. While it said that twenty-four active suppliers missed the deadlines initially, 17 of these have either since paid the amount owed or given satisfactory assurances to Ofgem on meeting their obligations. The remaining seven suppliers have now been given until 31 October to pay into the Ofgem fund or risk having their licence revoked. Cathryn Scott, Ofgem’s Director of Enforcement and Emerging Issues, said: “The ‘Renewables Obligations’ and ‘Feed-in Tariff’ schemes provide important support for renewable generation, increasing the uptake of cleaner electricity and helping the country on its path to net-zero emissions. “Supplier failure to comply with these schemes and make the payments due undermines the integrity of the schemes and is unacceptable. This enforcement action sends a strong signal that suppliers must meet their obligations.” Separately, it said Robin Hood Energy and Tonik Energy owe £158,814.47 in Feed-in Tariff (Fit) levelisation payments. The Fit scheme provides payments to owners of small-scale renewable generators, such as solar panels on homes, and is funded through levies on suppliers. In January, Ofgem levied fines totalling £10.5m on three energy firms after a massive power outage in August 2019 left thousands of homes and businesses without electricity.

[tomboyb] 05/10/2020 11:49

Lets see if Yu. can break 100p again -

[sparky333] 05/10/2020 08:29

Can sell for 89p now the two trades earlier look to have been buys

[sparky333] 05/10/2020 07:57

MB will have bought into these as achievable.Speaks volumes

[wooster4] 05/10/2020 07:51

That's some punchy price targets under the LTIP.

[sparky333] 03/10/2020 10:14

Ofgem orders seven energy suppliers to stump up £34m over renewable commitments and warns they could end up having their licences revokedCo opFlowMA energyNabuh energyRobin HoodSymbioTonikSo which one is YU eyeing up, also I thought Robin hood was sold to British Gas.My money is on MA energy who are an SME supplier

[sparky333] 02/10/2020 08:44

More buys than sells and down 8% wtf does trump having COVID goto do with a minnow energy supplier lol

[sparky333] 02/10/2020 08:32

Bloody hell down again, can't make this stuff up

[bobaxe1] 01/10/2020 20:05

Ok good update, could have easily taken 20 percent from my last top up. But letting it run. Will buy on any weakness, happy lth gla

[ammu12] 01/10/2020 15:57

Hah sorry sparky. Just one of the harsh lessons learnt to book some profits however down on my trade on boohoo lol.Will be buying some here once things settle.

[ammu12] 01/10/2020 15:56

Don't think so.Some are buys.

[cocker] 01/10/2020 15:51

If as reported today's trades are all sales, then the share price has held up pretty well really. I guess the corner has been turned and maybe a case of tuck away for 12 months and hope for the best. Maybe not a covid excitement share, but quite a safe bet in today's uncertain times.