Yu Share Discussion Threads

[sparky333] 24/9/2021 19:04

Reading sky news provides shipping services and wholesale gas to retail suppliers operating in the market.Looks like they aren't being paid by retail suppliers they have shipped to. Very messy

[sparky333] 24/9/2021 18:54

It's is about to get extremely exciting, CNG energy looking to break up the business. They have lots of business strands but one is part is SME supplies and 46,000 meter points. Please note these guys are gas only and heavily into gas shipping

[sparky333] 24/9/2021 16:36

Set up nicely for next week

[sparky333] 24/9/2021 15:28

Ready to pop

[sparky333] 24/9/2021 14:52

260p to buy soon last chance at 255

[cocker] 24/9/2021 14:07

Can get 2.47 @present, so Mark up shortly for sure

[sparky333] 24/9/2021 13:16

Can you imagine if 200pis arrived and all wanted 5k shares the MMS would have some real issues even now they are struggling slightly and paying a premium for sells yet buys are full price for small amounts.Or an II wants to take a 3% stake which will happen as the MC grows and or if YU start paying a dividend they are forced to buy. Next II I see buying is Octopus Investments who sold in 2018, they will be back IMHO Not long until we are in playing field.

[cocker] 24/9/2021 13:08

The question asked required the most basic research to find the answer as to smartest energies ability to provide power without going bust. I sometimes wonder if any of these pop up clowns actually have a brain cell between them. Yesterday we had someone ask when results were, click on news and there it is.

[sparky333] 24/9/2021 12:45

SmartestEnergy is a wholly owned subsidiary of Marubeni, a Japanese corporation listed in the Fortune Global 500 CompanySo my maths is wrong it is a Fortune 500 company so pretty big lol

[sparky333] 24/9/2021 12:27

YU are honoured to be with the big boys, who are global player Speaks volumes

[sparky333] 24/9/2021 12:25

Big enough I think lol

[sparky333] 24/9/2021 12:25

1.5Trillion yen About 10b sterling market cap

[sparky333] 24/9/2021 12:23

SmartestEnergy is a wholly-owned subsidiary of the Marubeni Corporation of Japan. Their global energy expertise and financial backing supports our knowledge and experience in the UK energy marketHuge Japanese company

[boonkoh] 24/9/2021 11:57

Who are behind the Smartest counterparty and do they have deep enough pockets not to go bust?Hedging contracts are worthless if the counterparty can't honour their side of the agreement.

[sparky333] 24/9/2021 10:36

This situation only applies to B2B as domestic would be no change. So keep a close eye on the developing fuel issues as this is huge positive for YU

[sparky333] 24/9/2021 10:34

So be ware of the macro economics at present and the lastest on fuel shortage could in theory impact businesses and so they might use less energy Ego YU sell back to the market at a massive premium and this is 100s of percent higher against contracts signed in 2020Win/win

[sparky333] 24/9/2021 10:22

Yep that's my understanding and they back to back hedge So a contract placed today will be hedged at the current futures price over the duration of the contract ie 1,2 or 3 yearsSo yes turnover will rocket on all contacts placed in the last 6 months and how ever long this lasts for.2 things to consider 1. Over use 2. Under use If the comp aides over use and YU got it wrong on annual usage they either have to balance across the portfolio or take the spot price But in another side if comp aides under use against YUs estimates of usage the reverse happens and they sell back at a huge profit

[cocker] 24/9/2021 10:15

With gas prices rising surely new contracts will be of higher value, thus pushing up revenue

[sparky333] 24/9/2021 09:02

House broke has £5 target based on numbers already blown apart in H1 This will get revised to £7 to £8 post H1 numbers MC is only 39m currently and I expect turnover will be dam close to £150m this year

[sparky333] 24/9/2021 09:00

That Should read 12 to 18 months not 28months

[sparky333] 24/9/2021 08:59

If you really want to own a multi bagger YU ticks all the boxes at the moment and I can see £10 a share coming in the next 12 to 28 months if people are prepared to hold.I have held since 50p and not sold a single share through all the dips etc and currently sat on a 500% gain But I know there is a lot more to come and I might too slice some at £10 and enjoy the reward.Holding long term always wins out in the end

[sparky333] 24/9/2021 08:54

Also the BOE are going aggressively start raising interest rates next year to curb inflation. This will Cause havoc with heavily indebted companies and make companies with out debt priceless. I remember interest rates way over 10% and that hurts.Debt is bad and YU have none which is awesome