Not much to see here until finals 18th March. |
Y24E revenues are expected to be up c40% YoY at c£650m and could haveStock Databeen materially higher had commodity prices not softened. The base effectTicker (AIM) YU. LNof softer gas and electricity prices has mostly washed through so volumeShare Price 1870pgrowth from this point should correlate more closely to higher revenues. YuGroup continues to take market share in the B2B market and we start a newMarket Cap £312mfiscal period again with a conservative revenue forecast. Buy. |
Still got Mr 1k around as soon as he is gone, whoosh. |
Also worth noting this time last year gas as an example was in a steep decline, but from April 24 the increase hasn't stopped and continues to test highs not seen since H2 23 This will feed into new contract as they wash through the 2024 contracts. |
I've noticed the crank up since the TU and a bit more urgency and clinging to straws in the tone of them. Like the lifestyle one yesterday - hilarious but desperate at the same time. |
He is working very hard at the moment and you have to wonder why ? Smells very fishy Great news MIton has now closed that fund so if there was any threat of share sales they have now been and gone.Will be interesting to see Miton other funds which hold YU like the diverse income funds have increased or not there YU holdings |
Yep, a busy bee in Echo Beach. |
Dave has managed to create yet another profile, up to 5 thumbs per post now |
Correction 40m NAV So around 170k shares Anyway history now and the MINI fund has closed |
So the shares either have been slowly sold, partially sold or transferred to another Miton fund.Will find out shortly when the diverse income fund as an example reports next.Either way the selling has finished A real shame the redemption call from fund holders was so high and forced Miton into closing it but a sign of the times with Labour policies and threats to the markets. |
Well looks like Miton UK Microcap Trust Plc have finished reallocating / selling and the fund about to close. 25th JanThe realisation of the Redemption Pool has progressed well and is nearly complete, with only two small positions remaining, which are currently suspended and which may take time to realise, with no certainty on the amounts to be realised.Onwards and upwards now. As this trust held 8% YU and NAV was £50m so around 250,000 YU shares either sold or reallocated to others like the diverse income fund. Wouldn't be surprised if this was exacerbated on TU day. |
For 2022 and 2023 YU paid Bobby Kalar £255k for leasing their HQ. Is he not satisfied with his 51% holding and his £1,010,000 remuneration?, not to mention that his pay was double compared to the previous year. Oh and not to mention all their juicy share options.Me thinks this business is run for the benefit of management, they know when the sun shines how to keep topping up their tans!. |
Looks to me like they are cutting their contracted prices, or more customers on non fixed contracts or Shell are taking income - because going on the UK spot price of gas (yes I know it's not what Shell charge but just as a guide).So energy supplies FY24 was up 78%, but revenue was only up 40%, so clearly it's because the price of energy has reduced, but spot gas for FY24 up to end Nov was only down 17% compared to FY23. So which is it? - reduced customer pricing to keep customers?, customers going to cheaper non fixed contracts or Shell taking margin?.I'm probably missing something. |
Not seen it but would like to |
Has anyone seen the package that was given to analysts at the presentation last week? I thought it may be on the website by now but can’t see it. |
Times like this is easy to pick up large chunks of stock, been hints this week bargain hunters are coming in or have we a II taking a stake slowly ?Who knows but big chunks being picked up |
Big boys picking up stock, nice 10k buy |
Could be some low form of AI |
He's definitely Munchkin - what a pathetic existence to maintain. |
There you go |
lol next door dredging the barrel now with review links.Funny how YU haven't never been fined or warned by OFGEM Can't say the same for a lot of suppliers |
mUrphYs lAw --------- Murphy 2 reviews GB Rated 1 out of 5 stars A day ago DO NOT USE YU ENERGY!!!! DO NOT USE YU ENERGY!!!!
Overcharged us by thousands. Absolute nightmare from start to finish. Charged us over £5000 for a meter which showed zero consumption on the meter. Customer Service is appalling. Took months to do a simple change of tenancy and then prevented us from switching by piling on incorrect late payment fees which showed the account as in debt. Obtained a court order with false information and forcibly installed a pre-payment meter. Incompetency bordering on criminal. DO NOT USE
Date of experience: 27 January 2025 -------- ohMy lOrD jUstcLick do IT now graVY bOY & tNk mE latERs. omBUdsman nEEd tO stEp inn.pRonto |
He just repeats himself day in day out and everything he states is known knows but always misses out the key bit So turnover missed estimates cool not the fact up 40% v rivals who say significant declines Totally misses out that part Always went on about energy consumed v meter points well energy used up 78% These are not small numbers they are huge |
Something must be brewing as Echo Beach has cranked up a notch with the negative rhetoric.... |