disc0dave46

30/1/2025 11:43

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Looks to me like more customers on lower income non fixed contracts and / or fixed contracts that were based on SmartestEnergy pricing are now flipping to Shell based contracts at lower income to YU.

sparky333

30/1/2025 11:29

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Funny how YU are the only company in the sector to grow revenue in 2024 the rest declined significantly What's our rivals PE again ? Oh yeah double and triple Bizzare

disc0dave46

30/1/2025 11:17

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Energy supplied up 78%, but income only increased 40% for FY24, yet gas spot was only 17% lower.H2 growth was forecast to be 40% (50% for the year) so must have only been 20% half what was originally forecast for H2 - why did growth fall so much?.

disc0dave46

30/1/2025 11:06

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Not much volume today. Roll on 18th March!.

sparky333

30/1/2025 11:04

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Oh and guess what Gas just set a new high surprise surprise.Lunacy but more profit margin for YU on new contracts so all good

sparky333

30/1/2025 11:02

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The UK are self harming to levels that going to make the UK a third world country in a generation. The government are completely insane the rest of the world is ditching net zero yet we charge off into the abyss

sparky333

30/1/2025 11:00

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And this why the UK energy sector is going to have higher and higher prices https://news.sky.com/story/plans-to-drill-rosebank-and-jackdaw-oil-and-gas-fields-thwarted-in-court-13288534

sparky333

30/1/2025 10:37

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Some HNWI have been scooping up the last few days no don't about it.

cocker

30/1/2025 10:30

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I have another order in for 5000 shares & order not filled @present, no stock available!

sparky333

30/1/2025 10:19

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Another new high gas inbound 128p at the moment, net zero the gift that keeps giving and will for decades

wooster4

29/1/2025 18:07

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that long-term upward trend is still very much in tact

sparky333

29/1/2025 17:33

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More late big buys from yesterday just showing up.

daveboy19

29/1/2025 16:59

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Yep, Fiddler on the (Echo) Beach :)

sparky333

29/1/2025 16:16

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I have no sympathy for anyone who sold at this level or lower.Utter madness and played like a fiddle

sparky333

29/1/2025 16:13

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And gas setting record highs average for the last 6 months is 105p a therm Sad thing is it is only going higher as will take 6 months for Europe to replenish stocks and UK is running on fumes

cocker

29/1/2025 16:05

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About to see bid rise as no stock available @ present

sparky333

29/1/2025 13:43

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Well that gas at a new record high since mid 2023 130p a therm about to crack next few days big jump from 55p in March 24 Like today, no wind or sun at all

sparky333

29/1/2025 11:52

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Big boys buying again 9k just popped up.Pis sleeping

disc0dave46

29/1/2025 11:22

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Folks should do more of their own research.Notes from their interim report clearly stated that Shells covenants include profitability, net worth and liquidity. What current assets have they which could be liquidated?, not much. So I still contend that a large proportion of their cash will be non-distributable in order to adhere to their liquidity covenant. Folks should also check the FY23 report and their provisions.

bobaxe1

29/1/2025 11:16

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Bad smell here

disc0dave46

29/1/2025 11:14

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Not much to see here until finals 18th March.

sparky333

29/1/2025 10:37

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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.

sparky333

29/1/2025 10:19

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Still got Mr 1k around as soon as he is gone, whoosh.

sparky333

29/1/2025 09:18

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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.