LaudersYour "MorningStar" article is full of inconsistencies.They clearly stated in the TU that revenue would be "approaching £650m" which does mean £650m if lucky but more likely to be less than £650m (as I posted on the day it's not clear, but then that's one of the issues with YU). Thus the c 40% growth is the maximum, but where did the article get growth of 34% from?. That's only £616m revenue for FY24.The other point is that BK does provide forecasts to their house broker, what the broker forecasts is derived from what the company tell them - why do folks think that a house broker does independent forecasting, they don't, they are fed the info from their employer!. |
Down even further since this piece from 21st January.
Perhaps BK (CEO) should start giving some guidance in future TUs?
He might be happier with the market's reaction then!
Though Yu Group did not on Tuesday outline what it believes the market consensus to be, broker Panmure Liberum has forecast Ebitda of GBP46.5 million for the group, which would be up 8.8% from GBP42.6 million last year. |
A bit long winded folks, but well worth a listen. It's pretty much what we have all been saying about the green dream and the idiots in charge. Prices are not going to normalise, they are only going one way thanks to the destruction of our generating industry. Under the green banner.https://youtu.be/5TgSKRDiUDQ?si=thfMFWhiCSD_lc0J |
The Premier Miton U.K. Smaller Companies fund has been a big fan of Yu , but their holding seems to have been diminishing . About a year ago , around 9.5% of the fund was in Yu . A few days ago , it was down to 7.29% and now it is shown as 5.08% , although Yu remains the single biggest holding . This recent reduction by Premier Milton no doubt explains the recent softness in Yu’s share price . By the way , for the sake of clarity , I detest rampers and am certainly not one , and I intend to remain here for the indefinite future - look at how Octopus Energy , from nowhere , in ten years , now have more domestic customers than British Gas . |
Should gap up on Monday open, circa 1635.Roll on 18th March. |
 Not only is our resident Mr Travolta highly vocal here , he/she/it is constantly posting comments on Good Energy’s ADVFN chat site . If this is a person as opposed to a bot , where does he/she find the time to carry out research into these ( and more ? ) companies and to make such wise and helpful comments ? I believe that Yu is on an ex-cash forward p/e of just under 6 which , for a fast-growing company seems more than strange . As for this country’s esteemed Energy Minister , I suggest that , as investors here , we should all pray every night for his fine health and continuation in his role because he is providing such a perfect environment for Yu ( although I’m also too aware that this nut zero policy is destroying people’s lives and also businesses ) . However , even if dear Mr Milliband were to be dismissed tomorrow , the damage already done to this country’s energy system is so profound that it would take many , many years to repair this dreadful policy . As for suggestions that tampers should be prosecuted for libel , I doubt whether that will happen because I remember that , a few years ago , j reported a poster to a senior member
of the board of the Aim-listed company , because the poster had described him on the chat cite as a “ liar “ . Even though the board member was a barrister , he declined to do anything . |
Anyone got Nick Parker's email address?Believe he's got a NED role at One Health Group so will try there. Also on LinkedIn so easy contact on that site. |
Why did they miss revenue target and particularly why H2 growth was half what they forecast at interims despite gas price actually climbing since Feb. Since Shell coincidentally took their hedging contract over. They haven't explained that in their update let's hope they are a lot more transparent in their finals in March. The market can read between the lines and work it out hence the share price fall. |
Zzzzzz - boring pseudo ID. |
Your master is calling you :) |
lol he reads every post. Just pretends to have people on ignore Some real immaturity problems or mental problems Can't work out which or as I have said before ex employee with a grudge as he has stopped telling lies on a public forum just distorts facts or misses out key information He was sailing very close to the wind at one point. If I was YU I would have got a solicitor involved.Disco make sure you put In your humble opinion. Not hard pal |
Must be a long lead :) |
'Guessing', lol. |
Just for you £1bn contracted order book FY24E revenues are expected to be up c40% YoY at c£650m and could have been materially higher had commodity prices not softened. The base effect of softer gas and electricity prices has mostly washed through so volume growth from this point should correlate more closely to higher revenues. Yu Group continues to take market share in the B2B market and we start a new fiscal period again with a conservative revenue forecast. Buy. Answers your question you have repeated 40 times |
Comments Or just repeat the same tripe without mentioning rivals |
What about the 150% increase in gas ? Suppose Shell taking 149% of that lol |
Nearly 500p a share in cash alone |
I will have to dig out that post in April 24 when gas plunged to mid 50,s and next door laughed and mocked when I suggested more chance going to 100p than your normalising prophecy of low 30-40s How wrong yet again was he Same again this year chart pattern is exactly the same but this time around more cash, lower PE, higher dividend and about to see a big increase in monthly new contracts |
Especially when you compared to the falling price this time last year when is halved 2025 has started the polar opposite share price Angel already picked up on this in its note |
Gas now over 130. He'll the start to 2025 is going to be mental |
Energy supplied up 78%, but Rev only up 40% yet gas only down 17% compared to FY23. H2 Rev growth only half what was forecast.The market didn't sell on news, it sold because they missed Rev forecast for the year and massively missed during H2. |
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