All that cash £80m sitting there earning only £2m interest is quite telling IMO. |
Filtered troll |
Support that wax 1550 is now resistance, RSI still not in oversold territory yet.March 18th is a long way off :) |
Filter the drivel - you know it makes sense.
We all know by now, they won't quit and response is just oxygen to the narcissist. |
So I think you know where you can go :) |
Love to say exactly what I think about you but will refrain. All I will say is I don't take too kindly to someone making disgusting and very disrespectful remarks about a family member that's passed away. |
Judging by ones spelling, it seems one has been on the sauce tonight |
Pal keeps saying one should cimpare YU's bad debt with other utilities. Why? Doesn't matter, have they got the same covenants as YU?I'm talking about bad debt provision, again Soarky diesnt bother to read their accounts and the notes. Clueless. |
By all means read what he puts but just spend sometimes reading up about what he puts and do research because YU isn't unique in anything he posts like bad debt in fact in all the cases YU tends to the outlier and outperforming by a serious amount.And things like bad debt I have only found Octopus and TEP on a par if the 1.8% proves to be accurate according to Liberium. Not one single rival I have looked up improved revenue in 2024 except YU and by 40% most rivals declined between 20-40% Again DOYR as energy prices soar to levels not seen for 2 years. |
Bad debts well again DYOR and look on companies house at any large suppliers I think you will be very surprised. Have people not noticed he never talks about rivals only YU in isolation. Again DYOR you will be very surprised on any metric, rev, cash, charges, profit, EPS Did you know YU will make more profit this year than Utilita ? TEP PRe tax profit £116m YU will be around 47m pre tax so 2.5times less yet MC wise 1.3b v 240m hmm So DYOR and compare across a range of metrics and use companies house for none listed rivals. Just goes to show how wrong the market is |
The paid ramper next door clearly thinks Shell are doing the hedging at extra risk to SmartestEnergy for sweet fa. Yeah right whatever, In his world Shell must have said to Bobby boy yeah no problem mush, we don’t need any cash collateral (which going on FY23 and FY24 increase in energy supplied would be circa £90m) so we can mitigate the risks we take and gain interest income, plus yeah Bobby boy we won’t charge you anymore than SmartestEnergy either!……;not a chance.
Then there’s the accrued expense, Shell will IMO have really tightened up their invoicing and to compensate for zero collateral have increased the charges to YU, hence the putting additional pressure on YU’s cash flow hence the liquidity covenant, which again IMO would be a decent chunk of their cash being ring fenced. |
So just posted a few facts and figures on LSE and DD is just playing a sick game Makes asking and dance about Shell charge over YU well surprise surprise, all the big suppliers have a charge, check yourselves on companies house, Utilita, TEP etc So nothing odd Cash covernants YU has more cash that both TEP and Utilita yet somehow Shell has a charge and wants a huge cash pile, doesn't stack up when TEP and Co turnover double and triple YU yet less cash, and retail suppliers now have to hold £115 per customer as back up |
Two sad stalkers :) |
Trouble is Bob, even with his last post, it's flawed, even if what he says is true. As any company running at the percentage that YU are , one would expect an increase in many area's , that if posted in a negative way, one could easily get the wrong end of the stick. The bloke posts relentlessly and has how many followers? Remind us all ! |
Accrued expenses H1 was on a par with the whole of FY23.No wonder Shell have a liquidity covenant. No doubt they've tightened up invoicing as well. |
 Gas prices reach two-year high - a bad sign for energy billsBy Sarah Taaffe-Maguire, business and economics reporterBritish wholesale gas prices are at a two-year high, likely meaning higher bills for consumers. Low rates of gas storage in Britain and across Europe combined with cold weather has increased demand for gas to heat homes and brought the price up to 140 pence a therm (a unit of heat used to measure gas). Higher gas prices can bring up household bills as electricity costs are linked to wholesale gas prices.Britain is reliant on European gas imports and has less storage than its neighbours. Last month, the owner of Britain's largest gas storage site said levels in the country were "concerningly low". But those European storage levels have been depleted by cold weather and are now at approximately 50% capacity, well below the roughly 70% full level this time last year.Britain is still reliant on gas to generate electricity and heat homes and so is vulnerable to volatile prices. Worsening these factors and stoking fears of more supply shocks are global trade tensions as China today slapped a 15% tariff on US gas in response to Donald Trump's tariffs.Since Russia's invasion of Ukraine three years ago, gas costs spiked as the continent sought to wean itself off Russian supplies. Russia, however, remains a key source of gas for Europe. |
Sad stalkerHave a word with little pip boy, maybe his mommy can explain to you what "filtered" means.Only two sheep unfiltered, my best pal and little pip boy :) |
Sad stalker :) |
If you do not get in now it proves you are just a troll |
Just been going over their accounts for FY23.Their accrued expenses was £89m, with ROC at £21m, so presumably the remaining £68m was what they owed SmartestEnergy.Now that they don't have to provide cash collateral then it goes without saying that Shell will be tighter on their payment structure as well as being higher so will be interesting to see how this looks for FY24.What you reckon pal? |
Nice one trader Trev re: PM redemptions |
Looks like the worm is turning |
Meantime, the more important UK wholesale electricity price continues to climb strongly. By my recollection, Yu sells something like 3 times more electricity than gas, but I stand to be corrected. |
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