Yu Share Discussion Threads

[daveboy19] 21/1/2025 14:10

Lol, I know - the new to YU one today that goes on about a BK placing. Where have we heard that before and from which character...

[sparky333] 21/1/2025 14:06

Next door on a roll forgot to log out and in on his other accounts

[daveboy19] 21/1/2025 14:01

Disco inferno - like a dog on heat, lol.
Ole pocket-money, Pip. Hilarious with the Munchkin persona due a pipe-in about now I'd say...

[daveboy19] 21/1/2025 13:46

Mine's going to be somewhat larger than it was yesterday!

[sparky333] 21/1/2025 13:42

Would be funny and coincidence if following Capital market day and couple of new IIs come on board Anyone would think it was rigged to get a lower share price Anyway have to wait now to see what my dividend will be in the summer. 50p ish ?

[disc0dave46] 21/1/2025 13:38

What's the betting that Gacky will disappear again after constantly posting this will be worth £100. I've never heard anything so ridiculous in all my life tbh. The only way this will be worth £100 is if there's another energy crisis.Profits here are not sustainable and I stick by my view that this will crash in time and that's what I'm waiting for. The odd 15% to 30% trades are just pocket money.

[daveboy19] 21/1/2025 13:34

It's like FPTP in G/E's - totally rigged for the big boys...

[sparky333] 21/1/2025 13:30

They will flip shortly once they feel to many buyers coming in and then whoosh back up we go.

[sparky333] 21/1/2025 13:29

Brokers, papers etc all positive yet down we go, everytime and I cannot remember actually going up on results day Just rinse and repeat for the traders everytime.

[sparky333] 21/1/2025 13:28

Yep, it's all a big game Sells that are in fact buys and Mr 3k seller continually dropping one in to stem the rise.

[bobaxe1] 21/1/2025 13:25

Big trades now wonky aim bent as a nine bob note

[sparky333] 21/1/2025 12:58

I like to compare with rivals I see no negativity towards rivals for 20% declines in rev for 2024. TEP actually went up on that bombshell.I shall continue to draw my dividend and sense will see out in the end this happens every results no change.Yet we miss by 3% on rev and its panic panic Yet EPS will beat, and eaten further into market share.The one thing I am disappointed with is Meter points I was expecting around 95k

[sparky333] 21/1/2025 12:53

How many years do people have to gone on about 2018 that was 6 nearly 7 years ago.Each to their own I suppose.

[ricky46] 21/1/2025 12:52

Sparky your posts are fantastic but you only see the positives you never ever look at anything negative which is like wearing rosy tint glasses.
You have posted 1 billion turnover on here this year multiple times, the update doesn’t correlate with what you was expecting reading back on your posts, yet you still question anything said that is negative.

[ricky46] 21/1/2025 12:47

I think it is priced at pe 8 which is low I agree, due to risks involved being Aim stock, past accounting problems…. I personally was expecting a lot more growth in turnover due to meters being up even though energy is lower.
It’s definitely got some years ahead with growth but I can’t see it being as explosive as some have touted.

[disc0dave46] 21/1/2025 12:43

Looking at bookings to Rev outturn (thanks to SC on LSE) for FY24 it looks like only about £702m Rev for FY25, Consensus was £746m so another miss can't be ruled out IMO, that goes for bottom line too.

[sparky333] 21/1/2025 12:39

Ricky I suggest you read share price Angel note £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. BuyAnswer you question and if this is how YU get treated heaven help TEP and GOOD with heavily decling revenues

[tradertrev] 21/1/2025 12:33

It's true that the meteoric growth rates of the past few years may not be achievable in the future, but this is still a growth story with many years yet to run. This challenger with a superior business model will be growing market share for years in a profitable, cash generative manner. The p/e of just over 8x for 2024e is derisory for a business that looks set to grow eps at double-digits for the foreseeable, with a very strong balance sheet. Just my opinion.

[ricky46] 21/1/2025 12:18

Looks like the phenomenal growth has slowed somewhat, the average monthly bookings would need to be a lot higher than they are and contracted revenue for this coming year is only slightly up on this year.
The directors knew and that’s why they sold some…….
A few on here have been touting 1 billion turnover here for months and they are way out.

[disc0dave46] 21/1/2025 12:09

Jog on chap, the sheep next door may be fooled by you and your BS but not me xx

Sparky33321 Jan '25 - 12:03 - 17001 of 17001 (Filtered)

[sparky333] 21/1/2025 12:03

More posts than me Saddo

[disc0dave46] 21/1/2025 12:02

So they mention EBITDA margin improvement but miss off their bottom line margin!Just like they failed to say they'd missed revenue expectations, just like they failed to actually say what their revenue will be (IMO £645m).As posted numerous times Rawson is about as good at financial forecasting as Michael Fish was at forecasting the weather!.....but he knew when to offload over 50% of his shares.

[sparky333] 21/1/2025 11:57

Mr 3k seller is annoying

[disc0dave46] 21/1/2025 11:57

Just for you - Timberrrrrrr
Lovely pips :)

markiemark32121 Jan '25 - 11:15 - 16997 of 16998 (Filtered)

[disc0dave46] 21/1/2025 11:54

H1 Rev growth 60%, H2 growth only 25% (last year was +78%), going on previous forecasts it should have been +40% for H2 not +25%..As a guide spot price gas increased 76% during their H2 period, yes I know it's not what Shell charge them but are they starting to take margin off YU?.H2 previous years comparatives had +78% growth for H2, it's now less than a third of that, doesn't seem to align with energy market fluctuations (again we don't know what Shells margins are!).