Yu Share Discussion Threads

[sparky333] 21/1/2025 15:40

Forgot about the 9m ROC pre payment eh disco Idiot

[sparky333] 21/1/2025 15:39

Just for you in what the professional say not some spreadbetter looking for PIPS 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. FY24E – key points:

[daveboy19] 21/1/2025 15:38

Perhaps a more important question would be:-
Ricky, why are you continually looking for reasons to put your own investment down and ignoring positives, if Ricky is in fact your name and you do actually have any shares...

[sparky333] 21/1/2025 15:38

Just for you Ricky 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. FY24E – key points:

[disc0dave46] 21/1/2025 15:37

Cash on the BS is actually reducing when you net off the cash collateral which now IMO is ringfenced as part of Shells liquidity covenants - you don't think they are taking the risks they do for nothing, IMO it's bound to be more than the previous £50m, a lot more.

[sparky333] 21/1/2025 15:35

Yep a tad disappointing, but the important thing as Disco like to point out is profit and EPS up and energy consumption up 78% now that is very important isn't it according to disco. lower commodity prices in 2024 which heavily affected TEP and GOOD so YU obviously not immune played out. But energy prices are up from £82 a MWH to £92 so all looking rosey going forward as I am learning there is a drag effect positive and negative in the energy prices. So the improved energy price will not play out until H1 2025 SP Angel point out this has washed through and 2025 will be better.So let's see shall we because I ain't going anywhere and very much look forward to my improved FY dividend.

[disc0dave46] 21/1/2025 15:34

Looks like a revenue miss for FY25 too IMO, going on bookings and forecast income. That could drop through to a bottom line profit and eps miss as well.Rawson can't forecast, that's why they beat and that's why they will miss. Trouble is when you set the bar too high as Rawson has clearly been told to do and then miss the market reacts as it has, just like his first forecast for FY19 profits which panned out at a loss.Brokers forecasts are simply his forecasts if folks think otherwise then they don't know how this game is played.

[sparky333] 21/1/2025 15:29

Calm down disco you're getting very agitated but then again your lies must trouble you at times.Just be honest and tell us the truth, your an ex employee who got sacked Were you the old CFO ?

[sparky333] 21/1/2025 15:26

His fictitious spreadbet PIPs might very quickly evaporate as the day traders close spreadbet shorts or flip to the buy side for the ride back up.Going to be an interesting few days to see where we settle PE of 8 WTF honestly never mind £80m in cash earning a large chunk of interest.

[disc0dave46] 21/1/2025 15:24

F Off paid ramper with zero holdingsNot interested in your ramping BSYOU ARE FILTERED ALING WITH ALL YOUR BRAINLESS SHEEP Baaah Baah :)

[sparky333] 21/1/2025 15:20

BOTs gone into overdrive Better go long soon David or your PIPs might disappear.But then again did you or didn't you ?

[bobaxe1] 21/1/2025 15:14

Taken another £2k no brainier down here

[sparky333] 21/1/2025 15:08

Toodle PIP pal.

[sparky333] 21/1/2025 15:07

Nice manners, I see Mr 3k has flipped to buy side. See you @ the £20 party EPS 200p, PE of 8, wash through contracts leading to stronger 2025 What's not to like my like PIP master shame you didn't have the balls to post your pre TU short.But then again am I surprised ?

[disc0dave46] 21/1/2025 15:04

F Off chapNot interested in your ramping BSYOU ARE FILTERED ALING WITH ALL YOUR BRAINLESS SHEEP Baaah Baah :)

[sparky333] 21/1/2025 14:48

Seller burnt out ? Time for the flip ?

[sparky333] 21/1/2025 14:37

And on a historical PE of 8 With 80m in cash Hmmm

[sparky333] 21/1/2025 14:37

A 3% miss on rev but Beating better on EBITDA and bad debt = higher profits and higher EPS and hopefully higher dividend than we are expecting Not to shabby in these markets

[dannywillo90] 21/1/2025 14:30

While I’m slightly disappointed to see growth (apparently) fall below expectations in H2, I don’t think today’s update is too bad. The business is still adding new meter points at double-digit rates and is doing so with improved profitability.

Revenue is closely linked to energy prices and so may be more volatile than we’re used to seeing with other types of business.

[daveboy19] 21/1/2025 14:26

Crazy - but another opportunity once again.

[disc0dave46] 21/1/2025 14:24

Paid ramper 40 posts so far, not to mention his sidekick boy biatch :)Must be desperate to get his Bobby bonus!

[sparky333] 21/1/2025 14:19

https://www.ajbell.co.uk/articles/latestnews/284651/yu-group-shares-slump-despite-posting-30-growth-revenue-2024

[sparky333] 21/1/2025 14:13

Been waiting a year now for that BK placing also apparently knows next years turnover Lib have 773m yet The expert has 712m the man has the power of foresight Even though share price have explain the lower energy wash through that will improve 2025 So wtf is the baba vanga smoking ?