Bullish markets today, lifts all boats :) |
Mr 1/2k still lurking |
Bit of volume and this will rise can't buy 10k |
I wonder if buying will suddenly pick now ahead of Tuesday? |
Yep, been doing similar here in 2 ISA's. |
Every little helps |
Found some money down the side of the sofa and topped up 98 shares Bring on those results There will be no selling from the present traders as they have all sold . I am happy picking up the dividends |
Sparky reckons traders won't be selling on news next week, he seems to think he knows the future!, nobody knows what will happen.That said a rebound wouldn't surprise me, all IMVHO obviously. |
Just filtered that poster. Patronizing I can do without. |
Having fun chaps, Tuesday is going to be far more fun. Absolutely zero pre results buying other than a 5k yesterday.Never seen this before. So no sell the news traders this time. |
Ah, superb. |
You're welcome child. |
Thanks for that, Dad. |
Jeez, I haven't sold a single share since the results, and i haven't added either.
So i just thought i'd pop in here to read the latest, and you're STILL all babbling on about a guy on another thread somewhere.
Tut, tut guys, are you in your right minds, do you honestly think he is responsible for the share price ? Really ?
Get a grip for goodness sake. |
SparkyYour posts are so full of absolute garbage."A good strategic acquisition/bolt on could double clients and Rev"So you are talking about buying an energy supply business that's worth about the same as YU?, yes, as can't see how else you could double revenue by acquiring a competitor. Book value YU £154mWhere exactly are they going to get such a sum?. The ramps are getting even more delusional. |
Sparky now reckons £34m PAT for FY24.What he should have posted is that broker forecasts state c £34m PAT.Jeez Sparky is that the extent of your fundamental analysis?Never ceases to amaze me. |
Sparky PALBack to your usual comparisons with TEP.IMO you miss the point time and time again.YU's income is virtually all from just selling energy to SME's, that's it. They are on AIM, they have experienced accounting issues, they've been investigated by the FCA, they are only making decent profits now because.....we are experiencing the impacts of an energy crisis due to a war.If you believe their bottom line growth will grind in and in you aren't looking at the forecasts or taking on board that energy has fallen from its peak. |
A good strategic acquisition/bolt on could double clients and Rev A few spring to mind. Lots of pieces on the table for management to consider. Buyback, special div, acquisitions. Or they could just slowly grind forward organically as acquisitions come with risk. |
At the end of the day it's all about PAT £34m ish for 2024 is my guess.TEP only forecast to make £100m ish PAT yet valued 5 times higher lol.No tariff nonsense here, cash cow springs to mind. |
Just looking at some facts and figures YU client growth has gone from 2600 to 88,000 in 7 years Revenue has gone from 47m to 645m in 7 years And the funny thing is the share price is only just above the share price in 2017/18It's funny old world isn't it |
Little pip boyCapital recovery was c £12m, they did a share buyback of £4m and divs £6m. So not much left if the £12m, if anything. |
 This from 2023 annual report:-
- 'Capital reduction process commenced to cancel the share premium
account and increase distributable reserves by £11.9m to enable further
flexibility around capital distributions'. This provides further flexibility
to increase distributions in FY24 or beyond.
- 5 Final recommended dividend of 37p per share (FY22: 3p), providing
total FY23 dividend of 40p per share (FY22: 3 pence) which is covered
4.6x by earnings.'
- 'Board confirms the intent to progressively increase dividend distribution,
in a sustainable manner, as earnings grow whilst maintaining at least 3x
cover on EPS in the short to medium term'.
- ' Shareholder returns
Dividend increasing on a sustainable
basis, broadly aligned with earnings
and to c.3x dividend cover
5 Share buy-back and/or special dividend
to the extent surplus cash exists and
distributable reserves are sufficient'. I believe they might be!
- Value accretive acquisition
Customer book or other related M&A
Requires appropriate ROCE and cash
flow returns above WACC'.
All options on the table imho. |
Death cross on the 7th, RSI 33 (so not oversold yet Sparky), looks a bit like Oct last year after their interims, it then rebounded so could be a repeat following the finals next week.If they do what the perma bulls (sheep would be more apt IMO) want, a decent buyback then that could be the impetus for some trend reversal.See fans, that's quite positive from me! :) |
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