Also what hasn't helped is the closing down of the premier Miton MINI fund because of high redemption rate in 2024.This would have put selling pressure on the share price but that has now finished |
Oh and I missed the bit about energy prices soaring over the last 8 months.All those lovely renewals in Q1 25 ahead of the end of FY year. SP Angel clearly state the low value contracts have- are washed / washing through and 2025 will see the benefit FY24E revenues are expected to be up c40% YoY at c£650m and could haveStock Databeen materially higher had commodity prices not softened. The base effectTicker (AIM) YU. LNof softer gas and electricity prices has mostly washed through so volumeShare Price 1870pgrowth from this point should correlate more closely to higher revenues. YuGroup continues to take market share in the B2B market and we start a newMarket Cap £312mfiscal period again with a conservative revenue forecast |
TEP doing well, GOOD just bought for a ridiculous amount and CNA heading for new highs All the above suffered big declines in rev for 2024. Not here.Makes me chuckle. |
Final stage of post TU. reaching the point of stupid valuation again. £250m MC, 80m in cash and EPS for 2024 estimated between 198-205.So take out cash the PE less than 5 now Has YU got a debt problem has growth stoped or turned negative ? Lol Nope none of the above so I sleep very easy at night regardless of silliness like this.Did this after H1 24 and Jan 24 it's like a rinse and repeat everytime, Groundhog Day |
W7L, stock that done great for me, forward pe of 16 with all the uncertainty now |
Wtf is going on |
Mr 1k still putting pressure on PE now in the 7s again lol |
Davio, a load of sour pips by the sounds of things |
Very revealing how unpleasant a person becomes when they have a bad day - unravels quite spectacularly, amusing to witness karma doing it's thing. |
My 2 years just told me what a pip is Percentage in point ? Do I get a gold star ? |
How old are you? You haven't a scoobydoo have you. It's hilarious how you don't know what "pips" stands for, you really are quite ignorant aren't you. As posted please try doing more research, I'm just trying to prevent you from embarrassing yourself. So you prefer living in the land of fantasy and ignoring what their liquidity covenant actually means, you'd sooner not know how much cash they DO have to ring fence?, unbelievable attitude IMO. Post up reasons why they still have £80m of cash on the books and why they haven't done anything with it since they were handed the £50m. |
Yawn, Horlick is kicking in pal Trying to cover your tracks now do not worry if you persist I will take the time to pull up your posts. I am sure you remember the conversation very well look around April/ May 24 interesting read. I think I used the term commercially sensitive several times yet you raged how YU didn't give details of the Shell deal wtf do you smoke. Absolutely aweful behaviours to get your spread bets in long and short apparently. Must dash pal been a long day and you bore me to death with the same rubbish but different day.Today bad debts, tomorrow Shell, next week office accommodation or maybe going back to Rawsons first 3 months in the job in 2018 |
Perhaps ask yourself, why would Shell have any deal on the table where it would be detrimental & end up losing a good paying client like YU who are taking market share ,year in year out. |
Oh dear, never said they were "awful" would never use such a pathetic description about something that is a known unknown. Wouldn't you as an alleged investor (pmsl) like to know how much cash they do need to keep on the books?, why wouldn't you?, that's all I commented on. If you believe their liquidity covenant doesn't require any cash to be ring fenced then as posted u think you need to do more research and get some glasses that aren't rose tinted. |
never stated the details because it's commercially sensitive oh my days !!! Funny that you posted many time how aweful YU and Shell where for not releasing that information to the market. You are an absolute fibber shall I find your post through your 20,000 posts Do why not remember then days later Utilita and Eon stuck deal with a charge I might add and you went very quite. Absolutely disgusting Pal, you are the lowest of the low so angry and manipulative Keep on and I will spend time finding those posts, my Horlicks is waiting |
Off to bed now been a stressful day need a cup of tea or Horlick Tomorrow is a new day |
As for soaring energy costs, yes they are going up but the daily spot price of gas is not what YU will be paying Shell.Then to quash your constant reference to the daily spot price, how come their energy supplied increased 78%, spot gas for FY24 was down only 17% but income was only up 40%?, suggests to me what my first para says is the reason why the disparity. |
Not your pal.Repeat - are you saying they have falsified their bad debt provision in their interim report and it's not as stated £32m?.Are you saying that a liquidity covenant doesn't include a cash requirement?I've never said I know what the liquidity requirement is just posted my views based on what SmartestEnergy required to mitigate their risks. But you can't accept any alternative views can you!! |
Can't do it all for you as I have a life. So I have given you a little insight especially with smartest so you need to reciprocate Can you show me where this cash restriction is stated please and also can you write to the auditors and FCA as your clearly stating to criminal accountancy practices Also you still have no answered my question on soaring energy costs the last 8 months So I am pretty thick but won't NEW contracts be significantly higher than H1 24 just asking or do Shell take every bit of so where is this documented? |
I think you should look at similar supplies like smartest and Utilita Take those blinkers off Pal |
Pot kettle black.Are you saying they are lying about their bad debt provision of £32m that's stated in their interims?Wouldn't be the first time they've missed the market is it :) |
You really are a boring person arnt you |