Yu Share Discussion Threads

[sparky333] 10/8/2020 07:38

Do you think YU have learned nothing from 2018 ? They would not have bought the book without very deep risk analysis of the book.YU do not take on any old sh it anymore

[buywell3] 10/8/2020 07:24

The Acquisition does not include Bristol Energy's forward commodity purchases.

therein lies a problem

and UP to 3 years is another

[sparky333] 10/8/2020 07:20

I knew they would, so a couple of snippets Yu are now upto 14,000 meter points from 8200 in 2019.That is big expansion Robin Hood next ? Turnover could be heading to 150m in 2021.

[bump3r] 10/8/2020 07:05

That's fantastic news.Acquiring Bristol Energy order book.

[ammu12] 07/8/2020 22:01

Wow share price wants to go back to 50'sShocking as I thought the last update was decent...

[phurley] 06/8/2020 19:27

I just cannot understand why this is where it is. Got to be markedly undervalued.

[sparky333] 05/8/2020 09:02

I am forecasting a profit of around 2 to 4m for 2021 on gross margins of 8% and reduction of overhead further to 5.5% this gives a net margin of 3.5%Rationale for this is we still have 35m of low margin contracts in 2020 but all but gone 2021Therefore H2 2020 I reckon breakeven but a FY loss of 2m due to H1 2 to 4 is estimates on turnover growth and assumed gross margin of 7 to 8% and overheads down to 5.5% to 6% You can ticket with the number but need H1 figures to see the margin which has risen from 4% in 2018 and in H2 2019 was 6.7Overhead also Fallen from 7.4 to 6.3 so the trend is intact for profits 2021 So wi5 current share price and PE of 10 and the market is forward thinking and I am assuming 100m turnover which could be as high as 130 for 2021 with 3.5% net margin this could be 4.5m with MC at 12m this is a steal

[bobaxe1] 04/8/2020 20:20

Sparky whats true value here? I thought it was at least 200

[sparky333] 03/8/2020 14:38

Looks like the market still doesn't like YU.

[sparky333] 30/7/2020 21:46

But also got 1.3m back in the redistribution so 3m

[sparky333] 30/7/2020 21:45

Roc payment for 2019 was 4.6m

[sparky333] 30/7/2020 21:37

I do not understand the question. Today was a good performance in a savage market. Make no mistake these results where very bullish let's not forget the entire U.K. shut down for nearly 3 months. Incredible performance and bodes very well for 2021 and I expect with current new business wins continuing to gain momentum in H2 and usage back to normal levels we still could hit record revenue. Profit for the Full year maybe or even break even but people need to look to 2021 for the real explosion.

[bobaxe1] 30/7/2020 21:26

Sparky what share price does that equate too? It all seems very positive

[sparky333] 30/7/2020 15:17

This is the annual payments to OFGEM for ROCsYU are very high percentage green over 90% so ROC payments are low compared to competition.If you goto OFGEM you can find out the detail.

[sparky333] 30/7/2020 11:47

Who is buying 25k blocks ?

[ammu12] 30/7/2020 09:01

Good update

[danboris2] 30/7/2020 08:29

Not long and it will be back over 100

[sparky333] 30/7/2020 07:22

Very strong update, even with COViD. Makes a complete mockery of the share price YU is new beast and thriving even in this environment to pump out such a strong update. Key points to note Cash pile is huge No debtCash collection 99.8% so bad debt is none existent New bookings up to £6.2m average for H1 nearly double 2019 and very strong for May and June.Usage back to pre COViD levels H2 will be block buster if no second wave and they could turn a small profit for 2020 if COViD plays ball.

[phurley] 30/7/2020 07:21

Considering the headwinds, amazing update.

[danboris2] 30/7/2020 07:17

Looks good to me. Should open up strongly

[tradertrev] 28/7/2020 16:43

Not much longer to wait for the July trading update covering the half year to end June. Probably why the shares have firmed slightly.

[bobaxe1] 11/6/2020 15:42

Definitely a lurker lol

[sparky333] 10/6/2020 13:52

Lol I was trying to be polite. Yeah he is a lurking bellend

[andyr42] 10/6/2020 13:37

Brucie5hit - if you don't like it here F'OFF and park yourself elsewhere. F'ING MORON!