Yu Share Discussion Threads

[iamhappy1] 25/1/2021 11:28

Boris Johnson tells broadcasters he is 'looking at the potential of relaxing some measures' before mid-February

[sparky333] 25/1/2021 07:04

So no trading update today highly likely Tuesday or thursday

[sabre6] 23/1/2021 16:59

Ammu12
Why can`t you put it on Twitter
Lazy f--k-r

[ammu12] 23/1/2021 16:41

Reckon this will get taken over as they grow... hopefully not at something ridiculous at say 35-40m

[iamhappy1] 23/1/2021 16:36

Without covid their very conservative estimate would of been nearer to 300p ;) like the reference to Opus energy which had a similar operating model to YU's until they were took over :)

[ammu12] 23/1/2021 16:13

Decent broker note which is 207p and stated to be very conservative....easy buy and hold at current share price Can someone please share this on twitter?

[iamhappy1] 23/1/2021 15:37

Weekend Reading

YU Broker Notes from Oct 5th in case anyone missed it.



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Barchart Technical Opinion may appeal to some



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Pr starting to ramp up will leave uploaded for a few hrs



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[ammu12] 22/1/2021 17:40

It will be nice if it goes 140-150 before the update!!!

[sparky333] 22/1/2021 16:33

Nicely set up for next week

[bobaxe1] 22/1/2021 16:03

Had a nibble 1k gla

[sparky333] 22/1/2021 13:55

Agreed Ammu

[ammu12] 22/1/2021 13:54

U.K. Says Virus May No Longer Be Spreading Exponentially

[ammu12] 22/1/2021 13:45

Expecting update by Thursday....

[sparky333] 22/1/2021 13:44

They will paying a premium for the sells at 112p to fill that order and take a 3p commission.

[ammu12] 22/1/2021 13:43

You could be right as they offering 118....Dodgy mms lol...

[sparky333] 22/1/2021 13:37

And there is the 50k accumulation share they have been filling for the last week or two

[sparky333] 22/1/2021 13:23

Agreed very strong MB

[rolo7] 22/1/2021 13:19

Top class experience directors have been brought in that know corporate governance, Investor relations and financial controls.

[sparky333] 22/1/2021 13:03

The turning point was when Premier Miton picked up over 6% as well as two directors.I like companies who's MB have skin in the game

[ammu12] 22/1/2021 12:58

Strong monthly bookings in July and August with significant acceleration anticipated during H2 2020.-- Net Customer Contribution is expected to improve leading to a lower EBITDA loss in H2 2020, driven by the recovery from the initial demand shock caused by COVID-19, legacy low margin contracts expiring, and with the Bristol Energy acquisition already earnings accretive.-- Bristol Energy expected to contribute revenue of c. GBP10m across the 16 months ended 31 December 2021, at mid-single digit margin. Contracts are expected to contribute beyond 2021 at c. GBP4.5m revenue.-- Strategy on track to deliver sustainable, long-term profitable growth. Expected return to revenue growth (vs. 2019) in FY 2021 with adjusted EBITDA tracking towards break-even despite continued investment in sales and marketing.

[sparky333] 22/1/2021 12:52

I agreeThe year end numbers are irrelevant it is going forward, that is why one metric I am keen to see it total customer number was 14,000 and stated 17,000 by year end.Also if pulling in that many new clients during 2020, 2021 could be very special indeed if coupled with a few mergers and buy outs.The question is what is YUs internal forecast on client numbers for 2021 25k, 30k ?

[iamhappy1] 22/1/2021 12:39

Regardless of numbers and I think we are in for a nice surprise the Markets/Instos will do the calculations on how much uplift without covid and the lockdowns where many have gone to the wall, exciting times ahead won’t be at all surprised to see this above 300p by June

[sparky333] 22/1/2021 12:35

Nice 10k buy above the ask

[ammu12] 22/1/2021 12:29

You have to pay over the ask...Not allot of shares

[sparky333] 22/1/2021 11:13

Exactly, the market is forward looking and YU is now in the growing critical mass stage, Key ones for me 1. Number of clients hit @ 17,000 as stated in H1 2. Turnover at around 100m even during COVID would be amazing 3. Margins, low ones have washed through now 4. Takeover targets, I would support a fund raising to support takeovers. YU is now about rapid growth. 5. Current cash, always falls at this stage and increases at the year progress as they make industry payments in Aug last year 2m I expect a lot higher this time.I am very excited as YU PR machine will also kick in like the recent 2 page article in the Dec share magazine.