Yu Share Discussion Threads

[midus] 02/2/2021 10:27

Everybody will want this share in a minute. Its a no brainer. Good luck all invested.

[iamhappy1] 01/2/2021 14:31

300p/350p seems almost to cheap on the latest figures - perfect storm brewing with the pace of the vaccine rollout and business ready to fire back up

[sparky333] 01/2/2021 13:55

Reversal was inevitable. The question is how high in the second wave ?

[iamhappy1] 01/2/2021 12:47

10K lots being snapped up another Institution adding

[sparky333] 01/2/2021 12:23

Who is buying 10k chunks ?

[sparky333] 01/2/2021 11:57

Profit takers running out of steam ? If so get ready for the bounce

[sparky333] 31/1/2021 20:53

We are in very exciting times folks

[tradertrev] 31/1/2021 19:16

a 4% hit rate on tendering looks incredibly low. It either means they are being very selective on price (good thing) or that there is a large quantity of business potentially up for grabs that they have still to get the result of (also a good thing).

[bump3r] 31/1/2021 16:24

Probably means that they won about 100million worth of business, but tendered for about 2.5 billion

[zb27] 31/1/2021 10:41

From the trading update it states 'A record £2.5bn gas and power business was tendered by the Group in 2020' what does this mean??!! Is this part of their strategy when they say their objective is to rapidly scale and sustained and growing profitability!

[cocker] 30/1/2021 11:11

Wow, what a week in which some of us two year plus holders have seen some great gains. Having reached 250+ at one stage we have had quite a pull back, so much so that I decided yesterday to add once again to my holdings. April's news will bring with it more financial details and hopefully another update to suggest the road to recovery is done. Once again my only concern at this stage is bad debt as many businesses will be unable to survive, although at present the board seem happy with where they are.

[sparky333] 29/1/2021 14:46

Green energy had non domestic clients. A few for YU to pick up ?

[sparky333] 29/1/2021 14:45

2 more suppliers have folded simplicity and green energy. Not sure if they have SME clients

[sparky333] 29/1/2021 12:59

Sneaky MMs the 20k was a buy at 11.52

[sparky333] 29/1/2021 11:55

A few sellers been mugged this morning

[sparky333] 29/1/2021 11:49

Today was expected as the weak bail, patience and get rich as the story unfolds

[zb27] 29/1/2021 11:17

In the months to come alot of people will be kicking themselves how they missed this opportunity. Classic old adage from Warren Buffett rings a bell here 'stock market is a mechanism to transfer wealth from the impatient to the patient'. We will see where we are in 12-18 months - my guess a lot lot higher. Remember less than 4.5 million shares in free float :)

[zb27] 27/1/2021 16:11

Exactly what I was saying earlier, from an article last year:

Buyers’ market

Yü reported that the integration of Bristol Energy into its business had been “text book”, which Kalar also attributed to the business overhaul undertaken since October 2018.

“We bought a business during lockdown. We put 40 per cent more meters into our operating platform over a weekend with negligible cost. That demonstrates we can go out and buy thousands of meter points with stressing the business – or our cash position,” said Kalar.

Yü intends to repeat the trick at the first opportunity, with many smaller suppliers likely to welcome an approach given the headwinds they faced even before Covid hit.

“I see more market consolidation. We are buyers and we have Smartest Energy backing [following an exclusivity and credit deal struck last year] which allows us to scale,” said Kalar. “So yes, it’s a buyers’ market and yes, we are constantly on the lookout for an acquisition.”

[sparky333] 27/1/2021 15:35

Indeed there is no reason YU cannot have 100k to 150k clients turning over 500m, 750m or what ever number per annum in 5 years .What would you value to company at then ? The numbers boggle Not saying that will happen but look at octopus as an exampleAnyway I think smartest will gobble up YU in the next 2 years, they did it with dual energy makes sense to combine both dual and YU and sit under the smartest parent.

[zb27] 27/1/2021 15:30

Exactly, it's the possibility of rapid growth through acquisitions and show it can be profitable. They have shown they can do this. In terms of accounts its more than doubled in a year to 18,000. Now all new accounts at a good margin, they have learnt from their mistakes. All positives, and heading in the right direction.

E.g. ITM, £4bln MCap. £3.3m revenue, loss £30m. Purely on future potential! It's not always about hard numbers.

[sparky333] 27/1/2021 15:20

This is very rough stuff but you can see it is very much possible as clients and turnover grows.Now if growing very quickly PE can be a lot higher than 10 and tech stocks have PEs in the hundreds So if the market likes the growth and YU are profitable they could accept a PE of 30 to 50 and as the business hits saturation and growth slows drop Tahoe PE back towards 10 which is an average

[sparky333] 27/1/2021 15:16

God people just drive me crazy So at 1000p MC would be 160m to justify this MC Let's assume PE of 10 Therefore YU needs to make 16m pbt.The key is net margin and turnover let's assume net margin is 5% 200m turnover would give 10m profit 300m 15m etcTherefore YU needs to triple turnover to justify 1000p Possible in 2 to 3 years

[deanowls] 27/1/2021 15:03

What’s your numbers behind that zb? That’s what we are missing here.

[zb27] 27/1/2021 13:26

For long term holders, share price prediction in next 12-18monts, easily surpass previous highs £12+. A complete no brainer.IMHO

[iamhappy1] 27/1/2021 11:49

Much more realistic share price now until next update and confirmation of numbers well done everyone and enjoy some of those gains