Yu Share Discussion Threads

[sparky333] 21/2/2021 18:10

Lol spin it how you like, missed the boat Roll on end of March

[1me me] 21/2/2021 17:55

It's a cut throat small margin sector. Just look at the latest results of CNG, Gazprom UK, Opus Energy they all made a loss why do you think Yu Energy will be any different. Was under valued at 100p. Over valued right now. Main reason the price is 300p+ is because not much free float not because it's doing amazing business. Organic growth 3000 supply points a year is tiny. 18,000 meter points are valued at 18 million. 250p is fair value tops and if they double to 36,000 meters then 500p which will take them 8 years to achieve based on the last 5 years growth. You could well see this at £5,£6 or £10 this year but it will be cause not much free float. Not much free float works both ways can rocket up and tank just as quick.

[zb27] 21/2/2021 15:57

Love the negative posters, you missed out I guess. Had the negative posters at £1,£1.80,£2.20,£2.80,£3.30 now.and I guess we'll see them crawl out at £4,£5,£7,£10 etc. Rerating will continue.you just have to read the recent statements and understand the growth and profitability coming here, with such a tiny market cap and such a small free flaot. You have to see and understand the low valuation her. Anyway sit back, relax and enjoy the show ;)

[sparky333] 21/2/2021 15:29

That's why you sold and expected it to drift lower on the 9th feb.Remember MC is still tiny and house broker target was prior to results they smashed those out of the water and they have stated they will revisit after FY in a 5 weeks.

[arsey] 21/2/2021 15:29

All for keeping feet o the ground but also it is important that potential is recognised. Agree we need to see profits but market is forward looking.What was killing YU was low margin contracts. They have washed through now. In April 2020 results the chairman states 'new business now been booked at high single digit levels'H219 6.7%. It looks like they have taken on Bristol Energy book at around 5%.If you go conservative and say they are going to book £150 million revenue for full year 2021. (They already have £93million) and use 5% as a margin then even at these conservative levels we should be seeing some decent profit.Please pick holes in this and If anyone has an idea of what level YU should be rated on in terms of PE going forward then please let me k ow with reasons RC

[1me me] 21/2/2021 13:38

Let's keep our feet on the ground here. I think the share price has got ahead of itself. House broker has a price target of just over 200p. Yu is not the only energy company in this sector. There are over 100 all fighting for the same business and margins are always tiny. Its a tough sector with over 25 going bust and 8 withdrawing in the last 5 years. This digital channel is an online broker portal and the margins will be tiny after paying broker commissions. 100 million revenue booked for 2021 is tiny in this sector. lets talk about profit and stop banging on about revenue Yu. Just too compare with its closest competitor. CNG been around for 25 years 42,000 customers turnover 1.1 billion and 50 million loss in the last set of accounts.

[cocker] 20/2/2021 11:57

Agree and I have said this many times, CEO needs to get below 40%, but having said that I guess why would he sell at this moment in time. Anyway change of subject, surely the electric vehicle revolution will have an impact here over the next few years as there will be a considerable amount of businesses requiring charging points.

[frrinvest] 20/2/2021 10:29

I too read the 26th Jan trading update once again. I have to say the RNS is breathtakingly positive. Could easily top all time highs very quickly as there are simply not enough shares in the market. It takes some effort to buy only a few. £6 before end of March anyone?

[arsey] 19/2/2021 19:25

Good week thats for sure. Now to stop any sweating on results and taking out the need to hold your nerve just go and read the trading update again. I just have. There is so many good things going on. All the ducks are aligned

[sparky333] 19/2/2021 18:57

Good post Seagull222

[seagull222] 19/2/2021 18:12

A very good day to cap off a very good week. It's all about holding your nerve now imho as the price gallops ahead and we sweat on results due at the end of March, the update will be very important to see how things are progressing re guidance for bookings per month and margins on new business being maintained. If bookings don't look strong and bad debts have started creeping up, along with increased overheads of new head office,payroll etc, then I'm under no illusions the wheels could come off and the share price could be back under £2 again. However, I'm banking on a strong update and the momentum being maintained. The staff/management incentive scheme kicking in properly at £6 is encouraging. We may well be on the way towards previous highs of £12 over next 12 months and that really will test people's nerve re how long they will hold onto their holdings, which for the brave could potentially become life changing. I'm trying to keep feet on the ground and not over react to short term rises and falls and keep sight of the bigger picture and how the company is progressing. Fortune favours the brave.

Keep the faith

Seagull

[cocker] 19/2/2021 17:26

Charts are fine and serve a purpose. I would rather use a companies mrk cap and then take all other things into account as to whether an investment is a buy sell or hold. Still another great session and hopefully next week we will see further gains for the rising star of AIM.

[gf123] 19/2/2021 16:31

Happy with how quiet it is. Means those loading up are not twitter rude boys but serious investors/institutions

[sparky333] 19/2/2021 16:22

But quiet on here considering the amazing day and week we have had.Still a long way to go when you look at the 3 year chart.Business booming even during COVID, lockdown could be over sooner than planned wow 2021 is going to be a good year

[the millipede] 19/2/2021 12:33

That is a good point Sparky. Lots of big retail holders, holding tight.

[sparky333] 19/2/2021 12:26

You talk free float actually this is a lot less than you think, I hold a significant amount from 55p upwards I expect a lot are like me and hold 10s of thousands if not 100s plus

[arsey] 19/2/2021 12:00

Absorbing the selling whilst climbing steadily. A good sign and not surprising as there is such a low free float. For anyone new, even after the rise, they could still be looking at 50-100% profit. IMHO. RC

[sparky333] 19/2/2021 11:27

If the herd arrive in force this would go mental.It is being well managed by the market makers at the moment

[sparky333] 19/2/2021 11:25

Just no stock available

[gf123] 19/2/2021 10:54

£3 paid!! Breaking out