Yu Share Discussion Threads

[seagull222] 09/4/2021 16:19

So, so share price angel are forecasting £129m turnover without any takeovers and ebidta of 450k so, where are you forcasting £3m more ebidta in 2021 without any takeovers than share price angel and why? You said were running the figures thro your spreadsheets.

Sorry Sparky, I am just trying to understand how you get to that ebidta as I believe that is the underlining reason your so, positive for the future and these facts will drive the share price forward.

You are a major shareholder so, I respect your knowledge of the company. You are also very good re brining important information to shareholders attention like investor presentations etc.

Thanks in advance and keep up the good work.

Seagull

[fidra] 09/4/2021 16:13

I am expecting a larger sales figure than they have in for this year.

If they are adding at £10m a month and they are carrying forward6 or £7.0m a month from last year,surely that is £16m a month sales going forward.assuming they sign up for a year and and the loss rate is only 30% .

Meaning they retain the 70%.yoy

[sparky333] 09/4/2021 15:50

Look at the previous forecasts from SP, they are engineered to be beaten significantly.Sensible PR going forward always reads better in headlines. Do you really believe turnover will be at 128m with .5m profit ? Nah turnover will be significantly higher and does not take account of takeovers / mergers.They turnover 111m in 2018 when half the size and ore Covid.SME engine will be burning hot for 2021 so rather than 90% usage could be way over 100%

[seagull222] 09/4/2021 15:32

Thanks for the reply Sparky, I am sure you know ebidta ,is earnings before interest, depreciation and Tax, tax isn't Vat and doesn't form part of profit along with capital spend such as fixed assets like the new building. Reference corporation tax YU are able to carry forward losses so, any profits go straight to the bank account. I think you are saying you expect ebidta of £3.5m to £4m for 2021 as a result of the uplift in sales , is this correct? This is at least £3m more than share price angel. If your numbers are correct then there should be a massive re rate in the share price and share price angel need to be binned for only forecasting 450k for 2021. Have you looked to see where your forecast differs from the broker? It's a massive difference and clearly we need better analysts if they are so far out on their estimates ebidta.

Seagull

[sparky333] 09/4/2021 12:48

Remember 21 has to pay VAT deferral like every other company and also the final payment on Leicester office which has been paid already.If not for VAT which was 3.5m the profit would be closer to 4m

[seagull222] 09/4/2021 12:34

A £27m forecast uplift in Sales should see a healthy bump up in the bottom line, less investment in digital channels & new Leicester office. I notice BK getting £120k a year in rent in accounts.

Seagull

[sparky333] 09/4/2021 12:12

Sorry seagull a little tied up at present and on leave next week

[seagull222] 09/4/2021 11:53

Morning Sparky, you had a chance to look work your spreadsheet to get a predicted EBITDA for 2021 based on market expectations of £129m turnover in 2021?

Thanks in advance

Seagull

[frrinvest] 08/4/2021 17:17

Would highly recommend investors/would be investors to run through that latest Broker note on YU. I know we take these notes with a pinch of salt at times but this one caught my eye as there are many visible and a few hidden gems. The note is very conservative but shows a resounding BUY on current fundamentals and outlook. DYOR first, I've done mine. I've been in this company for a while but this note has given me so much more confidence. I would ignore the PT for the time being. Good luck.

hxxps://www.yugroupplc.com/wp-content/uploads/2021/04/YUG__07042021_Note.pdf

[seagull222] 08/4/2021 16:24

Nice to see a solid day today and share price performing strongly after a rocky few days.

Onwards and upwards

Seagull

[sparky333] 08/4/2021 15:23

Nice intra day reversal today under volume.

[zb27] 08/4/2021 11:21

Funny old market. Few weeks back it was 380p, today 280p, and everything has been confirmed in the FY update!!! A nice discount if you can buy in now. I know its NT to buy right now! A long term hold here.

[sparky333] 08/4/2021 10:57

Totally agree, not many stocks like this going forward

[zb27] 08/4/2021 10:46

This is a very comfortable hold. Massively undervalued with this huge undeserved drop. Revenues organically increasing, profitable now, no debt, great management. And through acquisitions and the new digital sales channel YU can grow exponentially.

[frrinvest] 08/4/2021 10:10

I admit broker note is very conservative. Could be twice their target by this time next year. £10+ imho.

[cocker] 08/4/2021 10:03

You are buying on the back of a broker note instead of what has been put in front of your eyes by the company, unbelievable!

[frrinvest] 08/4/2021 10:00

Bought back in today. The broker note is nice and encouraging as the outlook looks great. I think they will announce another acquisition soon. Strategy all revamped, plenty of cash, no debt. With enough customers on board will get taken over with multiples. Indeed the broker note remarks on OPUS being taken out at about 10 x EBTIDA. A no brainer really.

[sparky333] 08/4/2021 08:31

Sellers still around I see. May drift even lower The bounce back will come shortly Watch for the intra day rebound as the value is becoming very compelling again.

[seagull222] 08/4/2021 08:28

Thanks Sparky

[sparky333] 08/4/2021 08:24

I am currently working my spreadsheets.With regards to other brokers alas YU are to small to grab the attention of other external brokers.Hopefully this will change going forward but what I want to see is another II onboard this year taking a 5% stake. YU are doing all the right things at the moment and patience will be rewarded but always in the back of my mind is smartest and dual energy.I do feel a sensible way forward is for dual and YU to merge the synergies and saving are huge.

[seagull222] 08/4/2021 08:16

Sparky, what ebidta do you forecast 2021? Do you think any other analysts will be updating the market apart from share price angel? Hopefully, more analysts than their nominated advisor will be providing guidance. At least have an idea of the expectations now which is good news.

Seagull

[sparky333] 08/4/2021 08:03

I forecast 2 to 5m profit next year and this is dependant mainly on buying rivals.A couple of smart purchases and turnover could rocket significantly as the share price note is based on the as is going forward & 128m this could be well over 150m if they do some good deals.Fingers crossed