Yu Share Discussion Threads

[divine1] 10/6/2021 11:33

Like waiting for a bus and then several turn up at the same time.....

[sparky333] 10/6/2021 06:52

Come on YU give us some acquisition news

[sparky333] 09/6/2021 10:34

The market is just being drip fed by small sellers who are getting bored. Always been a slow burner this one

[iamhappy1] 09/6/2021 09:55

Next RNS could be massive if they acquire a similar size or larger, that may bring the new office into play to fund.

The Group constantly reviews the competitor landscape on a proactive basis to identify potential targets. There are c.20 smaller suppliers in the B2B market and some suppliers of similar or larger scale to the Group where opportunities for bolt-on acquisitions are noted

[sparky333] 09/6/2021 06:08

Interesting move yesterday, should not be much longer to some acquisitions / mergers - Renewables payments always flush out the weak every years a few fold. We are at that stage in the next few weeks. Last year a few high profile went , Bristol energy, Robin Hood the question is who this time around I have always had MA energy as a likely candidate

[iamhappy1] 08/6/2021 10:47

Late reported buys starting to show up

[sparky333] 08/6/2021 10:47

30k buys v 7k sell

[sparky333] 08/6/2021 10:20

Let's hope the momentum continues

[iamhappy1] 08/6/2021 10:06

Bottom in onwards and upwards

[sparky333] 07/6/2021 13:41

Looks like we are at an inflection point.This is going to go one of two ways in the next few days 1. Sell off down to £2 and a very rapid spike back up 2. Buyers are sniffing back and we slowly climb back up to pre AGM levels.Each seller is now getting taken out by a buyer and has been for a few days now.So what to we think ?

[sparky333] 03/6/2021 09:39

No it was marked down that % yesterday due to a small auction trade. It has corrected itself today

[seagull222] 03/6/2021 09:18

Can't believe share price moved up 5% when 21 shares traded and 20 of those were a sell! Think there is a risk share price will weaken further on low volumes in this quiet period before update in July. Fingers crossed will strengthen as get closer to update.

Seagull

[sparky333] 03/6/2021 08:58

We are also reaching to point the smaller companies fold as RO payment due in Aug.YU have been patient and ready to pounce on distressed rivals, next couple of months will see a wave of consolidation across the sector.

[sparky333] 03/6/2021 08:57

Indeed, YU are doing very nicely 2021 was always a pivotal year to expand and move into profit. Not many companies like that that have not tapped the market for a war chest for expansion.Excellent cash control by the CFO

[seagull222] 03/6/2021 08:11

Encouraging share price performance targets for the LTIP all eyes on the next update so, can see how sales progressing and crucially margins being maintained. Hopefully, cash position still strong once CCL paid , they need to stash £1m a month to cover that cost as an estimate and they need to be catching up with the deferred tax payments to HMRC's, it should work out nicely as lockdown lifted and usage increases provided credit control keep knocking it out of the park.

[sparky333] 03/6/2021 08:07

Also I expect the new guy will buy shares when he is able to.

[sparky333] 03/6/2021 07:58

New guys has been in post for a bit now should not be long before we start to see the output.

[sparky333] 03/6/2021 07:56

Indeed to incentives are very good and not large but enough to make it worthwhile driving for them.Not many companies do sensible LTIPsThis is a big enough carrot for the new digital innovation man and 2023 to grab it. First 50% easy it's the £6.50.

[cocker] 03/6/2021 07:46

Sparky, see this is where YU differ from so many on AIM, no instant mega profit for those connected with the company without some related share price performance incentive.

[sparky333] 02/6/2021 20:06

This is YU will change in a heartbeat

[divine1] 02/6/2021 20:02

2 months now of continual downward pressure being applied to the ask could be Miton offloading look at todays trades and subsequent price after each buy

[sparky333] 02/6/2021 19:21

Did I miss something in the update "I am pleased to report a strong start to the year, with Group performance delivering in line with expectations. Positive momentum continues as we see improved booked revenue in the first four months of 2021 compared to the same period last year.Our strategy is working well and as such the Board is confident that the business is on track to deliver its operational targets and to report profitable growth in FY2021.The Group has a strong balance sheet and our strategic value enhancing acquisitions plan forms part of our ambitious scaling strategy. The Group acquired two cash generative customer books in 2020 and successfully integrated circa 5,000 meter points quickly and seamlessly. As the market consolidates further, and with a compelling pipeline of opportunities,

[sparky333] 02/6/2021 18:51

Sorry 1.1m shares.Not a chance they would be selling.