Yu Share Discussion Threads

[sparky333] 19/6/2021 19:17

Very important point on inflation, the only way to stop inflation is tightening monetary policy ie rise interest rates.So any company with a lot of debt are in trouble also in high inflation scenarios Utility stocks are defensive plays.YU tick both boxes, no debt is a massive plus, as rivals struggle under debt mountains YU can pick them off from cash flow or paper deals. YU is now all about critical mass as overhead are fixed the bigger the turnover the more profit rises exponentially.

[iamhappy1] 19/6/2021 12:07

Always nice to hold utility stocks when inflation runs and more so the ones with low or zero debt big tick here for YU.

All in all a much better week volume picked up a bit, cleared a few more sellers and possible background orders being filled all bodes well; No debt, Cash rich, Actively hunting down acquisitions, Profitable and a 26% uplift in Q1 monthly bookings while in “lockdown̶1; compared to 2020.

“The 2021E contracted revenue book stood at £93m at 30 December 2020 (up from £71.7m at 31 August 2020), which we now expect is considerably higher with strong monthly bookings so far.

A key priority for the year is to step-up growth in the customer book through accretive acquisitions – though we do not include acquisitions in our forecasts we use a DCF to derive a price target for YUG. We remain somewhat conservative as the country comes out of lockdown the result is an equity value of ~£81m, or 500p/share”

[sparky333] 18/6/2021 11:04

Nice must be an accumulator ie order needs filling

[divine1] 18/6/2021 10:52

NT to buy MM's all over the place again upwards and onwards

[iamhappy1] 18/6/2021 10:28

All's quiet ready to move again? either way nice to have some movement this week

[divine1] 17/6/2021 19:14

Interesting trading last couple of days.....

[sparky333] 17/6/2021 13:32

When this stock moves it bloody move can be up 50 to 100% very quickly indeed. Most holders agree we are grossly undervalued and broker price target is currently £5

[chrisan101] 17/6/2021 13:26

Moved very quickly last year. Would like to see them add to their order book via purchases. But still happy long term holder

[sparky333] 17/6/2021 13:25

It does have the feel of accumulation by someone, the holding at the same level very low volume.Maybe time has run out the accumulator has instructed up broker to up the ante and get it done.We shall see

[iamhappy1] 17/6/2021 13:14

Nice reminder of how quick this can move all eyes on a late reported or maybe another II joining the fray

[sparky333] 17/6/2021 13:02

Flushing out some sellers again

[chrisan101] 17/6/2021 12:56

Mello? It's alive..... hmmm

[sparky333] 17/6/2021 12:55

Wait for a possible late reported large buy is my guess

[sparky333] 17/6/2021 12:48

Leak ? Sure looks like something has happened

[sparky333] 17/6/2021 12:46

Wow that just went crazy

[divine1] 17/6/2021 12:44

MM's all over the place maybe something brewing....

[sparky333] 17/6/2021 08:05

Sp still being suppressed with the trickle flow of sells

[sparky333] 16/6/2021 15:39

Indeed Q3 and Q4 a,ways exceptional strong for YU

[iamhappy1] 16/6/2021 15:09

Fast approaching Q3” markets and retail both know this is where activity picks up IMO we should already be around 3.50 ~ profitable, cash rich and hunting down competitors, let’s see if volume picks up in the coming weeks or if BK actually wants to surprise us sooner.

[sparky333] 16/6/2021 12:24

911 news incoming?

[divine1] 16/6/2021 12:12

Odd letting trades through below 1.5k anything above straight to NT 911 trade made me smile would be nice if you believe that stuff

[sparky333] 16/6/2021 11:54

Should get a tick up soon or leg up if an aggressive buyer moves in

[sparky333] 16/6/2021 11:54

Well someone just took out the 1500