Yu Share Discussion Threads

[sparky333] 14/7/2021 14:04

SP is being messed with on low volume

[iamhappy1] 14/7/2021 13:51

Crazy drop and cant free any funds up

[sparky333] 14/7/2021 13:50

And down we go again

[sparky333] 14/7/2021 11:24

I expect this offer for Good is the start of huge consolidation cross the sector, a lot more deals this year.Amazingly the market do not seem interested in the sector, they will be will be late to the party

[cocker] 14/7/2021 07:32

Good Energy have rejected the 3.40 per share offer citing that the offer is "anything approaching an adequate premium for their company". Using that as a yard stick I would consider our broker Angel's price tag per share as a give away.

[iamhappy1] 12/7/2021 17:28

With July & August historically the stronger months on bookings and with all covid restrictions going from next week Q3 numbers could be well mind boggling £20/£25m a month possible?

[ammu12] 12/7/2021 16:53

Reckon buyers will get interested sub 200p....not at 270

[cocker] 12/7/2021 12:01

I really don't believe this, I think it's more to do with him owning more than half the company. The sooner he hets shot of 10 percent plus the better as far as I'm concerned.

[demark] 12/7/2021 11:52

regrettably the market is still
not prepared to give the ceo
the benefit of the doubt!

the share price clearly reflects it!!

[cocker] 12/7/2021 11:21

Offer has been rejected for GOOD

[fidra] 12/7/2021 08:32

It does appear rather ridiculous and cheap for yu.

Maybe when good get taken some of the money will be invested here .

[sparky333] 12/7/2021 08:30

So Good is now MC 56m plus 38m in debt So 94m for £130m turnover and I think they turned a small losses in 2020 YU no debt , turnover will be £140m plus and profitable Hmmm undervalued by at least a factor of 2.5 to 3

[sparky333] 12/7/2021 08:03

And so the sector consolidation begins

[fidra] 12/7/2021 07:55

I see an offer for Good energy this am looks a pretty good offer .from ecotricity.

[ammu12] 10/7/2021 21:38

Dave I said I've been here since 50p. I never said I was still holding you thicko....how thick can one be ?

[sparky333] 10/7/2021 21:37

Actually he was a holder and sold on the big rise from 120p to 380p He sold at the pull back to 180p and been trying to manipulate the share price back down to that level ever since.

[daveboy19] 10/7/2021 20:37

Very strange chap - claims he's been in since 50p odd, but is beckoning it down. Oh yes, and I'm an idiot.

[sparky333] 10/7/2021 18:34

Indeed Ammu £2 is a MC of £32m Ridiculous share price when Rivals are considerably higher Good energy is similar in revenue size but has £38m of debt yet valued at £50m Hmm doesn't add up as YU have no debt yet turnover is similar

[ammu12] 10/7/2021 17:55

Let's see. Reckon price will drift down for next week and will be closer to 200p

[sparky333] 10/7/2021 14:46

Just for YU Ammu as your a lazy investor Analysing profitabilityGross margin for the year was 7.6%, up from 4.9% in 2019 despite the 1.5% impact of Covid-19 during 2020. Gross margin for H2 2020 was 9.1% (H1 2020: 5.7%, 2019: 4.9%), showing significant improvement.So margins for 2021 will probably be higher than 9.1% Remember overheads 6.2 and targeted to be below 6% even with the expansion So that leaves between 3 and 4% on £140m I am sure you can work out the rest

[sparky333] 10/7/2021 14:42

It's all in the annual report.This update blew me away and I am an ultra bill never expected those numbers especially the £65m revenue and over £18m in new booking for June.Cannot wait for the proper FY figures and I also expect a nice first half profit even after paying for the Leicester offices. As well as a couple of bolt on acquisitions.Did I mention no debt ? Lol

[sparky333] 10/7/2021 14:37

Progress in 2020» Legacy, low margin contracts now washed through and replaced by higher margin contracts» Net customer contribution1 increased further, to 6.1% in FY 2020, and was 6.3% in H2 2020 (from -0.4% in FY 2018 and 2.5% in FY 2019)» General overheads reduced from 6.3% in FY 2019 to 6.2% in FY 2020» Significant cash held, with £11.7m available at 31 December 2020» 99% bill to cash ratio, suggesting limited exposure to bad debt despite Covid-All moved significantly in the right direction