Yu Share Discussion Threads

[paddygangster] 22/9/2021 10:10

My experience tells me when there is a crisis in a sector eventually it affects every player it that sector

[paddygangster] 22/9/2021 10:07

Bobby seems very frustrated by suppliers failing and remaining suppliers having to pay for their mistakes As he said if a big supplier fails many will pay for it hence the reason I am 100% sure company will have to do a placing if this energy crisis carries on

[sparky333] 22/9/2021 10:05

Spot on millipede

[the millipede] 22/9/2021 09:55

Luke warm, The problem they have got is the reporting requirements.

They are obliged to report a substantial share price movement that is unexplained. This week’s fall had a clear explanation.

They are also obliged to report material changes to the business. The are literally on the cusp of reporting results, everyone will be busy with that, and so fundamentally nothing changed there either.

Both of these indicate no comment required. Stock Exchange announcements are not PR! Meanwhile our CEO did do at least one interview (link in post 7,000) and made clear everything is fine.

I do get this week might be upsetting for anyone with stop losses or who otherwise sold.

[sparky333] 22/9/2021 09:46

Just as a reminder to the bearshttps://audioboom.com/posts/7945823-bobby-kalar-of-yu-group-explains-the-energy-market-turbulence-but-is-confident-in-their-performance

[paddygangster] 22/9/2021 09:31

Whatever excuse they use to get placing away but they will be needing money to survive this energy crisis. 100% It's a given placing is coming

[ahhh luke warm] 22/9/2021 09:29

Second that Sparky. Rocket and rectum sometimes needs a spark! :-) I too hope for clarity along with good results.

[paddygangster] 22/9/2021 09:28

100% placing coming No brainer

[kaka47] 22/9/2021 09:19

Just hope management makes things clear in regards to recent wholesale price hikes how they are hedging etc on results day..We really don't need this cloud hanging over us and put a dampener on excellent progress made over last year or so.

[ahhh luke warm] 22/9/2021 09:12

What was received was what I expected babbler. That's far more obvious :-)

[sparky333] 22/9/2021 09:05

I do not disagree with you on the PR front.but it is a lot better than it was say 18 months agoI did point out on the day a company as only has to RNS if a materially change in the business so no RNS is a positive but I am with you and they could have handled Monday better Our emails obviously had an effect and the outcome was the podcast which is great but doesn't reach the masses as fast as an RNS.YU are doing very well and the last thing we want is the company distracted over white noise, but current events are very unusual and 100% agree with you.

[babbler] 22/9/2021 09:02

They have results next week. What are you expecting an apology?

[ahhh luke warm] 22/9/2021 08:55

No 2:Dear Sirs, YuGroup would benefit from some education in the most basic of PR skills. A good example of a CEO communicating with customers and shareholders through Twitter is Octopus's Greg Jackson https://twitter.com/g__j He doesn't let silence deafen when there are so many channels to communicate through in 2021. Take a leap of faith YuGroup and communicate with your shareholders more often – especially at times when Energy companies are front page news with concern for the wider markets health. Sincerely,

[ahhh luke warm] 22/9/2021 08:54

I emailed the company Monday twice. No reply received but good to see interview and Twitter updated: Dear Sirs, The Groups share price is tanking today and likely to continue to do so further unless Energy companies can reassure their shareholdersthat they are in a strong position to respond favourably to the current market conditions and media frenzy. Shorter's are having a field day and the Bulletin Boards are rife with de-rampers sowing fear into the minds of shareholders and consequentlyThose shareholders are dumping and will continue to dump their stock. Is the management able to put out a confident tweet or reassuring RNS to bolster confidence? Thank you for your courteous attention – from a concerned long term shareholder. Sincerely,

[sparky333] 22/9/2021 08:32

What am I looking for next Wednesday As we already know H1 was profitable , what the turnover was etc and they had already partially paid industry payments and the Leicester office What I want to see is 1. Cash position 2. Customer numbers 3. Gross and net margin moving in the right direction 4. July, Aug and sept performance we already know a record month in July I think at 18.3m for the month , has this been surpassed in Aug or similar 5. H2 is traditionally 40 to 50% higher so with £65m turnover already in the bag we could be pushing £100m for H2 If that was the case house broker numbers are blown away as they forecast 128m FY Never has it been such an exciting time to hold YU group

[sparky333] 22/9/2021 08:28

Messed up my words on point 3 YU are doing very well

[sparky333] 22/9/2021 08:26

I thought it was also a good interview BK was clear to point out 1. We are NOT domestic and price cap affected we are B2B2. We hedge, shoddy firms not and suffering and rightly so as they gambled 3. YU are not very well and the excitement in his voice at releasing numbers next week was clearly evident.Other points to note 1. No debt 2. Growing as fast as a tech stock 3. Lots of cash so stop talking rubbish about fund raising this isn't true and never has been.4. This carnage will benefit YU big time going forward5. MC under 40m which is insane considering it's current and future potential All good in the world of YU and all credit to the BOD

[the millipede] 21/9/2021 18:48

Thanks for posting Sparky. Good interview.

[sparky333] 21/9/2021 13:56

Just for YU Ammu https://audioboom.com/posts/7945823-bobby-kalar-of-yu-group-explains-the-energy-market-turbulence-but-is-confident-in-their-performance