Yu Share Discussion Threads

[sparky333] 23/9/2021 09:30

Hmm 11k buy at 239p. Nice

[sparky333] 23/9/2021 07:57

4 trading days to H1 results, going to be good you could hear the excitement in his podcast

[sparky333] 22/9/2021 17:47

Hi bump3r,Short answer is no as history shows us they go to the big boys. The business clients are the gold plated ones people want so if they take the domestic they want the SMEs

[bump3r] 22/9/2021 16:54

Do you think Yu will pick up any B2B custoners Sparty?Or will they go to the big guns.The domestic transfer of accounts is going to put a huge burden on their admin resources

[sparky333] 22/9/2021 16:14

Symbio, whoop and igloo next

[finders keepers] 22/9/2021 16:01

Gas crisis: Two energy firms go bust amid warning more to come Published11 minutes ago Share Related Topics CO₂ shortage Woman looks at utility bills - stock shot IMAGE SOURCE,GETTY IMAGES Avro Energy and Green both collapsed on Wednesday afternoon, hours after the sector's regulator warned "well above" hundreds of thousands of customers will have to be moved to new suppliers. Avro Energy has 580,000 customers while Green Supplier Limited has 250,000. Both companies said that customers will continue to receive energy while a new supplier is appointed. The boss of regulator Ofgem warned the gas price rise was "something not seen before" and more firms would fold. Since the sharp rise in wholesale gas prices - which firms complain they are unable to pass on to customers because of a price cap on energy bills - a number of small companies have collapsed.

[mrscocker] 22/9/2021 14:38

No you are not stop lying

[cocker] 22/9/2021 14:34

A wealthy one at that squire

[mrscocker] 22/9/2021 13:18

You are one very sad MF

[cocker] 22/9/2021 12:29

I guess the Deep Vag crew need to tell the wider market as now share price higher than when we started the week, unlike their overvalued money burning investment company

[go4growth1] 22/9/2021 11:58

Spouse it is all about doing the hard work and TRUSTING your OWN Research over that of OTHERS. You could be right or sparky could be right but I love both of you showing conviction in your research..Hats off and Respect

[paddygangster] 22/9/2021 11:06

I totally understand your opinion and respect you as a logical investor, but people can have different opinions on a same situation guess that is what makes the market

[sparky333] 22/9/2021 11:05

We shall see, and as you say your opinion.My opinion is your wrong, let's leave it as that

[paddygangster] 22/9/2021 11:03

I hate no company my opinion is entirely mine and it is based on what's happening on the ground things can change very quickly Imho if the company does a placing Many would buy on the sidelinesI might be wrong but experience-tells me in situations like this companies do placings to strengthen balance sheets to ride out the storms and this is the worse time in energy sector

[sparky333] 22/9/2021 10:50

So bottom line as I know your a little slow 1. Back to back contract is hedged at the prevailing price through smartest so no risk at all with YU during current spot price Where potential loss and gain comes in is if YU get the energy usage estimate wrong over the contract duration. Then they need to sell back under used as happened during COVID as companies used 30% less. YU took a hedging loss on that of 1.8m like everyone did This time around if they under use YU will make a massive Profit if they sell back

[sparky333] 22/9/2021 10:44

FFS retard Just for you as you need educating as a little bit thick. Key sentence is matched back to back contract hedging with supplier and client.You really need to stick with Deepverge as you have no clue.Commodity and energy pricesThe Group uses commodity purchase contracts to manage its exposures to fluctuations in gas and electricity commodity prices. The Group's objective is to reduce risk from fluctuations in energy prices by entering into back to back energy contracts with its suppliers and customers, in accordance with a Board approved risk mandate. Commodity purchase contracts are entered into as part of the Group's normal business activities.The majority of commodity purchase contracts are expected to be delivered entirely to the Group's customers and are therefore classified as "own use" contracts. These instruments do not fall into the scope of IFRS 9 and therefore are not recognised in the financial statements. A proportion of the contracts in the Group's portfolio are expected to be settled net in cash where 100% of the volume hedged is not delivered to the Group's customers and is instead sold back via the commodity settlement process in order to smooth demand on a real time basis. An assumption is made based on past experience of the proportion of the portfolio expected to be settled in this way and these contracts are measured at fair value. The gain or loss on remeasurement to fair value is recognised immediately in profit or loss.As far as practical, in accordance with the risk mandate, the Group attempts to match new sales orders with corresponding commodity purchase contracts. There is a risk that at any point in time the Group is over or under-hedged. Holding an over or under-hedged position opens the Group up to market risk which may result in either a positive or negative impact on the Group's margin and cash flow, depending on the movement in commodity prices. The Group applies premia in its pricing of contracts to cover some market volatility.

[paddygangster] 22/9/2021 10:38

Wholesale suppliers are now demanding more collateral Yu needs to protect it self from this sudden crisis and demand on cash balances. You here and I am here it is your opinion of no placing against my humble opinion of placing. Placing is only way out so 100% placing coming

[sparky333] 22/9/2021 10:35

Fully expect YU will be paying a dividend in the next 18months if not sooner

[sparky333] 22/9/2021 10:34

What is even funnier is Deepverge have a MC £25m higher than YU. Incredible really It's like ARB MC of over £600m WTFNot many people invest anymore they speculate

[cocker] 22/9/2021 10:27

What you have to bare in mind Sparky is that Deep Vag raises on a yearly basis so the idiots think its the norm on aim. The last round of 10 million at 30p is now below issue price, not only that but CEO once said no funding needed and 6 weeks later hit the morons with one.

[sparky333] 22/9/2021 10:24

My point is YUs contribution to mutualisation is nothing compared to the big boys and medium buys BKs point is the mutualisation process is unfair full stop and that all players have to contribute to failed companies IF the company taking on those clients used this fund.Why should the likes of YU possible pay not matter what the amount when OFGEM should be policing the market as failures should not be the norm but a rare event.OFGEM have failed in this and I personally agree on that front. Why should YU have to pay if bulb folded and all those clients hand to say SSE

[sparky333] 22/9/2021 10:18

Aha your funny.Happy to discuss if you do some research on it. Let me help you initially.1. What is YUs market share of the energy market currently ? I will give you a hint on it is a small number