Yu Share Discussion Threads

[sparky333] 24/9/2021 12:23

SmartestEnergy is a wholly-owned subsidiary of the Marubeni Corporation of Japan. Their global energy expertise and financial backing supports our knowledge and experience in the UK energy marketHuge Japanese company

[boonkoh] 24/9/2021 11:57

Who are behind the Smartest counterparty and do they have deep enough pockets not to go bust?Hedging contracts are worthless if the counterparty can't honour their side of the agreement.

[sparky333] 24/9/2021 10:36

This situation only applies to B2B as domestic would be no change. So keep a close eye on the developing fuel issues as this is huge positive for YU

[sparky333] 24/9/2021 10:34

So be ware of the macro economics at present and the lastest on fuel shortage could in theory impact businesses and so they might use less energy Ego YU sell back to the market at a massive premium and this is 100s of percent higher against contracts signed in 2020Win/win

[sparky333] 24/9/2021 10:22

Yep that's my understanding and they back to back hedge So a contract placed today will be hedged at the current futures price over the duration of the contract ie 1,2 or 3 yearsSo yes turnover will rocket on all contacts placed in the last 6 months and how ever long this lasts for.2 things to consider 1. Over use 2. Under use If the comp aides over use and YU got it wrong on annual usage they either have to balance across the portfolio or take the spot price But in another side if comp aides under use against YUs estimates of usage the reverse happens and they sell back at a huge profit

[cocker] 24/9/2021 10:15

With gas prices rising surely new contracts will be of higher value, thus pushing up revenue

[sparky333] 24/9/2021 09:02

House broke has £5 target based on numbers already blown apart in H1 This will get revised to £7 to £8 post H1 numbers MC is only 39m currently and I expect turnover will be dam close to £150m this year

[sparky333] 24/9/2021 09:00

That Should read 12 to 18 months not 28months

[sparky333] 24/9/2021 08:59

If you really want to own a multi bagger YU ticks all the boxes at the moment and I can see £10 a share coming in the next 12 to 28 months if people are prepared to hold.I have held since 50p and not sold a single share through all the dips etc and currently sat on a 500% gain But I know there is a lot more to come and I might too slice some at £10 and enjoy the reward.Holding long term always wins out in the end

[sparky333] 24/9/2021 08:54

Also the BOE are going aggressively start raising interest rates next year to curb inflation. This will Cause havoc with heavily indebted companies and make companies with out debt priceless. I remember interest rates way over 10% and that hurts.Debt is bad and YU have none which is awesome

[cocker] 24/9/2021 08:39

Another cretin who frequents the deep vag board and has suggested a placing.

[kaka47] 24/9/2021 07:57

Once this crisis is over truly believe YU will come out as one of the major player and will become a giant.I do not like placing but now I feel management should do one to take advantage of this crisis there will be bargainings to choose from

[sparky333] 24/9/2021 07:52

Totally agree, YU have been really unlucky.2020 C19 had a major impact on YU and actually cost the company 1.8m in selling back unused energy.If that had net happened YU would have had a profitable year.This year bloody energy prices, this time YU are protected and actually of over hedged will pull in a nice extra but sentiment has smashed the sector as the good get dragged down by the bad.So yes totally agree £4 easy if not for this energy crisis even though YU are unaffected.So 2022 will be the edging year IMHO

[kaka47] 24/9/2021 07:47

If it wasn't for this crisis truly believe share price would've been near 400

[kaka47] 24/9/2021 07:46

Numbers known already in the price what will move the price above market expectation numbers going forward

[sparky333] 23/9/2021 13:00

29th - 4 trading days Numbers are already known it's the detail missing and performance of July, Aug and Sep

[inayatk] 23/9/2021 12:46

When are the results due ?

[sparky333] 23/9/2021 11:03

This is look delicious for a rally to £3 and over with results looming which we all know are awesome it's the outlook we are after and July and Aug monthly booking Have they smashed June's record £18m ? I have a feeling yes

[sparky333] 23/9/2021 10:21

The 11k was a buy from 0825 this morning

[fidra] 23/9/2021 10:16

I think it was just a late reported trade from this morning . As was over market size .

Each day that goes past increases my confidence here that the half year result and update will be very good .

[cocker] 23/9/2021 09:47

I'm not sure we can trust all trades Sparky, that could well have been from late yesterday when share price dropped. Either way nice to see recovery to beyond Mondays starting price

[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