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Share Name Share Symbol Market Type Share ISIN Share Description
Yu Group Plc LSE:YU. London Ordinary Share GB00BYQDPD80 ORD GBP0.005
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -10.00 -4.49% 212.50 205.00 220.00 222.50 212.50 222.50 6,365 15:30:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electricity 101.5 -1.5 -7.0 - 35

Yu Share Discussion Threads

Showing 7176 to 7196 of 7425 messages
Chat Pages: 297  296  295  294  293  292  291  290  289  288  287  286  Older
DateSubjectAuthorDiscuss
17/10/2021
18:18
I can’t think of too many competitors for the SOLR, Drax or EDF perhaps. Not so convinced by the organic acquisition of CNG customers argument. They are 40,000 customers out of a 2m + customer market. Approx 100000 of those 2m will come to market in an average month. If you look closely at their most recent results, it appears that they haven’t picked up many (net)new customers in the last year. I’m not sure what would make these CNG customers any different. Other thing is, for B2B, CNG’s customers are pretty small. I guess I am saying, YU are doing pretty well, and if they stay stable should benefit from the struggles of other suppliers, but let’s not get carried away
powerslave1
17/10/2021
16:27
Either way powerslave , one to watch and if YU do not buy the book for the reasons you state some will migrate over naturally and if SOLR YU can claim back any losses if they won that.
sparky333
17/10/2021
14:31
Regarding CNG’s supply business, only time will tell whether they are hedged. However, I imagine the trade from would be Glencore sell to CNG shipper, CNG shipper sell to retailer clients, including CNG retail. Therefore ( and this is joining quite a few dots…..) if Glencore have pulled the plug in the shipper, causing them to go bust, allowing Glencore to cancel their trades, then the CNG retail business is high and dry. The counter argument, that suggests this might not be true, Is that they are trying to sell. Unhedged the mtm is so negative that they would be crazy to even try and sell. You are correct B2B isn’t capped.
powerslave1
17/10/2021
12:13
Also B2B is not price capped by OFGEM as far as I am aware.
sparky333
17/10/2021
08:50
Not fair to say bust domestic suppliers were badly run/unhedged. It is an unhedgeable price cap that has done for them. Here’s the situation, early 2021. Small domestic supplier has 100,000 customers, on fixed contracts. 5000 per month reach the end of contract. Most renew, some move to another supplier, a handful do nothing and move to higher priced cap. The proportion moving to cap is small and predictable, and can be included in hedging strategy. 5000 are hedged. Wind forward to September. Market is up 300%. 5000 fixed deals per month seeing a choice between their £1000 fix moving to a new fix, at £2500, or taking price cap at £1300. Vast majority take price cap. Company cannot hedge this exposure, because cap is based on pricing window from historic period. During cap pricing period there were no signals to suggest market was going to spike, causing huge increase in cap hedge requirement. Cap is Ill conceived and is causing well run small suppliers to fail
powerslave1
17/10/2021
08:39
If CNG is for sale without hedges it’s value would be seriously negative. Like -£200m negative. If it is for sale hedged it will have some value. The fact that Glencore have pulled the plug on CNG’s shipper business suggests the B2B retail business will be unhedged. In that case it will not sell, it will go into SOLR instead.
powerslave1
16/10/2021
19:32
Glencore are not very nice but where owed a lot by CNG 35m I think.Bank rolling then further and losses would have been a lot higher, but I do see you point
sparky333
16/10/2021
16:26
I think Glencore have screwed CNG. They purchased gas for around 50,000 customer (50p) and can now sell it for 250p Glencore chose to take a hit on their investment with CNG and flog this cheap has for a massive profit.
1me me
16/10/2021
10:43
Both of you have very valid points it's is going to be interesting one way or the other .
sparky333
16/10/2021
10:03
Managing debt will be an issue. Customers will see price rise of 300% over night. How many won't pay or cannot pay.
1me me
16/10/2021
08:37
YU can take on 100,000 plus, the only issue would be migrating over they did 4000 in 48hrs if a very large batch would take weeks.Also they would need to bolster customer services significantly to maintain high standards.
sparky333
16/10/2021
07:22
Think Yu. Could take on Daligas commercial meters. Be a good fit
1me me
15/10/2021
14:24
Exactly bump3r I get so frustrated as YU are a quality play now and just cannot understand the lack of forward momentum in the SP, if it is t C19 it's a bloody energy crisis.Yes YU took a hedging hit in C19 but now that hedging policy is paying dividends big time. Yet we get dragged down with the dross, Yes 1 meme does appear from time to time and very apt he arrives as CNG folds which again people do not understand why they have gone into fire sale. Nothing to do with YU and it's business. But I just feel something big is about to happen at YU which will fundamentally change the company from riding minnow to medium stage challenger is the best sector SME supplier. If they do how would they fund ? I think as a fire sale it could be funded from existing cash and before anyone says it all the contracts would have to be renewed at current rates or the existing hedges come across. This deal would triple the size YUs customer base to over 60k. They have the infrastructure and the will.
sparky333
15/10/2021
13:39
I agree sparky.1 me me seems to know something but take everything with a pinch of salt on here. Even you seem to have a good handle on Yu but Im guessing thats due to research rather than being fed through some other meansIm happy to let the company continue gaining customers through natural growth as the model seems to be working.But BK being the majority shareholder, is not going to give that up for nothing. He could actually sell some of his own shares to fund the acquisition without diluting the companies total share capital.Lets see how it pans out
bump3r
15/10/2021
12:19
Now down 30% in a few days on nothing but bullish new and low volume sells
sparky333
15/10/2021
11:20
You should know I think you know a fair bit about this topic
sparky333
15/10/2021
11:19
Deadline for bids close of play today. Wonder if Yu have submitted a bid
1me me
15/10/2021
09:29
Drip drip selling continues.Going to be some big news over the next few days even if not YU specific will be sector specific as CNG episode comes to a conclusion today/ this weekend.
sparky333
14/10/2021
09:50
I agree Sparky, but he said only if they tick all the boxes and to be fair we have been on the acquisition trail for some time and as far as I am concerned they have held off. Not only that but at present the share price DOES NOT reflect true value, thus I don't want dilution for the sake of it.
cocker
14/10/2021
09:26
I do see you organic growth strategy but sometimes you have to speculate to accumulate especially during times of stress and fire sales.Opportunities like this only happen once or maybe twice is a sector over many years.It's a fire sale and more fire sales coming by there nature fire sales are getting something way below it's true value as all bets are off.YU have the tools the people and overhead all sorted it is now about critical mass as every penny of revenue from this point is easy profit as the overheads are the overheads regardless of the new business as YU have a scaleable platform more than capable to absorb new business
sparky333
14/10/2021
09:16
The webinar as I said before, seemed as if BK was playing to the audience regarding acquisitions. When the interviewer mentioned a possible bigger target it was clear it would have to tick all the boxes and to be honest he had to say he would be interested. Certainly I would prefer the organic growth until the dust settles
cocker
Chat Pages: 297  296  295  294  293  292  291  290  289  288  287  286  Older
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