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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
  -5.00 -1.32% 375.00 370.00 380.00 375.00 375.00 375.00 42,874 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electricity 155.4 3.4 27.0 13.9 62

Yu Share Discussion Threads

Showing 7226 to 7243 of 9875 messages
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DateSubjectAuthorDiscuss
22/10/2021
09:48
Also I have been an investor through several crisis now Dot com crash, banking crisis , high interest rates, etc Thee things are cyclical and about every 10 years five or take a few But out of every one of these crisis / recession the ones that come out the other side do extremely well ASOS dot com crash 7p hit a hit of £70 is a fine example I see YU in 5 years time not being £10 but 30 to 50 turning over in excess of 1-1.5b and one of the market leaders in B2B energy supply £10 is 160m MC£30 is 480m MC £50 is 800m MC This is where is see YU in the future but the Market caps are not unreasonable IMHO when you compare it to it peers PE of 30 would require a profit of 26m with a 800m MC If net margin was 3% you would only need a turnover of 800m to get around 25m profit
sparky333
22/10/2021
09:38
And before you all accuse me of ultra bull and no negatives I do have some things in my mind and actually asked a question about it at the last AJ bell webinar Mutualisation costs going forward as the pain will be felt sector wide and YU where very vocal how unfair they see this fund So I do expect YU will have to make a larger payment into this fund next year and beyond the question is wether they take the hit or pass it onto clients
sparky333
22/10/2021
09:36
Hi It is about the quality of your clients and YU are very selective on clients who have to pass rigorous risk management Also they are very spread sector wise from cricket clubs to care homes to councils etc so sector specifics like pubs may be high risk but care homes, councils football clubs etc are low risk because regardless of the UK falling into a prolonged recession those sectors continue regardless and low risk and not paying the bill.YU are now on the government procurement portal for government energy contract for councils, hospitals etc across the UK, not saying they win many or maybe they do but the fact they are bidding for this high profit low risk contracts illustrates the get up and go of YU group.
sparky333
22/10/2021
09:20
SME's are under massive pressure going into this winter with rising costs hope YU hold onto any cash they have to protect against bad debt.

"A third of the UK’s small businesses are classed as highly indebted, more than double since before the Covid-19 pandemic, the Bank of England said on Friday as it warned of a likely rise in company collapses by the end of the year"

iamhappy1
22/10/2021
09:05
Sparky,

Not yet, will wait and see. As you say sector is very out of favour at the moment and Yu Energy has been hammered down since April highs. I think it will get cheaper but that's just my view and wtfdika. Not sure how long their hedge with Smartest Energy can continue to protect them from higher costs and how things will change going forwards?

mrscocker
22/10/2021
08:48
Was it you ? Or just lurking
sparky333
22/10/2021
08:30
At last a buyer appears
mrscocker
22/10/2021
08:04
Why do you keep mentioning other stocks here? This is the Yu. BB
mrscocker
22/10/2021
08:00
Sector is not flavour of the quarter and if you look very low volume trickle selling Sentiment will change with a bang as it always does. Not you can get back to deepverge
sparky333
22/10/2021
07:45
Why is no one buying here at these cheeeep prices or are they looking the gap and waiting for it to get cheeeeper still?
mrscocker
21/10/2021
18:03
Before this storm SOLR was a pretty competitive process. I think a B2B one still would be. The mutualisation is predominantly to cover the delta between cap and market, so not an issue with B2B
powerslave1
21/10/2021
17:04
Guys, there is some confusion regarding CNG and who they supply.

The retail business supplies 50,000 sme’s, typically small, and signed via tpi’s.

The Shipper predominantly serviced domestic suppliers. Their website talks about 1 million meter points, across 31 client suppliers. This has dwindled to 18 since.

There may be one or two B2B only shipper clients but this is not typical

powerslave1
21/10/2021
16:22
I expect so , come over to inform of us of Deepverge rise ?
sparky333
21/10/2021
12:56
I think CNG have 40,000 and 10,000 that they are shipping for. I think all 50000 will be un hedged come 1st December. No sign at the minute Yu are eyeing these up.
1me me
21/10/2021
12:09
https://news.sky.com/story/survival-hopes-fade-for-energy-suppliers-as-shipper-cng-warns-over-hedges-12440093So hedges will not transfer over who. No one is going to take on the customers of the B2B book at the current contract rates they have unless they sign new ones at the current spot price as indicated SOLR route looks to be the only option.Spot on 1meme you are very well connected.
sparky333
21/10/2021
11:22
Hmmm interesting Hard to get data on CNG and it's business construct All I can work out is Direct supply to 50k SMEs turnover last year 100m Bulk supplier Turning over 400m + and this is the side that has caused the issues through clients going bust.
sparky333
21/10/2021
10:53
Most of the 18 CNG ship for are B2B only.
1me me
21/10/2021
09:41
Exactly, that’s my point. Apart from CNG themselves the fall out from CNG doesn’t present too many opportunities because of the lack of pure B2B suppliers. MA are an exception which is why I was interested to read about them
powerslave1
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