Yu Share Discussion Threads

[mrscocker] 22/10/2021 09:04

Why do you keep mentioning other stocks here? This is the Yu. BB

[sparky333] 22/10/2021 09:00

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

[mrscocker] 22/10/2021 08:45

Why is no one buying here at these cheeeep prices or are they looking the gap and waiting for it to get cheeeeper still?

[powerslave1] 21/10/2021 19:03

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 18:04

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

[sparky333] 21/10/2021 17:22

I expect so , come over to inform of us of Deepverge rise ?

[1me me] 21/10/2021 13:56

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.

[sparky333] 21/10/2021 13:09

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 12:22

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.

[1me me] 21/10/2021 11:53

Most of the 18 CNG ship for are B2B only.

[powerslave1] 21/10/2021 10:41

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

[sparky333] 21/10/2021 10:11

YU have not and will not entertain domestic they are a pure business play

[powerslave1] 21/10/2021 09:44

I’d never heard of MA, thanks for sharing.

I think this is interesting, as they are B2B only. Pretty much every SOLR candidate, CNG or otherwise, will have a domestic customer base. YU would definitely not want to acquire domestic exposure this winter.

[sparky333] 21/10/2021 08:58

Thanks for that 1meme Also I noted yesterday Elexon has decided to expel business-only energy supplier MA Energy from the Balancing and Settlement Code (BSC) subject to approval by Ofgem. In a circular published this week, the code administrator said the decision followed the supplier's failure to sufficiently reduce its credit cover percentage after going into credit default.I have had an eye on MA energy for a while as a potential candidate for acquisition. Now they have been taken if BSC an opportunity may exist and expand YUs presence into London. MA are a very small niche supplier in London looks like non hedging has hit them hard in not paying bills

[1me me] 20/10/2021 23:23

The energy suppliers using CNG as a shipper have until end of November to find a shipper. Most or all will fail to do this. Yu have time to pick these meters over the next few weeks.

[sparky333] 19/10/2021 16:54

Just look at the trades since mid September , flatlined with trickle selling as the sector takes a battering of confidence As BK keeps saying , we are hedged and we are not Domestic.Look at our results and trading is robust and excellent

[sparky333] 19/10/2021 16:45

That's fine divine because the share price is borderline ridiculous and driven down from 250p average through sept and Oct on no volume, look at the volume charts, nothing and they have taken it from 290p buy on results day to now 205p to sell nearly 30% decline on nothing.All it means when it turns the MMS will be in panic mode because that is one hell of a drop.The options have nothing to do with it imho the trading update Jan will smash the doubters once and for all with 3 to 5 m profit and if below £2 the MC will be £30m so on a forward PE of 10 to 6 For a company growing so fast the rerate to a normal 30 for the sector will send us rising But be warned I personally expect fireworks way before the.N and people will be cursing missing out. Just a feeling in my water

[divine1] 19/10/2021 16:26

Looks like its heading sub £2 again maybe the 50% option prices to be above £2 in 2023 and £2.50 in 2024 aren't doing us any favours with the Bod

[sparky333] 19/10/2021 10:08

I disagree, yes he is right on some stocks because AIM does have some real dogs,, no doubt about it. But YU is no dog and TW never admits he got it wrong, he has chased YU since 2018 YU are not the same company and TW can't see that he can never admit he got it wrong. For 3 years he has saying placing and it has never happened as not needed.It is not needed now and never will be unless of course they go for a larger rival like CNG and this is classified as a reverse takeover.So it's not raising cash to strengthen the balance sheet or to survive the complete opposite. But as some posters have stated they would rather see YU grow organically, I am more aggressive and would like a combination of both.BOD are knowledgable and vastly experienced in utilities so happy they will make the right call if an opportunity presents itself

[come2papa] 19/10/2021 09:53

Specially AIM Master

[come2papa] 19/10/2021 09:52

Just don't know why people hate Uncle Tom just admit people he is way ahead of the curve. He is highly regarded in the city Fountain of Wisdom on UK shares special AIM

[sparky333] 19/10/2021 09:39

Your starting to bored me now as cannot see the wood for the trees.If you did some actual research you may actually like what you see. If not fair enough let's chat again in 12 months time and see where we are then ?