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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
  -7.50 -2.63% 277.50 270.00 285.00 285.00 275.00 285.00 53,329 15:28:30
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electricity 101.5 -1.5 -7.0 - 45

Yu Share Discussion Threads

Showing 7276 to 7294 of 7650 messages
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DateSubjectAuthorDiscuss
05/11/2021
09:13
Well ofgem normally take 3 days to allocate a supplier so we will find out today possible for Ampower, MA energy and other who's name escapes me and Monday for CNG That's is a lot of business clients who need new homes. I would hope in this case the SOLR isn't the normal big 6 and SME specialists are higher up the PECKING order.We shall see shortly
sparky333
05/11/2021
09:02
Hmm very useful never though about it that way I have been more focussed on the following 1. Margins YU spend xxx on overheads and regardless of number of clients this number is fixed so every £1 of extra revenue above that point is vastly improved net margin. We have now passed that stage and now need to ramp up revenue organically and/ or via Aquisitions or SOLR2. Revenue as this links into number 1 like a hand to glove So does increase in kW used or KW cost matter ? As YU hedge back to back ? The only time the used becomes an issue is if the client under or over uses ? So if clients currently under use YU is laughing compared to the COVID hit in 2020.Need to think about this some more but good points
sparky333
05/11/2021
08:52
Couple of things sparky. There are 2 kinds of turnover growth for energy suppliers; 1/ increase in kWh supplied 2/ increase in price per kWh Increasing the volume supplied (assuming margin is positive), drives profitability and/or contribution margin to fixed overheads. Increasing the price per unit, due to increased costs does not. In the 25 years I have been involved in B2B energy procurement I have never seen a situation where % margins have been maintained in a rising cost market. The reality is that if costs of supply double the £ margin remains stable and the % margin halves. This is because margin is normally a £/MWh uplift on cost. Therefore, high prices mean more working capital is required in order to generate the same profit number. I think largely, YU’s growth is in the second category. There is some organic growth in kWh supplied, but not a great amount. For this reason I think we need to see some SOLR activity, and hopefully prices coming off. The market will undoubtedly be less competitive next year, meaning that YU will hopefully be able to increase margins a little and/or organic growth rates
powerslave1
03/11/2021
18:48
That they are happy to cherry pick the staff from those that have failed. Well who can blame them, better to have those on board who don't need wet nursing from the off and who can bring with them the experience that YU need.
cocker
03/11/2021
17:03
Now we wait that's nearly 45,000 businesses over the 24 hrs up for grabs
sparky333
03/11/2021
16:38
It’s official, CNG have just gone into the SOLR process
powerslave1
03/11/2021
12:15
News on CNG must be imminent https://thestrayferret.co.uk/all-145-cng-energy-staff-in-harrogate-set-to-lose-jobs/
sparky333
02/11/2021
17:19
So MA energy and ampower have about 2500 SMEs between themNice little earner as via SOLR but I doubt YU will get a look in as the big 6 seem to get dumped with everything.
sparky333
02/11/2021
17:05
Lol the weirdos are back Keep an eye on MA energy I have spoke about this company a lot in the past. I think a good fit for YU.
sparky333
02/11/2021
17:04
4 have gone today in total, including ampower
powerslave1
02/11/2021
14:48
1meme any news on CNG ?
sparky333
02/11/2021
14:42
You can always tell who is about to go via 2 methods 1. RO payments we have I think 5 failed to pay by the 3rd deadline of 31st oct. 2. When they are taken off elexon BSC https://www.current-news.co.uk/news/ma-energy-removed-from-elexons-bscEvery company taken off BSC has folded and MA Energy is the one I am watching along with CNG.I am amazed CNG has gone yet either via a bid or SOLR as the clock is ticking and staff have reported gone into liquidation according to the local press in harrogate.
sparky333
02/11/2021
14:35
2 more gone bust. Bluegreen yesterday and Omni today. Think Omni has a handful of B2B. No news yet regarding the SOLR for CNG.
powerslave1
01/11/2021
11:24
Market still trickle selling, getting annoying now
sparky333
30/10/2021
09:15
Think it’s worth pointing out that natural gas futures are down from 300 on the 4th Oct to 167 yesterday. A series of lower highs and lower lows on the chart.No doubt there will be the odd spike but I can see the overall trend continuing as the bubble bursts. Going to have to accept higher average prices wherever it settles but that really doesn’t affect Yu’s business just us in terms of end product cost. I will be happy to see Yu come out of this period of time with one or two Bristol energy type deals, bit of a missed opportunity if they don’t. Otherwise steady as she goes. At some point the share price will reflect success and lth will be happy enough. RC
arsey
30/10/2021
08:58
Ofgem named and shamed a string of seven suppliers on Friday that are likely to miss a late payment deadline for a total of £17.9m in renewable energy subsidies collected from their customers’ energy bills by 31 October. The regulator has ordered Ampower, Whoop Energy, Delta Gas and Power, Entice Energy, MA Energy, Neon Reef and Together Energy to meet the deadline or they risk losing their supplier licences. Typically, suppliers that struggle to meet their financial obligations often run a higher risk of going bust. There are I think 2/3 in this list who are business only. I can see business and consumer ones getting a bit of leeway but if you are just business then if you can’t pay then you are not viable and unfortunately should be taken over. Not sure how many customers they have but perhaps more realistic targets for Yu RC.
arsey
29/10/2021
11:17
The SOLR winner will have 2 retention tools 1/ customer apathy, even in this market some customers won’t bother 2/ deemed rates. If they are placed on deemed rates, which is normal. The SOLR supplier can backdate the contract offer, others can’t. Means a customer transferring away will be on deemed rates until the transfer is complete. Most of CNG’s customers were placed by a TPI called Bionic, they will be looking to earn a fresh commission by transferring the customers to a new supplier. Not sure that YU work with Bionic…..
powerslave1
29/10/2021
10:22
Yu might be left out in the cold as far as being offered the business. But you know as well as I do, customers don't have to go with the provider, thus leaves a great opportunity for us to cherry pick.
cocker
29/10/2021
10:20
CNG is an odd ball, because the company hasn't failed because of the B2B business it is because of the shipping side and companies like Avro leaving massive debt and causing distress to CNG.The B2B side is 100m turnover that was profitable post COVID If it goes SOLR there will be a large appetite for it and this isn't a loss leading book like domestic, totally the opposite as B2B isn't price capped. Gem taken for nothing because if they. Bought the business it comes unhedged so contract will be either honoured or new contracts at current spot rate , this is where the SOLR bidding will be interesting , again no one is going to want a loss leading book.But OFGEM seem intent on giving everything to the big 6 so 99% certain YU will not get a look in , even though they are a B2B specialist, which is the logical place for a B2B book
sparky333
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