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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 7301 to 7321 of 7650 messages
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DateSubjectAuthorDiscuss
08/11/2021
20:26
Pozitive Energy take over CNG customers
1me me
08/11/2021
18:00
Agreed, we should be in the 300p to 400p range ready to push 500p plus in Jan 22 update
sparky333
08/11/2021
17:45
It is also a great boost that they have allocated this business to YU. So they must think Yu are financially in good order. Very undervalued here ,but a lot of us here have though that for a while. A decent set of results and or a decent statement on trading would do a great deal of good here in time.
fidra
08/11/2021
17:06
https://www.voxmarkets.co.uk/articles/yu-group-appointed-by-ofgem-as-last-resort-supplier-fdbc271/
sparky333
08/11/2021
16:56
I think Yu got the best of those 3 deals. It will be difficult for those customers to leave positive, due to the deemed issue.
powerslave1
08/11/2021
16:24
Smartest business energy got MA energy and Pozitive energy CNG.Pozitive not well like on trustpilot so a few could come YUs way
sparky333
08/11/2021
12:47
Larger buys coming through now, nice 9.9k just popped up
sparky333
08/11/2021
10:34
Do not be surprised to see another well respected II come onboard soon
sparky333
08/11/2021
10:26
I'm fed up with constant placing rumours put out by likes of TW and co
kaka47
08/11/2021
10:24
True agree but Imo last 12 months or so the only thing that's really held and holding the share price down is placing rumours. If YU is not planning to do a placing then BK really needs to come out strongly and put out a clear statement and put these placing rumours to bed.
kaka47
08/11/2021
10:05
Is TW sticking the knives in yet again ? been doing it for 4 years and I am still awaiting this fabled placing he started spouting in 2018 The guy has no clue and totally blinkered in his view , takes a big man to admit he was wrong, TW isn't a big man as he is an arrogant narcissist.
sparky333
08/11/2021
10:02
Hi kaka47It's an odd one for sure but I am expecting YU to become a hot stock of 2022/23 Next year YU will turnover in excess of 200m and with the digital drive kicking in Q1 22 net margins will increase significantly Profit for 2022 will be insane if this growth continues and why shouldn't it YU are only scratching the surface.BK was asked by myself in questions on AJ bell in March , where do you see YU in 5 years time. He didn't even hesitate and stated 500m + turnover Obviously a vision is playing out and the recent industry reset will accelerate this.When the PE ration is under 5 and the company is growing at 40% per annum with the industry average of 30 it cannot be ignored.
sparky333
08/11/2021
09:53
All this good news after good news and share price hasn't reacted. share price should be well over 500p TW is not a nice guy he should be honest and give credit where it's due
kaka47
08/11/2021
09:16
I agree powerslave very sweet deal Yet again the market is not fully digesting this, small mark up but personally we should be at least double this Sp Turnover is going to rocket next year and yet we still have CNG and MA energy to comeYU are awesome at hedging as can be clearly seen to date, I am 100% confident they will nail this the hedging guy is very experienced
sparky333
08/11/2021
09:07
Excellent news. They are decent size customers too at £10k average, no micro business here. A much better portfolio that CNG, didn’t realise AM had so much volume. I agree with the assessment that they will retain the majority of the new customers. A SOLR supplier has the advantage of charging a deemed rate (approx double normal market rate) from the date of acquisition. They can backdate a contract start, eliminating the deemed cost, any alternative supplier can only start once registration is complete. Also, in the current market not too many competitors looking to win this business. Hedging will be interesting,with the market up sharply this morning, with the additional gas that Putin promised not arriving yet. The sensible strategy would be to hedge only a couple of weeks against the deemed portfolio, and then back to back each customer as they move from deemed to contract. Deemed prices are so high that a further spike in wholesale costs wouldn’t be too problematic
powerslave1
08/11/2021
09:06
Early buys coming through now and looking like sells , naughty MMs
sparky333
08/11/2021
08:09
IIs are going to have to wake up to YU soonTurnover next year will be way over 200m now , profitable this year and here on in with profits rising very fast as turnover increases
sparky333
08/11/2021
07:18
I think the technical term for that one is "A FREE MEAL".
cocker
08/11/2021
07:04
Fantastic news
sparky333
05/11/2021
10:13
I suppose a lot has to do with risk appetite, YU are very risk averse following 2018 and now have a very strong and experienced management team and the results are clearly bearing fruit.As BK keep saying along with this management board now is the time for explosive growth phase. But there are caveats on this 1. It must fit YUs model 2. Must not be a loss leader 3. Sector balance and diversity with clients who pass YUs credit checks The problem with SOLR is you get what you get but then I suppose you would with an acquisition at least SOLR not capital out lay Interesting things happening either way as it shows the intent of YU but the problem is we will never know if YU bid. An opportunity like this will not come around again other tha through acquisition and alas most of the other SME focussed players are far larger than YU and I can only think of Smartest Business who are similar in size What ever happens I have faith in YU MB to make the right decision but we are at a juncture in the future of the energy supply space as the landscape is changing forever and YU must ensure they are front and centre because the opportunities for the next 3 to 5 years are Huge
sparky333
05/11/2021
09:56
Hey Sparky When I mentioned kWh used above, I was referring to more kWh used, due to organic customer acquisition. This should be viewed as good growth in turnover, assuming acquisition is at positive margin. As you say it will contribute to fixed overheads. Growth due to increase in the wholesale cost of energy should be viewed as bad growth, as it adds working capital cost, and reduces percent margin. You are right, the third type of growth is where there is a forecast error. This is a risk to any retailer and can be positive or negative, through time depending upon the delta between fixed selling price and market value of the under/over use. Many larger contracts have a take or pay clause that allows the supplier to reopen pricing if consumption falls outside +- 20%
powerslave1
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