Yu Share Discussion Threads

[paddygangster] 13/6/2022 12:49

Cash in your chips at 195the Ponzi scheme about to implode? , sure hope it does as can't wait to rub your snouts into it when it does!

[sparky333] 09/6/2022 10:16

Glad it's not me taking the bait today from the lunatic lol

[cocker] 09/6/2022 09:58

I certainly can smell it coming from you Coco. Now give a reason why on God's earth YU need to raise any funds because I can't think of any reason why!

[placingalert] 09/6/2022 09:18

Your Frustration is Obvious Mr Ramper

[placingalert] 09/6/2022 09:04

Rampers How long can you survive with a leaking ship?Dreaded placing RNS can land any day Imo

[sparky333] 08/6/2022 11:32

Good energy moving nicely today

[sparky333] 08/6/2022 10:56

Interesting stock swap at 190p

[sparky333] 03/6/2022 16:03

A negative and a positive.

[cocker] 03/6/2022 15:14

I have said the same for some time, the plus side is he was hurt more than anyone a few years ago and has most to gain, so perhaps we are in good hands

[sparky333] 03/6/2022 13:33

Now I will put my downsides to YU1. BK holds to many shares making a takeover impossible unless it's a friendly approach.2. I expect BK holding so many shares does put off some large investors, if apparatchiks to sell a chunk to an II would BK agree ? I doubt it has his ego will want to get the share price back to £12 again.3. Past sins from the previous FD, people have long memories and BK is still at the helm. That was 4 years ago and YU has some very talented BOD members with solid backgrounds but still have great is BK influence ? What he should do is take his stake below 30% on offload the rest to institutional investors as this would bring a huge confidence boost and with ,argue shareholders hold the BOD to account.Those are my negative points on YU

[cocker] 03/6/2022 13:27

Gaining traction, T/O has increased significantly over the past two years or so and anything added, will all add to the bottom line. Clearly not a AIM listed rainbow stock but certainly a Ruby in a mountain of rocks.

[sparky333] 03/6/2022 13:23

If you do. Or believe my number guessing look at the broker notes.So far in the past 2 years even figure has been smashed by YU by a huge margin.So I have no doubt the current figures they have published will again be smashed Rev for this year is estimated at 215m , I say it will 240-250.The reason for this is continued high energy prices and the deemed rate effect as well as new clients as YU push from 32k to 35-40k.2023 Rev is 260m I expect this will be at least 300m We go on and on but look at the eps and cash position and the acceleration.If people are actually prepared to hold and be patient this stock will be way of £10 within 24-36months and this excluded mergers and takeovers

[sparky333] 03/6/2022 13:14

There is a reason why switching is falling, think about it and when it started.Why take a contract out now or in the last 6 months and set in stone a crazy price, businesses are staying on deemed rate at present and taking the risk prices will fall in the short to medium term. This is a big boost to YU this year as highlighted in the recent annual report. Now you could argue this affects long term visibility but forearm contract booking at at 290m so that doesn't ring true The fact is the market are totally missing the point of what is currently happening at YU , revenue, profit and cash are growing at incredible rates with no sign of going stale.I am picking numbers out of air here but , The market will wake up eventually because if the company is pulling in 500m in rev and 20m profit how can it be valued and £30m as. Y this time the dividend will rolling in as well. A company on those metrics, profitable , no debt and paying a nice dividend should be valued as per its peers at PE of 30.The numbers get very baffling and YUs projections for 500m turnover is not that far away in the scheme of things so anyone buying now is laughing.You can chime all you like about bad debt, recession, etc but the facts are the fact and so far YU are on track if not ahead of plan because of the high energy prices are adding fuel to the revenue fire in a positive sense.

[1hectors house] 03/6/2022 10:11

It does sparky, but to my earlier point there is more cost and risk to this. Yu is not a big brand so they will have to invest considerably in marketing and pricing in order to get traction. Also switching is declining in the b2b space. So there is some risk here.

[sparky333] 02/6/2022 22:24

I would assume so which cuts out TPI percentage cut.

[1hectors house] 02/6/2022 21:16

By promoting direct quoting it seems there is a move away from brokers? See previous post..

[1hectors house] 02/6/2022 21:12

Getting there. It's the pace of change as this was mentioned over 2 years ago.

[sparky333] 02/6/2022 20:50

https://www.yugroupplc.com/digital-by-default/

[1hectors house] 02/6/2022 20:08

Digital is something the business has talked about for 2 years. Standing up a portal is pretty quick these days. So pace of change is one to keep an eye on.

Smartest still have the deeper pockets and stronger market presence.

[sparky333] 02/6/2022 19:57

Digital is being worked on now, a self service portal and all the good stuff and being released in sprints. I was purely talking smartest business energy not Smartest itself .Smartest business energy turned over £75m in 2021.And gross margin was 7.4% YU turned over 157m @ 9.8% gross marginYU performing far better and smartest business energy was the larger company in 2019

[1hectors house] 02/6/2022 19:38

I think smartest are worth more. They are dealing in upstream and have higher consuming customers and revenue in their portfolio. It would likely look like the Dual Energy buy out if anything.

To get to those numbers you either need large sme portfolio or a high revenue I&C base. Which is it?

Yu do lack decent digital credentials. No self serve portal is the bare minimum in 2022 and would put off customers. Some Google reviews say the same.