Yu Share Discussion Threads

[sparky333] 08/7/2022 21:20

Just reading about sigma connected, they have some big clients, In the energy sector, octopus, eon, Scottish power, shell energy.Never mind other sectors Smart move imho

[sparky333] 08/7/2022 18:48

Centrica up another 3% today

[sparky333] 08/7/2022 17:23

Lol the weirdos are out in force again, I am amazed at the amount of idiots this stock draws with no insight at all as the where YU has come from and heading.Anyone would think there turnover is in decline, loss making , burdened with debt blah blah blah Actually none of the above in times like now defensives that have no debt, inflation proof an essential commodity offering are stand outs Next results will prove yet again YU are way ahead of the curve

[sparky333] 08/7/2022 17:18

Ahead of game as always at YU

[investor73] 08/7/2022 17:03

hxxps://www.thebusinessdesk.com/eastmidlands/news/2060863-midlands-firm-lands-yu-energy-contract

[cocker] 08/7/2022 16:21

Hindsight is a marvelous thing and of course I wish I had cashed in my 400% gain. But still up 150% & the company has done all it can in unprecedented times in the world and its market it which it operates in.

[cocker] 08/7/2022 14:09

Bizarre I know, but in all fairness across the whole market there are very few buyers at present. With recession just around the corner one would think a defensive stock would be top of people's list, but hey ho.

[sparky333] 08/7/2022 13:42

Still a few sellers at 18months lows. Stupid or insightful we shall see.

[sparky333] 08/7/2022 08:38

You say YU doesn't provide anything special ?They are unique in it that provides a full suite of services water, gas, electric and EV.So you have contradicted yourself as the big 6 are shocking the only one who seems to excel is octopus.As BK said the low hanging fruit from the belly of the big boys will be picked constantly and before you know it YU isn't a challenger but a billion pound turnover company.How many companies have access to a guaranteed pool of £32b annual marketplace ?

[sparky333] 08/7/2022 08:28

Credit where credit is due they have not out a foot wrong and the issues of 2018 have ensured management have a keen eye on the company this time around and not complacent.The market is currently totally blind to these achievements over the last 4 years.It will change and when it does do not be surprised if over a couple of years the Sp starts rising and doesn't stop like audioboom. You have been warned as nothing flashing yet that the growth is stalling if anything it is accelerating significantly.

[sparky333] 08/7/2022 08:25

I think Mr wolf misses the point that the recent events YU has smashed through are once in a generation When was the last global pandemic ? 100 years ago.When was the last energy crisis 1970s They have not only survived but thrived and this is testament to great management and risk mitigation when 50% of rivals have collapsed and in the SME specific space very few rivals, none of which offer all three utilities as well as EV.We are now in cyclical recession which comes around every 10-20 years and again YU are in a strong position as no debt and profitable

[investor73] 07/7/2022 18:24

Yu has come out intact through very tough period when most small energy providers and their competitors went bust. Being in a very strong financial position they're not likely to go bust any time soon.

[wolfofhounslow] 07/7/2022 17:24

YU does not provide anything special.....eventually the order book will be transferred over to the big boys once YU fails

[wooster4] 07/7/2022 15:18

daveboy - never try and reason with anyone from hounslow!!!

[sparky333] 06/7/2022 09:27

I am under no illusion bad debt will increase it would be insanity to think otherwise.But YUs is like any other service company and there bad debt provision will be prudent and knowing how good they are at cash collection I think it will be below the industry average especially domestic.But we shall see in the fullness of time

[sparky333] 06/7/2022 09:25

It will not matter they will always pick on something.I can tell you now figures will be great, cash will be up but they will home in on bad debt.This will be a trading update and because bad debt isn't mentioned they will use that and weaponise it.

[daveboy19] 06/7/2022 08:19

One thing I have learnt - never try to reason with unreasonable people. By definition ! Hope we get some stonking figures this week or next to put it to bed once and for all.

[sparky333] 06/7/2022 07:10

You don't get it do you. YU have hit the turning point of revenue v declining cost base therefore net margin increases significantly for every £1 above the cut off point which seems to have been around £130m ish.Probabaly on rev below that the net margin was wafer thin as all overheads have to come out of any margin but now they have hit the switch over point every dime above that is big net margin.That is way the overall net margin increases as overheads fall exponentially.

[wolfofhounslow] 05/7/2022 23:01

That's with revenues of 155m...closer to 1%They might improve it to 3% that's about it....Bad debt will erode all that

[sparky333] 05/7/2022 20:54

Margins are over 10% now overheads falling towards 5 5% of 250m nice easy money Such huge market to tap into 32b so in the next couple of years when turnover is 500m , wow the numbers start getting big and guess what market cap is only 30m.Also you will find a lot of companies operate on small margins oil service companies, defence contractors there gross margin is capped at 5% Big scope to drive gross margin even lower toward 3-4% it's all about scale

[wolfofhounslow] 05/7/2022 20:33

Bad debts will be at-least 2/3%....Way more than Yu net margins....Yu doesn't bring anything exciting to the table. It's not a producer....just a middle man