Yu Share Discussion Threads

[sparky333] 20/7/2022 16:28

As expected from shareprohets but for once no sell but a subtle dig Cant read the article as would never pay for that rubbish.AIM-listed Yu Group (YU.) released its half-year trading update for the six months to June 2022 yesterday morning. As ever, it made a good impression but does it mean good results are on the way, or will there be a hidden nasty?

[sparky333] 19/7/2022 15:58

So your saying Premier Miton did no research before taking a 6% stake ? And the numbers are fiction ?Please give me a break

[sparky333] 19/7/2022 15:55

Broker change is moving for tier 3 to tier 2, share price Angel are terrible and very low level.Lib are a step up, let's see how the PR goes over the next few weeks and months

[rodney101] 19/7/2022 15:44

Sad reaction to TU Looks like market does not believe in the current management some how broker change is seen as suspicious

[sparky333] 19/7/2022 15:01

Debt free £30m MC for a company who will turnover close to £300m and make a nice healthy profit.Shocking how investors ignore and actually sold today at nearly an 18 month low when the sector is obviously on fire

[sparky333] 19/7/2022 15:00

Disappointing day share price wise, but am I surprised ? Nope.More patience needed

[the millipede] 19/7/2022 10:19

Nice update. Holding on.

[wooster4] 19/7/2022 10:13

fantastic update - not surprised at the market reaction. In dreadful wider markets, you need great results just to maintain your rating. Six months ago and price would be up 60 pence.

[sparky333] 19/7/2022 09:59

Good post Florence

[florence141414] 19/7/2022 09:26

I think the most important number is that they've guided for an adjusted EBITDA margin of better than 50% above previous year's 1.1%. If we assume this to mean 1.8% that's 4.5m if we hit 250m revenue, this is not a bad measure as they have little interest or tax to speak of and I think impairments (which are the big unknown holding back the share price IMO) are accounted for in this metric. If you assume that depreciation and share based payments are set to increase then this gets you to about 3.3m net profit for FY22. If these figures are correct then we are trading around a 10x multiple of net profits with extraordinary growth but also the uncertainty around increasing impairments. I'd say it's cheap but not without legitimate concern.

[sparky333] 19/7/2022 09:17

New share price Angel note out SP Angel has published a new research note on Yu Group PLC. Please click on the below title to see the full release:Yu Group PLC - share price Angel says share price Angel Spec Sits: YUG Tracking Ahead of Forecasts

[cocker] 19/7/2022 09:03

An amazing update and given wholesale prices one would have expected a significant increase all round. The saving grace is that if the share price action is based upon such a remarkable update, what hope is there for a lot of debt ridden AIM listed stocks and there is one that springs to mind!

[sparky333] 19/7/2022 09:01

Shocking if we go red

[sparky333] 19/7/2022 08:58

Same but this is YU, the numbers speak for themselves and I have no need to sell and can hold for as long as it takes to hit my first milestone.

[wolfofhounslow] 19/7/2022 08:53

HmmExpected better response

[sparky333] 19/7/2022 08:25

Yu Group Expects 1H Performance to Be Boosted by Investments MadeYu Group PLC said Tuesday that it expects revenue to rise significantly in the first half of the year, driven by investments made in its systems and processes and despite the pressures facing the energy industry, with growth expected to continue throughout the year.

[sparky333] 19/7/2022 08:11

Haha numbers like that a people sell, incredible.

[arsey] 19/7/2022 08:01

One word. Superb. RC

[bump3r] 19/7/2022 08:00

See you all when we get above £3

[wolfofhounslow] 19/7/2022 07:50

I was wrong... well done

[sparky333] 19/7/2022 07:37

Can't wait to see what Shareprohets says. You never know after 47 negative articles they may finally have something positive to say for once.

[sparky333] 19/7/2022 07:35

LIBERUM: Yü Group* - Strong update: FY22 EBITDA upgradedNeed premium access through research tree

[irish boy] 19/7/2022 07:21

Simply stunning numbers that the market cannot possibly ignore. Each and every metric beating all market expectations by a mile and every reason to expect this to continue.

[sparky333] 19/7/2022 07:21

I thought 100m turnover was doable but 125m wow. £275 to £300m is possible this year with is higher than the 2024 broker forecast