Yu Share Discussion Threads

[sparky333] 04/9/2022 12:37

Oh yeah forgot to add that do not forget YU benefit from all the gov actions ie tax cuts, VAT cut, business rate cut. Would not want to be out of this when the news breaks with results only 15 working days as well

[sparky333] 04/9/2022 10:31

https://news.sky.com/story/chancellor-nadhim-zahawi-prepares-multibillion-pound-tax-cuts-for-businesses-weathering-energy-crisis-12687589

[sparky333] 04/9/2022 08:09

Let me help you a little bit, companies collapse which means higher unemployment which means more benefits which means more gov debt and unemployment spirals to 6,7 8 million.The benefits bills is already 130b a year this would double or treble.Now some bright sparks in the industry have had a brain wave.A huge loan pot is established of say 100b Company a bill is X but frozen at Y. The difference is drawn by the energy industry from the pot and paid back by the company over 20 years.

[sparky333] 04/9/2022 08:05

It's not rocket science and you need to actually read the SSE proposal. It's people like you that cause contagion for fear like the press. Very sad

[wolfofhounslow] 03/9/2022 19:39

Hardly any support available for businesses means massive bad debts going forward for YU....Not sure how YU will be protected

[sparky333] 03/9/2022 08:33

Quiet week this week and last week, sellers run out of steam and buyers creeping in slowly. I expect a lot of gov announcements next week in regards to gov support.I expect a large fund is put in Place for business to draw down and pay back over xx years. This protects the suppliers and business through the current crisis. Also a freeze on green tax's and VAT reduction for business to say 15%

[sparky333] 27/8/2022 19:06

I do not disagree especially as the CFO and CEO are so highly paid yet share price is languishing. At least the next feeding at trough is based on share price and at this rate even the 250p target is not going to be hit never mind the 650p for a 100%

[sparky333] 27/8/2022 11:48

Interesting trades yet again on Friday, someone is picking up stock in quantity about 100k last week

[sparky333] 26/8/2022 15:23

I am actually very excited about the next 24 months because the landscape will change so much and with change comes opportunity and I guarantee YU will be front and centre.Medium term goal is 500m turnover and I see this in the next 18 - 24 months.

[cocker] 26/8/2022 14:15

Surely that bodes well if YU are taking the same stance. Of course there will be casualties, but YU are not household suppliers an dthats the main difference!

[1hectors house] 26/8/2022 13:36

Here you go Sparky. Energy suppliers are choosing not to supply.

[1hectors house] 26/8/2022 13:36

Here you go Sparky. It's very real.

[1hectors house] 26/8/2022 10:37

Plenty in certain regions or pricing out to discourage.

Plenty demanding upfront bonds too. Check sky and guardian websites.

Resilience will be key now.

[sparky333] 26/8/2022 10:14

Good energy flying this week, bad debt concerns not affecting them

[sparky333] 26/8/2022 09:55

Who ? You seem to have industry insight, so your implying the providers themselves are driving businesses into the ground ? I expect the press would have a field day if this was the case as they live beating up the sector at present for the massive profits

[1hectors house] 26/8/2022 09:42

Certain suppliers are not taking on certain business types or new connections. This is happening.

What I am saying is some suppliers are asking for security bonds ahead of coming on supply. This is unaffordable.

There should be some form of support for businesses now. It's not scaremongering. It's fact.

[sparky333] 26/8/2022 08:52

Also do you think no due Dilligence and credit worthiness checks ? is done before signing a contract.I do not understand your issue specifically with YU, what makes YU different to Good or any other supplier ? They have managed every issue in the last 4 years most of which once in a lifetime events.

[sparky333] 26/8/2022 08:41

What has that to do with microfocus. Odd suggestion that a company would not take on new business, that is a material change in the business and would have to be reported.People make so many assumptions to is scary

[1hectors house] 26/8/2022 08:37

Told you there was a challenge for SMEs. Many companies will face bankruptcy and this will impact smaller suppliers.

I wonder are Yu offering contracts at the minute. I would not blame then if they aren't.

[sparky333] 26/8/2022 08:17

Wow big premium for microfocus today. Just goes to show how undervalued UK stocks are. Microfocus has billions in debt as well.More and more UK companies will disappear over the coming months snapped up for peanuts because UK investors have no idea how to value a company and stay in a stock for more than 5 minutes

[sparky333] 24/8/2022 15:03

Now a 25k buy

[sparky333] 24/8/2022 14:01

Strange trades today flurry of buying at 172.65p and now a couple of sells at 171.Tested the spread and 172 to buy and 171 to sell.

[sparky333] 24/8/2022 08:56

I see the gov fund is taking traction, makes sense to me and has to be inclusive of business because if business collapse with no support millions will be unemployed. Which means more benefits and less income for the Gov.I see no other option

[sparky333] 23/8/2022 22:22

We are certainly in interesting times because if YU nail the next 12 months the market cannot ignore anymore because the valuation will be utterly disconnected with reality.I get the recent decline, the press is relentless on the sector and most people have no idea of the sector form production to transmission to the sellers. Yet the entire sector is tarnished as profiteering which isn't true. Front end yes because the commodity is under supplied globally whether it's oil or gas. Margins remain the same and the end of the chain but a 10% margin on 50p is a lot different to 10% on 500p if core overhead remains stable.