Yu Share Discussion Threads

[arsey] 03/1/2023 16:59

Magnificent day again. Loving this. RC

[cashandcard] 03/1/2023 16:47

Hi All,Took my first position here today. I like the growth and the possibility of a Divi. With increased growth will come progressive Divi - which is a very attractive proposition to me.Hopefully all the troubles of the past are behind it and the trajectory from here is towards £ number with double digits.Cash

[sparky333] 03/1/2023 16:43

Another million pounds worth of shares traded.

[sparky333] 03/1/2023 15:07

Excellent volume again

[sparky333] 03/1/2023 13:34

Well some how YU are anticipating owning 45,000 smart meters by the end of 2023 which is a good 15-20k uplift from known numbers at H1 2022YU never over estimate they under estimate and beat so if they say 45,000 I bet you now they will over deliver

[sparky333] 03/1/2023 13:32

That does seem to be dragging on with Delta

[bump3r] 03/1/2023 13:26

Im still waiting to see what Ofgem do with Delta gas and power. Whether their licence is revoked or not.Its an interesting one as they are all business customers and would be a perfect fit for YU as a SoLR

[london07] 03/1/2023 13:10

My 2 AIM multibaggers for 2023, YU and HARL.

Expecting YU to be well into double digits, standout and safest performer on AIM, plenty of cash and no debt, profitable, what else do you need!

[hamidahamida] 03/1/2023 12:55

Thanks Appreciate it

[sparky333] 03/1/2023 12:40

These large buys are not PIs these days but HNWIs or IIs That is nearly £100,000 purchase

[sparky333] 03/1/2023 12:39

Yep very chunky

[markiemark321] 03/1/2023 12:35

Nice delayed 17.5k buy reported as a sell.

[cocker] 03/1/2023 12:10

Maybe worth taking a look at the financial details of another AIM listed company in Warpaint. I have followed this company for some time and missed the boat from 110 to todays 175. Compare YU to them and it wont take long to see how undervalued YU Group is!

[hamidahamida] 03/1/2023 12:04

Pleasingly we are seeing consistently good volume

[sparky333] 03/1/2023 11:58

Totally agree, cash is going to go insane in 2023 if they meeting the 2023 revenue target

[rodney101] 03/1/2023 11:37

Possibly 500 million revenue at 4% net margin, 16 plus million cash and increasing every month and the company is still only worth 86 million

[rodney101] 03/1/2023 11:32

Totally agree with you M&A is highly likely we wait and see eagerly waiting for the next TU in few weeks

[cocker] 03/1/2023 11:19

Organic growth is paramount and to take on any company that has bad press would be ludicrous imho. YU are doing absolutely fine as they are and share price reaction confirms this.

[sparky333] 03/1/2023 11:09

BES is an interesting one and is on my list of potential targets as they are mired in bad press. Turnover last year was £80m

[spring0914] 03/1/2023 11:03

Hi Sparky,On the consolidation point there are several companies I feel would be a good fit. One that sticks out to me is Bes Utilities because the current owner is under investigation at present. The company does seem to be getting a lot of bad press at the moment. A sale of the company and re-brand under the YU banner would be a good fit and add significant turnover to the company. What are your thoughts?

[sparky333] 03/1/2023 09:34

Hi Spring,Sector consolidation is an interesting one, YU have been talking about it for over a year but have yet to dive in which is due to a strict criteria they work with in ensuring a diverse portfolio of clients.I do feel 2023 will bring some consolidation and I have also thought YU would merge or takeover Smartest Business energy as both sit under Smartest Energy.The synergies are there and smartest Business Energy have struggled to grow and stagnated where as YU has grown 4 fold.One to watch

[spring0914] 03/1/2023 09:25

I have been a silent investor in YU for the last two years and have slowly grown my portfolio. This is without a doubt the share to invest in and I can personally see the sprouts of explosive growth over the next few years.If anybody reading this is going to do anything with their money, it should be investing it in YU. It's cash rich, no debt position makes it a force to be reckoned with. Looking forward to the trading update this month and any snippets as to how 2023 has begun. Is this the year for sector consolidation with cash rich YU in the driving seat? Looking forward to seeing what 2023 brings and good luck to all investors!

[super squid] 03/1/2023 09:23

Not really. There were 2 x 2500 trades at 510 and 511p. So, the MMs have let the subsequent 6-7 'buys' go at around 513p. They appear as Sells but are definitely Buys. Once the latest 1000 shares have gone (perhaps by the time this is posted), you will see the offer deals trade up towards 520p

[sparky333] 03/1/2023 09:15

Odd trading this morning

[fidra] 02/1/2023 14:24

Just to make the link direct