Yu Share Discussion Threads

[andymunchkin] 23/1/2023 11:57

rampIng cnTs rBending bakWarDs butIt wonTlast

[andymunchkin] 23/1/2023 11:56

redHoT warNiNg signsR onThy rise.readTodays news

[andymunchkin] 23/1/2023 11:55

tisPump isCumming to thEEnD sooon

[highnetworthclub] 23/1/2023 09:31

Who is Swallowing the sells

[sparky333] 23/1/2023 09:29

TU will be tomorrow, Thursday or next Tuesday if history is anything to go by.

[sparky333] 23/1/2023 09:29

Current PE is 20 ish when results are out this will fall like a stone again I am hopeful the biggest surprise will be cash position is a lot better then the 16.4m forecast Because a lot of big assumptions around bad debt which I think will be significantly less than the 7.72% forecast and will be @ or near the 4% level

[cashandcard] 23/1/2023 09:29

Buybacks are useful where there is a gross undervaluation and no signs the market will address the disconnect on paper to actual performance. Small Oil companies are seeing that on a big scale due to fiscal uncertainty and ESG concerns (effectively depriving them of increasing numbers of large institutions) - the shareprices have been static or very modest increment s that are far from what results indicate. So their actual performance is not being reflected in shareprices and little chance those circumstances mentioned will improve in their favour in the next few years. They need buybacks.Yu has been charging ahead for the lastyear, as results and updates point to huge progress. Aslong as progress in share price follows operational results (it is), there is no need for buybacks, sharecount is already extremely low with no overhang or other barrier to realising that progress in share price Cash

[sparky333] 23/1/2023 09:23

This will be the fourth time they would have beaten expectations in 2022.I expect very large upgrades as BK stated in a VOX interview they are tending at least 2 year ahead of brokers expectations Coupled with that I expect businesses are clamouring to sign up due to the short term fall in gas spot price @172 per therm close of play last week

[daveboy19] 23/1/2023 09:21

'Record average monthly bookings from new and renewed customer contracts over the last three months has resulted in the Board expecting revenue of approximately £260m for FY 22, being a c67% annual growth rate.'
£280m + would be very nice.

[sparky333] 23/1/2023 09:20

The RNS before Xmas stated £260m which I think will be beaten They also stated cash, EBITDA all the significantly beat market expectations.So sell away the guys so far today because any short term downward move will be bought into because 2023 is going to be the year YU moves from baby to teenager and 2024/25 young adult churn out cash by the bucket full and share price multiples of where we are today

[bump3r] 23/1/2023 09:10

Didnt they say that they expected turnover to be in the region of 280m for full year in last updateWould be great if they could beat that.From memory it was 122m for first half

[mustau] 23/1/2023 08:58

Not much out there for a buyback.

[daveboy19] 23/1/2023 08:31

Really? Dividend would be equivalent to a tax-free salary for me, plus institutions would want in big time for the guaranteed income imho.
Why would they suggest it in September, enjoy an even more powerful quarter significantly ahead of ME to then go we're not doing it now! But WTFDIK as ever!!

[hamidahamida] 23/1/2023 08:26

Personally I would prefer share buybacks rather then dividend

[sparky333] 21/1/2023 15:23

EPS 45p broker target I also think this will be beat and 50p + and could be as high as 60p on the optimistic side

[daveboy19] 21/1/2023 13:13

Totally realistic expectations from what the November update states.
Will they mention the divi decision if that is the case or wait until March I wonder.
Can't see why not - it would also entice further investment. Income and AIM are not usually things I associate together!!
GLA.

[cocker] 21/1/2023 13:02

I suspect cash could even be higher

[sparky333] 21/1/2023 12:40

Trading updates are very high level and bland I expect 1. Statement on the year - awesome 2. Turnover, profit and cash position, profit and cash is where I expect surprise to the upside from both hedges and bad debt less than expected.3. Outlook for 2023 which I expect, great start and YU expecting a strong year.Deep down I am hoping turnover 265-270m, cash 18-19m.

[cocker] 21/1/2023 11:22

I guess we are all hoping for TU this week, but could drop following one. One would also hope a note on current bad debt, but i doubt it

[cocker] 20/1/2023 22:48

Another point that often is misconstrued, is that TW of shareprophets has as far as I know never commented on YU(easily missed for some) its actually contributor Nigel Somerville who was until late a bear. Sparky & I have often fought YU's corner & its only of late that we can now walk around with our heads held high, where as I'm sure someone must be "making plans for Nigel"

[cocker] 20/1/2023 17:46

Someone put a buy order in without a firm quote and mm took advantage. So yes we should open up down.

[sparky333] 20/1/2023 17:04

Can't argue with that your preaching to the converted here.12 to 24 months and this will be in the £20s

[markiemark321] 20/1/2023 17:04

Very odd indeed. Guess we will start Monday down a misleading 17 pence. Unless the trading update is released of course.

[adorling] 20/1/2023 17:00

Closing with ATH again - little free float and real momentum with plenty to go to reach fair value. The real money will be made by those who can hold tight for 12-24 months.