Yu Share Discussion Threads

[disc0dave46] 27/3/2024 19:43

Should once again clarify my last post as it seems like my fans can't read too well. Those from the crèche are FILTERED so I can't see what rubbish they post.

[disc0dave46] 27/3/2024 19:34

Sorry spwh you are already on the crèche list.Have a good evening

[spwh100] 27/3/2024 19:30

And the turnip for the loser of the decade goes to……R30;..DiscoDave

It was a close run thing with the munchkin clown

[disc0dave46] 27/3/2024 19:25

Sparky

“Nothing else appeals in these markets only one stock ticks all the boxes,
Negiable debt - agree but still odd they took the debt on “with all that cash”
Masses of cash - agree but ROC payment has doubled and working capital plus Capex will also be considerably higher, oh plus how much is upfront customers cash!
Huge dividend - subjective, 1.8% but will be about 4% if they actual deliver their capital allocation promises, but some contradictory data against brokers number and their promise to provide at least 3 times cover. Plus it won’t be sustained IMO.
Growing as fast as tech stock - Really! are you for real, wouldn’t say 6% to 7% growth in their eps is anywhere near a “tech stock”. And that’s the consensus forecast. Microsoft growth is anywhere from 25% to 40% ffs.
PE below 10 WTF - that’s a fair rating IMO when you compare to the UK’s number one business supplier that’s on a PE of 7x.
Huge market static market to grow into - it’s taken them 10 years to gain 1.4% of the market, yes bags to go for but on that basis 5% will take about 25 years and it won’t be around by then IMO.
Rivals are Stone Age - are you saying BG are Stone Age?, can you provide examples please.
YU is agile and tech savvy - so tech savvy that they bill customers who haven’t even used any energy (check the reviews), plus they can’t even get their own accounts correct!.

Just some balance.
Have a good evening and keep on posting very humorous postings, love it.

[ihatemms] 27/3/2024 19:18

No there’s been no bid for it yet. It’s a toss up which company will hit £25 first. Yu and Alpha are my top 2 holdings and make a huge proportion of my portfolio.

[charlotte2020] 27/3/2024 19:15

Quality stock that one. Didn't it have a failed bid last year?

[diohohku] 27/3/2024 19:10

Poor old Dave, you must be smarting. It must be frustrating not to be in control? 😇

[ihatemms] 27/3/2024 19:09

Sorry off topic - there is 1 other stock comparable to Yu Group which is Alpha Group International.
About to move from AIM to FTSE full listing in May and will move straight into Ftse 250 in June .
£780m market cap. Price circa £18 ; eps £2.06 (inclusive of bank interest);p/e 9
Came to market in 2017 at £2
Cash £200m in the bank - heading towards 1/3 of total market cap. ;
Pays a reasonable dividend.
Total Revenue 2023 £186m ; profit before tax £116m; no debt
Just 2 broker coverage at present;will have many more when moves to full list; a who’s who of institutional shareholders already.
Just 43m shares in issue and doing buy-backs which it could continue ad-finitum if it wanted.

Apologies again for off topic

[charlotte2020] 27/3/2024 18:46

Thanks for that. One of my all time favourites. Some good ones listed below on YouTube. Music was better then

[sparky333] 27/3/2024 18:28

Nothing else appeals in these markets only one stock ticks all the boxes,Negiable debtMasses of cash Huge dividend Growing as fast as tech stock PE below 10 WTF Huge market static market to grow into Rivals are Stone Age YU is agile and tech savvy The list goes on

[sparky333] 27/3/2024 18:14

Huge after hours volume yet again.This get more interesting by the day

[diohohku] 27/3/2024 18:00

My claim to fame is disco loves me 😍 he won't filter me, you just watch.

[allstars001] 27/3/2024 17:50

Sparky are you 100% in this or you split across other investments? Good call from you countless times with this

[daveboy19] 27/3/2024 17:20

Up a pound a day, that'll do nicely!
Plus, plenty of folks more than happy to pay 1750p at the close. Loads in fact! Would not be surprised to see TR-1's tomorrow or next week.
Good luck all genuine investors.

[ballymoss18] 27/3/2024 17:17

Really good volume again.

[sparky333] 27/3/2024 17:13

£20 sooner than I anticipated at this rate

[jasonstephens22] 27/3/2024 16:39

the lucky charm returns

[andymunchkin] 27/3/2024 16:21

its All gone red, whoseDumPing??

[disc0dave46] 27/3/2024 16:19

Must have touched a nerve hey children!?

[andymunchkin] 27/3/2024 16:18

behave My bOy get readY fer leathering.

[daveboy19] 27/3/2024 16:16

Guess who just popped in yes, it's the price rise King ;¬)

[jasonstephens22] 27/3/2024 16:16

Hahahaha. This is hilarious.

[aishah] 27/3/2024 16:15

Sales £270m
Mkt Cap £276m
EV £245m
PSR 0.6
p/e 9.7