Yu Share Discussion Threads

[sparky333] 25/5/2024 17:40

SNN on LSE mentioned possibly TU Tuesday. Will have to wait and see

[daveboy19] 25/5/2024 12:16

I can see your thinking on those points - it's a natural progression to what they have laid out in the company handbook notes.
The 34.5 million pounds is only a modest proportion of what we know they have accrued. That leaves a lot of capital to expand and grow exponentially as they state in there on several occasions. One of the main reasons often given as the downside of paying a special dividend is that it can be construed as representing a company having no growth ambitions - well here it is coming out of their ears to do both admirably! Plus what we don't yet know about for H1.
I've seen the jobs advertised and getting filled as a further clue to their intentions and it's nationwide. H2 will be an enlightening and enriching experience imho!
GLAGI.

[markiemark321] 24/5/2024 23:32

disc0dave46
You clearly are reading my posts :)
You also clearly live in La La land!.
Don’t you understand my previous point?.
The number of meter points and / or customers, and their growth, is fundamentally massive in terms of income generation - it’s the huge volume of energy they will be supplying, that’s their core business, don’t you understand that?, obviously not.
The volume of energy they supply has increased exponentially, much higher than the headline numbers they love to be modest about to the market(please correct me if you can - of course you definitely won’t will you!).

[markiemark321] 24/5/2024 22:56

disc0dave46
“The only way to shut up next door is for YU to keep on doing what it’s doing.”
Why would that “shut me up”?, you are completely delusional. You are obsessed and it’s clear to me that when I challenge the false and ridiculous info and views you post up that you immediately respond and claim to filterme (because you read what I’m posting) on a personal level because you are incapable of defending or supporting those views with any evidence simply because it’s all completely false!.

[disc0dave46] 24/5/2024 22:11

SparkyYou clearly are reading my posts :)You also clearly live in La La land!.Don't you understand my previous point?.The number of meter points and / or customers, and their growth, is fundamentally irrelevant in terms of income generation - it's the volume of energy they will be supplying, that's their core business, don't you understand that?, obviously not. The volume of energy they supply as not increased anywhere near as high as the headline numbers they love to spout to the market, in fact they don't even give a growth figure and previously it's not even mentioned from what I can see (please correct me if you can - of course you definitely won't will you!).

[disc0dave46] 24/5/2024 20:53

Sparky"How many news clients 53500 end of Dec I reckon 65,000-70,000 by the end of H1 and game on in H2 for the push to 100,000 by year end."Perhaos you can confirm that it's meter points or new customers?, also how much energy are they forecasting they will be supplying to their customers / meter points (which are completely different), their supply of energy is the primary factor to growth in earnings not how many more meters or customers - strange a business that actually sells energy has no forecast I can find in what their medium / long term targets are for the volume of energy they sell.

[disc0dave46] 24/5/2024 20:49

SparkySo according to you British Gaa are losing business customers - Nope.According to you all the energy switchers will have gone to YU and they won't have lost any customers.According to Neil the pizza delivery boy they now supply Pizza HutAccording to you there won't be an increase in business solvency's and it won't effect YU.According to you, YU / Shell now don't use a forward hedging strategy despite the fact that the deal just signed up, but instead are buying on the market and at a price below what they are charging customers - but can't post up any evidence to support this garbage / fantasy.

[sparky333] 24/5/2024 20:17

DD very active yet again, what a miserable life he leads.Tick tock tick tock to trading update Let play a game How many news clients 53500 end of Dec I reckon 65,000-70,000 by the end of H1 and game on in H2 for the push to 100,000 by year end.

[disc0dave46] 24/5/2024 18:06

Sparky"Business energy switching was a record month in April over 200,000 so how many did YU gain ?1, 2, 100, 5000, 20,000 who knows but we will find out soon enough."So now you are saying that not one customer of YU will have terminated their contract or moved to another supplier. That they could only have gained more customers!, what planet are you on?.

[disc0dave46] 24/5/2024 18:00

Sparky"The only way to shut up next door is for YU to keep on doing what it's doing."Why would that "shut me up"?, you are completely delusional about why I'm posting my views. You are obsessed and it's clear to me that when I challenge the false and ridiculous info and views you post up that you immediately respond (because you read what I'm posting) on a personal level because you are incapable of defending or supporting those views with any evidence simply because it's all completely false!.

[bobaxe1] 24/5/2024 15:59

True light hearted banter is so much better than stalking

[bobaxe1] 24/5/2024 15:34

They will carry on lolSad green eyed monsters next door hope they are not inbred

[sparky333] 24/5/2024 15:30

The only way to shut up next door is for YU to keep on doing what it's doing.All the brokers and pundits have been way behind the curve with YU and still are.Jury is out at the moment until we get some firm numbers for 2024 but you have already been told 2024 started very strongly.Business energy switching was a record month in April over 200,000 so how many did YU gain ?1, 2, 100, 5000, 20,000 who knows but we will find out soon enough. 53,500 end of dec 23 and target is 100,000 by end of 2024, TU should give a good indication especially as the weaker half

[daveboy19] 24/5/2024 15:24

Best just to not go next door!

[disc0dave46] 24/5/2024 15:19

From next door; "wonder how stockopedia rates YU?"Classed as a speculative but super stock.Only decent score is the momentum.Forward 12m PE is 9.7Eps growth from consensus forecasts:FY24 +1.2%, FY25 +23%Target price consensus £19.75Ps I'm going nowhere chap :)

[johndoe23] 24/5/2024 15:13

Not greatly, they are usually MOR or even slightly negative

[gswredland] 24/5/2024 15:07

I wonder how stockopedia rates YU? Help to shut next door up...

[disc0dave46] 24/5/2024 14:37

Sparky"Even the sector giant is on 7 and they have no market share to expand into in fact constantly losing clients"Complete and utter rubbish. Do you even check the facts before posting?, clearly not.In FY2022 British Gas had 480,000 small business customersFor FY2023 that had increased 15% to 552,000.Yes not growing as fast but then YU are from a lower base. It's taken 10 years to gain just 1.4% of the market.

[sparky333] 24/5/2024 12:24

Everyone is waiting we are about to hit the 6 month point and everyone is waiting confirmation of how well the year is going, already told end of March it was off to a cracker just need to see some numbers because on a PE of 9 no growth is factored in.Even the sector giant is on 7 and they have no market share to expand into in fact constantly losing clients We have 98.6% to nibble at, go figure which way YU is going

[johndoe23] 24/5/2024 11:44

Little surprised no tick up today, after little details yesterday