Yu Share Discussion Threads

[disc0dave46] 09/7/2024 12:04

goat not gost

[disc0dave46] 09/7/2024 12:04

SparkyYou are such a child!.Yeah yeah whatever you say fella.When you say stirring you actually mean posting facts you don't like, posting views you don't like and what really gets your gost is calling you out and challenging all your false information.As you say, I too will post where I like and that includes every single bulletin board there is :)

[sparky333] 09/7/2024 11:53

I posted by mistake here and if I want to post here I will. Now go back to stirring things up here and LSE as time is running out before a TU drops and each day it doesn't the higher the probability the next day.Tick tock tick tock. £30 is coming

[disc0dave46] 09/7/2024 11:49

You contradict yourself so many times - SNN told me what the eps will be (he has insider info does he?), then you say nobody knows what their eps will be - which is exactly what I posted.Now please get back to your rampy thread.Thanks

[disc0dave46] 09/7/2024 11:40

Jeez, I wasn't asking for an answer, it was an open question. Have posted so many times, the number of meters isn't directly correlated with income and likewise to bottom line earnings - until margins are known in terms of hedging then we simply don't know.Thought I was filtered!

[sparky333] 09/7/2024 11:08

Why are you asking DD ? you got told yesterday by SNN on LSE.The fact of the matter is no one knows yet until TU comes out

[disc0dave46] 09/7/2024 10:10

No volume again.Revenue per meter will have dropped considerably (c 22%) IMO, going on 100k meters for the year (ramped next door) and consensus income for FY24.What's their bottom line earnings (eps) going to be?.

[sparky333] 08/7/2024 20:36

I personally think the downside risk is limited and many reasons for this.To name a few Ukraine war, Middle East tensionsTrade routes through the Suez Canal thanks to Yemen North Korea tensionsChinese Taiwan And that doesn't even consider the green push across the UK which is driving up costs and far right movement across Europe . Very unstable world not seen for over 50 years But that's just my opinion and all the top 5 I listed could have catastrophic impacts to energy costs. 2024 has been fairly stable and actually the average price is very similar to 2023 so far.

[iamlucinda] 08/7/2024 18:22

thanks sparky. You must be long term investor. What's your view about the falling trend in Electricity prices?

many thanks.

[1findlaydarr] 08/7/2024 17:47

We like your posts!

[disc0dave46] 08/7/2024 16:22

SparkyMy views on BK offloading to Shell via a secondary placing is exactly that, my opinion. Just because it's not happened yet doesn't mean it won't happen.You said yourself via gossip elsewhere (that was never evidenced but it suited your perma bull book) that Shell wants a stake in YU. Well this is how they can get in, there's not sufficient float to buy on market, plus liquidity is an issue and Bobby will want to offload at some point, which could only be via a secondary placing if a decent volume. He's seen other directors, including Rawson, sell over 50% of their holdings and he must be itching to take some profit. They also bought back directors shares at £17 so set a value.

[sparky333] 08/7/2024 16:08

Still waiting for this apparent Bk share sale to shell @£17 Been months now and should be straight forward should it not for one of biggest companies in Europe. But then again when when only in the head of game player all sorts of stuff comes out like Jan profits warning Jeez that was a a few lights out.

[sparky333] 08/7/2024 16:03

Agreed, stops people like DD playing the sell the news as they now do not know when news is coming.As to his silly childish words about trust wow 2019 statement when recovering from problems from the previous CFO.Rawson is a solid CFO a bit over cautious in bad debt provision but rather that than a wild risk taker.We seem to forget this company turnover 1/2b a year and probabaly 3/4b or higher this year.Not many companies in the UK in that league .

[disc0dave46] 08/7/2024 15:57

Sparky
The Directors selling definitely sent a negative signal to the market, why wouldn’t it, particularly in the volumes they sold at. Can’t be considered as insider trading.
They added fuel to the fire by saying they would update on trade in an AGM statement, but then for whatever reason they changed their minds and said they wouldn’t - it sends nothing but negative signals IMO.
As posted my trust in the BoD in terms of what they say and what they promise is non existent - I don’t believe a word they say, Rawson and his we will make a profit statement for FY19 (complete BS as they made a significant loss ) and Bobbys promises about improving comms and overseeing both Rawsons BS and the previous CFO’s accounting disaster.

[smokeyjohnson] 08/7/2024 15:55

Yes a bit of investor fatigue but the flip side is that sometimes when a company is too exact with it's updates schedule a similar thing happens anyway as the traders know they've got x weeks until the next update. They cause a big trough and then a rapid rise a few days before the scheduled date (if the macro environment warrants it).

[sparky333] 08/7/2024 15:41

That's fine but they should tell investors there was a lot of expectation around a May AGM TU which they had done for the last few years.This has now caused investor fatigue and disappointment especially as in April some directors sold implying do they know something ? Reality is different because if they did know ow something that is insider trading and illegal.

[smokeyjohnson] 08/7/2024 15:32

Oh yep, not sure whether that will make a difference, maybe May has just been dropped. Will this year pave the way for future years?

[sparky333] 08/7/2024 15:26

Agreed but in both of those years we got May TUs