Yu Share Discussion Threads

[sparky333] 23/7/2024 08:12

Indeed anyone would think we are highly rated stock on a PE of 40+ Reality the complete opposite

[ricky46] 23/7/2024 08:12

It’s the monthly bookings, all them extra meters and a drop in bookings, how much has commodity prices dropped since last year? only my opinion, but we’ll see over the rest of this year.

[gswredland] 23/7/2024 08:11

Let's get the short term profit takers out the way and move forward

[sparky333] 23/7/2024 08:10

Indeed, common sense kicks in eventually Anyone would think a profits warning not massive increases in revenue, clients etc and on a PE of 9 now

[cocker] 23/7/2024 08:08

We have been here many times Sparky, but at the end of play yesterday, share price was almost at all time high.

[disc0dave46] 23/7/2024 08:08

Selling on news and only an in-line.

[sparky333] 23/7/2024 08:04

Wow, I really do not know what people expect these days.

[nfs] 23/7/2024 07:54

Stockopedia have £674m revenue and 192eps.57.2p dividend forecast

[mrnumpty] 23/7/2024 07:51

Premature posting ! To continue from the Telegraph article yesterday : “ Analysts at Deutsche Bank have similarly predicted that dual-energy bills for British households will rise by 7% to 10% from October “ . In contrast to Ukraine having “ the largest gas storage facilities in Europe “ , I believe from memory that Britain’s facilities are minuscule , only holding enough for only a few days’ usage .

[sparky333] 23/7/2024 07:49

Without logging in to research tree 680m and 187p I think

[cocker] 23/7/2024 07:47

310 mill H1 is certainly impressive given softer commodity prices & all in all pretty impressive update. Sparky ,what were Liberium forecast for eps and T/O for 2024?

[mrnumpty] 23/7/2024 07:47

The nat-sayers here , including our 20-post-a-day non-holder , will punch in the excerpt “ monthly average bookings … reflecting reduced commodity market prices “ . However , according to an article in yesterday’s Telegraph , analysts at Columbia Threadneedle and Nomura claim that this is about to change , due to increasing fears that Ukraine is losing the war ( Ukraine has the largest underground gas storage facilities in Europe ) and the ongoing disruption in the Middle East and the Houthi attacks in shipping in the Red Sea . Substantiating this claim is the fact that , as reported by the Telegraph , there have recently been “ jumps in energy future contracts “ , with analysts at Deutsche Bank “ predicting that dual-energy bills for British households will rise

[johndoe23] 23/7/2024 07:46

Good update so bound to drop

[disc0dave46] 23/7/2024 07:42

They've previously mentioned commodity pricing, standard conment.

[allstars001] 23/7/2024 07:38

The statement is implying they would have comfortably beaten market expectations if higher commodity prices.All this proves to me is the business is very cyclical. Its able to achieve fundamental growth despite low price environment. Already circa 70% of 2023 revenue achieved.

[sparky333] 23/7/2024 07:36

We will find out soon enough, not many companies growing like this around in a profitable way on a PE of 10

[jasonstephens22] 23/7/2024 07:34

Be interesting how this affects the share price easybrent. Might be less movement than normal. This is a solid update but not the smashing expectations vibe as it has been, which could only go on for so long given 'expectations' grow.

[ricky46] 23/7/2024 07:30

I Wonder what the market will think?

[sparky333] 23/7/2024 07:28

Absolutely solid set of results, growth yet again is huge in meter points and revenue. Even in a lower costs energy market.Cash balance is huge even after dividend payment and share buy back , ROc payment detail is provided which is paid in Aug I think then the cash really flows towards year end and should be well over 100m SNN and NG on LSE yet again nearly spot on with numbers these guys know their stuff. PE of 10 does not reflect a company growing at such a phenomenal rate

[easybrent] 23/7/2024 07:24

Over the past year they have been beating market expectation time after time this time it sounds softer.

"On track to deliver EBITDA and EBIT margins and therefore profitability for FY24 in-line with current market expectations, against a backdrop of lower commodity pricing and the impact of the mild temperatures in H1 24."

[jasonstephens22] 23/7/2024 07:21

Also great opportunity to chip into a huge market (i know they want 5% market share, which is achievable) and challenge the big players with the help of Yu Smart and good tech. Could be ripe for a main listing or a sale at some point. Not sure what Bobby's plan is but seems a shrewd leader.

[zubes] 23/7/2024 07:17

I agree, market cap is actually 300 million. Over £5 per share in cash. Huge growth rate.Could be hitting earnings of £3 per share for full year.Double the share price would still not be a high rating