Yu Share Discussion Threads

[disc0dave46] 24/7/2024 13:10

Sparky to Ricky next door:"You tell me DD as we all know it?s you"You are losing it big time chap. The price is falling and you are looking the fool so you do what morons do......make false and absolutely ridiculous personal accusations. Get a life, why would I pay for premium and then not absolutely hammer the yappy spaniels thread?.

[wooster4] 24/7/2024 13:02

ricky - doubt it - not a good look if the cfo is seen to be trading his own company

[sparky333] 24/7/2024 13:00

You tell me DD as we all know it's you

[ricky46] 24/7/2024 12:58

Will the CFO be loading up at these prices with his millions that he sold at £17, surely if this was a no brainer he would be doing

[disc0dave46] 24/7/2024 12:57

HH"On the positive, cash generation strong and vast opportunity in front of us with a management team with skin in the game"Yes they are very cash generative but I'd question how much of their cash pile is now distributable post the Shell deal. They have liquidity (as well as profitability and asset value) covenants now which no outsider knows the details. At their finals working capital was £32m, but varies so how much in order not to breach covenants. If they breach then Shell gets the business. Then there's ROC (£33m in August) payment etc etc.As for managements skin in the game, there's only BK, the rest are selling and have minimal holdings (most of which are via options).

[gswredland] 24/7/2024 12:47

Bring mid 1400's on!
Like you I am a long term holder and definitely buy there

[hopeful holder] 24/7/2024 12:45

The market was not happy and expected much more from YU group and now we have the falling momentum which is disappointing.On the positive, cash generation strong and vast opportunity in front of us with a management team with skin in the game. It's a long term hold from me and if I was better at this and had funds available, I would be trading these troughs and peaks. I'm not quite sure next support level but expect if 15 breaks down, we are possibly mid 1400s next?

[johndoe23] 24/7/2024 12:42

Selling is relentless

[disc0dave46] 24/7/2024 12:12

Will it close above 1550 support?, seems bears are in control at the moment.Should have kept my short position open from yesterday but defo thought a DCB first thing. Oh well can't and never will complain at a profit and leaving some.....can never hit highs / lows, those that say they do are full of it....like the brave keyboard warriors from next doors crèche.

[disc0dave46] 24/7/2024 12:03

"You've got to stop looking through your rose tinted glasses folks, if it was such a sure thing the cfo wouldn't of bailed"Spot on Ricky, finally someone with common sense has the guts to post his / her views.

[disc0dave46] 24/7/2024 12:00

Sparkys relentless rampings pre TU,The shackles are off, blue skies ahead, some folks will look like fools when the TU comes out, blah de blah de blah."H1 numbers can't come soon enough IMHO because if as expected a major re rate could be on the cards"Absolutely clueless, nope, brokers have not rerated / upgraded their forecasts. They've reduced margins though!. This is a speculative high risk AIM stock with so many risks - but according to some they have no risks whatsoever.

[disc0dave46] 24/7/2024 11:53

SparkyPosting up any articles he can find - who simply repeat what was said in the TU, zero insight.Since you are obsessed with PE why isn't a forward PE of 7 to 8 times eps of 178 eps (as per broker forecast) fair value?, so a TP of 1246 to 1424. All those lovely share options they keep dishing out has to be accounted for IMO when determining which forecasted eps to use.Their interims will definitely be very interesting!

[sparky333] 24/7/2024 11:36

Multiple IDs at work now even using the same language.https://www.eastmidlandsbusinesslink.co.uk/mag/finance/yu-group-records-set-of-strong-results/

[daveboy19] 24/7/2024 11:19

Agree with you on paid knockers, but BK holds all the cards on T/O with his 53%.
After these two pullback days, seems a perfect time for a (£4M) buyback that was stated in the '23 AR imho.

[bobaxe1] 24/7/2024 11:15

Paid knockers wouldn't be surprised if Shell took us out

[andymunchkin] 24/7/2024 11:10

aGreed bOObsY

[daveboy19] 24/7/2024 11:08

Fidra, the other acc could easily be set-up after the premium acc (along with all the other free ones).
Some one always down ticks every comment made to the troll accs - who could that be...
They make no effort to deny the allegation, just continue the negative feedback on the share.
Seems quite likely it's the same source. The clue is always the same - negative on Yu.
No-one normal or uninvolved spends this amount of time bashing a share and creating numerous ID's to back it up.

[bobaxe1] 24/7/2024 11:06

Foul mouth

[andymunchkin] 24/7/2024 10:46

Socionomics24 Jul '24 - 09:25 - 14721 of 14726
0 2 1
A clear Stage 4 decline in progress. 500p target.
----
nObAd..igEt ubEr bEAr sEnsAtions

[disc0dave46] 24/7/2024 10:04

At last some folks posting what they actually think about the Director sells, thumbs up Ricky.Let's see the yappy spaniel ban a premium member!, not see easy would be my guess.

[ricky46] 24/7/2024 10:02

Fidra, great post, a balanced view

[fidra] 24/7/2024 10:00

He is a premium member for 14 years so unlikely to be another user who is not.

Was pretty disappointed with yesterday’s missive.

Was expecting sales of over 50m a month.

A couple of things strike me tho.

At agm update ,av length was 21 months.Liberium now saying 24.

Appears that a lot more customers signing up although sales are less as prices less.

I am wondering if there was little business being written before the shell deal came into effect,and this has caused us to be only slightly above the line at +60% instead of +50%.bad debt being less is a plus also.

Therefore there may have been a substantial uptick in the months since the shell deal.As we know the second half is the major sales increase period historically.

So we may yet get a pleasant surprise on this at the interims in September.

The fact we are picking up customers is good.As they appear to be profitable.

Hopefully we can continue to be cash rich and give returns and not keep alll the money on the balance sheet

[ricky46] 24/7/2024 09:59

You’ve got to stop looking through your rose tinted glasses folks, if it was such a sure thing the cfo wouldn’t of bailed