Yu Share Discussion Threads

[sparky333] 25/7/2024 07:47

Worm about to turn ?

[basem1] 25/7/2024 07:44

Buy when others are fearful Worked on numerous occasions for me

[disc0dave46] 25/7/2024 07:42

Sparky"42m PBT forecast for 24 1.87p EPS and cash position 100m+ Just wow"So to repeat - H1 Rev growth +60%, they confirmed in line for year Rev +50%. So H2 Rev +40%. Previous FY H2 Rev +77%.Monthly bookings down 9.5%.Growth is stalking big time, will they hit forecasts for the year?.Wake up Sparky :)

[basem1] 25/7/2024 07:40

Today looks like capitulation with 106k plus delayed trades already traded Remove from monitor and look at 4.30 tomorrow me thinks

[sparky333] 25/7/2024 07:40

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. · Strong growth in meter points supplied by Yü Energy, and meters installed by Yü Smart, is set to continue, leveraging our Digital by Default capability and building revenue and margin opportunity for FY25 and beyond.· Significant net cash balance expected at end of 2024, after £33.2m annual ROC liability due in August 2024. · Share premium cancellation, increased profitability and continued strong cash generation underpinning progressive dividend policy to provide increased distributions to shareholders

[disc0dave46] 25/7/2024 07:36

SparkyYou are clueless aren't you.Did you actually read the TU and understand what they said?, I don't think you can read tbh.Gap 1358 filled, never thought that was going to happen tbh.

[sparky333] 25/7/2024 07:35

I agree bassemWe have seen 3 days of capitulation and blind panic and the ones selling today are just mad.Anyone would think YU have announced a loss for the year our decline is worse than some companies who aweful losses.42m PBT forecast for 24 1.87p EPS and cash position 100m+ Just wow

[essential] 25/7/2024 07:35

Made some great money on these but broken 200 dma so could take some time to recover. Opportunity cost too high so moved to something else until these start recovering

[basem1] 25/7/2024 07:33

Someone wants to be out at any price it seems Does not seem like regular pi trades

[basem1] 25/7/2024 07:28

Gap filled ?

[sparky333] 25/7/2024 07:26

Fear and capitulation right before your eyes over the last couple of daysShow me a negative article , not seen one So looking like PE is now 6.9 we will have PBT of 42m this year and 100m+ in cashWhat's our MC now ? lolComplete panic and in a weird way funny to watch might take months and until 2025 to recover but it will because we are massively under rated compared to sector rivals

[fidra] 25/7/2024 07:22

Quite looking forward now to the much talked about £17.00 share sell by BK.well at least one poster was talking about it .

[sparky333] 25/7/2024 07:16

This is actually funny now never been in a stock with no profits warning falling nearly 30% and on such a low rating 42m PBT FY 24 forecast and over 100m in cash forecast Jeez

[sparky333] 25/7/2024 07:10

Puts it into perspective YUs numbers here actually good, CNA taking a haircut now Wouldn't want to be in GOOD or TEP with the high rating We are heading towards 6 now and still not seen one negative article and both brokers are buys.

[sparky333] 25/7/2024 06:54

YU will open down anyway as the actual spread is 1400-1410 the auction was 1450 so a bit of a false close yesterday.

[sparky333] 25/7/2024 06:52

But the point is YU results showed strength and growing market share at a good rate 35% increase in H1 alone TEP was 14%, CNA lost 2% if I read CNA right So I ask again why are we the lowest rated ? CNA is complicated business But GOOD and TEP are rated nearly 3 times higher with PEs around 20 so the market is expecting big growth

[lauders] 25/7/2024 06:48

May be even further weakness for YU., today based on other's results. Should have been more patient the other day with my 1660p buy. May be able to top up much lower than we are now at this rate. How much lower is the big question?

[sparky333] 25/7/2024 06:46

Year end cash is going to be 40-50% of current MC at this rate Debt is nothing £5m facility I think

[sparky333] 25/7/2024 06:45

I am no expert by a long stretch but agree declines across the board and losing market share by the looks of it. 2% in the SME space if I read it right.This is what frustrates me how can YUs in line which was for a sporty 50% uplift in rev for the year and 42m PBT take such a beating The expectations where high and they are going to meet them Now if YU was on a PE of 20+ I get it but we are not we are in PE of 7 something Totally overdone

[sparky333] 25/7/2024 06:23

CNA results are an eye opener.



Read for yourself put you need look for specific bits as CNA are a big company with lots of divisions

Makes YUs fall even more stupid because I bet CNA doesn’t take 25% haircut.

[ihatemms] 25/7/2024 06:18

Centrica results are shockingly poor (though this maybe expected) with revenue down 50% and profits down by 75% compared to the previous year highlighting lower commodity prices and a more normal operating environment .
When you look at the extremely poor revenue performances of Centrica, TEP and Good Energy it certainly puts the revenue performance of Yu into context.

[disc0dave46] 24/7/2024 21:26

The TEP finals, key figures:Revenues of £2,039.1 million (2023: £2,475.2m)Gross profit up 16.0% to £355.2 million (2023: £306.2m)Adjusted pre-tax profit up 21.5% to £116.9 million, slightly above market expectations (2023: £96.2m)The big difference between TEP and YU is their Rev was down 17% but gross profit and pre tax profit was up 16% and 21.5% respectively.YU's TU on the other hand had Rev up 60% but monthly bookings down 9.5% and only an in line forecast for the year. So as the Rev forecast for FY24 was growth of 50%, then clearly H2 growth will only be +40%, last FY the comparable growth H2 was +77%.And you wonder why the share price here has collapsed -

[disc0dave46] 24/7/2024 21:00

Jeez Spsrky you are a fool.TEP profit was ahead of expectations. The share price still went lower.YU were in line and their monthly bookings down 9.5%, which means their growth is stalking, their 21 month contracts on the bookings will be lower income for the future.You are an idiot.

[sparky333] 24/7/2024 20:26

Facts are in the TEP FY numbers for all to see and people make there own judgement CNA is out tomorrow so good to look at them for a comparison as well growth or maybe reduced growth in Rev and customer at CNA, I personally think the latter.Will be an interesting read