Yu Share Discussion Threads

[andymunchkin] 15/10/2024 11:54

nEwbies watchoOT

[andymunchkin] 15/10/2024 11:53

mUmp&dUmp UberbUll way. rEd alErt

[disc0dave46] 15/10/2024 11:24

Equivalent volume of energy supplied (EQVS) is a new measure to provide additional insight as to the volume of energy delivered to customers, based on electricity volume equivalent and measured in terawatt hours (being one million megawatt-hours ("MWh")). This is after considering that a MWh of electricity is worth, in revenue terms, approximately 4x a MWh of gas. Whilst the volume delivered is at a lower revenue per MWh, this commodity market reduction is now largely already priced in the tariffs included in forward contracted revenue.

[disc0dave46] 15/10/2024 11:14

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[disc0dave46] 15/10/2024 09:31

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[johndoe23] 15/10/2024 08:44

MM games don't want to move bid yet again

[disc0dave46] 15/10/2024 08:41

Another child that can’t yet read:
markiemark32114 Oct '24 - 21:08 - 16487 of 16487 (Filtered)

[sparky333] 15/10/2024 07:47

If YU left AIM and went main market pension funds, dividend funds etc would be falling over themselves for a stake.

[sparky333] 15/10/2024 07:42

People look at YU and think wow it already gone up a lot.But miss the MC which is tiny and next year £1b turnover with over 100,000 clients never mind the smart metering assets growing exponentially

[sparky333] 15/10/2024 07:40

It's a cash cow look at what smart metering sold for £1.2b Never mind the cash The core energy business is generating this is why YU spent cash on training smart meter engineers It's a cash gold mine. This sector always has been but the giants have already hit critical mass and the sector is ripe for challengers who are agile like YU, the growth is spectacular, yes it will slow as you can't grow at 60% every six months when turnover is over a billion it tapers.

[gswredland] 15/10/2024 07:33

Never really thought about private equity coming in here
I suppose it would make sense

[sparky333] 15/10/2024 07:27

How things change, looks to me no stock and slightest buying up she goes.

[sparky333] 15/10/2024 06:06

Agreed, I have said it before why would he sell anywhere near this level when peers are valued twice as high on a PE basis and yet YU is the only one growing at pace.

[aishah] 14/10/2024 23:02

Private equity would have to offer a substantial premium to get Baljit to sell imo.

[markiemark321] 14/10/2024 20:08

I'm pretty good at reading fiction, Dave ;)

[disc0dave46] 14/10/2024 17:28

Another child that can’t read
markiemark32114 Oct '24 - 17:25 - 16485 of 16485 (Filtered)

[markiemark321] 14/10/2024 16:25

Indeed YU. are Dave.

[sparky333] 14/10/2024 15:22

Looking like a year high close for Gas.

[disc0dave46] 14/10/2024 13:32

Another child seeking attention or just can’t read yet.
bobaxe114 Oct '24 - 14:29 - 16483 of 16483 (Filtered)

[bobaxe1] 14/10/2024 13:29

They would only do a placing to buy EONHints of desperation fool

[disc0dave46] 14/10/2024 12:57

When Bobby stated there wasn't much institutional engagement / interest was that because they've already put the feelers out for a secondary placing?Odd he decided to have a moan about the AIM market now.