Yu Energy Share Chat (YU.)

Sparky

What was the profitability before the Ukraine war and the energy crisis? - Zilch

All the growth you keep banging on about was down to a Black Swan event, with energy falling so has their bottom line growth, it’s not rocket science. The business is an intermediate that just buys a product and sells it on. It’s not a Titan and IMO never will be.

Directors know it’s not cheap hence Bobby selling when he did. Why?

Why have Directors never bought any shares on the open market?

It’s only about 10% above its 52w low of 1450. Wouldn’t take much to make a new 52w low.

Apparently, it's a lifestyle stock now! ROFL.

You can't make this drivel up.

From a person that uses the phrase 'rage baiters'!

Range bound yes I agree between £14 and £19.50

But in that 2 years what has happened ?

Care to enlighten the masses on rev, profit and EPS and Market share changes in the last 2 years ?

Thought not just because the market ignore doesn’t mean it’s correct in it valuation going forward

This is what INVESTING is not trading, you invest to join in the long term growth of a company from minnow to titan

YU is still valued as a minnow yet rev, profit and market share are FORECAST to explode from 2027

Don’t may have gone sideways and range bound as you put it but fundamentally signifcantly larger, in Rev, profits and dividend growth fast.

Thus compared to rivals very undervalued as valued as limited growth and a dividend stock ignoring growth.

The market has a habit of finally waking up and it will as long as they continue to deliver

And the comedy continues...

Good luck.

As posted it’s been range bound for c 2 years now, great for trading but as you say, better opportunities out there.

Whilst the fundamentals here do look attractive, BoD constant selling, particularly BK with his £5.9m selloff (thanks to the company for buying them! - hand them out and buy them back at a premium but can’t be arsed to buyback shares in the market), other directors also constantly selling rather than buying, Burnham coming in can’t be a positive generally for the utility sector, their UAE tax hub and growth strategy is very wishy washy, what will be the full impact (of any) when gas / electricity is fully delinked and I still maintain that when energy fully normalises they will struggle to make any significant profits, if any.

Bobby has shown the market that this is a lifestyle stock for him and the BoD. If they aren’t buying then why should anyone else.

What about the support @ 1450p?,.!"*

Terrific post.

This has been rangebound (c 1650-1800) for a while now. It can’t decide whether to head back up to 18 or fall below support 1650.

Hoped it would do the former leading up to the TU on the 21st, but the thought of what Burnham may do could be putting the market off?.

“Say no more”…

If only.

Not one person invested here gives two hoots about your irrelevant, resentful ramblings.

The answer to where NG is?

Far away from here because of you.

IMO there could be opportunities as well as threats. The latter coming from Milibands focus on reducing energy costs for UK businesses. What that will look like is anybody’s guess.

There could however be some opportunity for YU Smart to prosper in the EV space. But IMO they need to rollout into the domestic sector. Andy Burnhams wife is a director of an EV business (Iduna Infrastructure) which coincidentally won part of a large EV contract with Manchester Council - say no more!. Why such a heavily loss making business got a contract is beyond me, well apart from whose a director of the business.

Sparky

The only thing you are right about is I should have shorted TEP. I’ve never said TEP deserved its premium rating, just that it deserved a rating higher than YU because unlike YU it’s a true multi utility offering and has a completely different business model to YU.

I’m bearish on YU and that still holds, that’s not mocking the business, it’s highlighting the issues and headwinds as I see them. Clearly you and your childish followers can’t accept an opposing view.

On Burnham, I agree nationalisation of the water industry will break the country, but you fail to see the underlying sentiment - he will IMO do something about the fact that UK businesses are paying the highest prices for their energy, that IMO will be addressed at some point. Just like energy will fully normalise at some point and YU will struggle to turn a profit - I’m very patient.

Enjoy trading the range here, c1650-1800 and make money in both directions. Then wait for the motherload!.

Oh hope folks didn’t buy in March on the back of your constant ramping of £21 soon. Give my best to Gacky wherever he is!.

No one listens to You DD look at your pride and joy in the sector TEP, dividend slashed and spending £55m a year on the same as YU in the AI space WTF

You have constantly mocked YU group claiming how TEP was well respected and deserved its premium rating compared to YU

Funny how things turn out eventually and the retail bad debts haven’t really kicked in yet

PS Burnham has no mandate and wasn’t even an MP when Labour got voted in, even some Labour are saying snap general election

Also facts

200b to nationalise utility was the estimate in 2021 national grid is 100b never mind water

Never going to happen and also the Labour report stated generation and transmission only not customer facing

You should have shorted TEP and if you think YU is going to fail in its 3 year AI plan then we will find out how it progressing in about 20 trading day 21st July as stated by the company

Reports indicating that Starmer could be resigning as early as tomorrow.

Wouldn't want to be holding utility companies (water and energy) if Burnham is the next PM.

https://www.bbc.co.uk/news/articles/clywzj2vk3zo?app-referrer=deep-link

Share Price ..1,785.00... 5.00 (0.28%) ...Bid: 1,770.00...Ask: 1,800.00

Spread: 30.00 (1.695%)

Nice to see a gain here on my buy just 10 days back 9%.

https://www.amatiglobal.com/funds/amati-uk-listed-smaller-companies/

Trainline also done well for me lately .

Serica Energy one of my largest holdings .

I wonder if they trade in and out of these positions .

Definitely a buy.

Someone sees good value and getting a nice 45p return / share for starters.

Looking forward to new tax year allowances next week leading up to dividend qualification etc.

GLAGI.

Sparky

Cheers fella.

Yes I’d already checked their website, no holdings RNS though, did they take part in the IPO do you know?, im too lazy to check :)

Any date yet on your £21?, you did imply it should have been weeks ago, never mind, perhaps your £200 will be soon too eh.

Have a happy Easter chap

Being as your obviously lazy

https://www.amatiglobal.com/funds/amati-uk-listed-smaller-companies/

Black and white 6th largest holding

Oh dear I did post a link to the portfolio owning the shares if you bothered to research. When the he’ll did I say they held 3% they hold 3% of the portfolio which MC of £106m so do the maths

Please do better research the data is out there fella

Evening all - Paul Jourdan seems a savvy enough guy that knows his onions. He reckons Yu are a force to be reckoned with.

Whose word shall we take on board....

oh sparky you are a child, along with your green little pip boy monkey.

are you saying amati hold 3%?, so where’s the rns?, just like your false schroders 8.3% but no rns to support that claim (don’t give a rats ass what’s on the yu website, that’s not a legal notification).

the uk isn’t the hub of ai and yes taxes are ridiculous, not my point as well you know, he could of set up a hub in the states, but it’s clear why he chose the uae. if you can’t accept the reasoning, namely a tax dodge for both bobby and the business, but primarily bobby, then you really are living in cloud cuckoo land.

likewise their plan for “strategic growth” had more hokes in it than rab c nesbits strung vest. it was just outlining what most businesses should be doing as part of for the course anyway. but love the spin, £9m extra marketing, oh yeah let’s not forget theor uae ai / tech hub!, to gain the extra 1% over and above what they’d already forecast for.

so your constant ramp about £21, you’ve said soon, put a date on it. yes it may breach £20!at some point, then again it might not, anyone that predicts with certainty like you always do is frankly talking utter ****e, nobody knows the future. explain why £21, justify it on financial metrics etc. it’s easy to ramp any number you want but if you can’t support it then again it’s just ramping ****e, just like ng’s £100. which was the biggest load of crap i’ve ever read in all my years of playing this game, and so many on here fell for it hook line and sinker. unbelievable.

so today’s volume was below the 10 day average and according to sparky, low volume means the price closes down, high volume means it closes up - again absolute nonsense, volume influences liquidity and momentum not whether the share closes up or down, that’s simply down to the number of sells and buys, it’s not rocket science ffs.

have a good evening

It does look like the UAE have and are investing a lot into AI, but they are behind the US and China.

But IMO Bobby chose the UAE purely for tax benefits, I imagine both for YU but primarily for himself. His salary will have lower tax and no tax if he becomes a non-uk tax resident, which can be achieved if he spends less than 46 days in the uk, which I'm guessing is his intention.

According to AI (yes I know!, folks as ever DYOR) then -

“Generally, a non-UK resident living in the UAE does not pay UK Capital Gains Tax (CGT) when selling shares in a UK-listed company (e.g., on the London Stock Exchange). Non-residents are typically only liable for UK CGT on UK residential property or "property-rich" companies.”

Sorry but IMO the talk of the,UAE hub is all BS, it's for the benefit of Bobby.

A founder, CEO, major share holder of a UK based energy supplier setting up an office in the UAE for him to spend most of his time there, is a joke. No issue if he wants to move to some tax haven, but this will be funded by the business for his benefit, why not set up an office in the US?, nah no tax benefit for him. Also why not just send someone like Adam Young (Digital Marketing and Sales Director), who led the move to digital by default - because it’s primarily to serve CEO greed IMO.

Tp be clear, they spent an extra £7m in customer acquisition costs at in FY25 v FY24.

Thinking about it, if they continue to invest an extra £7m pa on marketing (customer acquisition) , so based on the FY25 gain of 0.8%, for 3 years that could be +2.4% getting them to 5.9%, if they increase marketing costs at a rate of 7m pa, and then the £9m will gain an extra 1%, then they are there at c 7%. In my mind it makes sense now. But I still maintain they would have achieved their 6% by 2029 (assuming 0.8`% increase pa with £7m uplift pa in marketing costs)., so as posted they are investing an extra £9m over 3 years to gain the extra 1%. To say they will double share to 7% isn’t exactly an untruth, but they could have said they were investing anyway to achieve 6% (as per their previous forecast), but with the extra investment they are looking at 7%.. Don’t blame them for spinning things but IMO the market has seen through it.

Indeed, got some issues no doubt about it, very angry and spend far to much time and must be 20,000 posts across two platforms just on YU.

It must beat him up to see long term holders getting dividend higher than purchase price in 2018 and still holding long and strong.

So funny

'You seem very angry at the moment posts everywhere constantly it’s become an obsession PMSL'.

IMHO, it's been his little negative obsession since it went from 1250p down to 50p. Hence also the verbal attack on the previous CFO as it rose back up to 1900p or thereabouts.

Never been able to let it go since then with negative tirade after negative tirade. Some personal abuse mixed in. Nice guy.

You seem very angry at the moment posts everywhere constantly it’s become an obsession PMSL

Winners v losers

Pal, do you think those forecasts take into account the soaring energy prices PMSL

If and big if the gas price stays elevated this will impact all the KPIs. As new and existing business is booked every month some will renew fix contracts, some will go pay as you go until it settles the amount is an unknown but anyone who thinks

1. They are not booking new business at these level is an idiot

2. If it continues for several months especially as March to Sept is the traditional low price period the impact will be heavily felt on those numbers.

3. If it continues for the rest of this year I see it getting far worse as countries scramble to fill record low storage for the winter.

Perfect storm is forming and only winners get in early. Unlike yourself who missed the last energy crisis and this one has the potential to be far more severe as global not limited to Europe.

And if you think any sane CFO would have put out forecasts based on the higher energy prices your thick as mince so the odds are heavily stacked to upgrades as the year progresses if energy stays elevated or goes a lot higher Sept 26 to Feb 27

And before you say it the average for 2025 was 85 ish a therm over the year

Going to be fun this year as under promise over deliver

7% market share and rev forecast at 1.5b for 2028 but then again YU apparently pay all these brokers.

Sparky’s posts:

“All feeds through to YU with rev and profit about to soar in H2 26 onwards , onthly revenue from here on in will accelerate huge amounts currently 45m could be 70-90m a month soon who knows.’

No soaring of profits for FY26, and as a reminder they missed revenue and cash forecasts for FY25. As I’ve said numerous times their forecasting skills leave a lot to be desired.

Market share up nicely, and it's good to see CEO Bobby aggressively planning to take more.

Progressive dividend policy still progressing: now 67p a share per annum. I remember paying around 200p for my lowest purchases a few years ago. That's quite a return!

A silly purchase of 2 shares at closing yesterday gave a falsely inflating closing price, so today's "5% drop" is actually just in keeping with the recent trading range.

From memory I doubted they would achieve the 7%-8% in 3 to 5 years, and they won’t be hitting that by the looks of it.

You say :- It’s is escalating very quickly. Monthly booking for March are going to be far higher than the 2025 average and looking very bullish for April and beyond even if it ended tomorrow will take months for stability to return.

Let’s see. It could be higher but time will tell. You already said the sp should be £21, it’s what you want which is different to what it is. Likewise your said their H2 will smash forecasts. I can’t see that but again let’s see. You post as though it’s fact bit with nothing to support your statements. You don’t know how much they could be losing because of their hedging strategy not being on the ball. You don’t know how competition has undercut them, because they can, and more competition.

An energy crisis is definitely beneficial to YU, stating the obvious. But will this evolve into an energy crisis?, nobody knows, not even you, the self pronounced world renowned (well in your head anyway) expert on the Middle East, Russia and Ukraine, China etc etc.

I hold Shell and other energy stocks but do not want this war to escalate or be drawn out, because it will hit economies hard, not to mention the thousands of innocent deaths and for what?, Trumps ego, it’s disgusting IMO, and nothing to gloat about like you do.

5-7% market share was a stretch target back in 2023 and they said 3-5 years

You mocked it if memory serves me well, looking pretty on track to me

4% already and forecast is 170k by year end taking into account smashed it this year as target was 120k and actually 9% higher

Now with the US talk of 5000 marines being deployed which I think they will try to take Karg Island to help secure the straights, not sure how the markets will react to this bold move.

It’s is escalating very quickly. Monthly booking for March are going to be far higher than the 2025 average and looking very bullish for April and beyond even if it ended tomorrow will take months for stability to return

I am more worried about gas reserves across Europe which have been reduced to levels not seen before and now with a constrained supply can they get the reserves back upto 90% prior to winter 26.

Governments across Europe have failed so badly it’s criminal. Milliband will be fired if we start having power cuts in the UK, good job we are heading into spring

Sparky

Yep you don’t behave like someone holding a multibagged stock, just like your green monkey who says he makes trades but they never show up!.

You always state that I’ve said things that I haven’t, never said their 4% was irrelevant, I’ve said that they can have a lot more but if it’s not profitable or increase earnings growth rates, that’s the point, bigger billionaire backed companies can fund a loss to get market share, put competitors out of business, then become the major player and up their prices, YU haven’t achieved their 7%-8% target (sure it was this range but now it’s 6%, I’m sure yo will correct me!) and IMO have hit that point where they realise it’s not going to be as easy as it was now, hence the need to invest in order to grow.

So when you said two weeks or so ago this WAS going to hit £21 pounds, are you putting a date on that prediction?. You’ve also said their H2 numbers will have rocketed up and will be beating forecasts, can you put some numbers on that prediction.

So far on this thread we have had £21, £26, then the NG predictions of £35 to £52 by 2024, but the best is £100 when they hit their market share forecasts / targets, believe that was 7% to 8%. I’ve never heard so much fantasist forecasting in all my days. Where is NG now?, dragged in suckers then sold ages ago. And the ironic thing is I was lambasted for challenging that prediction. So do they have 4% market share already I forget tbh, so they now want 6%, 50% more. The sp is 1685, say 50% more for the 6% and on a like for like that’s a sp of £25.28, what’s broker targets?, oh yeah £20.50 to £26.77. Agree that if the war or another war causes an energy crisis then it would demand a higher price. But £100, a complete joke IMO. Then there’s your £200!, which clearly was said in jest, but then again who know with you.

War war and more war.

Tesla hmm, only electricity licence and you keep saying how irrelevant YU is with its 4% market share I think Octopus and Centrica are more in there sights

They can take OVO book as I see them collapsing soon, terrible company and constantly fined by OFGEM.

Ps you call me a pessimist, PMSL, because I believe the opposite to you. The person that wants innocent people to keep dying, the person that want the worlds economies to get hit hard with recessions etc etc.

Sparky chap, you are clearly the pessimist.

And will do so (yet) again ....

Compelled to respond - how sad.

Sparky

It could be bad, especially for all those innocent people getting killed.

But yes if extended then we could see a repeat of what happened due to the Ukraine war. However, gas is still only marginally higher than the leaks of last year and 2023. Plus it took at least 10 months after the war breaking out for the share price to also start to breakout so doubt their could be any beat to FY26 forecasts. Also if inflation increases then more SMEs will struggle to survive, you posted there was going to be a recession this year, well that won’t help businesses including YU.

Anyway, nobody can foresee the future, I’ve closed my short 2 days ago as a bounce was likely yesterday. Happy to sit on my hands now and see what happens. £17 could be support short term, stochastic is oversold, but RSI isn’t yet at c 43.

Oil and gas markets are now staring at what could become the largest supply disruption in modern history as the war between the United States and Israel against Iran spills into core Gulf

IMO they will only be outlining their plans, nothing material. Can’t be an actual acquisition or JV because that would have to be reported to the market asap.

They do state on their website in relation to their digital by default strategy:

“Digital by Default is the way that we think at Yü Energy. Our platform is ahead of the competition and we still have an ambitious programme of change ahead of us.”

So could their plan include more investment into their digital processes, the arbitrary use of the phrase AI, to jump on the bandwagon, and could they also be introducing some complimentary traditional marketing campaigns?.

Despite the folks who think that British Gas aren’t now in direct competition with YU, and are from their recent numbers doing a lot better than YU, clearly YU will have to up their game somehow if they are going to keep or grow market share.

All IMO and DYOR.

As previously posted, JPM were the reason for the upward momentum, now IMO Bobbys massive sell off has hit sentiment. An energy supply company who could in time (2027+) benefit as they have previously by a war impacting wholesale energy prices, Yet the sp keeps falling now JPM has little strength to any positive momentum.

Sorry but why folks would not see Bobby selling £5.9m as anything other than a negative sign is beyond belief IMO.

Can guess who the green man is. Think I’m in his head rent free, there’s enough space.

Folks should defo check out his postings on ADVFN.

Anyway, wonder if JPM closed a bit more yesterday hence the slight recovery later in the day.

Bit of selling again today by the looks of it. Stochastic now in oversold, but RSI not there yet.

Ah, like shelling peas, lol.

GLAGI.

Thanks Bod for your valuable input on YU.

Thanks also for your compliment, yes I’m 247 365 on shares, that’s how I make my very nice living, cheers.

Good luck

If he doesn't have an answer back to that, I will eat my hat (coat, trousers, slippers and still have room for dessert).

New group will be called YU WOT M8 ?

Is it true ?

Bord Gáis Energy and Business energy supply adjusted operating profit of £200m was at the top of the range.

Previously I posted their forecast was £100m to £200m (mid is thus £150m). So a beat by 33%. Bear in mind YU slight revenue and cash miss to forecast and will know how they did in terms of eps in a few weeks time, but very much doubt it will be ahead.

Sorry Sparky but dismissing British Gas as a true comparator, rather than TEP, is missing how the competition are performing compared to YU. Not saying YU aren’t performing well but no where near as well as British Gas in terms of Smart metering and SME energy supply. Hopefully their growth strategy will address their comparative performance and be earnings accretive fairly quickly.

What shade of green is that?

Folks should definitely check out postings elsewhere, stalking comes to mind.

Anyway, I posted up the results for British Gas Business Energy Supply as the Centrica results were flagged up on another BB.

The Groups performance wasn’t brilliant but as posted the part of the Group that has now refocused their strategy to supply SMEs rather than larger industrial / commercial customers is as can be seen doing remarkably well.

And sorry to say this part of the Centrica Group is outperforming YU.

British Gas Business and MAP Prelims: Will leave it up to others to decide whether or not British Gas are serious competition, performing better than YU or worse and are serious competitors or not.

Meter Asset Provider (MAP) - outperforming expectations. Fastest growing MAP in the UK, with over 1.6m meters now under management. Adjusted EBITDA from 2 million pounds to 25 million pounds! Wow. Business Energy Supply adjusted EBITDA up from 31 million pounds to 60 million pounds, virtually DOUBLED. Bord Gáis Energy and Business energy supply adjusted operating profit of £200m was at the top of the range, supported by a strong Business energy supply result. Note STRONG BUSINESS ENERGY SUPPLY RESULT!. In Business, our pivot to small and medium-sized enterprises ("SME"), alongside our continued focus on operational delivery and migration of customers to Ignition, is helping to support strong profitability

sparky

you can believe what you like, so can i. i don’t believe schroders holds 8.3%, end of and not going to keep trying to explain. i don’t give a ****e what’s on the yu website. they are legally obliged to update their financial calendar as well but they don’t.

i will always go by fca regs and filings for who holds what, i always have and i always will as you can look at various data websites and the numbers never tally particularly when asset managers hold stock in various funds / portfolios and subsidiaries etc. as i’ve stated till i’m blue in the face, i believe your 8.3% is overlapping funds and thus is not correct, not according to rns 6161c anyway.

but ultimately you still don’t get where i am coming from, i’m referring to your statememt about schroders investment management ltd, you just won’t get it will you.

no matter what i post you will never agree and so be it.

can we change the subject now as i’m bored of discussing this and would guess so are you.

folks can dyor

And ?

I believe they hold far more than that based on YU website, you believe it is false so again take it up with the company for posting false and misleading information in a public forum or speak to Schroder for not informative the market if they hold more than 6%

Easy really so I will not retract my statement on 8.3% and I am not misleading people it’s on an official PLC website which they legally have to maintain and update with hot data and maintain shareholder details and not use Simply Wall Street making out YU are some cowboy outfit with 500 employees. Jesus Christ give me strength

This is why I do not engage with you it’s pathetic

Here’s the official, legally binding RNS submitted by Schroders themselves to the FCA.

https://www.lse.co.uk/rns/tr-1-notification-of-major-holdings-oj3ed665z6zu08s.html

Sparky

You haven’t answered the question.

Will point you in the right direction. Read the following legally binding notification, look at the very end where it lists Schroders Investment Management Ltd and their holdings.

Said before I’m not bothered what third party websites state as IMO they overlap individual funds that are managed by Schroders, but contradict what Schroders themselves state.

We can keep going around and around on this point. You believe what you like but I still say that you are not correct when you posted that Schroders Investment Management Ltd hold 2.5%, that’s not what Schroders say, they say in black and white they hold 5.01%. So I’m actually saying they hold more than what you have posted . Is that positive enough for you?.

Now put your negative spin on it lol.

Sparky Pal

To clarify the Schroders Investment Management Ltd holdings, you have stated they hold 2.5%, so they have sold over half their position then. Because their holding was 5.01%.

Sparky Pal

You have posted that Schroders Investment Management Ltd hold 2.5%, yes or no. So the RNS 6161C is not correct is that what you are saying?. You are unbelievable.

You’ve also posted that two funds operated by Schroders hold 2.72% each, yes or no. Now the chances of two separate funds or trusts holding exactly the same level of weighting in the same company to two decimal places is about as much chance as you winning the Euro lottery.

Sparky pal

YU is an aim lusted company that should also update its financial calendar for regulatory disclosure purposes but they don’t.

Also from Mr google - Under the AIM Rules for Companies, specifically regarding regulatory compliance and market transparency, maintaining an accurate financial calendar is essential.

You need to accept that a RNS trumps a crap website.

Nice google answer there Sparky, but your point is what exactly - that YU website sourced via a third party is correct and legal FCA filings that are seen by the market is wrong.

You are posting misleading info, end of.

Ps the simply Wall Street was a joke because you also quote such crap websites when referring to major holdings.

Simply Wall Street oh my god do people actually believe your rubbish you think a PLC uses simply Wall Street

It’s in black and white below and I quote Legal requirement to hold upto date registers

Well well, Bobby couldn’t wait to sell nearly £6m of his options before the March finals closed period deadline.

So he moans that there is a lack of investor interest and the shares are undervalued, then sells nearly £6m. Talk about being a hypocrite?.

So he prefers that the business spend nearly £6m on topping up the Directors options but prefers to fund smart meter growth by £15m of debt.

Talk about his timing, why now?.

From previous interims and his moaning, personally I wouldn’t trust what he says, because he does the opposite and fails to deliver what he promises - improving comms to the market, still waiting on that one?.

Bobby boy the biggest hypocrite on AIM::The lack of Institutional engagement has been disappointing, despite management delivering colossal value year on year. Many AIM companies are questioning the market's future and the desirability of remaining listed. This has been reflected in the reduction of quoted companies. The AIM market's future is delicately balanced and won't be helped if the current government further punishes and disincentivises entrepreneurial high growth companies. This lack of recognition is frustrating;

Sausages

Your problem is you have nothing of any relevance or of any interest to offer this board.

All the best

"More right than Wrong"......Hence Disco mate there lies your problem !!!

Hi Disco..

No...Not really mate....Thought this was for YU

Sausage

So. Stupid questions deserve nothing better.

Have you got any thoughts on say TEM?, or anything relevant would be a refreshing change.

A very unpleasant and bitter individual unfortunately.

Bloody adverts on here..Disco .!!!

Cont..

Thank you for the advice re the tax I never knew about the January fine that is implemented.

Finally when do you think JPM will buy back 3 million pounds worth of stock they shorted on..??

As always your free advice is welcome..

Ok that's great thanks Dave....Take it Money Spider is not associated to you and Andy in any way.

Also thank you

Sparky Pal

Back to Schroders - they don’t hold 8.3% they hold 5.01%. Just look at their regulatory filings ffs. Intermediary websites have overlapped fund holdings. As proven when you posted that Schroders Investment Management hold 2.5%, wrong, they hold 5.01%.

If you want to believe what websites say that’s up to you, but their legal filings clearly show that websites you refer to are contradicting what Schroders have informed the FCA.

But Sparky won’t accept that.

Looks like 1910 to sell now, the mass selling at £19 hasn’t materialised. If that’s the case £20 is going to be exciting as we enter blue skies

Going to get very exciting now if £19 breaks convincingly JPM are getting in very deep water

Desperation in the highest degree.

Missed out since 2021 and cannot accept it as probably slaughtered in the previous collapse.

But apparently YU group are lying on there corporate website about Schroders and the large trades came after the 6th Jan when Schroders held 8.3%

I think people forget YU have fiduciary duty to report it and keep it updated TR1s are not the responsibility of the company

unsure if this has been posted already...

https://www.***************************/yu-group-backed-for-strong-upside-as-premier-miton-highlights-low-valuation-and-market-share-gains/4121238818

Sausage

From HMRC website

“You must submit your online tax return by 11:59pm on 31 January 2026 or you’ll get a late filing penalty”

Rawson happy to sell options asap before the closed period deadline. Doesn’t really matter why IMO, the fact is he off loaded over half his holdings c 18 months ago, took a cut in his option entitlement and was happy with 1650. Why not wait until the March update?.

The only thing you can/will learn from @Dave@ is not to invest @ £12.50 before the price goes to 50p.

Similarly, to s lag same company off as it rises to £19.

The rest of it falls into place beautifully.

Dave

A little advice as I am unsure..

You said on ADVFN regarding the director Sells

"Wasn't for their tax submission, too late for that."

What do you mean as I was of the opinion tax year ends start of April..

This is a genuine question as I know you mainly spout rubbish, though maybe I can learn something from you.

Thank you

Ex CFO and Director HR quickly off loading their freebies from only 2 weeks ago. Seem happy to take 1650p despite the £21 consensus target. Oh well, £130k says quite a bit IMO particularly given Rawson knows the numbers, and IMO knows how their investment strategy is going to be funded. Getting freebies sold before the closed period deadline and combined £260k doesn’t exactly inspire confidence. Wonder when the other two Directors will also be selling their freebies?.

Yep, my bestie Sparky did clock it yesterday.

Not much of a reduction though.

Bit surprised closed a bit now.

Looks like the JPM short reduced slightly yesterday to just below 1%. They certainly must be feeling a bit of pressure at the moment with the steady rise.