The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Everything I am invested in is going up!
AT. Result are due in May. It looks like the SP has started its rise towards results day. In November they announced are ahead of expectations. YU. and AT. are my best investments ever.
I am not familiar with POG, what is that?
1802 to sell.
Thanks again for supplying your estimates, ipc.
I also suspect that one or more II have now delved into this more thoroughly and seen similar traits.
My money is on Shell and PM as GW has always been fairly open about his support for YU. Maybe even AN other...
That dividend f/c plus special along with targeted 37% sp growth would do it and the action last night @ 1750p made me think TR1's may not be that far off.
'Top alongside 7 of 3800 companies globally' could even bring in a US interested parties now IMHO.
As ever, luck and good fortunes to all invested here.
(wonder what has happened to 'usual caveats' nowadays ;¬)
If Q1 is continuing in the same way as Q4 2023, my estimates for 2024 are circa £700-£720m T/O, EBITDA £50-£52, PAT £38-40m, cash on hand £114-£120m. EPS 240-245 and a divdend of circa 80p. If they then remove the share premium account they will be able to distribute (or share buyback) of at least a further £12m or another 80p/share as a special dividend.
I personally am looking at the £1bn mark going in 2025 at which point EPS is north of 3.30 with PAT north of £50m.
What this means for the share price is anyones guess but if it is on a PE of 10 we are looking £24-£25 this year and £33+ next year. All of this can change quickly if as I suspect is happening an II or HNWI is buying heavily. ( My guess is about 300k shares have gone on worked orders in the last 5 or so trading days)
Anyway good luck all DYOR
Np, have a good one.
Apologies, I hadn't seen the original post
I'm just responding to the original poster who, like me holds YU and precious metals.
I suppose I'd call it mutual interest and courtesy.
What's the relevance to YU?
Morning,
I notice POG has eased through $2200 again. I wonder if this is the moment it will push on. All the factors are in place...
Also how close will they get to £1b rev ?
Our PE is just short of 10 that isn’t the PE of a high growth company, 20+ at least
Depends on your timeframes 30-40 isn’t unreasonable in the next 12-18 months
This is the year YU can explode Q1 already off the a flyer so when we get a TU hopefully in May I want to see the words significantly ahead of expectations as the broker targets yet again are pretty low IMHO
If that’s the case can see another couple of broker upgrades through the year
Will they hit 100,000 meter points ? If so boom time
Can have 1K max @ 1815p atm on IG and they have 100% long score on their platform.
Wow - busted straight through £18.
Sparky - what do you see as good value here? £30-40 per share?
If the past few day are anything to go by it will be above £18 by the end of the day.
Bid increasing on every sell, looks to me they are just not getting the sellers they need.
Can we tickle £18 today ?
Rated as a buy by IC. I normally get access via my FT subscription but for this article there is a pay wall. Loads of revenue and hardly any bad debt are the top points. Nice coverage
Sparky333 - I am hoping to pick up a copy of IC later today. In which case (assuming of course, that there is an actual copy left on the shelf!), I will endeavour to type up the article in full here. I just hope that it's not too long!
And still has three separate positions 'open' with YU. So, he very clearly thinks that it is going to go higher yet. He has been a buyer four times, ever since it was £3.30. He closed one position early doors, then re-bought YU (on three separate occasions) and has kept all three of those positions open ever since. . . ðŸ¤
Looks like it could be an interesting read
"The reasons Yu Group has been able to gain market share are still in place now, and there is a lot more market share it could take, ...
Https://www.investorschronicle.co.uk/news/2024/03/26/keep-an-eye-on-these-utility-challengers/
Not a subscriber is anyone here who can shed some light on the detail ?
PE is 9 if you think that is fair value ? Could double and be more like realistic in my eyes
TEP is 34
Enzo88 - to be honest, it is very hard to know, but £20 will be the first Pit Stop and I personally, am 100% certain, that we will reach that by June / July, if not sooner. After that, then £25 would not be a crazy valuation either. . . .
Finally getting nearer to a sensible valuation, would be nice to hear peoples thoughts on what fair value is when compared with its peers?
Ooh, it's off again ;¬)