Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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Agreed, YU have always been shocking at PR but as long as they are smashing records days after day, I am frustrated but happy.
Takes a lot of energy to drive a business to the billion pound league and thank god BK is just the type of guy to do it.
Not put a foot wrong since 2018
Hey Yu!!! Stop being so Grumpy!! 🤣 🤣
Investor Presentations - I have received clarification from Yu IR. The analyst presentation will not be published on the website. They were in fact only referring to the slide deck (which as you all know is up on the site).
Having pressed them on Investor Meet, they say no date has been set, but were vague about timing. They expect one will be held at some point "over the coming months". Given how many companies use IM and very often on the day of results release, I find this disappointing (putting it mildly). Good Energy for example is doing IM on results day, on the 26th.
See page 42 of the AR about the importance of shareholder engagement!
Investors seek a clear grasp of the Group’s financial health ... ... etc
Includes -
* Online presentations at key times of the year (AGM/Annual Results), alongside conferences and live presentations run by external investor platforms (I take this to mean Investor Meet or similar)
I agree definitely something being worked at this level, lots of selling today from PIs and just got absorbed up.
also none of them can get back in cheaper, maybe or maybe not depend if our new friend is still hungry for stock as you say they have picked up a lot the last 2 days obviously a worked order threw a market market.
All will be revealed and once the order is complete and PIs seller fatigue off we go again hopefully tomorrow if not maybe next week.
Yep, I think that there is definitely an HNWI or II buying now 2 days on the trot at 1485 with 140k shares - almost 1% of the company. All it will take is some other buyers to come in and the SP will move north. I wonder whether they will be back tomorrow for another 70k....
Weird day here, given the wider market but:-
(a) it's not tracking it
and
(b) it could, after posting such strong gains this week, have been a lot worse!
Happy with that personally. . . .Good evening folks :)
Something going on it is about 70k sold and really Hartley moved the SP and the slightest buying and up she goes, speaks volumes, all the sellers have done today is slow the rise in my mind and most of them might not get back in below what they sold at
I wouldn't be surprised to see a further 70k shares after hours again
Who is taking all the sold stock ? That’s about 50k now
Someone must be or MMs very happy to hold
Few PIs bailing out, goodbye as we refuel for the next push upwards
As well as YU. and AT. Gold seems to be rising nicely lately. It’s been hovering just below £1700 per ounce for a while. It broke through £1700 last night. I chose the right moment to put another £10K into SGLP.
I was split between putting it into YU. and Gold. I already have too many eggs in YU. So I chose Gold.
It’s always a tough one when a stock seems to endlessly rise, but people, need to forget about how far it has come it is where it is heading.
The MC does not reflect the fundamentals currently and going forward PE is around 8 which is absurd for a decent dividend paying stock never mind rocket fuelled growth , I have said it before of YU was a tech stock our PE would be 50-100 not 8
Yes growth will slow but with only 1.4% market share there is no reasons they cannot swiftly hit 5% Marley share without bothering rivals and the big 6 to much
The Shell deal is not fully being acknowledged by the market and this should develop in time as it see it more a JV / partnership as Shell can see the potential to rapidly scale aggressively with minimal risk and turning over billions in the next few years
Just look how fast the likes of octopus and bulb ( messed up) grew to multi billion pound outfits
It has been done before and can be done again , we are the 13th largest supplier to SMEs in the UK and top 10 ambitions mapped out in the presentation
Sparky333 - yes, it really is an astonishing story. I am SO annoyed that I didn't get in last year, as I have had it on my watchlist since 2022! I just thought "it can't keep going on this growth trajectory, surely"? WRONG! 😫
Anyway, that's water under the bridge now and I'm very happy to have a decent sized holding here now. Hopefully, another good day beckons. . .ATB
YU have thrived through several black swan events over the last 3-4 years , imagine what they can do in a boom cycle
With inflation back under control and interest rates about to start falling the wheels of industry will start turning at pace , ergo more energy usage and less bad debt even though YUs bad debt is only 2% the CFO might start to be less cautious and drop the 3.1% provision to 2% in 2024.
I didn’t realise YU is now the 13th largest SME supplier in the UK and pushing for top 10 as a target.
With futures currently up by 65 points. . .ðŸ¤
Are these the orders who absorbed the PIs selling ?
A lot going on in the background and some very chunky trades
Doesn’t take a rocket scientist to work it
Here's that breakout that I mentioned yesterday. Everything pointed to it happening, assuming great results - which they most certainly were. . . .ATB
It's nice to have bought in early to something where the main problem seems to be what they're going to do with all the money they're making.
Nice steady rise this morning. As yesterday's RNS is digested, I'm hoping for new investors to come in. This has income and growth written all over it
Quite a nice, compact snap-shot of Yu can be seen here, with Investors Chronicle:-
https://markets.investorschronicle.co.uk/data/equities/tearsheet/profile?s=YU.:LSE
@SNN very similar to my musings for the year ahead. £41m of PAT equates to circa 80p dividend based on 3x earnings cover. Assuming the share premium capital is cancelled that will also allow for either a further distribution of about 70p or buying back a large number of shares - or a combo of both. Looks like another cracking year is ahead as long as YU continue to grow and deliver the 50% growth they anticipate.
Quick calculation is revenue of £690m, EBITDA of £41.4m, with tax at 25% and 16.8m shares is eps at 246p
Correction - EBITDA is £55.2m at 8%. PAT is £41.4m and eps 246p on these figures.
Happy to have added an additional 20% to my holding here, early doors today. . .ATB