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it is mainly an update of the 19th march with added detail from the yu year end company report. maintains a conservative buy at 2050p, £680m to for fy24, ebitda £43m, net cash in excess of £112m, a dividend of 48.9p, eps of 186. all pretty conservative in my opinion but it is always better for the broker to come in under and yu to smash their numbers out of the park as they have done for the last 2 years.
an interesting new section in the report is they have now is their sam analysis -
"yü group has a summary score of 10 and is ranked number 1 out of the 270 uk covered in liberum sam. all three scores are top *****ile and the revisions momentum chart is a thing of beauty. yü group is one of only 7 stocks that has had revisions momentum above the 9th decile for 24 months in a row out of 3800 global stocks covered, so rarified air indeed."
Anyone able to post a summary when convenient please?
33 pages to wade through
I am convinced something is being worked around this level, all the sells just get hoovered up. Yet slighted buying and up we go.
Going to break aggressively soon one way or the other
Careful what you wish for. Media attention could result in calls for a windfall tax.
Yes, either way, it's hard not to envisage further significant Corporate Action, over the next twelve to eighteen months - assuming of course, that YU can continue on its current trajectory 🤞 I am however, a little surprised that it hasn't caught the attention of the media, more than it has. Appreciate that it's an AIM lister but still, it's performance has been stellar. I'm sure that it will come though. . .ATB
NG stated Shell wanted a stake in YU but BK declined as SP does not reflect his valuation of the business.
Fair enough and I am sure many of us agree when on a PE of 8
The question is will shell buy in the open market, not bother or up the offer for a slice of shares from BK as he is the only person who can give a decent wedge to a larger investor
Good point with regard to BK, as I had forgotten that he has such a large holding. The Shell angle is certainly an option and would, I feel, work well for both parties. Time will tell! ATB 👊🏻
Not a chance unless BK agreed as he holds 53%
What I would like to see is a couple more IIs on board or Shell taking a stake
OK, so I'm going to say right up-front, that I'm not one of those 'excitable puppies' that chucks silly ramping nonsense out there - BUT surely, YU has to be hugely vulnerable to a hostile takeover bid? It's numbers are simply superb, so I really do feel that in the next one to two years (max), a takeover bid has every chance of materialising.
I mean surely, it HAS to be a sitting duck at its current valuation; which is not terribly demanding for a larger player to absorb?? Enjoy your weekend fellow investors 🤠😀
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.