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The interest rates are forecast to go down this later this year. Most companies profits and dividends have grown over the recent years but stocks have not. UK stock market is ripe for a rerate IMO.

Https://uk.finance.yahoo.com/news/stock-market-recovery-coming-d-070100231.html

It was published in Dec. but still relevant I think.

This company has grown from nothing to this level in less than 10 years. It has all the characteristics of a giant into making. There's a huge potential of making money in the short, medium and long term here IMO.

Warren Buffett Says This Simple Rule Dictates His Buying: 'Be Fearful When Others Are Greedy And Greedy When Others Are Fearful'

I've managed to increase my holding by a third since last week.

23 January 2024 upgrades

" Yü Group has confirmed again that trading is

ahead of expectations and that last year will deliver a record level of earnings

despite the turbulence seen in energy markets. Yü Group continues to take

market share in the B2B market and we expect continued momentum going

into FY24E. Market conditions are expected to normalise but the exit run rate

of contract wins supports a materially higher revenue forecast going forward.

The share price is not properly reflecting the growth opportunity in our view.

FY23E expected performance:

▪ Group revenues are expected to exceed £450m. This has been driven by

a significant increase in meter points and volume growth. Average

monthly bookings have grown over 120% YoY to > £55m. The expected

revenue base implies organic growth of over 60% YoY and £520m of

contracted revenues (+111% YoY) have been secured for recognition in

FY24E.

▪ EBITDA will be significantly ahead of expectations. Given the operational

leverage within the business and associated margin expansion, we believe

adjusted EBITDA could reach £38m"

Https://www.yugroupplc.com/wp-content/uploads/2024/01/YUG_23012024.pdf

"After multiple upgrades in 2023, Yü Group has confirmed again that trading is

ahead of expectations and that last year will deliver a record level of earnings

despite the turbulence seen in energy markets. Yü Group continues to take

market share in the B2B market and we expect continued momentum going

into FY24E. Market conditions are expected to normalise but the exit run rate

of contract wins supports a materially higher revenue forecast going forward.

The share price is not properly reflecting the growth opportunity in our view"

Yu's going to fly when results come out in March showing 7 fold increase in EPS, if the forecasts are correct. GLA

This company is likely to have a turnover of one billion in 2025 and it won't stop there either. UK energy market is probably well over a 100 billion pounds,so plenty of ground to cover yet.

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.”

The stock market can behave like an electoral contest in the short term, where a company’s share price is based on how popular or unpopular it appears at the time. In the long run, the market tends to act as a weighing machine whereby stock prices eventually reflect the fundamental characteristics of a business – earnings growth, financial strength.

A great opporunity to top up IMO.

Target price £7 .

The bank said it was upgrading easyJet with good momentum now into summer and further upgrade potential on fares.

"Our Sep-24/25/26E PBT estimates for easyJet increase by 26%/20%/16% respectively due to higher revenues. We now sit circa 8% above Sep24E Bloomberg consensus for PBT at £639m," it said.

Sorry 12th March Tuesday.

Last year results were on 14th March. Tuesday 13th March more likely this year IMO.

"Outlook

The digital service strategy is instrumental in our view to the company’s

ongoing ability to take market share in the market for B2B utility supply. New

initiatives such as Yu Smart, which has now installed 8,000 meters, is beginning

to gain material traction and presents further scalable opportunities ahead.

With the gas price in the UK back to pre-Covid levels we can expect more

normalised trading conditions but our conservative forecasts factor this in and

still project material growth. Yü Group’s strong cash generation is expected to

lead the Board to review capital allocation which may include materially

increasing the payout to shareholders. Trading on an EV/adjusted EBITDA

multiple of sub 4x the stock is materially undervalued relative to the broader market."

23 January 2024

"After multiple upgrades in 2023, Yü Group has confirmed again that trading is

ahead of expectations and that last year will deliver a record level of earnings

despite the turbulence seen in energy markets. Yü Group continues to take

market share in the B2B market and we expect continued momentum going

into FY24E. Market conditions are expected to normalise but the exit run rate

of contract wins supports a materially higher revenue forecast going forward.

The share price is not properly reflecting the growth opportunity in our view.

FY23E expected performance:

▪ Group revenues are expected to exceed £450m. This has been driven by

a significant increase in meter points and volume growth. Average

monthly bookings have grown over 120% YoY to > £55m. The expected

revenue base implies organic growth of over 60% YoY and £520m of

contracted revenues (+111% YoY) have been secured for recognition in

FY24E.

▪ EBITDA will be significantly ahead of expectations. Given the operational

leverage within the business and associated margin expansion, we believe

adjusted EBITDA could reach £38m implying an adjusted EBITDA margin of

over 8%. Bad debtors are reported to be materially lower.

▪ Net cash of £31.9m. This is a significant 70% advance on last year’s net

cash balance of £18.8m but is net of a near £50m prepayment to a trading

counterparty.

Double digit forecasts upgraded

We have upgraded our FY23E revenue and adjusted EBITDA forecasts by 7%

and 15% respectively, yielding revenue of £452m (+62% YoY) and adjusted

EBITDA of £38m (+381% YoY). The growth in the contracted revenue base

leads us to upgrade our FY24E revenue forecast too by 17% to £668m (+48%

YoY). We recognised that the likely adjusted EBITDA margin for FY23E of 8%

may have benefitted from some higher gross margin activities and that this

may not be a sustainable medium-term return on sales. We therefore

conservatively factor in a return to a 6% margin going forward. On an upgraded

revenue base, a 6% adjusted EBITDA margin assumption still produces a 17%

upgrade to our new forecast of £40.5m (+7% YoY). Notably, the cash

counterparty prepayment will begin to unwind in FY24E which will materially

enhance operating cash flow. We are forecasting net cash by the end of FY24E

of over £100m (+213% YoY).

Accumulated 17000 at around £12.

Should've put the other way round.

14th March 2023

22nd March 2022

30th March 2021

6th April 2020

15th May 2019

As the company grew the final results have been coming earlier and earlier each year.

15th May 2019

6th April 2020

30th March 2021

22nd March 2022

14th March 2023

Let's hope the trend continues and they're even earlier this year. GLA

If it doesn't come on Thursday this week, then it'll be inApril IMO.