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Russian gas supply is not comming back. Solar and wind energy producers rely on huge subsidies (I own shares in some of them). Wholesale energy price will fluctuate but not fall in the foreseeable future.

"Ofgem has said that we shouldn’t expect energy prices to go down to pre-2022 levels and that volatile gas prices are likely to be a long-term problem."

https://www.nerdwallet.com/uk/personal-finance/energy-price-rises/

Results in less than two weeks. 18-Mar-2025

Https://www.ig.com/au/trading-strategies/best-small-cap-stocks-to-watch-in-2025-250120

"Yu Group supplies gas, electricity, and water to UK businesses, known for simple contracts and exceptional customer service. It has heavily invested in technology, including its customer portal, to streamline account management, focusing on sustainable energy solutions for SMEs."

"Revenue has risen fivefold to £578m since 2019. Profitability has also improved, with operating profit rising from £3.5m in 2021 to £47m over the 12 months to 30 June 2024.

Yu is still run by its founder and 51% shareholder Bobby Kalar. I believe Kalar’s twin role as CEO and major shareholder means he’s likely to maintain tight financial discipline.

This is a key risk for energy suppliers. Yu is exposed to big swings in commodity prices, customer bad debt and the financial hazards of fixed price contracts.

Growing usage of smart meters, a new energy trading deal with Shell and falling bad debt levels suggest to me that Mr Kalar is managing this £252m business well.

If he can continue to do so, the reward for shareholders could be higher profits and generous dividends."

https://www.fool.co.uk/2025/03/05/5-under-the-radar-uk-shares-that-deserve-more-attention/

Daveboy19

I've made decent profits from this share and am certain there's a lot more to be made in the coming years . Yu is one of the core holdings in my portfolio.

Daveboy19

Well done

"Yü Group’s financial transformation has been remarkable, shifting from a loss-making position with a negative price-to-earnings (P/E) ratio in 2019 to a profitable state with an attractive 9.3 times P/E today.

This turnaround’s underpinned by robust cash generation, with net cash ballooning to £81.9m in 2023, enabling the introduction of a growing dividend (0.67p per share in 2024 compared to none pre-2023).

Operational efficiency has also improved significantly, as evidenced by the compression of the EV-to-EBITDA ratio from 21 times in 2021 to a forecast 4.3 times for 2024. As noted by Armchair Trader, Yü’s success can be attributed to its asset-light model and focus on high-margin add-ons like EV chargers, which have helped margins outpace revenue growth, positioning the company for continued financial strength."

"Yü Group’s growth prospects are underpinned by several key drivers. Firstly, the company has significant room for market share expansion, currently holding just 1.3% of its £50bn addressable market. Secondly, Yü’s successfully pivoted towards technology-driven solutions, with smart meters and EV infrastructure now accounting for 30% of revenue, up from 5% in 2020."

https://uk.finance.yahoo.com/news/aim-stock-delivered-1-463-054000005.html

Sorry for the typo, meant "company".

Discodave4561

It's a good compaany with excellent managemet. If anyone wants to be in this sector Yu is the best IMO. Thanks for your comment but I'm filtering you till the results.

Meant around 60p for 2024. This year it likely to be more than last year. Yu have beaten the broker forecast regularly for years. 2025 is not going to be any different IMO.

Dividend has been increased from 3p in2022 to 40p last year and is likely to be around 60p this year.

Discodave4561

Markets do not scrutinize numbers as harshly as you do. If they did nobody would ever be able to invest in any company.

Given the history of this company delivering above forecasts, the final dividend is likely to be 41p IMO.

Tugboatpete

"ANYONE FEELING BULLISH BEFORE RESULTS????"

Definitely yes.

Cash up from 32m to 82.

Net assets up from 46m to 135m.

These are predictions fron SP Angel .

Market loves these type of figures. Shares likely to spike when results come out on the 18th IMO.

Https://www.sharesmagazine.co.uk/video/temple-bar-investment-trust-tmpl-nick-purves-portfolio-manager

Https://www.thisismoney.co.uk/money/investing/article-14360341/Im-fund-manager-Temple-Bar-Investment-Trust-Heres-invest-now.html

Does anyone here know the percentage of shareholding Stelios Haji currently hold in EZJ ?

Quarterly dividend likely to be declared this week.