Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
"Strong and sustained demand for travel, in particular in leisure" Making 80% of their profits from package holidays, Jet2 is best placed to benefit.
From IAG results today
"Strong and sustained demand for travel, in particular in leisure"
"Yü Group will not be required to deposit cash as collateral "
"Yü Group will benefit from Shell's leading and considerable commodity trading access to liquid commodity markets, at market reflective prices."
With this new arrangement with SHELL they'll be able to buy energy at better prices than before and that should improve their margins further . I'm looking for much improved forecasts for this year and beyond when the finals are announced in just over three weeks. Crossing £20 mark likely soon IMO.
Metering division was set up only about 20 months ago. It should normally take at least 3 years for a business like that to make any meaningful contribution to profits. The lion's share of earnings will always come from their energy supply business imo.
Yu. has grown from turnover of under 4 £million in 2015 to 450 millions last year. A lot of small energy companies went bust during Covid pandemic but YU. not only survived but thrived. Once they penetrate the business sector enough , which is probably over a hundred billion market, there will be nothing to stop them from entering the consumer market either which is even bigger.
If the company carries on performing than sky is the limit for the share price. All they need to do now is to split the shares IMO.