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The founder and 51% owner is young and knows his job extremely well. His stake is worth around a hundred millin £s. He created all this in less than 10 years from almost nothing. This is one of those companies that have the potential to make patient investors rich IMO. DYOR and GL.
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.
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"
“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.
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.