Member Info for Cherokee101

The stock is ex- Div today hence the drop.

Good balance sheet, decent outlook, nice dividend with a lot of room to re-rate from these levels. Unless we think 2008 house crisis is a given.

Slightly unfair comment on the Japanese expansion. It was covid restrictions that buggered them there. Japan is only just re opening properly now!

Sorry thats what I mean, barrier to entry for competitors. What is to stop rivals doing the same thing as YU? Is it difficult to offer water contracts with gas and electric? I have no idea.

Interesting thoughts thank you. I'm in no rush to sell but 12m fwd PE is now 25x and market cap is 118m after a 263% 6month run. That is a smoking re rating.
The company has benefitted greatly from the covid disruption and has hedged very smartly, but it feels much more fair value now than 6 months ago.

There is also an inherent cyclicality with energy and utility stocks, and now inflation is trending down I worry about Yu's pricing power. How much of a barrier to entry is the water element in their package?

Long time holder here.
The only thing that makes me nervous is the very high number of negative customer reviews and some clearly fake positive reviews.
Couple that with the "sales culture" they promote.
Im thinking of halving my position and taking profits.

Me and my whole family are massive fans here. And guess what. It's not just a chocolate company. They sell hot chocolate machines, coffee and alcohol and ice cream (for those who are asking what they sell in hot weather).

Great company. Great brand. Great chocolate. Back to my entry price!

Hotel chocolat sells affordable luxury, mostly to those that can afford it.

Most people impacted by inflation buy cadburys.
This is a stellar company which will report great results.

The leg down occurred as I suggested. This looks fair value now, but not a raging buy.
Might be worth building a position on a 5 year view.

Most of the daily volume these days is algorithmic trading and high frequency funds. There is very little analysis being done on both buying or selling. The market is currently a casino.

She owns 50% of the company. She is the major existing shareholder, so the movement in price will hurt her as much as us.

Why bother timing the market on such small margins? So what if it falls another 10 or 20% from here. We are looking at a possible world leader in 5 - 10 years and a multi billion dollar franchise.

This is approaching fair value for the growth rate, and probably cheap on a 5 year view.

May be due another leg down at this rate...

Whose ramping?
Im litetally saying there is continued downward pressure on the price due to a large seller or multiple sellers.

YU group is still home to a lot of people who got burnt at much higher prices, and I suspect they will chose their moments to unwind, due to poor liquidity.

This is probably one of the most undervalued stocks around today, but you have to adjust for unusually high energy prices. No ramping here just facts.

Definitely a large shareholder offloading on the spikes, for whatever reason. Can't wait to be rid of whoever it is!! Then we should rocket.

Barclays and other banks make money on the spread between short and long term rates. Hey borrow short and lend long.

Unfortunately the yield curve is flat, so banks are not making much profit on spreads right now.

As the mighty Buffett said "in the short term the markets are a voting machine, and in the long term they are a weighing machine".

Markets move, often for no good reason, maybe someone had to sell a lot, and there weren't many buyers.

For me, this is a multi decade holding, so I don't care about short term movements.

Taking on debt to service a dividend is incredibly stupid, especially in the most volatile environment for oil since the 1970s.

The Russia fund was barely £180m in size prior to the collapse. Peanuts relative to the AUM of the firm.

3.5 years is a very small amout of time to make serious dollar with Team17.

You value such a company on total addressable market and, market share and growth rates.
This isn't about staff or NFTs. It's about it being one of the last few gaming cos left, which will be gobbled up at a ridiculous EV in the next 2 years.

Can you tell me which company has perfectly contented staff? Amazon? Nope, Apple? Nope?
Tesco? Lol... Shell? Laughing you out of the room.