Member Info for Discodave4561

‘Energy costs are an existential threat to de-industrialising the UK, and we need to get them down as a matter of urgency.’

https://www.thisismoney.co.uk/money/markets/article-15252713/Manufacturing-sheds-jobs-12-months-row-firms-squeezed-Rachel-Reeves-Budget-worry-one.html

Thanks, fair points made and I can’t argue with what you’ve flagged, but unfortunately the market didnt like it - IMO it was down to the sales decline in North America (down 16%), and possibly pi’s hoping that at some point ReZorce would significant enhance future profitability.

They mention separately disclosed items for pbt whereas in H1 they didn’t, what disclosed items?

Slight change in their consensus for the year compared to the interim statement, what disclosed items in relation to pbt?

Also North America growth seems to be faltering.

Don’t think it’s too positive either that they’ve in effect given ReZorce away gratis, and only a minority stake, this IMO had potential that now won’t be earnings enhancing for ZTF. The three directors of ReZorce are the two sole directors of Investor Meet Company and the ex innovation strategy lead from ZTF Anthony Court-Johnston. The registered office for ReZorce is now as per Investor Meet Company. Can see that they will have the contacts no doubt to attract further investment, investment that the BoD of ZTF couldn’t attain.

Market risk off on budget worries. Wonder if Reeves will hit energy suppliers directly, some windfall tax?, doubt it but who knows with this government.

On today's share price, it gapped up due to another dodgy / false UT yesterday and now back below £16.

Sparky Pal

You posted: I heard Yu have just signed up every major supermarket in the Uk.

A complete lie as you well know. So have you the integrity to post up an apology?, very much doubt it, very dangerous person deliberately posting up false info!.

Number of British business in 'critical' financial distress surges ahead of Budget.

Let’s hope Reeves doesn’t put the boot in yet again. No sector will be safe and particularly a business like YU with c 99.9% of its income reliant purely on the ongoing profitability of SME’s.

https://www.thisismoney.co.uk/money/markets/article-15242181/Number-British-business-critical-financial-distress-surges-ahead-Budget.html

Thanks for the info daveboy :)

'Just staring my journey with yu energy.

Good start so far, great opening communication from their team.

Well done let’s keep this going.

Neil

Pizza Hut delivery

Scarborough.

Date of experience: 24 April 2024

No volume, no interest.

Been weak since the URI Q3 results and them missing earnings forecasts.

Another

https://www.birminghammail.co.uk/news/uk-news/68-pizza-hut-restaurants-shut-32767000

Another YU client that is cancelling expansion plans and we aren’t even in Sparkys recession yet. But he believes a recession in 2026 will be positive for YU, never heard anything so ridiculous , but then most of what he says is utter garbage.

https://www.getsurrey.co.uk/news/surrey-news/giggling-squid-cancels-plans-two-32598582#

I see Dobbies, one of YU’s major customers is closing some of its garden centres down and restructuring because its loss making - and we aren’t even in Sparkys recession yet.

https://www.express.co.uk/news/uk/2121455/dobbies-closing-8-garden-centres#

Sparky Pal

Report away chap, I can dig out the post little pip boy made. It works both ways, he ramped about supplying Pizza Hut based on nothing but what someone posted on social media. Now I post facts that Pizza Hut are in liquidation and you make up lies about supplying supermarkets - post up proof to support that ridiculous comment.

It’s great living tent free in your empty head. Thought you weren’t posting again, thought I was filtered, just like most of what you post it’s utter crap and lies. :)

Sparky Pal

Are you for real!:

“More clients, higher revenue in 2026 simple as that regardless of a recession in 2026,”

You do know what a recession means don’t you?, clearly you don’t, absolutely crazy comment.

So, as an example, you and little pip boy were posting about YU supplying Pizza Hut, they are now going into liquidation, do you honestly believe that such a situation which is prolific during a recession will result in higher income and customers for YU!. Clueless. The only way revenue will increase markedly is if the price of energy Sky rockets again.

Uk gas has gone below 80p again! lol

As for CNA, never ever invested in CNA.

Once again it’s clear you can’t handle being challenged about the utter crap you post up.

You haven’t a clue about what the capital requirement imposed by Ofgem is for YU, you just post up the requirement for domestic suppliers.

Good to see that you’ve realised how to spell Schroders after it was pointed out to you! :)

sparky pal

why do you get so rattled when the crap you post is challenged and you are asked very simple questions?.

so once again, do you know that the £115 you quoted is for suppliers that supply domestic properties, you don’t know what the capital requirement is for non domestic, likewise you don’t know what the adjusted na will be for yu at any given moment, ergo you don’t know whether they are meeting the requirement or not. but you prefer to quote on the basis of supplying domestic properties which really doesn’t apply in full to yu does it!. net cash post interims was only £56m!.

also, please can you tell everyone how a recession in h1 2026 will enhance earnings for yu. a recession will hit sme!s the hardest, facts tell us that, and thus yu’s only customers will be hit harder than most, going out of business and / or using a lot less energy, so c’mon how will that be a tailwind for yu.

now your comment about black swan events, during covid yu received a handout from the government, and the biggest black swan event was actually a white swan event for yu, the ukraine war and subsequent energy crisis was the reason that yu turned from a loss making business to a very profitable business, with eps growth peaking at +540%, compared to the last interim eps growth of only +2%, why?, obvious isn’t it, energy prices are normalising, not rocket science is it.

as for my position, i keep telling you, look at the ******* chart!. this will in time be ripe for shorting the arse off it.

Sparky Pal

You never answer - so tell everyone what the capital requirement is for suppliers who only supply non domestic customers?, it’s not the same as that for domestic customers!

Also British Gas are clearly in direct competition with YU, their H1 adjusted EBITDA went up 15 fold, whereas YU’s only went up 4%. BG have stated they are now focussing on SME’s, hence the earnings growth and you are very blind and naive if you think they aren’t taking business from YU.

Would imagine their high rate fixed contracts are the minority and most are going onto their variable contracts to benefit from the normalisation of energy prices.

As for a recession, still waiting to hear your views on how it will be earnings enhancing for a business that only supplies SME’s, the most likely to be hit more than most.

Sparky Pal

So once again can you post up how you think a recession in H1 2026 will be earnings enhancing for YU,. A business that only supplies SME’s will definitely not see any benefits from a recession.

That reminds me, you / little pip boy, posted up about some pizza delivery boy saying YU were their energy suppliers, was it Pizza Hut by any chance?, :)

Anyway, the chart is saying this could head back to 1450-1500 again, these traders pfft lol

silly sausage

you need to go back and read the posts by new gacky and share nicely now. both were constantly ramping up £100 a share, they assumed that it would generate eps of £10 , utter fantasy but nobody here, including you and the paid ramper sparky, challenged that forecast, sparky more recently even posted up £200 (yes it was a **** take but again he never once challenged the crap posted up by ng, in fact he also posted up in agreement with £100 on advfn).

Sparky Pal

Me thinks you need to do more research. The figure you quote is for energy suppliers with domestic customers, the capital requirement also applies to suppliers serving non domestic and domestic you know what that figure is? lol

Also the assessment is undertaken on am ongoing financial basis as well as assessed annually.

I did say it could be good news but you naturally ignore that point. It wasn’t me that said energy suppliers will likely fail again , it was the CEO of Centrica, you know the business that is knocking spots off YU,s earnings growth for business energy supplies.