Member Info for Discodave4561

Your point is what exactly?

Folks are rude to me like your : “Bad luck with your short position. :)” comment, and “Congratulations on your negativity”, then I will respond likewise.

I congratulated you and you slagged me off, grow up ffs, if you can’t take it don’t dish it out.

As for my comments about Blade and Sparky, you are being very one sided, check out their name calling and insults, but hey you accept that as being okay because they are rampers / perma bulls, you are being hypocritical.

Bye :)

Thanks, my short and long plays here have served me well, nice to see that you appreciate other folks making some profit, oh hang on you don’t !. So I congratulate your investment and you have a pop at mine, rather childish don’t you think. Oh and I’m a very happy chap pie thank you very much.

There are positives, have posted that numerous times but the perma bull rampers will always point those out, I’m pointing out the other side as you put it but clearly you can’t comprehend that share prices fall as well as go up, and playing a stock in either direction to make a profit isn’t the devils work, so naive IMO.

All the very best with your future investmemts.

congrats on your investment here.

it s normal for immature holders to perceive any contrary opinions as being negative , couldn’t be further from the truth. not all stocks are 100% perfect but unfortunately some people can’t accept that simple fact. not ruining the thread imo, just posting my views, from the other side of the fence. there’s enough ramping on here but hey that’s acceptable but flagging negatives isn’t, go figure, if folks can’t accept my views then counter with facts not childish name calling and lies.

will keep posting as i chose, those that can’t handle it, tough ****e, grow up.

Whatever Blade

Have you managed to get someone to explain to you what a liquidity covenant is yet?

The Shell deal and all the covenants including the liquidity covenant has been detailed, not the specifics but that Shell will take all the assets of the business if they don’t meet their covenants.

If you think that all their net cash is available to be distributed / invested then you are a bigger numpty than I thought. Their actual cash could be as low as £53m as posted up .

JPM have more than doubled their short on the back of the interim numbers, they aren’t stupid!.

As little pip boy would say - another lovely green box!.

Talking of the boy and his fantasy trades, think he’s sold up.

Sparky was calling £20 to £30 not so long ago, just like NG’s £100 it’s all complete ramping nonsense.

Wonder when Rawson will offload the rest of his shares?

Has increased a fair amount up to 1.12% the highest it’s been following the interims.

No surprise that the perma bulls have not posted the increase.

IMO they are going to struggle to hit consensus forecasts for eps, an 18% increase in H2 v H1 is a lot higher than the previous year (+10%)m along with declining order book growth it’s going to be tough, perhaps JPM are thinking the same along with their true distributable cash hindering any inorganic growth prospects too, who knows but they clearly saw that the future isn’t as bright as some on here believe. Only 2% growth in eps in H1 compared to an increase of 52% last year shouts to all that are prepared to listen that this is no longer a growth stock, it’s had its moment in the sun IMO.

Growth has slowed because energy has reduced , particularly gas which is 8 times lower now than its peak . Some folks seem to think that YU have a moat, well they don’t, even British Gas business supply growth is outpacing YU.

The only sustained growth seems to be in smart metering but again they aren’t the only business serving that sector and as Trst the contribution to the groups profits is minimal.

As for no need for anything radical, there won’t be anything radical and the market seems to have finally come to the conclusion that their distributable cash for anything “radical” is not available, no buyback, no acquisitions yet constant boasting of how much net cash they have, the market doesn’t believe, finally.

As for NG and SNN quoting £100 a share, complete fantasy,

Folks getting personal says to me they aren’t actually too confident about their investment here plus they can’t read!.

I’ve posted there are positives, but why post them when the perma bull rampers will always make sure they emphasise them.

But the reality is they will have to increase H2 eps growth by 18% v H1 to hit the consensus eps target, last years H2 v H1 eps growth was +10%. H1 was only +2% growth, the days of annual growth +545% are over.

I have maintained my view that when energy fully normalises this business will struggle to turn a profit. That’s my long term play here, short the fcuk out of it and in the meantime run with momentum in either direction, but momentum is now very weak in that regard.

Blade - read the AR, if that’s beyond you get someone to help you.

Sparky - you are so full of crap.

Last point, there were a few posters here, new Gacky and SNN (I think the handle was share nicely now) who said this would hit £100 a share based on forecasted growth trajectory from their peak years brought about solely by the Ukraine war. Where are they now?

Sailor

To be clear I’ve never ever posted what the level of cash they need to meet the liquidity covenant.

Blade

You are clueless, read the AR post the deal with Shell, there is a liquidity covenant on the balance sheet, if they fail to maintain the stipulated level of liquidity, whatever that is, then Shell take their assets. If you don’t know what liquidity means then I suggest you look it up, it’s cash available.

They were paying smartest energy circa £60m for their risk on hedging circa 78% less energy in the first year of the deal with shell (from memory) .

Do more research chap if I were you, why the fcuk do you think they haven’t done a buyback or made any significant acquisitions, they even took out a £5m loan for smartest energy growth.

Sailor

So they have £56m net cash?, is that what you are saying?, sorry I misread your post.

Either way whether it’s excessive cash earning nothing or cash that’s now non distributable due to their covenant then my point is folks banging on about how much cash they have is meaningless.

Sailor

Cash on the BS as a current asset is £118m, net cash as they’ve stated is £109m.

To achieve consensus forecast adjusted eps for FY25 they will need eps growth of +18% in H2 v H1 of 96p. Last year H2 growth in eps was +10% in H2 v H1.So a big ask to hit consensus eps forecast for FY25.

Average monthly bookings down 12% and an all important measly 2% growth in adjusted eps.

All that cash £109.9m just sitting there earning sweet fa, no mention of a buyback not even £10m, as for acquisitions for growth it's all Bobby BS. There isn’t £109.9m distributable cash, folks keep ignoring the liquidity covenant, some don’t even know what balance sheet liquidity is ffs.

Yes there are positives but this is now not a growth stock and a single digit PE seems fair IMO.

Monkey

Not missing any point because what you posted was utter nonsense.

The price was down 40p on the day and the UT was 1630p not 1635p, end of.

Please explain : “due to the large UT which came through from yesterday.”

So you think a previous closing price is carried over as well to the next closing auction?, that’s what you posted which again is complete nonsense.

You simply haven’t the bslls to simply say that what you posted was wrong, plus you intimated that the price was being manipulated by the mm’s, utter tripe.

I posted on Friday:

“It may well open at the mid price though (1635p) on Monday, gap up from today’s close at 1630p.”

And that’s exactly what happened.

Monkey you post absolute rubbish and can’t even hold your hand up and accept you know Jack, yet are happy to always have a pop, just like Sparky.

Monkey

You posted utter nonsense and it’s the UT that determines the closing price and it was down 40p on the day so how could that be good for shareholders.

You even posted : “due to the large UT which came through from yesterday.”

Wtf are you on about, the closing auction price / the UT does not carry over to the next day ffs.

Never ceases to amaze me how when the price drops folks come up with a load of ridiculous theories and blaming the mm’s, utter nonsense.

The UT is not from yesterday, pmsl

Nope, this site automatically puts the closing price at the mid price rather than what the closing auction uncrossed trade is. Closing price should be 1630p as per the UT at 4:35pm. Check the stock exchange and ADVFN for the closing price, 1630p..Down 40p on the day.

It may well open at the mid price though (1635p) on Monday, gap up from today’s close at 1630p.

Sparky Pal

Don’t you ever just admit you haven’t a chuffing clue, oh hang on you have posted you haven’t a clue, sorry.

As for :

“So YU website is publishing false data ? Might have to raise that with The company.”

Yes I think you should raise it with them, if you think their data is false (I’ve never said that). I’m begining to think you may be dyslexic with all the false info and lies you post up.