Member Info for Discodave4561

Contd

5 Claiming a profit was incoming in Jan 24 - Yes, my rationale was based on the fact prior to results and after a CMD the price crashed. Yes they didn’t issue a profit warning and I called that wrong, so what, we all at times get it wrong.

6 Claiming GB energy would nationalise supplies - That was what was being spouted by the Labour Party, that ot would radically change the market and reduce bills.

7 Claiming CNA are coming after YU groups clients yet up 48% - Now Sparky you are definitely putting your head in the sand on this one. I posted up what British Gas themselves stated that they were shifting their commercial energy supply strategy to now focus on SME’s. Their accounts showed that adjusted EBITDA for that part of the business had increased 15 fold, all facts. So if you think that one of the largest UK suppliers aren’t in direct competition with YU then you really do wear rose tinted glasses.

And here again is the statement from CNA last interim results:

“In business energy supply, included within British Gas Energy and CBS, we continue to pivot the portfolio away from larger Industrial and Commercial customers towards smaller businesses, underpinning gross margin expansion and growth in sites. Coupled with stronger operational performance, this underpins confidence in the £100m to £200m sustainable operating profit range for Bord Gais Energy and Business energy supply”

I should however thank you for keeping such a close eye on JPM short, and I am now looking to SB long but had hoped this would take a breather and dip a bit.

Sparky

I note your points from an earlier post and would like the opportunity to not only defend myself (as I always will) but support some of my views, these are not madness with regards specifically to YU as you put it, well not to me anyway. I could list all of your claims about blue skies, £200 a share etc etc but tbh what’s the point. Somehow you think that constantly flagging up my opinions, facts, and yes misjudgements, is in some way getting your way in trying to show me up. As I’ve posted numerous times, please just try to enter into debate, offer an explanation as to why you disagree rather than personal snipes all the time. That said I will as ever defend myself and my points of view. So apologies to everyone else.

1. Claiming certain people work for YU group is me - That was in defence of you accusing me of working for JPM, being an ex employee with a grudge, the ex CFO ffs, being stock analyst Paul Scott, the list goes on and on.

2 Claiming I hold no shares yet own more than you can imagine and have since 2018 - Yes and in truth I still maintain that view, why?, because you post incessantly (yes I do too) and on no other stocks, not here or on ADVFN. You constantly say the shares are cheap yet never in anytime have you stated you have bought anymore shares. The only single time you did was when I actually challenged you on that very point and you immediately posted that you had bought, no details about price or volume to verify. Just odd to me.

3 Multi avatars - I only have one avatar. So let’s refer to Jennifer aka newinvestor, do you remember?, the poster that always only ever responded to your posts like a ramping double acr, I called you out about that and immediately newinvestor became Jennifer, posting in exactly the same manner, gramner and topics etc. I duly called you out about that avatar too and no more postings. Then there is your pal JD, who has absolutely no shame on using two virtually identical avatars yer he is never called out, why is that?, oh yeah we know why, he’s long.

4 Constant referral to 2018 accounting issue and I quote the market never forgets or similar - Just posted up simple facts, there was an accounting error, the CFO got the boot, new CFO promised profit in 2019 which they went on to make a loss and now he’s gone too (now a NED with options trimmed). Thelma market does have a long memory I’m afraid. They were lucky not to be fined by the Stock Exchange, saved by Covid and the likely impact on their income.

Thanks to Rizzler I have to say that is positive.

May be time to go long up to results (before anyone says anything I’d already posted that elsewhere before I knew about JPM reducing).

Don’t normally like to go long when it is technically overbought as a correction is a given at some point just don’t know when.Not being negative just stating a fact.

sparky

you can believe what you like, so can i. i don’t believe schroders holds 8.3%, end of and not going to keep trying to explain. i don’t give a ****e what’s on the yu website. they are legally obliged to update their financial calendar as well but they don’t.

i will always go by fca regs and filings for who holds what, i always have and i always will as you can look at various data websites and the numbers never tally particularly when asset managers hold stock in various funds / portfolios and subsidiaries etc. as i’ve stated till i’m blue in the face, i believe your 8.3% is overlapping funds and thus is not correct, not according to rns 6161c anyway.

but ultimately you still don’t get where i am coming from, i’m referring to your statememt about schroders investment management ltd, you just won’t get it will you.

no matter what i post you will never agree and so be it.

can we change the subject now as i’m bored of discussing this and would guess so are you.

folks can dyor

Here’s the official, legally binding RNS submitted by Schroders themselves to the FCA.

https://www.lse.co.uk/rns/tr-1-notification-of-major-holdings-oj3ed665z6zu08s.html

Sparky

You haven’t answered the question.

Will point you in the right direction. Read the following legally binding notification, look at the very end where it lists Schroders Investment Management Ltd and their holdings.

Said before I’m not bothered what third party websites state as IMO they overlap individual funds that are managed by Schroders, but contradict what Schroders themselves state.

We can keep going around and around on this point. You believe what you like but I still say that you are not correct when you posted that Schroders Investment Management Ltd hold 2.5%, that’s not what Schroders say, they say in black and white they hold 5.01%. So I’m actually saying they hold more than what you have posted . Is that positive enough for you?.

Sparky

“Apparently JPN have the finest research team on the planet according to DD as quoted many times when they opened the shorts”

Did these words appear in my post? No they never did, this is what I mean.

Twisting things, it’s not good Sparky.

Sparky

Okay you said medium term not short term. My mistake my sincere apologies.

My comment still stands though,

Would be decent of you to at least answer my question: has Schroders Investment Management reduced from 5.01% to 2.5%?, because that is what you have posted up.

Sparky

You think this can double short term, I very much doubt that.

The rating is low for a reason IMO (yes the market could be wrong but personally I don’t think so) and it’s not going to increase to say a PE of 16x. Even high quality growth business are being rerated from high twenty’s to c 16-17. The market may rate this at 10-12 IMO but that’s it as the growth doesn’t justify anything higher IMO.

Sparky Pal

Sorry but IMO it is not correct data and thus misleading and I’ve explained why quite clearly. But you simply won’t accept that Schroders Investment Management Ltd according to their legal filing holds 5.01% not as you have stated from third party sources that they hold only 2.5%.

I’m flagging it up so folks can make up their own minds.

As for me dipping my toe in, it’s more than a toe dip thank you very much. Always belittling and disrespecting, From day one when I challenged your false post about their pbt margin.

Anyway, you cease slagging me off and I will do the same. But I will challenge anything that you post that I don’t agree with or is false / misleading.

Have a good day

Sparky Pal

Why are you constantly referring to what I’ve said, you’ve posted up some absolute screamers too.

I do think, and I was not the only one, that TEM do have something that will / could change drastically supplier business models. Makes perfect sense does it not to cut out the middleman. The markets are at present readjusting and rerating companies based on the potential impacts of AI, so again bringing up the potential competition to YU is very relevant is it not. Then you attacked MoneySpider for mentioning TEM and FUSE. You do not allow anybody to post up anything that you simply don’t like.

As for your childish comments about Rizzler, yes he made me think about certain things, but he was polite (not blatantly rude anyway), hence my contemplation, that’s not getting the better of anyone, it’s two adults discussing opinions without hurling insults - unlike yourself.

Fizzles

PS You can see what response I get from certain posters on here, And that’s tame compared to ADVFN. Try looking in at that site and you will see.

Anyway, perhaps the best thing is that I will try to see positives for what they are rather than focussing on the negatives. Not promising anything though!.

Rizzles

It’s auto input on iPad in some cases, hence Fizzles and you can’t edit posts on this site.

I take your point that I didn’t post up that JPM had partially closed and that’s a positive sign. I leave that to those that clearly only ever post up positives, which I understand as holders will naturally do that. You can question all you want about my reasoning to try and balance things by pisting mainly negative points. But have the honesty to admit that you would be saying that Bobby buying is a positive sign, but it’s hypocritical IMO to not accept the opposite, that was my point.

We can keep going around in circles here and never agree, but I try to support what I post logically and with evidence if I can. Yes I’m inclined to point out negatives because longer term that’s my view. Bear in mind though that I have also been long here and still maintained my negative longer term view.

I truly understand the anger I receive on here and elsewhere, and it gets personal, but tbh it’s never ever going to stop me posting up my views and I will always challenge anything I either don’t agree with or it’s an out and out lie.

I tried to answer your questions and you have pointed out a few things which is fair enough. But you have also misunderstood what I was trying to say, as well as not accepting the point that Bobby selling will always be viewed as a negative from a market sentiment perspective, no offence but that’s just the way it is isn’t it, but you won’t accept that for some reason. Buys are positive and sells are negative whatever the spin and particularly when you are talking about 7 figure sums.

Sparky Pal

You constantly misquote what I’ve posted. Never said what you have just posted up, you constantly lie and post false information. I’ve never said anything about how good or not JPM are at shorting. What I have posted is that it’s well known that hedge funds tend to do more research and analysis, I even posted up an article on here supporting that view.

You really do need to stop getting personal all the time, you and your pal constantly bait by posting up blatant lies and personal insults. If you think I’m never going to respond to put you right then you are grossly mistaken.

You post up lots of false info, how about the Schroders Investmemt Managememt holding, which you still haven’t supported or corrected your false info. So wind your neck back in and try cutting out all of your personal snipes. Which on the whole are nothing but lies anyway.

Typo should have read:

Sorry but I’ve never said that JPM closing a bit on Friday was a negative

Rizzles

Did the price go down on Friday or not? Was simply stating a fact, that despite JPM BUYING shares there was still more sellers than buyers - sentiment driven possibly due to the CEO selling.

You posted re JPM - they are hedging their bets and aren't (in any way) sure of any significant near term profit on their position.

Would agree, you I guess are inferring that they are looking at a longer term play, so am I.

Folks should also check out DB19 posts on ADVFN before hurling judgements around,

I’m longer term negative on Yu for reasons I’ve stated, I have and will trade this in either direction, yes there are positives but hey there is so much ramping on here and elsewhere that there is absolutely zero balance.

How about New Gacky and SNN constantly posting up this will be £100 a share, completely ridiculous IMO but nobody challenged it.

Fizzles

Sorry but I’ve never said that JPM closing a bit on Friday was a positive, never said anything of the sort. How can you honestly say that the CEO selling £5.9m before finals is a positive!. come on be honest.As I’ve said, if any of the BoD had bought that amount then you would be saying that’s a positive sign, but you can’t say the opposite.

It’s my understanding that the business bought them CEO shares as well as topping up treasury shares for future options. So the CEO selling is was balanced by the YU buy. So just the JPM buy should have been positive for the share price on the 13th but there were still more sellers as the price was down.

The CEO selling IMO is more about sentiment than the precise numbers of trades on the 13th.

As posted, if the CEO had bought the holders would have been very positive about it. Has any of the BoD ever bought any shares in the business? (from menory though a NED did but a small amount a while back). All the BoD have done is hand out very nice options to themselves which they keep selling, don’t blame them in honesty but as I’ve said it’s greed and what the impression it gives to the market, sentiment.

Was it overbought when JPM opened their short?, why did they double up?, How long are they planning to keep their short position, the longer game?, will they fully close? - who knows what their plan is!.

A CEO selling c £5.9m of shares just before the closed period deadline and at a price below their own brokers target price can’t IMO be viewed as particularly positive can it. Not saying the March results will be negative, just that him selling is negative. I’d imagine if he had bought £5.9m of shares holders would be saying that’s a positive sign