Member Info for Discodave4561

Sparky Pal

Rose tinted glasses. They are discounted options and 197,184 (£3.7m) of freebies with an aggregate price of £1.62.

Yes he can sell whatever he likes, but the guy was crying that there aren’t any investors out there and the business is undervalued, so what message does the founder and CEO send out to the market when he pockets nearly £6m and sells two days before the March finals closed period!!.

Also he is happy to use c £6m of the company’s cash to top back up the treasury shares to satisfy future options and freebies. Never mind investing in business growth by a share buyback or funding smart meter growth with cash rather than £15m of debt.

Well well, Bobby couldn’t wait to sell nearly £6m of his options before the March finals closed period deadline.

So he moans that there is a lack of investor interest and the shares are undervalued, then sells nearly £6m. Talk about being a hypocrite?.

So he prefers that the business spend nearly £6m on topping up the Directors options but prefers to fund smart meter growth by £15m of debt.

Talk about his timing, why now?.

From previous interims and his moaning, personally I wouldn’t trust what he says, because he does the opposite and fails to deliver what he promises - improving comms to the market, still waiting on that one?.

Bobby boy the biggest hypocrite on AIM::The lack of Institutional engagement has been disappointing, despite management delivering colossal value year on year. Many AIM companies are questioning the market's future and the desirability of remaining listed. This has been reflected in the reduction of quoted companies. The AIM market's future is delicately balanced and won't be helped if the current government further punishes and disincentivises entrepreneurial high growth companies. This lack of recognition is frustrating;

Sausages

Your problem is you have nothing of any relevance or of any interest to offer this board.

All the best

Sausage

So. Stupid questions deserve nothing better.

Have you got any thoughts on say TEM?, or anything relevant would be a refreshing change.

Sausage

Are you for real?

How the fcuk would I know when JPM are likely to close their short, or even increase it, what do you think.

Oh and no I’m not moneyspider and I’m not Andy.

Try sticking to the subject matter if you can eh.

And it wasn’t me that first posted up about TEM. The article I posted I just thought was interesting given the AI theme and they were in the news so thought it was useful to post. Is that okay, or aren’t folks allowed to post anything that is of interest?.

Sausage

It was Moneyspider that first mentioned TEM, not me.

Post it up then.

It was Fuse not TEM.

No I didn’t

Some folks may think YU are safe from the AI headwinds, they aren't, and cutting out the wholesale middleman is the way to go in order to give customers a potential 30% discount on their bills. How long are YU tied in with Shell.

https://techcrunch.com/2026/02/09/tem-raises-75m-to-remake-electricity-markets-using-ai/

Sparky Pal

Back to Schroders - they don’t hold 8.3% they hold 5.01%. Just look at their regulatory filings ffs. Intermediary websites have overlapped fund holdings. As proven when you posted that Schroders Investment Management hold 2.5%, wrong, they hold 5.01%.

If you want to believe what websites say that’s up to you, but their legal filings clearly show that websites you refer to are contradicting what Schroders have informed the FCA.

But Sparky won’t accept that.

Sparky Pal, have you ever thought of doing PR for YU?, oh hang on a minute!

Strong 2025 - errr flat earnings / no growth, revenue miss, cash miss. Wouldn’t say that was particularly strong.

As for cash - they missed forecast for 2025, and yes I will repeat they have a liquidity covenant so not all of their balance sheet cash is available. On that point ask again - why did they fund smart meter growth with £15m of debt when they have so much free cash?. So what are the odds on further debt to fund their strategic growth investment?.

Not good timing their ex CFO offloading £130k of his options having only received them two weeks ago.

Sausage

From HMRC website

“You must submit your online tax return by 11:59pm on 31 January 2026 or you’ll get a late filing penalty”

Rawson happy to sell options asap before the closed period deadline. Doesn’t really matter why IMO, the fact is he off loaded over half his holdings c 18 months ago, took a cut in his option entitlement and was happy with 1650. Why not wait until the March update?.

Ex CFO and Director HR quickly off loading their freebies from only 2 weeks ago. Seem happy to take 1650p despite the £21 consensus target. Oh well, £130k says quite a bit IMO particularly given Rawson knows the numbers, and IMO knows how their investment strategy is going to be funded. Getting freebies sold before the closed period deadline and combined £260k doesn’t exactly inspire confidence. Wonder when the other two Directors will also be selling their freebies?.

Yep, my bestie Sparky did clock it yesterday.

Not much of a reduction though.

Bit surprised closed a bit now.

Sparky Pal

You are the buffoon.

Try looking at the RSI and you will see it wasn’t technically oversold. You clearly haven’t any clue about what constitutes being oversold from a TA perspective. It’s now over 70 RSI, so again just gone into overbought territory. It’s not my interpretation is fact.

You are such an angry and bitter individual that attacks everyone that posts anything you just don’t like. You need to grow up ffs.

Another lie, you always spit your dummy out and say I’m filtered when I’m not.

PI

Yep not bad over the last month, but only up 2.7% over the last 52 weeks. AIM Allshare up over 15% over the last 52 weeks.

When I say non growth I am only referring to their bottom line earnings. You can’t deny that their growth in numerous metrics has declined by some margin after their benefits from the energy crisis.

Was never oversold in 2025. - false statement

Algo’s don’t use RSI as far as I’m aware, why would they ffs.

Why would investors be oblivious to the fundamentals - omfg how embarrassing

Not all hold on tightly, there has been sone decent sellers in the background. Jeez it’s only gone up 1.63% and you are overexcited.

Over the last year the RSI was overbought for a very limited period of time (days rather than weeks) and that was when it breached 18 .

The stochastic is also now above 80, if 17 becomes support and there’s no guarantee of that IMO, then next resistance is c 1750. Which like 17 will be a tough nut to crack.

1450 has been the go to following any upward momentum but perhaps the March results and their investment strategy could be the turning point, then again it might not be.

Key for me is how they intend to fund this investment for growth. I’m still a tad confused as to why they haven’t introduced a buyback strategy as that’s immediately earnings accretive.

Someone posted that theor broker mentioned they had £30m of cash free to utilise (I’m not too certain about the validity of that), but a £30m buyback would increase eps by about 12%, that’s a significant uplift that I doubt any acquisition could return and in the same timeframe. So it’s a long term gripe of mine that they haven’t done any such buyback and IMO it’s because their cash is constrained (yes I know I keep saying that but their actions simply suggest to me that that is indeed the case - why increase debt to £15m for Smart metering investment).

Anyway I digress.

PI

Yes it can stay overbought for a while, but never lasts, there will be a correction sooner or later.

One can only guess how long it will stay overbought, but it’s a sell signal for some.

PI

Who knows.

Its RSI is now in overbought territory. The chart would say it’s not going to be easy to break and sustain upward momentum beyond 17, only time will tell stating the obvious.