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Mundane update much like Vodafone's yesterday. Good progress but more to do and in the current lockdown, Q1 2021 will also be a drag on roaming fees etc. With that said, once covid is fully behind BT, results will pick and and div will return. At current SP, one to buy and hold IMO. You won't be rich overnight but a solid company with enough cash to weather current market conditions.
If you mean barriers to entry into business utilities as a business then its the usual ofgem licences etc but the standards have increased in recent years in light of supplier failures over schemes like RO. Yu will benefit from both scenarios in the long term I feel. Fewer competitors and fewer incumbents. BK speaks to both points in past reports available on Yu's website.
Basically any Tom, Dick and Harry can't just start a utlities supply business as easily as a few years ago even.
Unfortunately a falling $ versus £ isn't good for UK shareholders in terms of dividends. BP is doing a good job getting into wind and divesting but it has a lomg way to go for any company of its size. Still, BP churns out cash. I'd say hold with no short term rush to buy in. Oil on the whole is in a slow downward spiral.
Probably explains the rise yesterday.... good work...
Div is attractive. Otherwise fairly mundane update. I don't see the immediate benefit to shareholders of the Vantage IPO. Although an infrastructure business like that will be a cash cow.
I suspect the latest lockdowns in 2021 will continue to be a drag on roaming etc. For a while yet
In RNSs past like the 2 acquisitions and the smartest deal, the spike was short lived. It's good to see the market waking up to Yu. I'm in no doubt it is because of the forward direction indicated in the last RNS: investor engagement, scaling up and further possible acquisitions etc. Either way to see SP support around the £2 mark, it's welcome and bodes well for the rest of 2021 and further.
I don't see Yu being around for years in it's current state. I still suspect Smartest will buy Yu out or someone else will. BK to be given a seat in the bigger firm. For shareholders, even with the volatility in travel stocks etc, I feel more upside here with less risk.
Good to see sustained buying over last few days. Short term profit takers have gone along the way and this is still much higher than last week. I'll be adding more.
Short term catalysts could still be M&A or holding RNSs. Otherwise more info in March
Over the next few months until autumn perhaps but with a few vaccine options and others waiting for approval like Russia's... its a matter of when not if travel returns en masses. Easyjet is already saying its in a position to survive and scale up....
I don't see easyjet going bust or anything. It'll hurt as seen in the SP but come out stronger.
Ofgem updates yesterday that Green Network and Simplicity both ha e ceased trading. Green Network has a B2B book. Symbio is also getting a fine of £100k for late payments. Fewer players bodes well for Yu going forward and the fact Yu is never late on ROC payments etc. to get fined like Symbio Energy is a credit to the mgmt and how the company is run...
Nothing for me on AJ Bell and Halifax. I see the price has dropped a bit for now likely in a bid to get some shares. Once thendust settles, I see this going up steadily. Yesterday's RNS has set the tone. Yu has got through 2020 in good shape and is primed to strengthen.
Yu is already courting II investors and raising its profile in this regard. Its no surprise new PIs are jumping in. Miton have increased recently also and majority of shares are held in sticky hands of IIs or mgmt. This has more to go because thinking past just the last 12 months, this was much higher. YU is stronger now than it was at the time of its investigation minus the div. This should be higher than even 250. Ignore the fact the jump has mainly come today and yesterday. I prefer to look at what the company is doing and looking at mcap
Yep. I focus on what the company is doing when I invest and the mgmt and size of debt etc. The SP will follow. Business energy retail will be a sweet spot as we move out of lockdown and covid