Member Info for MKS123

Wow. Better than I expected and I like the bit about significant increase to dividend

One for the SIPP. Interesting to see this growth story. I hope its a case of right place, right time with AI/metaverse getting more popular

IIs on their way. Roadshow now at an end with big money

Not really. Gone above £10 and expect to see 52 week highs now. The divi is progressive and the cash backs up that policy. I expect more IIs to take notice, which will drive SP further.

Cashing out is part of the system so expect sells but I expect broker forecasts to increase given the new records set today

Fantastic numbers. Progressive divi. Paid the £15.2m ROC and still loads of cash leftover. Looking good for the near future

"The ambition of achieving revenues of £500m at a 5% EBITDA margin is no longer a stretch target for the Group, with the margin target already exceeded and as such management will re-evaluate its ambition for 2024 and beyond."

Solid update and bodes well for the future. LTH here

Easily scalable business bringing in cash. Ideal for divi seekers like II funds. Since its a utility provider without residential, huge opportunity and mcap is still low

Former director lowers his holding slightly but still this is going up steadily. Bodes very well for the September update. I expect dividends to play a big part of the investment case going forward for IIs in particular. The analyst TP is conservative IMHO. II interest will drive the SP further

SP Angel PT at 1300

We see revenue and profitability growth in FY 23 and beyond. We are as excited as ever about the future of Yü Group and remain focussed on exceeding our previously stated £500m revenue target and increased 5% EBITDA margin."

Fantastic numbers and cash. I'm expecting an increase in dividend very soon. This is just about scaling up now that the hard graft has been done. Still such a tiny player in the b2b market

Another point worthy of note is they're raising expectations after already raising expectations and setting new records. No idea why holders would sell at this stage even with the macro environment for investors being shakey at times.... this is one for the SIPP

"material benefit in reducing levels of bad debt and driving strong cash collection"

Great albeit brief update... TUs aren't for specifics so the key updates are there. More revenue. More profit. More cash. Very impressed.

Very strong start to 2023 with average monthly bookings significantly ahead of the record £24.5m in FY22 and contracted revenue of £247m as at 31 December 2022 for FY23.

3p is the div allowing the Yu to have the money for more M&A. All-in-all, a top class update

Awesome update even by updated standards. Over 18m in cash and a divi on the way.

Record breaking organic revenues, profitability and forward contracted revenues have all exceeded management expectations

Div is "when", not "if". BK and others will benefit so I'm anticipating it will be in 2023. Macro state is not changing any time soon. High wholesale. Failing competitors. No debt. Business support from the government likely to be extended.

Rather have divi. Organic growth and competitor failure will drive growth anyway

Delta would be a good fit also. 1690 business customers is a nice bolt on

More organic growth with divi with some more SoLR to help.... BK is a majority SH so won't let anything go cheap

"I'm proud to confirm our key financial KPI's are performing well and have exceeded our forecasts following two recent upgrades. Revenue is up by 96%, cash in hand has increased 37%, average monthly booking have increased by 49% and EBITDA has jumped over 400% compared to H1 2021."

Fantastic numbers and a progressive divi in the near future. Finances look very healthy

Similar piece on cityam. All good for PI visibility. My problem with this share is the liquidity, which would put off short term holders. For LTH, like myself, not an issue