Rise in the price of gold fed by lowering dollar fed by the uncertain elections result isn't yet feeding into CEY. I'm not sure why. Other factors of course I mention the most pressing today. I feel current SP is a good entry point for CEY given the recent pullback because of Sukari
With saga, the insurance side will continue to provide a level of security versus pure travel plays. The recent fund raising has also helped like any other business. With the post consolidation sell off looking to have gone to circa 120, I'm hoping that was the bottom. Old price of sub 10 is very low even with covid etc
Consequently, the board now expects revenue and profitability to be above current market expectations for both the half-year period and the full year as a whole.
Another company that has been doing the right thing with regards to resetting the business. This was long before covid and now Volex is seeing the rewards. Diverse manufacturing with diverse and strong revenue streams.
Previous guidance is for volex to be H2 skewed and the upcoming Investor update in November will provide more detail. The last investor meeting was positive. Volex want to be AIM 100. They're well diversified in production and revenue and they generate cash. I see volex buying competitors and coming out of covid stronger
Very factual but with usual disclaimers since its SP Angel. Worth a read. Yu is a very disciplined company. Current share price aside, it has done remarkably well through covid so far to get close to 100% invoices received. The comparison with Opus Energy is the SP Angel report is appropriate.
strong forward order book we now expect run rate meter point growth to accelerate to circa 17,000 by FY 2020 and for that positive momentum to continue in to FY 2021 and beyond
Good amount of cash in bank after all industry payments etc. Bristol Energy acquisition looks to have been very successful with Yu lookimg to "repeat the exercise" soon...
Traders selling to cash in profits with the rise recently. For LTH, and not the day traders, today's RNS was very positive. From a company's perspective, getting some sort of collaboration now would be fantastic to establish revenue and limit further dilution...
Update published yesterday on ofgem's website with more details to follow in October but, as an industry, the shortfall in ROCs presented has improved YoY. This ties in with increased renewable generation. I expect this to be the trend going forward with more renewable generation yet to come online and Yu to benefit from this....