Member Info for MKS123

Peace of mind today for those who needed it before 27th. Nice RNS although unexpected for me. I was just waiting on 27th. Good to know latest ROC is done and unlikely to be anywhere near the 15m some people here were writing.

I'm still looking out for more competitors to fail and for this to benefit Yu. The new government help, referred to today, is going to potentially make H2 huge. The period of high wholesale prices isn't over and could get worse (for unhedged competitors) during the winter

The state help for energy doing the rounds this morning, which extends to some businesses, is what I think is driving the price today. IMO this is way undervalued and I look forward to 27th sep

Didn't see this coming but I must say Micro was a long term hold for me based on current SP and div.

I'd suggest Yu Group. Cheap and growing and a very well-run business utilities supplier. I expect it to be a winner from the current energy crisis. Centamin for it's dividend and growth potential. Or a bombed out Ukraine based companyblike Ferexpro. Alternatively, travel stocks have still not recovered from covid

Piece on the guardian today about SMEs being refused supply because of bad debt fears. This is a concern when heading into a possible recession alongside PIs needing cash. With that said, Yu have been on top of customers and managing risk very well so far so with its energy purchasing fully hedged, it really is a case of survival of the fittest, which I think will include Yu. They have a diverse client base so not only hospitality although I've not found a customer breakdown anywhere

I've been surprised not tonhear of more failures of late given wholesale prices are not coming down. Until I read an article published today on energylivenews.com. According to Price Bailey, thr accountants, a bunch of suppliers are technically insolvent so it is a question of when and not if. I suspect by end of year we'll get more failures and hopefully some more business move towards Yu.

No it hasn't but this isn't normally communicated beforehand anyway. PIs can confirm in annual reports independently. Generally speaking, this is an illiquid stock with a wide spread so not ideal for day trading. SP moves largely on small volumes compared with others

Uncertain economic times at present...

I focus on how a company is doing as a LTH. Share price tends to follow eventually.

Interesting article about CNA and ScottishPower no longer dealing with super large business clients. Published yesterday on energylivenews site. Could be an opportunity for a challenger with lower costs like Yu. Same goes for customwrs currently with Gazprom

Insightful write-up posted on their site today. Free to read...

15.5m is super high. Is that a typo? That is nowhere near last year. You only pay for non-renewable energy whereby you don't have the ROCs

It is short sighted but each to their own. We're heading towards a possible recession (or at least uncertain times) in life so some may need cash on hand. Either way, I'm a LTH and not in need of the cash presently so I won't be selling and hope to add. Yu isn't a oil/gas tiddler that is going to double in price in 1 day. I still think the best thing Yu did was the smartest tie up years ago.

Built on solid foundations and now ramping up nicely. Looking forward to rest of 2022. Yu are still tiny and have much more room to grow.

Awesome stats out today that exceeded my expectations. I hope to hear suggestions of a dividend during 2023

Liberum starts coverage on Yu Group with 'buy' rating, 500 pence price target

I'd expect it in 2023. The new office costs is largely done with now and revenues are increasing so logical future step since it benefits management also

RNS to explain this...

A defensive stock with another handy add-on... shame its not being appreciated by the market and it comes amid market-wide sellout happens...

Excellent article where BK is blunt about the industry, Gazprom and even Yu being taken over... Yu is in a fortunate position having done the hard work years ago after its own business review. All that is proving a blessing in disguise.

Awesome results. Most undervalued stocks out there that is still flying under the radar...

More than SoLR win is such a big competitor potentially leqving the market. Many of these may come Yu's way that otherwise wouldn't have. Not to mention others that could still fail because of wholesale prices.

Fuel cost is a consideration but that is one reason why Cey have been installing solar energy long before the rise in oil price. SP needs to cstch up here with how PoG has increased

Super low volume and also surprised more aren't buying here given what the Russia situation is doing to wholesale costs. I suspect suppliers who were just about surviving before are going to fail also. I also think councils snubbing Rosneft could play into Yu's favour