Member Info for MKS123

With Gazprom being shunned by councils now it'd be interesting to see if any of that business comes Yu's way.

Very surprised at such low volume here given the Russia/Ukraine situation and its impact on energy prices and PIs selling Russian investments. I'd think PIs would have cash to put somewhere and Yu is well placed to benefit if more competitors failing because of high wholesale prices. Just look at Centrica's latest numbers. Not like-for-like of course but still...

Ukraine situation drives wholesale prices markedly higher today and I suspect will quicken more failures. That's just the msrket reaction to things even though Russia is providing gas as normal

Hope Yu can hold on to all of them and cross sell some water also. Yu is sweeping up customers and so I'm surprised the market hasn't taken notice and the SP isn't higher. The low free float doesn't help. As a business, it seems very well run and the results and SoLR status prove that

Yu takes over both. Nice addition.

Whoop Energy and Xcel Power both gone. Almost 500 business clients up for grabs. Every little helps. Even the organic growth becomes greater with each less competitor

Good move. Cheaper and more control. Looks like a no-brainer and something that was long planned as soon as the prior 5 year agreement expired. This will reduce AISC

Sure; the article focuses on domestic and this isn't Yu's domain. Some of the problem suppliers may have business accounts and whether Yu gets SoLR again or not, fewer competitors is still good for the long run... I see we're on the same page on that. The important part of the article, for me, was really that suppliers are still in trouble and that 2022 will see more fail.

Article on energylivenews website today about the state of suppliers... not looking good for up to 12 more for now and with wholesale prices staying high, we may see more failures like Together Energy in 2022. All bodes well for Yu even if its just sweeping up customers organically whose supplier fails

2022 is set to enable the Group to continue to scale rapidly and benefit from the associated economies of scale

With wholesale gas still super high, and the whole Ukraine thing playing out, I see Yu continuing to benefit and competitors fail well into 2022. Yu doesn't need to be selected as SoLR tbh. The organic growth and customers look around and see fewer options will do fine

Piece on the bbc this morning with quotes from the Centrica boss... higher bills to hanger around for a while because of higher gas costs, which don't look like they're going away soon... further consolidation from the looks of it... I've seen reports of a Warrington council backed supplier could be next....

With inflation going up globally, I'm surprised PoG isn't a lot higher to at least 2k mark...

When is the next scheduled update?

True for Yu, which is why I think they'll come out of this a winner. 2 more failed today: neon and social

Nord pipeline news today has caused gas pruces to go up again and they haven't really been coming down much anyway.... the wholesale price is still too high for many

Shame on cng but case remains: fewer competitors going forward. Yu's mcap is super low atm.

I don't yet see the official announcement on ofgem's website or a tweet but good to see this news hit mainstream media now like on cityam... good response but super underappreciated...

Look term hold for me also. I don't bother trading this given the low free float. The fundamentals are there for everyone to analyse independently. The smartest RNS was under-appreciated IMO and still is.

Chunky contract win. Good news and more to come. I feel the company has a bright future. Just need the fine/court case/fundraise dust to settle fully and onwards and upwards

Awesome news and confirmation that Yu is in the hunt for more customers and on Ofgem's radar as a SoLR. A little apprehensive about taking domestic clients. I don't see it difficult from a processes perspective. Yu don't generate energy afterall. They're just a paper based operarion. But non-domestic is where the profits are.... it would be awesome if Yu get CNG. Even if they don't, we're still looking at fewer competitors going forward

"Additional customer book will add scale and is immediately earnings enhancing

· Customers already seamlessly integrated to Yü Group platform

· Testament to strength of Yü Group and the robust systems and processes in place"