Member Info for MKS123

I see shorts still at 4.32% according to shorttracker site so some way to go yet. If the fine amount is manageable, this will be the sfo episode done with and another steep climb. I suspect shorters are still betting on a crippling fine

Debt has come under control and they still have sprint to sell... A div will be welcome alongside further debt reduction. I think there is scope for both. Perhaps even a special div or something once sprint goes

Symbio and enstroga also... ofgem tweets are useful to hear about failures etc

Enstroga, igloo and symbio... some SME accounts here. Good to hear Yu are hedged and have paid their dues to ofgem ahead of time...

I recently bought in again to take advantage of the drop. Convenience and supply chain problems could prpvide short term catalysts including this just being bought out...

Any idea on today's rise though?

Solid RNS. From all the stats about increased margin, monthly bookings, cash and profitability, the bit I'm most pleased about is actually "discipline is now firmly stamped into its fabric and our drive to transform into a data driven, 'digital by default', ".... a company that is well run, where mgmt have interests aligned with shareholders, the SP will follow.

M&A in the right circumstances, not out of desperation, is still on the cards. The wholesale price surge and B2C stuff has been put to bed although Yu shareholders on this board knew the difference anyway.

I'm hoping for a return of buyers for the LT. The mcap for Yu at current prices is too low. I topped up when this fell to 200 and I'll top further once funds are available. With the sector consolidating, Yu has the potential to be one of the winners. The Smartest deal, which I don't think at the time was properly appreciated, is proving itself to have been a solid, long-term policy

There is still the div yield to.encourage buying at these prices. Some of the best in ftse

SFO is getting involved over there so best not to jump in. Puts FGP in a stronger position for franchise wins IMO

Piece on energylivenews website yesterday... CNG have appointed Interpath Advisory to explore options. Pure gas to SMEs. I'm sure BK et al are monitoring. With 50k customers, this would be a huge impact to the SME space

Al Gore, the former US VP with green fingers, has built a 13% stake in Octopus valuing it at £3.36b, which is more than Centrica. Centrica still has E&P assets including natural gas. A tad optimistic on Octopus if you ask me or rather Centrica is undervalued. Renewables still is seen to have more future potential than fossils. Either way, still lots of money coming into energy assets. Yu looks undervalued to me and I'd say it gets bought over by Smartest. Even organically it can grow as competitors fail.

Whilst the focus is on energy security etc focussing on gas of late, I'd say next up is water eventually so Yu is well positioned there. It doesn't get enough mention but water utilities space is getting exciting as well

Why not? Sprint Energy is now worth more than it was and domestic retail competitors are failing.

Market is consolidating and British Gas remains one of the big 6. Their competitors are going hence losing their market shares. Also price of gas has gone up

At least we know. I suspect shorts to reduce in this time so good for SP

Anyone any idea on when fine is to be announced? Is it defo today or has the hearing been adjourned?

Good time for No Time To Die to come out as well...

Good Energy no longer taking new customers. For the domestic space, this plays into hands of the top 6. Yu's focus on B2B is a lifesaver atm

Octopus is the SOLR for Avro and rumours have Octopus will take over Bulb also...

ADNOC ban to ens in due course. Shorts to close. The fine amount will be pivotal for the SP. If fair, then expect this to really fly! Clients have delayed projects because of covid so nature of the business is for growth as we come out of lockdown anyway

Over 4.5% of PFC is still shorted so hope to see a short squeeze here...

Big day on Monday. Hoping for a fair fine and then that's a big drawback out of the way. Current live price is 1.30