Member Info for MKS123

50k wouldn't be the end for an institution... either way, may the good steady buying continue...

I hope you're right. There has been consistent volume and buying this week so far...

Yu Group gets a special mention and I read the coverage of this market research from Cornwall Insight on energylivenews.com

Hightlights:
From Oct 2005 to Oct 2020, the big six have lost business gas market share down from 55.8% to 43.8%.
From Oct 2005 to Oct 2020, the big six have lost business elec market share down from 82.7% to 71.8%.

The outcome of the business energy market research piece shows the big 6 are losing ground to smaller energy suppliers. This ties up to what BK has been saying in past updates. It also reflects more tech savvy business owners less reluctant to switch supplier and compare deals.

Slow and steady wins the race. I'd much rather investors see the potential here and buy in rather than the day trading brigade cause the SP to swing all day. Either way roll on March

Mundane update much like Vodafone's yesterday. Good progress but more to do and in the current lockdown, Q1 2021 will also be a drag on roaming fees etc. With that said, once covid is fully behind BT, results will pick and and div will return. At current SP, one to buy and hold IMO. You won't be rich overnight but a solid company with enough cash to weather current market conditions.

If you mean barriers to entry into business utilities as a business then its the usual ofgem licences etc but the standards have increased in recent years in light of supplier failures over schemes like RO. Yu will benefit from both scenarios in the long term I feel. Fewer competitors and fewer incumbents. BK speaks to both points in past reports available on Yu's website.

Basically any Tom, Dick and Harry can't just start a utlities supply business as easily as a few years ago even.

Do you have L2 or something else?

I hope so. More clarity on resuming divs would be good. Also, looking at Vodafone's update, if BT can beat new broadband installations, that would be good.

Unfortunately a falling $ versus £ isn't good for UK shareholders in terms of dividends. BP is doing a good job getting into wind and divesting but it has a lomg way to go for any company of its size. Still, BP churns out cash. I'd say hold with no short term rush to buy in. Oil on the whole is in a slow downward spiral.

Probably explains the rise yesterday.... good work...

Div is attractive. Otherwise fairly mundane update. I don't see the immediate benefit to shareholders of the Vantage IPO. Although an infrastructure business like that will be a cash cow.

I suspect the latest lockdowns in 2021 will continue to be a drag on roaming etc. For a while yet

Good to see steady but consistent buying since the RNS. Currently mcap still very low. Looking forward to March update now. A bonus would be a RNS before then with some acquisition news.

In RNSs past like the 2 acquisitions and the smartest deal, the spike was short lived. It's good to see the market waking up to Yu. I'm in no doubt it is because of the forward direction indicated in the last RNS: investor engagement, scaling up and further possible acquisitions etc. Either way to see SP support around the £2 mark, it's welcome and bodes well for the rest of 2021 and further.

I don't see Yu being around for years in it's current state. I still suspect Smartest will buy Yu out or someone else will. BK to be given a seat in the bigger firm. For shareholders, even with the volatility in travel stocks etc, I feel more upside here with less risk.

Good to see sustained buying over last few days. Short term profit takers have gone along the way and this is still much higher than last week. I'll be adding more.

Short term catalysts could still be M&A or holding RNSs. Otherwise more info in March

Good to see sustained buying pressure since the RNS. Buy for me is still going to NT. It would be good to see a holding RNS soon or an acquisition.

Over the next few months until autumn perhaps but with a few vaccine options and others waiting for approval like Russia's... its a matter of when not if travel returns en masses. Easyjet is already saying its in a position to survive and scale up....

I don't see easyjet going bust or anything. It'll hurt as seen in the SP but come out stronger.

Ofgem updates yesterday that Green Network and Simplicity both ha e ceased trading. Green Network has a B2B book. Symbio is also getting a fine of £100k for late payments. Fewer players bodes well for Yu going forward and the fact Yu is never late on ROC payments etc. to get fined like Symbio Energy is a credit to the mgmt and how the company is run...

A bit of profit taking clearly. I was still unable to get any today without going NT. I'm a LTH in any case. Mcap is still low. Yu still has the scope to grow and the ambition in the company to match

And just like that I see a 85.93k buy get done...

Nothing for me on AJ Bell and Halifax. I see the price has dropped a bit for now likely in a bid to get some shares. Once thendust settles, I see this going up steadily. Yesterday's RNS has set the tone. Yu has got through 2020 in good shape and is primed to strengthen.