Member Info for MKS123

Good sign for sure. A lot of PIs would be focussing on getting a quick buck from covid hit sectors like travel etc. and possibly missing Yu. It is in a stronger position now both because of the company itself and industry factors like wholesale energy prices when compared with over a year ago when the SP was much higher...

The pfizer vaccine news is good leading to gold down and travel stocks up. The market reaction IMHO is overdone. The trial was over 94 infected people with no details, that I have found, to the 90% of these 94 persons' health background or age etc. Cey's drop from circa 130 is related to said vaccine news. The drop from high £1 was because of the sukari mine stability issue bringing guidance down.

· The Group will hedge the book based on lower gas commodity markets, leading to attractive margins.

Yu also plan to pitch elec and water since these were gas only contracts. Every little helps IMHO...

And why not? Totally scalable business. New business can get added with minimal cost. It'll be a while for the benefits to come through for PIs but 2021 I feel will be a strong year for the SP.

This isn't racing away the way I hoped with the POG is rising. £1.45 by EoW would be nice but ambitious in my view. Still a good price to get in at if you can wait. The div is still there for LTHs like myself.

We see a number of further opportunities in the market, and combined with our continued significant organic growth, are excited by the future.

Small add but still helps and is profitable... good for Yu

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

Good end to the day but more because of Boris's live speech and Rishi Sunak etc plus US employment data. This has plenty of ups and downs. A vaccine is not around the corner

This was previously said to being closed because there was no buyer. Good to see something was sold atleast even if it was bare minimum. I would have expected a RNS at 7am

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.

Presentation at 10. Looking forward to it...

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...

A bit slow for the RNS itself but good news in itself...

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....

And octopus taking over Effortless Energy's customers.... not many Business customers there...

Shame. RHE had 2600 business customers (and 112k residential). Atleast there will be less stress on the RO fund.