Member Info for Sah36

Up 7% in an hour - seller is out!

95p still not enough… this will push higher maybe £1.20

Just to note from the trading update H2 Total income of c£70m compared to £50m in H1. EBITDA of c£22m compared to £12m in 1st half. This has definitely turned a corner after a couple of tough years and has further room for growth. The £220m bid is highly opportunistic...

Corrected: Really low-ball especially given the recent trading update - should be $1.50 minimum. I've just added at 74.4p - cheap on fundamentals and the even though the bid is likely to go through, I don't think Blackrock or Fidelity will sit around without nudging the price upwards.... I imagine it will be $1.25

Really low-ball especially given the recent trading update - should be £1.50 minimum. I've just added at 74.4p - cheap on fundamentals and the even though the bid is likely to go through, I don't think Blackrock or Fidelity will sit around without nudging the price upwards.... I imagine it will be $1.25

It was mentioned by Paul Scott yesterday - https://www.youtube.com/watch?v=I4zJ08sAdvI&t=4392s

As they explained at a time, a number of their customers didn't choose to lock-in contracts at the elevated wholesale prices, and in effect continued to pay much higher 'off-contract' prices which led to a temporary margin expansion. This has now reversed. This is a solid business and its success depends on continuing to grow market share. As it's own customer base grows, it needs to run harder each year to recover the churn - remember most of its customers are price sensitive - its why they chose YU in the first place. Meter numbers and volumes growth in the last update were strong but not spectacular. It's cheap (like the rest of the small caps) - over 1/3 of the MCap is cash. We will see a re-rating upwards if growth continues.

Just c£1.1m of sales in the past 3 months. Need to do better to get a placing away....

200% upside from here. News was already backed in and the Company will make about £15m profit before the write-off. They can grow without new capital and so should see £16+m profit next year. Multibagger…

100% increase in SP from here over the next few months. FCF of c£1.30 per share over the past 12 months, despite ongoing investment. The EV of 4x historic cashflow is a steal. This share should be trading at £15 today and with the prospect of £25-£50+ over the next few years...

Tuck away and look at it again in 5 years. You will be astounded.

I disagree wholeheartedly. The commodity prices changed so the company's profits have declined. Reducing the dividend was essential and the reduced Capex seems rational. Not sure what else you'd expect?

More adjustments to get to an 'Adjusted Earnings' figure than i am comfortable with.. The other item that has put me off for now, is the 200% increase in boardroom pay. There will be operational leverage in sales growth, but the risk/reward is skewed in the current macro-environment. Better opportunities elsewhere.

A month ago (when this deal was being negotiated) it would have been seen as a massive coup - secure investment from a very credible institution at a 50% premium to the share price taking away any funding issues for the forseeable future. The share price launched and management stuck with the deal anyway - it happens all the time - other institutions might not have offered terms and no-one likes to be deal with a company who will walk away from negotiations based on one week's spike in the market. Price seems to be holding up well in any case - as investors with a time horizon of more than one week recognise that there's still a lot of value here.

Inevitable placement soon. Too much of a gamble for me to increase now - but will load up once funded.....

YU group aim to be fully hedged, but this is not always possible . The last set of accounts disclose the risks of being underhedged, and there is sensitivity to wholesale prices. While there may be a short-term impact, which may be significant after such a spike ( £1-2m) they will be huge winners from consolidation. They have sufficient cash to see them through this. It is quite possible that they’re over-hedged, in which case we might see a significant boost to the bottom line.

150% upside in the short term - a chartist friend of mine is looking at £6 as more likely than not....

Run rate EBITDA expected to be >£4.8m per annum. Puts it on an EV/EBITDA of less than 7. I guess ODEY see a 50% upside...

Expecting a further RNS on delivery of final affimers to Cytiva this week.....

100% upside on this boring share - fantastic growth rates and low impairment charge despite headwinds. Second half EPS will be about 2p per share... and EPS should hit 5p++ next year... will be re-rated...

40% upside - I think we should see the last of the indigestion from the placing soon. Just bought back in - will see 55p+ following the next trading update.....