Member Info for sausages33

Not my research but respected poster

Yes, monthly bookings were lower in H1 2024 but the overall picture says #YU is continuing to deliver substantial growth that is now bedding in.

£46.7m is still £560m per annum + revenues picked up during the year + non-contracted revenues + meters.

As an example, FY23 delivered £29m in non-contracted revenues.

Now here is the average growth of revenues vs. contracted exit from the year before.

This year, it looks like it'll be around 25%-30% due to YU's rapid growth.

Now what happens if commodity prices pick up? Or we get another shock.

However, YU has the ability to push this much harder if they see fit which is demonstrated through the 35% increase in meters in H1 2024. A significant number that has so far been ignored.

But even at 20% we are talking c. £700m in revenues in FY25 on those 3 metrics alone.

What about their smart meter business or the upcoming progressive dividend? Or the £300m of contracted revenue that was already booked for FY25 and beyond.

5/

By YE24 YU could well be close to 100,000 meters with a +70% retention rate.

When gas prices pick up the renewals will transform YU's outlook. But by all means, let's judge the business solely on 6 months of monthly bookings performance driven by a dip in commodity prices.

Well Dodger you wait for your 12-13 and then make the most of it...Unfortunately it ain't going to happen:-)

Correct me of wrong but have we not cleared through the last AGM the company to purchase shares through buy back with all the available cash..Would now not be an ideal time!!! Thank you.

Why at this low price do YU not use their ridiculously large fund to buy back shares. Are they not allowed??

IRONMAN22 = Andy MUNCHKIN

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Pdub..Paul keep fighting you'll be out the dip and on the rise soon..All the best. J

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Why are so many individuals on here abusing each other & the company each day, every day. Do you not have lives. No matter what you say good or bad will not make a difference to the direction the company heads. If you can come on here and add some factual truth then great otherwise do something more beneficial for yourselves and your family.

Yes agree Sparky..Not sure about Newrino..New poster praise praise praise then drops a couple seeds re doubting company and previous issues...Interesting..Have a nice weekend all..

The presentation seems to have done more harm than good...Must have been the FD's dodgy jumper :-)

Your traders like "Trek," who probably took his 20% profit prior the drop today..!!!!
Usual Caveats....;-)

For more imfo..Please read the respected Big Bite Now (BBN) tipped this on his Twitter account months ago...Like Sparky extremely knowledgeable and well researched..

Thank you..Pdub.

Hi Pdub, I hope its sunny in Cornwall today..Yes Iwould also like access to Telegram Group...
I take that it is private invite..!!!
Shame as too many strange, moaning individuals on here that have agendas..

Thanks
S

Well said Pdub..Perfectly explained.

Alleycat1 you Donut..You need to change the thread header from "chartered!"...
No wonder your paying for "real help"...Sorry "advice"!!!..
Have a nice day all genuine holders.

Hi Larky or anyone else with knowledge..How do we get on the BMN Telegram account.
Many thanks S

Daisy I think you were wrong...I feel you may have expected an avalanche of votes against PDUB..
Maybe not so righteous in future...Every days a school day :-)
F

Just sit, wait and let itself sort out..The mm will drop for any reason..Playing games in your mind..Take care all..S

Cindercone...Just think if he did want to post here...!!!!
Alfacomp 46 likes...
Cindercone 6.
Think you better wind your neck in..
S..

Not been on the board for a few days and was so pleased to see Alpha has returned which is great..Next boost the SP...
Take care..
S