Member Info for sausages33

"More right than Wrong"......Hence Disco mate there lies your problem !!!

Hi Disco..

No...Not really mate....Thought this was for YU

Ooooh that's not very nice Disco...You swore!!!!

Bloody adverts on here..Disco .!!!

Cont..

Thank you for the advice re the tax I never knew about the January fine that is implemented.

Finally when do you think JPM will buy back 3 million pounds worth of stock they shorted on..??

As always your free advice is welcome..

Ok that's great thanks Dave....Take it Money Spider is not associated to you and Andy in any way.

Also thank you

Ohhhhhhhhhh Yes you did !!!!!

You said that the other day !!!

I've tried to top up...From 10K down to 1K ...

No quote on given on HL

Dave

A little advice as I am unsure..

You said on ADVFN regarding the director Sells

"Wasn't for their tax submission, too late for that."

What do you mean as I was of the opinion tax year ends start of April..

This is a genuine question as I know you mainly spout rubbish, though maybe I can learn something from you.

Thank you

Disco is "Uber'" rattled :-)

"Pot and Kettle, " comes to mind Disco!!!

Another of Disco's "Mates"...Probably Munchies little pet !!!

Disco..

The £100 share was said in jest...No-body with any intelligence on here expected it to reach that amount in reallity...Only a very simple person would carry on repeating this comment...Now I wonder who that may be ???...Any ideas DD

Disco a polite request just to leave as no-one wants to hear your drivel apart from your wierd alias known as Munchkin..Sparky realises now not to comment...You are just wasting your time and enjoy a life.

Sparky you should realisw "Never argue with an idiot. They will drag you down to their level and beat you with experience."

Maybe it was Dicko buying..Hence no reply to my request!!!

Hey Dicko Dave..

I requested some investing advice from you yesterday as I can see you're a knowledgeable poster...!!

All this waiting has now cost 10%...

Please hurry up..

Thank you

S

Hi thinking of investing in the company as such strong results...Have read through all the recent posts I'm reaching out to established investor Dicko Dave as he seems very knowledgeable and would like to know his thoughts on the future of YU..

Thank you F

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:-)