Member Info for Sp28

Challenge - Can someone show me a project with better economics??

I have seen some companies hit a valuation of £1billion + on similar NPV valuations, inferior IRR, and needing several times more capex outlay!!!

A similar valuation will take this to £2+!!

MRS - Agree with you 100%

Most people don't understand the uniqueness to this mine - unlike any other - after doing some research, you'll easily be able to see why the big boys have arrived! One thing they are good at is making some serious money :)

Few fundamental points:

Most infrastructure already in place

Not just Vanadium, contains other minerals (Find some more uranium, and this will go nuclear ;))

Very Low Capex

Lowest cost producer in the world

USP - Ore is COMPLETELY different to any other

https://www.google.com/amp/s/www.proactiveinvestors.co.uk/companies/amp/news/919397

And this was before the game changing news!!! This should be revised up very soon, all the doors have been unlocked with 1 master key!!

On Main Market

Unique asset

Low capex

Will be the largest and lowest cost producer of vanadium in the world

And no dilution for stage 2, as stage 1 profits will fund it all

All due diligence done by the leading experts in the industry

As our CEO put it, the share price will electrify once BFS is out. I'm sure Sir Mick has already seen this before investing

$2bln NPV on only $100m capex, it's unbelievable, you won't find many if not any other project like this.

Traders out, investors in, wouldn't be surprised if this closes blue today.

Long run what a fantastic opportunity.

Just read the RNS, look through the presentations, it truly is a unique asset, will be throwing cash once up and running.

The experience, know how, clout, contacts, investments, funding that is available with Sir Mick/Trahar is mind boggling. And he will be the chairman of FAR, and everyone will take notice, and all Tier 1 Global Mining Companies will want a peice of the pie!

Hold and buy for the big gains. What a fantastic opportunity. DYOR

Complete game changer.

Shows what Mr Thomas thinks of this, having purchased another 1million shares straight after the news is released.

Cannot get investors better than this.

They will have done all the due diligence required before pouring in the millions

Unique asset - please read this yourself, unlike any other Vanadium deposit

Will become the biggest and lowest cost producer of vanadium in the world

Most like they will build it up, add huge value, and then sell it to a Tier 1 Global Mining Company, I'm sure Sir Mick and Mr Trahar, have all the top CEO contacts on speed dial :)

And as I have said before, we have  gained such a high calibre of investors, when the deal is made, it will probably be their smallest deal they have ever made. We are talking about Xtrata, Anglo American, BHP Biliton, Glencore!

This will be multiples. The asset is world class, and now we have world class investors and management to take this to the next level!

Not even on the radar of most people yet!

Most people wont have even cottoned onto FAR yet. As is the case with most people nowadays, they chasing rainbows on the AIM Market!

If anyone has done the research the investment case is superb. No wonder Sir Mick is buying in, becoming Chairman, and Mr Thomas just bought another £140k worth of shares.

Stage 1 will require $100m, mainly debt funded, and STAGE 2 requires $225m, fully funded from stage 1! There for minimal dilution for current shareholders.

And with the lowest cost production in the world, this will be a serious cash cow for years to come.

https://www.google.com/amp/s/www.proactiveinvestors.co.uk/companies/amp/news/919397

This was from last year, yesterday's news was a complete game changer. I wonder how they will adjust the target price now!!

With Sir Mick ' contacts this could easily be a takeover target. Some of his successes: merger of BHP and Biliton, creating the World's largest mining company, listing Biliton on LSE, IPO of xtrata, and merger of Xtrata and Glencore, also having raised $40bln on global capital markets, and $120bln of corporate transactions!

Id say we'r in pretty safe hands!! Lol
Massively derisked, and an exciting long term hold.

!!!

WOW ploughed in another £140k

I wonder how many other directors and people in the industry who follow Sir Mick, will also be buying in here!!

Im sure Sir Mick Davis has done all the due diligence required before investing here!

Watch the video

https://www.google.com/amp/s/www.proactiveinvestors.co.uk/companies/amp/news/943848

Low capex required
One of the lowest cost producers
Unlike many other Vanadium producers
And of course it's a battery metal

Dream project for anyone, Sir Mick will know this, and as Chairman will drive this forward.

Former CEO of xtrata, experience, contacts and knowledge is unrivalled. More like a dream investor and appointment.

To fully scale this up and take it to full production, should be a walk in the park.

Any news on this front and I expect CLP to x10 in very short order.

Would like to see an update soon.

Can the more knowledgeable posters provide an estimate when they expect news?

And does anyone have a list of all expected news flow in the next few months?

Rarely you come across a company where the potential is truly staggering.

The risk reward is amazing.

This can potentially sky rocket once some good positive new flow starts

Prospects are difficult to comprehend.

I think they said themselves they are keeping a lid on it a little, as the market would not believe what they think they have!

Once drilling it announce, the usual herd will arrive, and this will only be going one way.

With only 318m shares this will sky rocket IMHO

You see some AIM shares with 15-20 bln shares done x10 on barely any news!

One thing I have noticed about KAV, although there are 318mln shares, with most in very sticky hands, it's extremely difficult to buy sometimes!

You're either in or out. Wont be able to buy anything once news drops, can't buy anything now! Try purchasing even £1k, it's NT!!

Fully knowledgeable investors who have done there research are fully loaded.

Just goto sit tight and reap the rewards. Massively undervalued.

As I said several weeks ago. After FY results and 2021 outlook, wouldn't be surprised if this moved £1+ On the day. Which at current price is only a 28% increase.

And as I have mentioned numerous times, it's all about MARKET CAP!!! Only 16m shares, with 4m free float, and ZERO dilution over the last 3+ years. Unbelievable, I know!!!!

Just the beginning. Real rerating has not even started!!!

Some snippets from the Jan 2020 trading update for the lazy readers out there ??

Cant wait for the news/numbers to filter through over the next few weeks now.

1.            Strong trading performance – ACCELERATING throughout H2 2020

2.            Exceeding FY 2020 revenue, cash and profit expectations

3.            FY2020 revenues to exceed £100m

4.            Accelerating sales momentum continued in H2 to record levels

5.            Average monthly booking £10.3m – H1 2020 £6.2m

6.            Strong sales momentum into January 2021

7.            Digital sales channel – £2.9m in H1 2020, £21.5m in H2 2020

8.            Meter points – Jan 2020 (8,724), Dec 2020 (18,000) – Over 100%!

9.            Legacy contracts completely washed out of their book, replaced by good margin high quality contracts

10.         Acquired 2 B2B customer books – Added 4,400 accounts over a weekend, seamlessly at minimal cost

11.         Looking for further similar value adding acquisitions ‘Our relationship with Smartest Energy remains strong, and we continue to explore mutually beneficial opportunities’

12.         Cash - £11.7m

13.         Accelerate institutional investor access – Onboarded new nominated advisor, broker, financial PR advisors

14.         Take growth story to a wider audience – more investor engagement

15.         Invest in digital technology for transformational growth, and disrupt a technology benign market

16.         £93m already contracted for 2021

17.         EBITDA for FY 2020 expected to be significantly ahead of market expectations – Strong EBITDA performance for H2 2020

18. ONLY 16.3m shares in issue, 4m free float, 56% owned by the BOD

19. A dilution of exactly 27,000 shares in the last 3 years. So basically ZERO dilution!! Hard to believe ;)

It’s clear to see where this is heading.

Hold for the big rewards. Ignore short term noise.

Back upto £12+ in 12-18months. IMHO

Before people start spouting of next EUA, 25p etc, do they realise we have nearly 18 Billion Shares in issue!!!

Always DYOR. Ignore rampers/derampers

And a countdown begins...
How many will want to get in before these results
And after lol

Presentation also on 30th at 0900

Yü Group PLC
("Yü Group" or the "Group")

Notice of Results

Yü Group PLC (AIM: YU.), the independent supplier of gas and electricity to the UK SME and corporate sector, will be announcing its full year results for the year ended 31 December 2020 on Tuesday 30 March 2021.

A virtual analyst presentation will be held on the day at 9:00am GMT. Anyone wishing to attend should please contact yugroup@tulchangroup.com for further information.

To summarise:

£100m+ turnover
Soon to be profitable, if not already!
Only £50m market cap!!!
Meters increased over 100% in 2020
2 acquisitions seamlessly integrated in 2020
Loooking for further value adding acquisitions
£12m cash
No debt
Only 16.3m shares in issue
Free float 4m shares
Board own 56% of shares
Investing events held at key point in 2021
ZERO dilution in last 3 years

Emailed YU with some questions, got a comprehensive reply back within a few hours. Tells you alot about management!!

Next update 30th March

This is just disastrous.

We continue to slide, and absolutely nothing from the BOD.

If no TEO this month, this will slide down to 1p without a doubt. Well we nearly there now, not going to make much of a difference really!

Definitely won't be topping up even if it goes down to less than 1p, pretty much writing this off.

Asset is great. I have lost all faith in this management.

Something definitely happened at AGM that they don't want to let out. I mean come on, it's been 3 months now and not a word! And hes gone onto secure another role!

If someone mentions NDA, absolute bullxxxx. There is nothing happening. AH interviews last year were a pipe dream, was telling us all lies.

They need to stand up and do something for shareholders here. It's extremely painful.

Feel sorry for people who have gone in big here, can't even imagine!

Today so far 352 shares sold, 0 bought, as sparky has stated numerous times, with low volume its manipulated downwards, so easy to see!!

Only 2 days ago, people were paying 338p. The minute they let the shackles off, this rockets.

Any buying by II, even 20k-30k shares, this motors ahead rapidly. We have seen many times this can move 30-50p in a FLASH without any problems.

This is obviously explained by the low free float, maybe as low as 2-3million shares, if that.

Any significant news, i.e end of March results, further aquisitions, this will definitely move £1+.

Remember ignore the share price, concentrate on market cap!

YU ONLY has 16.3m shares in issue, with ZERO dilution in the last 3 years.