Member Info for Sp28

Just to give a flavour of what happened previously.

In 2017 after March results share price went from 280p to 450p very swiftly. They just reported annual revenue of £16.3m, loss £1.4m.

2021 results will be released on 30th March. We know revenue will be £100m +. And EBITDA 'significantly ahead of market expectations after a strong performance in H2'

You know where the smart money will be heading.
Now do the sums :)

Note: previous price action may not be reflective of future share price action, could well be better ;)

Sent an email to investor relations. Had a response back in 2 hours!! Fantastic, unheard of for an AIM company. Quick summary:

Roadshows with institutional investors are planned at key times in 2021

CEO is aligned with other shareholders to ensure the investment case is understood by as many people as possible

Given the net cash and successful acquisitions in 2020, Yu will consider further value creating deals

2021 and 2022 broker forecasts should be refreshed after FY2020 results are released on 30th March

Nice, slow and steady. MASSIVELY undervalued. Looking at long term, expect it to surpass previous highs of £12+. With a tiny tiny free float, don't give them away to those pesky institutions. Hold tight.

Slow and steady in a continuous positive direction will do me fine ;)

For everyone who has done there research and fully digested the last RNS, they clearly know and understand the HUGE potential. MASSIVELY undervalued.

Very interesting couple of weeks. Traders to leave, and weak holders slowly replaced by institutions, onwards and upwards.

When YU hit its heights in 2018 of £12+, total no of shares was 15.75m, today it's 16.28m, absolutely staggering! Hardly any dilution whatsoever, pretty unique for an AIM company.

With average booking in in H1 at £6.2m, H2 average bookings was £10.3m, 66% increase!

Some indications:

- digital revenue booked H1 £2.9m, H2 £21.5m! 7 fold increase!

- big jump in accounts from H1 to H2 from the 2 acquisitions! 100% increase.

What will the revenue figures be for H2 2020? And what revenue estimates for FY2021?

Can anyone estimate 2021 profitability?

With business fully reset, old contracts gone, rapidly expanding through acquisitions and organic growth, any hint of profit, and this will be full steam ahead.

Sparky, totally agree. Very easily attainable. They heading in the right direction thats for sure. H2 2020 will give us a flavour of what is expected, 2021 will be amazing! Common sense really.

For FY2020 – Revenue, cash and Profit will EXCEED market expectations

Meter Point count at 18,000 (2019: 8724), more than 100% increase, majority of this increase in H2, so FY2021 will be fantastic

Good margin, high quality contracts – old legacy contracts completely washed out

Through new nominated advisors, brokers and PR advisers, they are drumming up and accelerating institutional interest

Significant revenue growth expected in 2021

H2 2020 could be profitable – Board expects a very strong EBITDA performance

EBITDA for FY 2020 is expected to be SIGNIFICANTLY  ahead of expectations

FY2021 could well be supercharged by further acquisitions – They have already done this previously, and on the look out for more deals!!!

£2.5bln gas and power business was tendered by the group in 2020!!!

It’s all in the RNS, only the smart will understand, that the only way is up. IMHO :)

Looks like short term day traders rinsed out today, and long term intitutional investors will be snapping these up. Nice. Patience pays. IMHO

Most realistic view I have heard lately.

I am a holder to the end, truly believe in the asset and the green revolution - I.e HUGE HUGE amounts of Nickel Sulphide will be required pretty soon . They are definitely not taking this to production (Cant get a report to together, let alone set up a mine in Far East Russia!). It will definitely be a buy total buyout, timing and price is anyone's guess. But with Nickel & Batteries on everyone's agenda, I'm guessing sometime soon. IMHO

Totally agree with you. YU are in an extremely strong position to quickly consolidate with new acquisitions and grow rapidly.

With Bristol energy, YU added 40% more meter points over a weekend without any fuss. They know how to do this. And from my article below, they are actively looking for further acquisitions. Exciting times ahead.

https://theenergyst.com/after-bristol-energy-yu-ceo-eyes-more-buys/

Ha not surprised at all. Fun and games to allow institutions to load up.

72% of shares held by Directors and institutions. And most other people will be holding this long term, esspecially after yesterday's stonking update. Therefore hardly any shares available. NT to always buy.

Iv tried a few times to load up more, I can get Nothing, refreshing as I type :)

As I have said before, hardly any dilution in the last few years. So previous highs (£12+) over next 12 months easily attainable. And the institutions piling in will know this.

Over 18000 meters now, back then I think it was circa 3000, so potential for growth is truly staggering.

What I am excited about is YU seamlessly integrating 2 B2B acquisitions, and profitable straightaway. They know what to do, how to do it, and can easily replicate this model to grow exponentially along with the organic growth from their current customers.

Holders will rewarded.

Dont need to ramp YU. Institutions will be all over this :)

Over time, all the way to previous highs and beyond

Last rise to £12+, YU now is in a much better and stronger position, and also many many times bigger. Work it out for yourself!!!

Agree. Institutions will be all over this after yesterday's RNS. With such a tiny free float, mm's will be playing games to transfer from impatient to the patient. Would not be surprised if this powers ahead later on today. Onwards and upwards.

Totally agree. Just to put the growth in perspective, and progress in the last 6 months. Meter points in August 2020 was 9,800, from today's RNS over 18,000!!! Grossly undervalued.

Also they have migrated 2 acquisitions B2B books seemlessly into the group. With further opportunities expected, they have shown they succesfully grow YU rapidly!

PATIENCE

Importantly unlike most AIM companies virtually ZERO dilution here over the last few years. So could easily go back to previous highs! And beyond...

Now that they have set the correct platform, and learnt from previous mistakes, they are set for rapid expansion!

IMHO This could fly to £3 and beyond very very quickly. What does everyone else think?