Member Info for Sp28

Next Tuesday.

What we do know is Cash, Profits, Revenues, growth are all SIGNIFICANTLY ahead of market expectations from the Nov RNS!

2018
Share price - £12.50+
No of Shares – 16.3m
Revenue - £80m

2023
Share Price - £6
No of Shares – 16.65m
Revenue 2022 - £280m+
Revenue forecast for 2023 – will be £350m+, I’m sure significantly higher, some saying £400-500m!

Can we all see the disconnect! Multiple times bigger and stronger looking at every single metric.

Hardly any dilution in 5 years! How many companies can say this!
The shares here are rarer than gold dust.

DYOR

Stupidly undervalued

All you need to know, and for the next 12 months they using very very old numbers!!!

"On Aim, the runaway leader at the top of the screen is Yu Group (Yu), which is an energy and utilities supplier that services the corporate sector. The share price has more than doubled in three months and after a huge jump in expectations for earnings growth this year, analysts predict the next fiscal year growth in eps will still be in the mid-teens per cent. Yet the shares are valued on the not eye-watering multiple of 12 times the predicted 12-month forward earnings. "

https://www.investorschronicle.co.uk/alpha/2023/01/13/interest-income-gives-uk-banks-momentum/

According to Investors Chronicle 12x earning is very low!!!!!!

Well if we say just 25% growth this year...

Revenue goes from £280m to £350m

@ 4% margin thats £14m

£14m x 15x multiple plus say £30m cash we get to £15 per share

Most would say this is way way conservative (Revenue could be significantly higher, multiple could be significantly higher, margin? Etc)

And then looking forward at results which will come out next week and 2023 guidance, £12-£15 could be COMPLETELY BLOWN OUT OF THE WATER!

Things will get super intering over the coming weeks. Only becuse of the tiny No of shares we are in the £ its like going from 3p to 15p for most AIM companies, plenty of absolute nonsense companies on AIM will do that, on nothing but hype, however this is a real business with growing revenues, cash, profitability and absolutely £0 debt!

Special dividend, acquisitions??

DYOR

Simply read the last RNS

Cash
Profitability
Revenues
Growth

SIGNIFICANTLY exceeds market expectations

Cost to serve going down

Oh yeah ZERO debt!

Only 16.5m shares in Issue, 53% owned by CEO, significant more owned by II, therefore freefloat is very very small.

This could get very interesting over the coming weeks.

Tipped by many for 2023, including Investor Chronicles today!

DYOR

Only the beginning....
Rise has barely started, new broker notes should all be in the double digits, dividends on the cards, huge cash pile, miniscule free float, this should gap up big time.

Expect dividends, and then this will really start to fly!

Just look at Centrica 8x 2021 earnings, INCREDIBLE! I bet they dont know what to do with all that cash!

Wonder how much YU have got!

Last year after Jan update, it went from 120p to 320p over the following month!

https://www.proactiveinvestors.co.uk/companies/news/995657/thg-shares-jump-with-mbo-speculation-growing-as-qatar-buys-softbank-s-stake-995657.html

"Right environment, with the right share register" Most important to MM! Take it private, kick out the ones he doesnt want, and off the market so away from the public eye, objective achieved.

My money has always been on MM taking this private. He has said it over and over again, he hates being listed, and regrets it. (IMHO Business wasnt mature enough to be listed, i.e. should never have listed as a group, should have been listed seperately to begin with, he soon realised this, but it's done, separation complete, given everyone this opoortunity at the very bottom!)

Use QIA to take it private, atleast 60% friends rollover, for QIA it's chump change.

Not a chance he will leave himself open to a hostile takeover once Golden Share expires in Sept. Next few months are crucial, i.e. any corporate activity wont be left until the last minute!

They have now kept totally silent on strategic options for a year, no FTSE listing, chairman silenced, when the time is right, they will pull the trigger.

Lets wait and see, I am backing MM, Sofina, QIA, Sir Tom Hunter, Sir Terry Leahy, Lord Charles etc

IMHO, DYOR

U.S. consumer prices *fell* 0.1% in December. Year-over-year inflation slowed to 6.5% from 7.1% in November.

Twin brother if it adds more credence ;)

Anyone know if there will be one this time round? Or like Q3 for some mysterious reason there won't be one!

If i remember rightly, 4x was the minimum discussed, most recent example given was from the US, where Pepsi invested at 11-12x multiple for a much inferior brand! Currently THG at 0.3 Lol

AS1 - Would want this to go straight through £1.

And LTH know all the strategic options they have ;)

https://www.prolificnorth.co.uk/news/ecommerce/2023/01/musicmagpie-broadens-us-reach-walmart-online-partnership

https://www.sharesmagazine.co.uk/news/market/1673261737061030000/musicmagpie-shares-jump-on-e-commerce-agreement-with-walmart

Yes, Asda style kiosks in 10,500+ stores!
For such a tiny market cap, another company with this scale of news would be up 100%+ Lol

Wow Fantastic news.

Onwards and upward. Valuation looks completely silly now, could easily multibag!

2022 revenue - £145m
EBITDA - £13m+

Market cap - £34m

Tie up with Asda complete, now signed up with Walmart.

Disconnect will quickly close.

https://audioboom.com/posts/8225312-joanne-hart-discusses-picks-for-2023-which-include-globaldata-hvivo-and-harland-wolff

Away from the FTSE big boy stocks, YU is top notch, shouldn't even be on AIM. all metrics heading in the right direction, very rare.

My other one is HARL, serious multibagger potential, the disconnect is way too high, as you can see one of the top picks of 2023 on many peoples lists. It's quite simple, £26million market cap, about to sign a £1.6 BIllion contract with the MOD, Rishi was visiting few weeks ago! Own 2 of the biggest dry docks in Europe, so a huge competitive advantage.

Rishi Sunak "Today I visited the iconic Harland & Wolff shipyard in Belfast, where the next generation of @RoyalNavy support ships are being built - creating thousands of job opportunities"

DYOR!

Revenues
Cash
Profit

All significantly exceeds market expectation

ZERO Debt

And costs to service going down

Potential for dividends and/or acquisitions.

@Sparky - remember electric charging points being rolled out by YU, with the desperate need for charging points, where growth will be exponential, do you know how YU are doing in this space? Find this area of business also super interesting.