Member Info for sparky333

SP just burst into life

Exactly Mr Goldsmith and hopefully a few acquisitions on the horizon popping up out of the blue

Well if gas and electric usage up 33% in April and may should be a very nice update

Stocks like Argo and the Bitcoin hype falling heavily now. Utilities in a high interest rate environment are one of the few sectors that thrive in this scenario.

Noted that gas usage is up over 33% in April and May I expect electricity is similar

Also got a link to the HSBC buy note

Where did that list come from ? Some new major holders if that’s the case

Drip drip drip. Argh so frustrating

Now under £40m

As big bite now pointed in his post this is a strong start to the year way above 2020 and during a lockdown and the slowest part of the year.

Incredible reaction yesterday and everything I read in the news was bullish for once. Even BK who is excitable anyway had a tone about him. Sounds like slot of consolidation this year and YU keep banging on about it. If so get these done please.

Stupid talk again and placing by our friends affiliated to ************* , utter rubbish and was shot down by YU themselves at the AJ Bell but because for once YU didn’t mentupion cash position oh my god placing. Erm rubbish the cash pile was huge in Jan will be even more now and I expect over 20m even after they paid off the Leicester office.

new broker note up though which is bullish

its the Q&A i want to see as some good questions get asked by investors

thats last years Q&A

Again Bullish

very bullish video from Paynter and BK just gone live on the website

But let’s put some perspective on this

Good energy MC 47m and a profitable well run company growing very nicely but has a lot of debt v MC

Revenue 130m

YU energy, no debt, revenue 100m, profitable MC around 35m.

Bit of a disconnect there I think

I feel sellers today could miss out on some game changing consolidation in the sector and my spider sense is tingling this is close

Key word that keeps being used Profitable. We like that word

Solid Q1 up 26% on lockdown v non lockdown last year. Speaks volumes.

I have a sneaky feeling we are about to get a wave of sector consolidation.

Just illustrates how well the challengers are doing, bodes well for YU who are growing far faster than Good, very positive vibes from Good energy especially repaying early 70% of a bond with confidence