Member Info for sparky333

Been odd for several weeks now, something being worked at £15 who knows, all I see across the markets is constant profit warnings or downgraded earnings Here the complete opposite yet ignored. Looks at VID yesterday along with Glencore. A lot more to come yet no flight to quality defensive plays. Trump/ Putin next up again can’t see any cease fire at all Russian are very clear they want to wipe out the Ukraine. If that’s the case US has to punish India and China who are basically funding it. So in theory energy crisis part 2 ? As China and India have to source elsewhere gas and oil or face huge tariffs, the may choose the latter who knows

The mind baffles

Looks like you should be more focussed on TET green box man

Very nasty can see £1 there £150m MC jeez

Nothing to report here, higher everything rev, meter points etc not collapsing like TET

Final thing,

Green box man got approached apparently by a solicitor for his lies on CNA (how ironic) when he claimed it was a busted flush at 20p a share. A lot of very angry people on that thread apparently a few years ago

So funny

Wonder what other spin is in green box posts.

Fact check for the win

YU turnover up

Meter points up - leading the market share up will find out in Sept must be above 3% by now 88-107

Profits on track so another £33m + profit

Cash up

Not bad for £250m MC and £100m plus cash never mind smart meter side of the business

Sleep now until Sept, PIs can continue to sell just makes the company all the more compelling going forward

Someone telling porkies ?

Not surprised anything to discredit YU. Spread better always depends on current position on how data is spun

You have been warned

Oh god DD is on about that old chestnut

Heaven help all the other energy suppliers sector then but apparently YU is a one trick pony because they do not sell £30 broadband like TEP

Time for me to go into hibernation again

Also if he complains one more time about lack of investors I will blow a gasket.

He is a CEO of a company not some school kid who has been told no more candy so stamps his feet.

Fix it, YU are in a great position unlike 90% of companies with debt problems and constantly out with the begging bowl.

Hi valueNZ

Bobby is absolutely not being paid to do those things. He is paid to maximise shareholder value, aka the discounted cash flows of the firm.

I disagree he is absolutely paid to drive shareholder value and he has failed time and time again on this front. Comms is not acceptable hasn’t been a session with PIs for around 2 years.

Looks to me PIs have had enough of this, week and weeks of drip selling by PIs to a point now the Forward PE is Under 7 which is ridiculous I see loss making rubbish with MCs multiples of YU and no profits in sight.

It’s valuation is reaching a point of complete insanity especially when pulling in over £3m profit a month and market share increasing every year 88k to 107k so 2.7% v ??? Must be over 3% ?

BK needs to grow up or step back as so many whys to drive the company forward for example revolving credit facility of say £75m, TEP does this and in fact holds very little cash for the MC of the Company as gives most of it back to shareholders

With £100m warchest free and revoking credit facility or bond the scale of options is massive or explain what is free out of the £100m again 2 years in organic growth has been peddled but nothing to date.

But WTFDIK I am a paid ramper

Destroyed ADVFN, now swarming LSE. The man caught with multiple accounts.

So nice I can’t see anything but I can guess the topics. From other people’s responses.

Same stuff rinse and repeat. Not long to wait now and fingers crossed, the market isn’t expecting much judging the complete lack of volume so anything above expectations will be rewarded.

TEP numbers actually aweful for such a high rated stock , so won’t take much for a re rate

Anyway must pack as I head out for my third holiday this year., have to spend these dividends on something.

Absolutely mental what’s that 15+ today 120+ in 30 days.

What is your agenda

Absolutely incredible for a guy who does own shares and only by his own admission trades. Wonder if he thinks JPM will have the courage to hold 0.51% past TU.

Respect if they do as very brave but could very quickly become very expensive to buy back as no one is buying and no one is selling.

So I reckon 90% are expecting an in line and confirming or narrowing of FY rev. So going to be pretty explosive if a head or top end

Says it all really. Seriously messed up and agenda driven, never mind being caught on ADVFN using multiple accounts.

Ask yourself what’s the agenda ? Mine is very clear bull all the way and just over 10 trading days to TU, will JPM close out those 80K+ shares

How exciting and waiting for the volume spike

In summary huge potential and growing very nicely into a massive space.

Again the market ignores this and I for one would like to see it in a few years time split out and floated on the market.

If anyone is interested in the smart meter side worth looking at the smart metering systems deal which valued the company at over £1.2b never mind the huge debt pile so valuation metrics are available in the public domain.

https://www.digit.fyi/glasgow-smart-metering-systems-acquired-for-1-3bn/#:~:text=The%20deal%20has%20been%20approved,the%20board's%20committee%20will%20disband.

Good to here nimos14

I don’t think people realise the potential of the meter business, 100,000 would value the meter side at around £60m according to Liberium.

60k was the target for 2025 so by 2026 that 100k should be smashed so

By end of 2026

Meter business worth £60m if lib 100k valuation is correct

Cash estimate £120m based on Lib

So those two come in at £180m

So the main business generating a 76p dividend, EPS of 228p is worth only £100m based on lib estimates

The market is absolutely nuts

I am sure we will find out in 13 trading days

With the significantly increased activity of the green box anyone would think some worry is kicking in with TU closing in very fast.

Right back to sleep as nothing happening of material note to discuss until the TU.

Oh and forgot to add an estimated £100mIsh in cash year end v MC of about £270m

Hmm but that’s all crap because of 2018/2019 due to a CFO selling contracts at a loss which took a couple of years to feed through the order book ergo reset the business and since then boom

Not just that also through not one but two black swan events making all the more impressive (Covid and energy crisis) which decimated the industry leading to a rather smaller cohort but far stronger cohort and no new entrants since I believe.

This is what annoys me with UK investors no faith in UK PLC then complain and become bitter when they miss the multibaggers.

And looking at the conversations from blades, all trying to stir the pot from 2018

Jesus Christ how low we go.

Blades it’s like trying to talk to a brick wall your wasting your time, backwards looking not forward thinking.

I was taught the markets look forward 12 months. Not oh a CFO mess up 7 years ago so let’s drag it up every week and the miss out the good work increasing profits 30 fold, rev 10 fold, with no begging bowl and massive bails outs

Very sad indeed and in fact bitter and twisted

and green blobs everywhere. boring boring boring.

tu any point from tomorrow to the 24th july with odds on bet the 24th.

cannot wait

bet jpm are ****ting bricks as hard to buy that amount of stock under low volume without significant upward swing. 0.51%

very brave to hold imho

Going to be interesting if cash ISA limit is hammered billions into the stock market ?