Member Info for sparky333

Always one, the world was on its knees and you complain at a revenue drop. Omfg are you for real, market cap is significantly below market cap and the business has come through COViD very strong. Are you ******ed ?

They have stated usage back to pre COViD levels and new business is booming and double 2019. What the hell

Wow, knocked it out of the park,

Cash up 17.9m
Cash collection 99.8%
Monthly revenue up significantly to £6.2m for H1 very impressive
Marked increase in booking in May and June
Usage back to pre COViD levels.

H1 loss also a smaller than I expected.

89p just paid for 2.3K

Trading update - tomorrow or Friday, potential to be explosive

Totally agree. Get those numbers out Yu.

I should add both Mtro and BCN are good stocks to own in my opinion but for the reasons I stated not multi baggers over the short to medium term.

Things to think about with MTRO and BCN

we are going into a global recession like never seen before, why because we never truly recovered from the financial crash and the main weapon against recession is Interest rates which are still at super lows.

this will hit banks - Bad debts and low Margins
Commodity stocks like BCN yes Lithium is going to be good but demand will reduce as no one will be buying new electric cars

Recession are tough but the ones that do well are companies that are prepared and have very low or no debt burden and also a market sector that regardless of the situation are still required.

Tough times ahead for everyone but there will be gems around

and what makes you think that they have always done it at the end of July ?

I think you need to derisk and sell or average down as obviously you haven't got the stomach for it.

I believe it will be the complete opposite and very strong considering the environment with further strides in new customer wins thanks to the Agile offering.

IR have confirmed they are planning to issue a trading statement, but will not give a date. So I reckon later this week

Well no Trading update today so that leaves 4 days.

I will be very disappointed if we do not get a trading update as per previous years

Indeed,

No brainier at this level may AGM update was very clear, yep, been tough, but we are strong, do not need cash and all systems go to explosive growth, these two new offerings where doing well in lock down with monthly new contract up during lockdown to 5.7m

I expect the following

1. Good cash management and stable at around 15 to 18m
2. New monthly contracts on the rise to over 6m
3. Cash in steady at 97 to 98. %
4. Full year turnover no outlook given like all companies
5. Usage rate improved from 35% down to 10 to 20%

I would also not be shocked if we get a surprise announcement on acquisitions or mergers in the next 6 months as the debt ridden ****e falls away like Bristol energy.

Also remember no debt here. Very few companies in that position.

Cash pile to high to drop to 30p that would be 4.5m MC with probabaly around 16 to 17m cash.

The way stocks with good news are rallying 1,2 and even 300% in day anything can happen. Fortune favours the brave as downside is limited with with MC £4m less cash in May.

volume for the last 2 weeks has been pitiful.

Is next week the H1 trading statement ?

Not long of July left trading days wise

Boring YU, no volume at all recently and trickle selling.

Need to get H1 trading update out on the streets.

Billing Analyst

words on the advert again

Our company is growing at a rapid pace.

All sounding good for the H1 update and H2 outlook

Totally agree MKS.

Also I bought ASOS at 7p and sold for 17p over 100,000 of them during the dot com crash. biggest mistake of my life I would be very rich now.

Oh well we live and learn

We are not rude but when you come out of the blue saying cut your losses and buy xxx see it from out point of view.

When the derampers come out to play it means one thing normally he SP is going on way and normally the opposite of the derampers.

Lots of people are paid the deramp shares to RIP of PIs who are daft enough to listen.

From current known news you woukd be crazy to sell YU now especially as H1 trading update is due anytime in July and judging from AGM COvID 19 has not screwed up YU. Yes impact but who hasn't been and the strong will be rewarded.

The Trading update will have some key messages to look out for

1. Usage increasing Post Lockdown.
2. New client wins was 5.7m per month even during lockdown. Is is getting even better ? By the looks of the job adverts Yes.
3. Cash collection still at 98%
4. Year end turnover estimate?
5. Loss for H1
H1 would will not be bumper but H2 could be and this is what we are looking for. 2021 is when YU will shine and the market is forward looking by 6 months so we could and I say could see a very sharp rerate as current SP does not reflect the reshaped business