Member Info for sparky333

It is a very lucrative market is the company is run well

YU. has turned a corner, the bad practices have been weeded out and actually YU. has a lucky escape with the new CFO coming in when he did.

They have taken a good spanking picked themselves up refocussed , better governance, bet cash control and debt collection and now better higher margin contracts.

They are actually in a very good position going forward, MC is not pricing in any of the last 12 months turnaround and not forward looking at all.

If ever a gift horse was staring at YU, its now. we all dream of the 10 bagger and this one is staring right in our faces if people are prepared with hold and be patient.

I also think longer term YU will go one of two ways

1. Continue solo and eating in Market share and actually becoming one of the medium to large players
2. They will never get chance as Smartest will eat them up gifting BK a seat at the board.

At the end of the day this has to be one of the best value and long term stocks on the market and multi bagger written all over it, especially as its a defensive stock in times of uncertainty which I think we are heading into.

I hold just over 100K shares and not one share will be sold until I deem we over bought and the SP is just Stupid compared to the fundamentals, currently we are miles away for that scenario

Tried to take us down early, failed as a big buys came in. Have we turned ?

Brexit means nothing we do not export, coronavirus again companies still need gas and elec. this is a sensible stock against all the **** in the world.

Yet people panic sell and drive up a debt ridden pile of crap like Aston Martin 25%

Investor are so weird

We are now lower than before the update, are people really that crazy. Sentiment will change one day out of the blue

Mark up tomorrow is my guess

in 2021 this will be many multiples of the current SP, if people are patient and not selling for 10% here and there.

The company could turnover close to 140-150M in 2020 and with a 10%+ margin - do the maths

Well my jaw dropped reading that RNS

1. the RNS states ambitious growth plans and space for 250 people

Hmm now why would they be doing that ? errm pretty obvious business is booming and expanding at pace.

Makes me even more excited for the next RNS, I have a sneaky feeling booked revenue for 2020 is going to be very special and I am call it now - 2020 revenue £140 to £150m

Also I am expecting a wave of consolidation through 2020 and 2021

survival of the fittest and the ones who survive will be goliath cash cows

yep, update has always been the 30th Jan so expect nothing less again. we have had a few impatient selling so what 10K yesterday is nothing and they will be cursing soon enough.

buyers will come soon enough prior to the update

Interesting

indeed , a few will start sniffing soon enough.

few sellers trying to drive the price down and get back in cheaper, sometimes it works sometimes it doesn't

Today will be very interesting,

over the last few days we have seen a few holders weakening and selling out especially yesterday with 2 large sells 50K and 60K but the MMs struggled all day with the waves of buying.

not unexpected a got hit with a rapid 30K of sells at the death to drag us down to 2% up on the day.

Bullish in my eyes are we got shot of over 100K in sellers and still finished up

today is key do we get more profit takers or do the bulls see this as an opportunity to shut out yesterdays sells like when we took the trip down to 110p last week.

we are another day closer to the YE update lots of talk of H2 being actually profitable, I am on the side lines on this and await the figures but looking for the outlook as 2020 was always the year the changes and reset in 2018/19 would take full effect coupled with the new arrangement with Smartest.

long and strong 2020 is the year of YU.

They will surprise, Bobby is fool if they don’t

Statement for H1

EBITDA loss in H2 2019 expected to be significantly lower and continued progression in FY 2020 as the historic contract book continues to expire. We made a decision to temper the rate of revenue growth as we implemented the new processes and focussed on improving margins. We are now in a position to resume our focus on growth utilising the solid foundations in place.

Now the word significantly is key , and I would already have had a pretty good idea in September and made sure FY is peach so I would not be surprised If H2 19 was close to , at break even or even Ebitda positive. We shall soon find out

Sorry meant H1 and H2 not quarters

They already indicated second half would be significantly better than q1, q1 they lost due to the legacy contracts and tight margins, would be wonderful if q2 was even breakeven as that in itself implies q1 20 would move us back in the black..

Game changing stuff, cannot myself see q2 19 as profitable, but anything close the break even is worth double the SP as 2020 would be the year.

tick up coming again if so

wow was that a sell at 130p

Early days today but pleased little selling, shows how undervalued we are.

Fair value is a lot higher as MC is so low, could easily double on bullish year end and bullish outlook for 2020 and 2021.

This is a potential 10 bagger