Member Info for sparky333

I have warned you many times about Ukraine, Middle East and Asia pacific. I know a lot more than most on these topic so your statement about cease fire was laughable, you have no idea of Russian objectives, NATO expansion etc

Read it’s is actually very interesting but it was a classic naive post stating energy prices would fall , we are all friends and the gas tap turned on. It will not be turned on until leadership change is Moscow, who current are in full war production mode.

Yep love of bit of war , it’s how the human race works sadly. Been the same for thousands of years mainly driven by religion and that’s a fact.

Fact energy falls around feb through to April May then starts a long climb peeking Jan/feb this year no different other than the decline started later and that’s a fact so why would I talk about normal seasonal adjustment DOH.

You really do not get it when I company is growth mode

Sadly most do it accruing huge losses and tapping investors constantly, YU are taking a slower but sensible approach as well as growing a side hustle in smart meters which I expect will be offloaded or floated in a few years time. Brokers talking £60m already when 100k assets owned.

If I said the earth was round you would argue it’s flat. Also being as your so anti war which is so funny when humans have been doing it since forever I suppose you boycott defense companies ?

So stop the morale high ground about war it’s a fact and it here and not one bit unexpected anyone with a decent IQ and grip of world politics and religion can world that out.

As I have told you Middle East and Ukraine are distractions the real problem is China Taiwan which is a matter of if but when.

No I have stated many times global energy prices going through the roof are bad for business ergo more bad debt as economies tank. But I firmly believe we are currently at the new norm for energy prices in this country pre covid will never be seen again due to global fighting /instability.

You claimed peace in Ukraine and that energy prices would tumble they haven’t really as the 140p per therm was a short term spike the average is around 100p and we are nearly back there and summer to Jan 26 prices rises haven’t even started yet.

Interesting times ahead especially thanks to Milliband our energy security has never been more vulnerable.

You think price will drop I say not a chance which makes our rating v profitability laughable.

What are people’s thoughts on last nights events ? Not unexpected but has the potential to massively disrupt global energy supplies if siren shuts the straights of Hormuz

And also our very clever leaders have left Europe exposed with the UK even further exposed as Rough storage hasn’t even started refilling due to gov inaction

Europe entered the 2024–25 refill season with storage at just 33.5%, well below previous years’ 55%, and now faces the challenge of restocking before winter.

Clutching at straws all the time, solid income and solid margins and the best bit a 50b captive market

Energy stocks are not the next bitcoin miner or fancy software or novel concept. It’s a proven profitable model that has endured for decades with stable dividend paying.

Also the challengers have a huge market to grow into not like the big 6 who are lucky if they grow market share by very small amounts if not declining even Octopus is coming in for fines and bad press these days for bad customer behaviours

Not seen YU fined by OFGEM

Also excess profits your having a laugh, 5-7% net isn’t excessive , ow defence is excessive 40-70% or software are examples of excessive.

You do make me laugh not long ago you told everyone how low the profit margins are in the energy sector now excessive ? Make your mind up

No one knows bit like GB energy lol, what a pile of dung that turned out to be, didn’t you say that would disrupt the entire sector ?

Labour will be history way before zonal pricing kicks in, they cannot work out how to use all this renewable un predicated crap , read about Spanish blackouts. Also the UK is financial broke and only a matter of time before miliband is history and the whole green dream set back 20 years.

Labour zealots have no idea the damage they are doing with the bond markets higher than the liz truss moment and it will only get a whole lot worse, anyone and everyone can see and UK debt servicing is going to sky rocket as tax receipt decline, productivity declines, big money does a runner etc etc etc the same story every time under labour.

But like all cyclical things it will change and defensive plays are the way to go of which energy, water etc are the ones to be in as well as defence now.

Think bigger DD than your next trade

Looks to me the benefits are far outweighed by the negatives for consumers. Big names like SSE are against it yet Octopus is pro, I wonder why ?

Another stupid idea that will costs the average consumer unless you live near massive wind turbine or solar farms who will benefit greatly but most of the UK doesn’t live in these areas.

Like all ideas there will be big winners and big losers this whole green agenda is crippling the UK and that’s a fact.

Potential Benefits:

Reduced electricity costs for businesses in energy-rich zones:

Businesses located near renewable energy sources or in areas with lower demand could see reduced electricity costs due to lower zonal prices.

More efficient system operation:

Zonal pricing could encourage better investment decisions and more efficient system operation by providing clearer signals about where energy is needed and where it is abundant.

Improved resource allocation:

By reflecting the true cost of electricity in different locations, zonal pricing can help guide investment decisions towards areas where it's most needed.

Potential Drawbacks:

Increased strike prices for renewable energy projects:

Zonal pricing could lead to higher strike prices in upcoming Contracts for Difference (CfD) auctions, as investors factor in the added risk associated with transmission capacity uncertainties.

Higher consumer costs:

The increased strike prices for renewable energy projects could result in higher consumer costs, potentially negating some of the benefits of zonal pricing.

Disproportionate impact on vulnerable consumers:

Consumers in high-demand areas, like London, could see higher energy bills if zonal pricing is implemented without addressing the issue of grid constraints and potentially increasing the cost of electricity for vulnerable customers.

Reduced investment in constrained regions:

Zonal pricing combined with transmission constraints could discourage investment in areas with less available transmission capacity, potentially leading to a lack of renewable energy capacity in those regions.

Challenges for energy-intensive industries:

Industries that are highly dependent on electricity could face increased operational costs and reduced competitiveness in higher-cost zones.

Uncertainty for investors:

Zonal pricing could introduce uncertainty for investors, leading to higher financing costs and potentially discouraging investment in renewable energy projects.

Sounding a little stressed DD try harder

Also you lost all credibility after the Profit warning statement and £17 placing

Your a trader so trade a golden opportunity has presented itself as they obviously not going to double down so now you have 100,000 ish shares about to be bought back over the next few days / weeks that will have a significant impact on the SP

But I expect JPM closing out more on the 6th is meaningless and dump what dump the percentage drop was minuscule. Lol because JPM bought the stock didn’t they. Short tracker update for Monday wonder if they bought a few more back from the dump lol

such a shame dd in a panic now as they have 0.5% to possible close out, not much volume to any buying pressure and up she goes like a steam train, was dragged down on little volume.

your just ****ed your employer is exiting probably at a loss. that tell me they are nervous of the next leg up does it not as you claim there due diligence is second to none, ergo buying back they know where the sp is going.

you can’t have your cake and eat it.

yet again you bull is second to none so if the sp.

jpm know full well they can’t just buy nearly 100k it would cost them a packet, so a trader like you should seize the opportunity but as always blinded

So have JPM had enough ? Well opportunity to short squeeze and force them causing a spike as a lot of shares to buy back or they get out of jail free.

Pis decide

Https://shorttracker.co.uk/company/GB00BYQDPD80/

Check yourselves down to 0.51% now shame a few sellers Friday and today let them off the hook.

Oh well people will learn one day

Place your bets, not long now DD.

Must be a screaming short at this level. Go on big man 50k should cause a bit of a stir in the SP

You have answered you own question

Huge declines in 2024 rev for CNA, TEP and all the others if you look on companies house

Did YU ? Nope grew a huge amount with 25% plus declines in rivals

Think bigger and remove those blinkers

There we go right on cue going back 6 years

Markets are forward looking only fools look backwards

10 years from now same old story, do you remember 2018/19 lol

50p to £19 says it all really you fail and we hit a gold mine

Dividend now paying more annually than my initially investment.

YU has been a traders paradise but ultimately LTHer are the winners.

Funny thing is YU haven’t even scratched the surface yet. Especially when all the big boys are ripping of customers left right and centre with fines everywhere from OFGEM even the outstanding Octopus is proving to not be as honest as it makes out with the recent fines for ripping of customers

Tut, waiting for the next little gem like clockwork, cone on you know what I am thinking.

Sure you are not wolf of Hounslow ? Now that guy was 100% dumb as a post sold YU for a pittance and went long ASOS at £10. Worst investors in history

Nearly as bad as Andy Munchkin been calling YU 0p for 7 years

Very boring DD which makes me sleepy. It’s like talking to the village idiot.

You just do not understand the basics of geo politics and how a company expands and gains market share

Very worrying how naive you are especially as YU are doing in a profitable way and no tapping shareholders weekly for cash or diluting the hell out of them.