Member Info for sparky333

Same as before 5.1%. So no offload we all know full well why they sold some.

Norges Bank

raymond james financial

Investec nearly at 3%

Schroeder’s upto 2%

Bayford as some people thought who was the seller has gone.

Norges bank are very very interesting player.

That is significant buying, carry on in that vain and holding RNS incoming IMHO,

YU made it very clear several no IIs holding YU so looks to me one or more could be increasing to the 3% RNS holding.

We shall find out soon enough

Good research DD, but a lot of those companies are billion pound + and growth at best is very low single digit.

That is why the PE is a traditional FTSE100 lumbering giant.

YU is the polar opposite and growth stock attempting to become a major player in the SME space, this should warrant a rating far higher than SSE, CNA, national grid etc.

Doesn’t take much to grab 5% or even higher market share as a positive is SME is niche and focus and not lost in the millions of domestic, who in my opinion are far higher credit risk.

More than happy to IPC, alas the other child will not stop

So in summary, if energy stays at this level through spring and summer YU will out perform expectations.

So again would this warrant a CNA valuation metric, hell no

i am a bit ******ed and can’t read so go with what my tarot card reader says.

joking apart a forward pe of 13-15 isn’t unreasonable or stretched imho.

you seem to forget yu is in growth mode but taking baby steps before running and not doing a bulb.

the likes old tep and cna already have large percentage of the market so growth slows significantly.

yu with 2.7% hasn’t even scratched the surface and yes i do believe in a 5-7% in the time frame yu stated is achievable. market share increased a lot last year and targeting 122k this year. which is another 40% increase.

obviously rev and profit will depend on energy prices but they are not doing what the likes of you anticipated. eu have taken a huge gamble on storage this year and it imho is going to hurt them and especially the uk as asia can easily outbid.

36 pages of cherry picked data wow that is special.

Just as evidence as someone think everyone is stupid

So in black and white from Liberium and interesting the PE disconnect has increased significantly , but apparently Lib are paid rampers so unprofessional

Possible peer group is wide-ranging We do not believe that Yü has an obvious peer group as it is a disruptor in the Utility sector. However, for completeness, we show a range of utility providers. We believe that there are some similarities with Telecom Plus, which is also a disruptor. Attributing Telecom Plus’ CY 25 P/E of 17.3x to Yü would give a target price of 3,681p.

Funny As Pan/ Lib specifically state TEP is the closest metric valuation wise. So they must be idiots.

How would I k ow what the BOD intend to do with the £80m but they stated strategic investments read into that as you will.

So traders are gambling millions on an illiquid AIM stock. Really !!! Well good luck if leveraging £1.3m sorry I do not believe your average trade gambles in that size on the likes of YU group.

Might do might not, bulls in control for now and not a surprise the valuation was and is ridiculous, even the dividend yield could surpass TEP in 2025.

That is why IMHO the big trades as income investors or funds increasing holding or maybe new IIs as you have been told several new IIs onboard.

Thanks for posting troken.

Easy to see why IIs look to be getting involved, growth and a very sweet and growing yield which could surpass TEP next year.

And very lowly rated compared to the likes of TEP.

Spotted them 42k 2x 30k, 25k

Big boys in play now

Fantasy like 5-7% market share in 3-5 years

Not doing to bad at the moment nearly halfway to the mid point already.

But all spin and target are target to stretch the team, like all the companies at the moment with profit warnings galore all missing targets but then again YU are just spin and smoke and mirrors.

Jeez

So own up who is buying 1500 blocks 5 so far

More records shattered in 2025, or sell at an historical PE of 7 with a 4% yield heading a lot higher 70p ish for 2025. Heading to wards a higher yield than TEP 4.76% with a valuation 3 times higher. lol

If I remember this time last year you mocked me when gas was 55p a therm when I suggested 100p a therm was more plausible, correct or not ? Or do I have to find the post.

Funny old thing isn’t it you called it back to pre Covid levels.

So let me repeat again up 49% since this time last year.

Or up 49% year to date. How you spin it isn’t it. Hmm I am sure most people can read a chart disco.

Take a look, https://tradingeconomics.com/commodity/uk-natural-gas

So boring widen your obsessive blinkered vision, no cease fire, no gas taps opening for a very long time, euro storage at record lows

2025 is going to be a cracker, roll on h1 YU, already record breaking Jan 25

He doesn’t listen and reels out the same stuff brings nothing to the table just rinse and repeat rubbish. Not a single comment of the CMD, because the entire team came across as experienced, focussed and driven.

The child uses words like spin, utter childish statement

I still have 45 minutes to watch but the presenters and questions upto that point struck me as a very competent and experienced team.