Member Info for sparky333

Pal, do you think those forecasts take into account the soaring energy prices PMSL

If and big if the gas price stays elevated this will impact all the KPIs. As new and existing business is booked every month some will renew fix contracts, some will go pay as you go until it settles the amount is an unknown but anyone who thinks

1. They are not booking new business at these level is an idiot

2. If it continues for several months especially as March to Sept is the traditional low price period the impact will be heavily felt on those numbers.

3. If it continues for the rest of this year I see it getting far worse as countries scramble to fill record low storage for the winter.

Perfect storm is forming and only winners get in early. Unlike yourself who missed the last energy crisis and this one has the potential to be far more severe as global not limited to Europe.

And if you think any sane CFO would have put out forecasts based on the higher energy prices your thick as mince so the odds are heavily stacked to upgrades as the year progresses if energy stays elevated or goes a lot higher Sept 26 to Feb 27

And before you say it the average for 2025 was 85 ish a therm over the year

Going to be fun this year as under promise over deliver

7% market share and rev forecast at 1.5b for 2028 but then again YU apparently pay all these brokers.

PMSL, was beautiful to watch the shake this morning. Roll on 2026/27. Game changing and if higher energy prices persist can see a significantly ahead RNS later in the year

Got with 6% of 2100p a couple of weeks ago and can see it coming again very soon.

5-7% market share was a stretch target back in 2023 and they said 3-5 years

You mocked it if memory serves me well, looking pretty on track to me

4% already and forecast is 170k by year end taking into account smashed it this year as target was 120k and actually 9% higher

Now with the US talk of 5000 marines being deployed which I think they will try to take Karg Island to help secure the straights, not sure how the markets will react to this bold move.

It’s is escalating very quickly. Monthly booking for March are going to be far higher than the 2025 average and looking very bullish for April and beyond even if it ended tomorrow will take months for stability to return

I am more worried about gas reserves across Europe which have been reduced to levels not seen before and now with a constrained supply can they get the reserves back upto 90% prior to winter 26.

Governments across Europe have failed so badly it’s criminal. Milliband will be fired if we start having power cuts in the UK, good job we are heading into spring

War war and more war.

Tesla hmm, only electricity licence and you keep saying how irrelevant YU is with its 4% market share I think Octopus and Centrica are more in there sights

They can take OVO book as I see them collapsing soon, terrible company and constantly fined by OFGEM.

Ps

Just to add you say has no higher than last year, we are actually in the low cycle, March to Oct. Never mind euro and Uk storage at historical lows

Hmm

Lol always the pessimist

YU have demonstrated they are profitable in a lower price environment 2025 as an example 15% headwind and still increased revenue

If this continues the headwind become a tail wind on every new contract therefore monthly bookings are going to explode upwards rather than declines as seen in 2025 but that later reverse in Q4 25

Backing the wrong horse yet again DD once the panicked have left the building and more levelled headed people realise the benefits YU will soar.

Considering the market sell off YU is doing rather well with small declines under low volume.

You are a funny chap and I was always taught the market is forward looking around 6 months ahead, has never been the case here but one day it will

PE of 8 remember that when numbers start to flow later this year

400m is a drop in the ocean, 100m are used every day we are already 240m down since this war started.

IMHO this is all about control of world oil, China and India have lost Russian, Venezuela and now Iranian cheap oil.

Yes Russia is helping but cannot fill the void lost globally, everyday this goes on the dangers and squeeze increases.

Trump has opened Pandora’s box and he cannot just walk away IMHO Iran has demonstrated how easily they can disrupt and hold effectively the world to ransom.

Very dangerous times ahead and even though you think I am a warmonger I state things as I personally see them from a global perspective.

This was a power play by the US to show case strength to a China and control of global oil.

But it hasn’t gone to plan and I never thought it would this has the potential to drag on for months and months and get a whole lot worse before it improves as the global network of Iran hasn’t even begun to activate yet and that is worrying stuff closer to home.

YU will reap the benefits no doubt about it as monthly booking already will be up from the 45m average when gas was around 80p now almost double so does take a rocket scientist to work out monthly booking for here on in will be significantly higher the question is how high ? 50,60,70 as YU has far more customers almost 3 times what they had in 2022/2023.

Interesting yet worrying time ahead for the global economy.

Oil and gas markets are now staring at what could become the largest supply disruption in modern history as the war between the United States and Israel against Iran spills into core Gulf

Right enough from me all getting very boring and boards clogged up on nothingness

Not long to wait for actual news and I am convinced a partnership or JV maybe shell want to offload its business side to YU as the current deal is proving to work very well and allows Shell to focus on it core business reduce overheads and offload to a trusted company whilst maintaining the hedging agreement win win for Shell

Doubt it very much. But that be awesome and game changing.

Not nonsense at all as you without saying it directly indicated the TIMING implying he waned to sell ASAP for a reason ie before he was locked out post results.

No ifs and buts that’s what you have stated if that is the case that implies post results BK expects the SP to fall which brings into question why it was approved for YU to buy them at Top dollar which in itself implies ethical issues.

The way you twist words and timings is pretty impressive to be fair seeding doubt my point is why the he’ll would the company pay top dollar and BK risk a major fall to his 8m share for the sake of a 300k sell

It makes no sense at all

Key word as well used ‘underpin’ which means support.

Which again leads me to a joint venture/partnership who and what no clue.

17th all will be revealed, a confident tone in the TU and a specific time frame of 3 years has me intrigued and leads me to a joint venture or partnership which therefore would not involve cash.

Not sure but so specific, thoughts ?

Oops 17th not 27th

iPhone keys to small for my fat fingers

PSML.

Next you will saying you went short.

Sellers running out of steam now and why would BK let the option lapse you complain if he has options, complain if his stake increases and complain something sinister is coming because he sold 300k out of 8+ m holding

Jeez the man must mad to jeopardise his 8m fo the sake of 300k sell.

You have lost the plot

Let’s see what happens on the 27th DD JPm bought back for a reason if they knew BK sells would cause this why carry on closing you make no sense and it has cost JPM a lot of money.

Think about it and take of the black tinted spectacles PMSL

Absolute rubbish, BK sold with no impact ages ago. This pull back was inevitable as nothing goes up in a straight line, stops hit and panic selling to maintain profits

The question is where does it stop is £17 support going to hold with less than 3 weeks to FY and the news inbound on next stage of growth strategy ?

Please you bets people.

JPM closed another 0.2% yesterday down to 0.4% now

PI let them get away with buying back a lot this week Tut Tut

Was aware of the 0.5% rules and I expect the drive to FY results will continue the rise IMHO.

Sell on news will depend on the much anticipated big news for 3 years client growth. Hmm I am wondering what this could be.

Certainly put JPM off shorting

More closed from JPM yesterday small amount now 0.58% left to buy back if closing the lot.

They do seem to be in a hurry

Another 0.2% yesterday down to 0.6%.

So around 100k left, PIs letting get away lightly IMHO

Accelerating ahead of FY by the looks of it the question is what do they know we don’t ?

And ?

I believe they hold far more than that based on YU website, you believe it is false so again take it up with the company for posting false and misleading information in a public forum or speak to Schroder for not informative the market if they hold more than 6%

Easy really so I will not retract my statement on 8.3% and I am not misleading people it’s on an official PLC website which they legally have to maintain and update with hot data and maintain shareholder details and not use Simply Wall Street making out YU are some cowboy outfit with 500 employees. Jesus Christ give me strength

This is why I do not engage with you it’s pathetic