Member Info for sparky333

Lol didn’t take you long to work out DD,

I believe he is a disgruntled ex employee of YU

And CNA

This posting fact is an interesting game isn’t it DD

Just posing facts

YU the only one in the sector who grew turnover in 2024. Up 40% v steep declines for GOOD and TEP.

As we all knew the redemption uptake on the Miton MINI fund meant the fund was to close resulting in sale of/ and or transfer or combination of bith of all assets held has now finished on the 25th Jan.

The fund was valued at 40m and 8% holding was YU so around 170k shares.

Will be interesting to see the diverse income fund holding and the other fund holding YU who’s name escapes me ACC A or B I think.

All done and dusted a few days ago. So onwards and upwards now.

So interims

Good profit down 78%

Turnover down 50%

Hmm tells me with certainty , TEP, GOOd and CNA all slapped on revenue

YU the only one to buck the trend, speaks volume really and no mention of YU Leicester office but happy to talk about the BK one just to get that negative effect in.

Just stop distorting the truth by missing out fundamental elements

Sorry PE of 30 now according to ADVFN v 8 @ aYU

Nearly 4 times higher

Another UK company bites the dust with a very sporty premium.

Just illustrates how undervalued YU are PE of 25 v 8 here with GOODs revenues declining significantly in 2024 v 40% rise here

Wow

Sanguine someone who talks sense

Can we see CNA growth turnover 40%, energy used 78% meter points 60%

Big fat no and never will so a stupid statement from DD that on a PE basis CNA should be rated nearly 25% higher , TEP 150% higher and GOOD 300% higher

Anyone interested in the legal mum o jumbo go to companies house

Worth reading the YU charge and the Ultilita charge with EDF

Black and white

Further, while the Group meets its ongoing obligations in the Hedging Facility, Yü Group will not be required to deposit cash as collateral to support mark to market movements, due to energy price fluctuations, as has been required under the Old Facility. Finally, Yü Group will benefit from Shell's leading and considerable commodity trading access to liquid commodity markets, at market reflective prices.

The Hedging Facility fundamentally transforms Yü Group's working capital profile releasing cash that would previously have to be held on balance sheet to support the Group's robust hedging policy. £52.25m of cash previously lodged under the Old Facility has now flowed back to Yü Group, with further material cash benefits to be realised over the next month.

So your clearly stating on a public forum Shell and YU have lied

Smartest cash collateral

Shell charge over the business and a cash collateral seems far worse to me and goes against the RNS which clearly stated the £50m was freed up

So evidence as I am sick of this and I will report you for misleading investors

Fine if you can prove the evidence.

DD I have warned you there is nothing written about collateral other than the charge in companies house just like Utilita.

So prove where this £50m comes from you randomly keep stating

Evidence because your misleading

Oh and EPS probably around 200p.

Jeez nothing like on the market and all for a 2024 PE of 8

Yep, was way oversold on lies from certain posters.

Yes 3% miss on rev but still up 40% along with energy used up 78%, MPs up 60% the list goes on

And cash £80 after spending £24m , 10m on dividends, £4 on share buy back and £9m Advance ROC for 2025.

Also misses out energy consumed up 78% why more than additional meter points in percentage term but again the spread-better omits that one who ranted on about its energy consumed not meter points

YU will auto correct and start the climb back up shortly same a Jul 24 and Jan 24 same rinse and repeat everytime. Been like it for years now.

You should spend some money and read proper broker notes bad debt down to 1.8 from 2.1%

Impressive and on a par with Octopus energy the industry leader

So I ask again which you avoid everytime what about rivals who lost 20% revenue in 2024 yet YU gain 40%

Yet YU is valued considerable less 3 times rivals on a PE basis ?

But you ignore that fact don’t you

that is a bk flaw he mains and groans yet he is the cause. complete news blackouts like he can’t be ****d.

bet he is sucking up tomorrow to the big boys

All the bull points have been ignored yet all the focus on 3% miss on 40% gain in turnover. Just bizzare, energy prices shooting up since Mid 2024, meter points surging, energy consumed surging, turnover surging while rivals languish on rating more that double and triple YU.

Sad state of affairs but the increased dividend which will be reaching very nice levels. 19p already and one can assume another say 50p FY ?

All for a profitable company on a PE of 8 MC of 280m and £80m in cash plus 9m of 2025 already paid up.

Investors are nuts and the 3% miss on rev has been explained due to lower energy costs which is currently washing through the book and benefits realised in 2025

Let the trend be your friend Nimrod

All metrics up and up double digit across the board and not small double digit 40% , 78% etc

2024 PE is 8, dividend paying debt is nothing and earning millions in interest alone on £80m cash pile never mind already having partially paid 2025 Roc of £9 .

The list goes on yet a 3% miss on revenue unlike rivals who’s turnovers have fallen 20% yet YUs up 40%

Amazing opportunity now the traders and Rif Raf have left the building.

Capital markets day Thursday.