Member Info for sparky333

Interesting reading this morning in that 40% of UK power generation is through gas which spikes to over 70% when the sun doesn’t shine and the wind doesn’t blow.

Even worse when we have practically no gas storage, with gas up 120% since March, what are the odds monthly bookings are significantly ahead of H1 ?

Now up 120% since year low March.

But apparently meaningless according to some poster.

How’s the gas price doing today ? Oh yeah record high for the year and up 101% since the year low in the spring , hmm going to have a big impact on monthly new contracts since June 24.

Big win for the green team in making energy prices the highest in the world and now at the mercy of euro gas prices, it’s okay and other few billion of taxpayers money promised today by Starmer while our old go cold this winter.

Make it up as you go along don’t you this was end of sept from Liberium, show me exactly where it says what you have just said ? Yes PM have got rid of some and this was highlighted by you and SNN

But the direction since Oct has been nothing but positive so please explain as demand is out stripping supply ergo the SP goes up, your words not mine so I repeat someone is buying up stock no question about it or do the Market Makers drive the SP up just to please the sellers ?

You closed your spreadbet as you clearly stated and now missed the boat so bugger off and stop your little games pal

Kallar Bobby 51.6 8,665,506

Premier Miton Group 6.3 1,056,062

Interactive Investor 4.4 732,340

Parker Anthony Nicho 3.0 495,000

Parker Nicholas Sher 2.8 475,886

AJ Bell Securities L 2.7 455,032

Hargreaves Lansdown 2.6 436,925

Barclays PLC 2.5 418,51

Jamiesons Principal 2.4 397,717

Halifax Share Dealin 2.4 395,058

Jamieson D 2.1 353,647

Jamieson Betsy 2.1 352,980

Turner Jonathan 1.9 322,043

Raymond James Wealth 1.5 257,319

HSBC Holdings PLC 1.3 215,327

Schroders PLC 1.3 210,369

Investec PLC 1.0 172,277

Bayford & Co Ltd 0.9 150,000

Jarvis Investment Ma 0.8 130,134

IG Markets Ltd 0.7 118,363-2,266

Let’s hope so, showing some strength as the markets tumble and rightly so this isn’t some loss making crap, it’s a solid profitable business paying a good dividend depending how many you hold.

Price was 1174 to sell so obviously buys but I expect DD will say sells lol

Bayford and Johnathan turner are very much con joined and worth noting Johnathan turner personally owns 2.28% of YU group as well as Bayfords holding 3.2%..

A bit naughty leaving the RNS so long as they could or could not have been buying more in the interim.

What will 2024 bring ?

£1b turnover ?

3% market share

500m MC

Who the hell knows but I k ow one thing DD has no clue. lol

Still waiting for the £17 BK placing

Still waiting for pre covid energy prices

Still waiting for the PW you predicted Jan 24

More chance of my 3 points above than yours pal.

Strap in as 2025 is going to be a blast up 75% for 2024 so far not bad eh DD for us dumb ass longer term holders

If only you knew how many I hold lol.

£25 a share is a reasonable target. 2024 EPS could be pushing 200p + we shall see how 7 months of higher energy prices have affected things to the positive

That would put a trailing PE of 12 ish when peer average is way higher

2025 is where it’s is at remember the quote 3/5 years 7% market share Jesus that is big numbers next year they will hit £1b+ revenue 6-7% net margin on that ?

Hmm what’s our MC again ?

Very binary aren’t you ?

2024 is nearly over the PE is based on 2023 numbers markets are meant to be forward thinking are they not ?

Since the last broker note and H1 numbers the landscape has shifted energy prices are up significantly since spring 2023. Any new contracts from say May 23 will be at significantly higher prices ergo the decline in new contracts per month should increase, energy usage should be average as no weather shocks to date.

Only 7 weeks and 2024 is over and book closed the market should be looking ahead now to 2025

Positives

1. War = risk premiums to energy costs

2. Meter business expanding

3. 100k clients milestone hit

4. £1b turnover in 2025 highly probable

5. YU to maintain fastest growth in the sector

6. War expanding with North Korea now involved

Negatives

1. Labour government

2. US election on a knife edge Harris bad, trump good for markets

3. UK recession in 2025 possible thanks to stupid budget ?

4. War full stop is bad but good for energy prices

So your binary stockopedia view of YU is heavily flawed as you laughed at me predicting 100p a therm again early this year and look where we are

Also who is the fastest growing company in the sector ?

Erm starts with a Y and ends with a U

Yet rivals trade at premiums far in excess like GOOD 23 and TEP 20

Here it is 9

Hmmm won’t want to be in GOOD or TEP then

Https://www.fool.co.uk/2024/10/31/best-aim-stocks-to-consider-buying-in-november/

Yet another positive article.

Your a very dangerous fellow apparently just closed your spreadbet long and now going negative again

Very naughty trader

Classic statements this year

1. Jan 24 Profit warning ( Actually record breaking in all metrics )

2. Gas prices are normalising hmm nearly doubled since

3. Implying Shell take all the margin. No evidence of that fact and H2 results will confirm it

4. the famous £17 BK placing 6 months and still waiting.

5. Anything I have missed ?

lol jumping the gun there aren’t you like the £17 placing you have stated for the last 6 months. no sign yet

we shall see when h2 result comes out. or are your predicting another fy pw like last year ? a near doubling of the gas price and you actually think shell take the whole lot. never heard such ****e in my life

roll on h2 numbers m

also do you remember your quote when you refers to me as insane for even suggesting 100p a therm earlier in the year ?

absolute muppet

Anything positive at all DD with regards to YU ? Must be something

I believe the EV side is very small compared to the likes of GOOD. Maybe your best discussing that there ? As the impact will be far greater there than here ? Especially as the green agenda commands far higher ratings by the market, nearly 3 times YU on PE

Anyone else think we have an aggressive buyer. Would not be surprised what’s not to like