Member Info for sparky333

Hi IP,

Point 1, I am getting a little annoyed with BK and mains about IIs, he can very easily fix this. Main listing and gives him a change to reduce his holding. But he wants his cake and eat it.

Point 2 , I am a fan off buy backs and still annoyed happy to buy the CFOs shares but not a buyback, we know the company is undervalued so start a buy back

Agreed, time to stop moaning a deal with it like a grown up and get a main market listing

Nah the same both buys

Agreed BK does annoy me with constantly moaning about the SP, well feck me it’s your mandate to resolve this, far less experienced CEO have investors throwing money at them for selling sand to Saudi.

I sense a little bit of arrogance and look at me, yes you have done a great job but very poor investor comms. If you want the SP up listen to your investors a £5m share buy back would have put rocket fuel under the SP but you have ignored the opportunity.

Maybe next time especially when is is probabaly 50% of the MC

I am here long term until I start to see growth slowing which in my mind is 5-10% market share.

Long way to grow yet IP

Manipulation we are being played all the time by traders. Gets on my nerves, GOOD results where aweful and SP hardly touched, TEP huge decline in revenue but profits forecast to be up so good for them, CNA aweful results .

Yet we are the only game in town growing revenue at a huge pace and we are manipulated to high heaven.

Look at the 6 shares sold in the auction at 1550 the SP is 1575.

Really frustrating but if the market want a PE agonist half rivals so be it, mental but that’s the market as YU is a traders dream stock

Indeed, also interesting to see the selling pre results either insightful or stupid. We will soon find out

Oct budget could be catastrophic to all the UK indices as if the rumoured 40% CGT is actually true.

Labour haven’t got a clue on the fallout from that , no one will invest in the UK 40% is criminal. Investors take all the risk the. The gov takes 40% WTF. Pension funds will take a huge hit.

The way reeves is talking it will become impossible to save or make any money because if you do we want 40%. If anything they should be reducing it to entice investment.

Always the same with labour , an absolute disgrace with no idea on economics

Hi SNN

Again, as before, disappointment will drop the SP.

I disagree it was disappointing they grew across all metrics given with huge increases even when the energy spot price dived in the spring and since then is way way way up..

GOOD, TEP and CNA reported heavy falls in turnover, YU didn’t but a large increase 60%

I find it bizzare How the market reacted, we always have sell the news but this time the lead up is different, as you say it’s all about margin and EPS which I agree they should beat I think brokers are forecasting 6.5% when the range was 6-8 so odds are a beat.

What I do not understand is the sector PE, TEP is 20 and GOOD 15 yet we languish on 9 yet turnover, clients, dividend and cash are exploding time and time again.

A lot of interesting stuff that needs to come out.

£100m is way way way to much to be sat around doing nothing it should be distributed via dividends or buy backs unless of course it is ear marked for growth.

The more I think about the more I am convinced the Shell deal is a lot more than just a hedging agreement, I really can see shell taking YU out once we are a multi billion turnover company.

Shell deal has been agreed to accelerate growth as not constrained which suits both Shell and YU.

This show is only just getting going and I am fascinated to see current meter numbers, the website states 30,000 clients but obviously a lot of those clients have multiple meter’s hays for example has 500+

100k was the plan for 2024 I think this will be smashed and hoping for 110,000

any way doesn’t phase me , roll on tuesday and more importantly fy outlook because every rns i read at the moment is doom and gloom. yu are a shining light in a sea of ****e

I have said it time and time again this share is nuts and easily manipulated.

Would not be in the slights bit surprised to the trade cancelled in a couple of days because the price was just ridiculous nearly 15% below the SP. Not one could argue that caused a few to panic sell on the back of it freeing up some liquidity and oh by magic the FED have just lopped off 0.5% off interest rates which will start a rally

The slightest buy has caused the SP to rise for days now meaning no stock so why the feck would the seller accept 1557 the whole thing smells

A normal person would have placed with a broker who broke it up into manage chunk at at set price to maintain order.

It stinks and I feel for anyone who panic sold on the back of it but I would not be surprised if the SP does the exact opposite now the FED has cut aggressively

Odd one isn’t it, they got striped if a sell

I don’t think your missing anything the brokers have always been cautious, and I also think they have underestimated commodity prices, spring was 55p a therm and this reflected lower booking rate, the last few months it has hovered around 80-100p which is significantly above the spring low and the winter spike hasn’t hit yet, therefore H2 should be significantly stronger than H1 ?

If that’s the case the numbers are way out from brokers and upside rating is well on the cards

Interesting to note now GOOD, CNA and TEP have all reported falls in turnover, YU was the standout with with 60% growth yet the PE ratings for the three are significantly higher TEP 20 and GOOD 17 as examples with ours at 9

So when the hell is the market going to give YU the rating it deserves as the only one in the sector growing significantly as rates a tech company would be proud to shout from the roof tops lol

And compare that to GOOD, TEP and CNA all of which have far higher PE ratios

Share price is a joke

Who knows with 6 trading days to H1 maybe we could be back to push £20

This is YU group anything can happen

Lots of buying today, stupid auction for 6 shares so will open up 2.53% tomorrow. They keep messing around with £16 hopefully in the rear view mirror tomorrow

Lots of dirty games played on YU, the question is why ?

Hmm doesn’t take a rocket scientist to work it out. Long and strong

Excellent, enjoy filtronic and trustpilot.

Maybe if you did some research you might understand the business a lot better than basing things on trustpilot. Maybe you should look at google reviews only 1.5 score there but then again only octopus score higher in the sector at 1.8. lol

Lol nah it’s important because most investors are lazy and short sighted and cannot see the bigger picture. You stick to filtronic and I will stick with YU.

Your inputs have been very insightful, basing your investment on trustpilot lol