Member Info for sparky333

Lol they haven’t got a clue, the infrastructure alone will cost 10s of billions and take decades. Whilst they screw over North Sea oil and gas with the windfall tax and if I was a big player I would up and leave costing the UK billions in revenue and 200,000 jobs.

Also solar and wind is unpredictable in this country and therefore we will always be reliant on imports 27b last year alone.

This will increase 100% in the short to medium term

Now if we went more nuclear different story.

Bottomline energy is going to get even more expensive IMHO for year and years to come

YU mentioned this month ?

Also huge growth in clients and turnover during spring with year low commodity prices which have since nearly doubled. Fastest growing in the sector and only on to report growth in turnover in H1

Forecast is 17p interim div

500% increase not bad for a boring utility apparently.

So YU is 50% undervalued v peers on a PE metric. Yet the only one who has increased revenue so far in 2024.

The mind boggles

FD EPS for FY is forecast @ 186p now since the spring low energy prices have nearly doubled and H2 always stronger than H1

So guessing here H1 maybe 80-85p and H2 significantly stronger anyway never mind the spike in energy prices since spring low so H1 way over 100p and maybe 120-130

FY dividend is anticipated to be 49p with 17p H1

Got this from YUs comms team will let you know the outcome

I would also like to thank you for pointing out the issue with Research Tree. Having confirmed that the issue does not lie with Panmure Liberum, I can update you that we are in engagement with Research Tree and will let you know as soon as the problem has been solved.

Also can anyone explain to me why liberium broker notes are now not available for PIs and Institutional access only .

I just don’t get it sometimes , in line which is impressive growth for the year which some companies can only dream off, and this was against a low commodity price in the spring, since then energy has taken off big time which one would assume means a massively stronger H2 than anticipated as no one expect energy to surge again as the term normalised was used a lot.

We are now heading for a PE of 6 , MC 230m and expect cash year end of over 100m all our rivals are rated at nearly PE of 20 which is 3 times higher.

I just do not get it and all these trades in pairs which must be buys and sells ie someone building v someone selling to them ?

Reaching the point of utterly mad valuation

Board is dead as a dodo

PE now heading toward 6 range, incredible when the fastest growing in the entire sector with rivals on many multiple higher ratings.

My question is why no share buy back as the company happy to take Paul Rawson sale @ £17 so at this level a buy back is a no brainer isn’t it ?

Because if not why pay £17 to PR

UK natural gas futures have surged past 100 pence per therm, reaching their highest level in eight months due to significant outages in the UK Continental Shelf. Production in this area has been disrupted by multiple factors: the Bacton Seal terminal's outage has been extended until August 13, Bacton Perenco has cut its supply by 10 million cubic meters per day, and the Cygnus field is reducing output by 6 million cubic meters daily. Additionally, the St Fergus Mobil terminal will be closed from August 18 to September 24. Meanwhile, Dutch TTF gas prices have also risen due to concerns over gas supplies through Ukraine. The risk of military operations in the Sudzha region is exacerbating this issue, especially following Ukraine’s recent incursion into Russia’s Kursk region, which threatens a vital gas transit point. Despite Europe’s efforts to diversify its energy sources, countries like Austria and Slovakia still rely on Russian gas transported via Ukraine.

I agree the significance of the results has been the normal sell the news, now we have gas over 83% higher than the spring low which will have a significance impact in a positive sense to Q2 numbers

Therefore in line will now be beaten if gas maintains this level or goes a lot higher again as autumn and winter hikes not even started yet

Gas now at a year high 93p a therm up from spring low off 55p a therm

70% increase and autumn and winter increases not started yet

Funny thing is non of what is happening affects YUs business the only threat is that there is a recession bad debts may increase. This isn’t some debt ridden pile of dung with no cash. I find it funny to watch as have the patience of a saint and hold all my shares

No one has noticed energy prices are now at a year high and not even started the autumn and winter rise.

H2 new contracts will be significantly ahead of H1 almost double the March 23 low.

More big reported late trades

We have a big players eating up stock

100% buy from 1043 this morning look at the trade stamp and date.

With gas up 10% and Middle East about to explode what a results SP we are

Thanks SNN no surprise there as expected, normal scaremongering. Covenants between businesses are BAU. Yet others would have investors believe the Shell deal is some what special which it isn’t

I agree

Anyway SP wise another big volume day, lots of stock moving around the last few trading days

Lol DD

Easy to answer the question yes or no because I reckon 20+ times you have mentioned 2019. Obviously plays on your mind a lot. Just curious as not normal from events nearly 6 years ago during a very difficult time.