Member Info for sparky333

Ultimately YU IMHO is a low risk play compared to most sectors as a defensive play ie other sectors will feel the horrors way before YU.

I have given previously my biggest fear, they grow to fast to soon which has multiple knock on effect across the entire business.

Energy prices collapse again can’t see this for many years or until the world becomes more stable

UK spirals into recession and bad debt become a major issue

Could go on and on but the key with risk is the probability and currently the closest threat to YU is growing to fast.

Next biggest threat is a labour government taxing to death anyone and everything stifling investment in the country, inflation monster returning and higher interest rates killing businesses

Shell deal I see as a partnership but yes potential risks if the CFO screws up but hats like any business breach covenants, most get resolved amicably but huge red flag if covenants breached.

BK get worn out and accepts a low ball offer nothing we can do about it as he hold all the cards with 53% same with an offer he can block it.

Any positives ?

Long or short overnight ? Or no position ?

The shackles have been of for some time now so confirmation tomorrow that it’s game on for 100,000 would be most welcome. YU always over deliver have done for several years now and I expect 2024 is going to be the defining year for the market to realise YU isn’t some lumbering energy company but a company rapidly heading towards being a significant player in the SME arena , and that the SP is ludicrous and has been overlooked for years by the market.

Only today and Monday to be in or out.

The question is will the results be good, excellent or mind blowing.

Jury’s out until Tuesday 0700hrs

Remember we are not priced for excellent and mind blowing the market has priced us like a lumbering utility, YU have proved to date they are not that, but profitable high growth.

Place your bets folks either way Tuesday is going to a real eye opener especially as the shackles have been removed with the transformational Shell deal.

Also DD I think you have made your point with regards to the Shell and if YU are dumb enough to get in that situation BK is the biggest loser about £160m lost. I think you will find most large deal have covenants see it all the time with banking covenant breaches and the bond holders and banks get the cream.

If it concerns you that much short the stock simple really

Kal is a dormant and has been for ages

Same a bank loan having a charge is it not, pay your debt or else. Simple as really

Old news that was posted weeks ago

Some great debate from IPC, SNN, NG and our resident SB expert DD

Not long now and all will be revealed

SNN is a shrewd clever man along with NG and IPC

Not like silly old me

Apparently I hold no stock and work for YU as well.

He won’t post that information SNN, this is the man who called a FY profit warning in Jan.

And also as directors sold in April and May bad news looming even though that is insider trading.

What margin are you using 6,7 or 8% ? As 6-8 was the guidance

A strong burst above £20 would be most welcome as I feel that is where we should be at this stage and come FY knocking on or above £30

Indeed NG these figures are really important as this is the year of full on unrestricted growth as the shackles have been removed from the smartest deal.

YU always under sell but over deliver so how are we against turnover, clients and Margin and most importantly outlook

Awesome, so if you want out you have 4 trading days, alternatively if you want in 4 days.

Finally we will know how explosive H1 has been and fingers crossed how yet again the market has got YU so wrong.

Well the SP has been dragged down a long way under very low volume so will not take much buying pressure to regain loss ground.

I am actually very excited to see how H1 has gone because in my head current valuation is an utter joke.

Brilliant news if that’s the case , how confident are you on that date NG ?

And death by no volume continues. FFS YU pull your socks up nearly 3 weeks since H1 ended.

Agreed but still nearly 7 months and no update on turnover, clients, profit margins etc is a tad annoying