Member Info for sparky333

Https://www.investorschronicle.co.uk/news/2024/03/26/keep-an-eye-on-these-utility-challengers/

Not a subscriber is anyone here who can shed some light on the detail ?

PE is 9 if you think that is fair value ? Could double and be more like realistic in my eyes

TEP is 34

Masking buys as sells again due to high bid ? In office so can’t check

It’s like they are trying to mask buyers as sells

Because someone is again today huge volume so many 5k and 10k trades which look like sells yet we are riding high.

Good luck 2227 come and see us at £20 a share

Agreed I am hoping for monthly booking to be well in excess of £60m per month

Looking back we should get an RNS shortly details the AGM in May, hopefully they should give a TU now Q1 is nearly over. Let’s hope they do not mess it up like last year when they didn’t give a TU and the SP crashed only to give the YU a week later and then the SP rocketed

I am just surprised more IIs haven’t yet joined the shareholder list especially now the dividend is so juicy

I am sure there will be over the coming weeks and months

33 pages to wade through

I am convinced something is being worked around this level, all the sells just get hoovered up. Yet slighted buying and up we go.

Going to break aggressively soon one way or the other

NG stated Shell wanted a stake in YU but BK declined as SP does not reflect his valuation of the business.

Fair enough and I am sure many of us agree when on a PE of 8

The question is will shell buy in the open market, not bother or up the offer for a slice of shares from BK as he is the only person who can give a decent wedge to a larger investor

Not a chance unless BK agreed as he holds 53%

What I would like to see is a couple more IIs on board or Shell taking a stake

Agreed, YU have always been shocking at PR but as long as they are smashing records days after day, I am frustrated but happy.

Takes a lot of energy to drive a business to the billion pound league and thank god BK is just the type of guy to do it.

Not put a foot wrong since 2018

I agree definitely something being worked at this level, lots of selling today from PIs and just got absorbed up.

also none of them can get back in cheaper, maybe or maybe not depend if our new friend is still hungry for stock as you say they have picked up a lot the last 2 days obviously a worked order threw a market market.

All will be revealed and once the order is complete and PIs seller fatigue off we go again hopefully tomorrow if not maybe next week.

Something going on it is about 70k sold and really Hartley moved the SP and the slightest buying and up she goes, speaks volumes, all the sellers have done today is slow the rise in my mind and most of them might not get back in below what they sold at

Who is taking all the sold stock ? That’s about 50k now

Someone must be or MMs very happy to hold

Few PIs bailing out, goodbye as we refuel for the next push upwards

It’s always a tough one when a stock seems to endlessly rise, but people, need to forget about how far it has come it is where it is heading.

The MC does not reflect the fundamentals currently and going forward PE is around 8 which is absurd for a decent dividend paying stock never mind rocket fuelled growth , I have said it before of YU was a tech stock our PE would be 50-100 not 8

Yes growth will slow but with only 1.4% market share there is no reasons they cannot swiftly hit 5% Marley share without bothering rivals and the big 6 to much

The Shell deal is not fully being acknowledged by the market and this should develop in time as it see it more a JV / partnership as Shell can see the potential to rapidly scale aggressively with minimal risk and turning over billions in the next few years

Just look how fast the likes of octopus and bulb ( messed up) grew to multi billion pound outfits

It has been done before and can be done again , we are the 13th largest supplier to SMEs in the UK and top 10 ambitions mapped out in the presentation

YU have thrived through several black swan events over the last 3-4 years , imagine what they can do in a boom cycle