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With inflation back under control and interest rates about to start falling the wheels of industry will start turning at pace , ergo more energy usage and less bad debt even though YUs bad debt is only 2% the CFO might start to be less cautious and drop the 3.1% provision to 2% in 2024.

I didn’t realise YU is now the 13th largest SME supplier in the UK and pushing for top 10 as a target.

Are these the orders who absorbed the PIs selling ?

A lot going on in the background and some very chunky trades

Doesn’t take a rocket scientist to work it

Thanks NG , Shell wanting a JV deal doesn’t surprise me one bit , they always tend to want a stake in the companies they deal with. Shell are obviously impressed with YU and looking long term in churning billions per annum.

I ask all the time why are we so cheap, again today many sellers even after that Stella performance and future outlook, but for once the SP just chewed through the sellers and now they will be chasing the SP if they want back in.

YU is such a rare stock , low MC, single digit PE, debt is peanuts, cash is just ridiculous, grow is Stella and now an income stock as well.

I think we have now moved from first gear to second gear and 2024 has the potential to be explosive.

YU will be a billion pound MC company the question is when.

Definitely in breakout mode PE is just insane could double and still only 15 ish

Under 10 is for behemoths with limited growth but pays good dividends

We are high growth and good dividends

Thanks NG always appreciated

Need to wait now for NG,s feed back on the II roadshow

Some big ambition in there UK top 10 supplier wow

100,000 meter points in 2024

25k smart meters

2024 is going to be one hell of busy year for YU group

Good work YU keep it up your a credit to UK PLC

Great read meter points was 53.5k

Smart meter engineers now at 50

Page on future rev possibilities £3b in 6 years at current trajectory of 55m a month new business

All this for for a PE of 7 and MC of £230m

NG I hope the meeting with YU management and other IIs goes well today.

As always some feedback very much appreciated

Downside is very limited with a PE of just over 7 and huge cash pile.

We should be on a PE of at least 14-20 especially as growth is very much in explosive mode and that doesn’t take into a account the dividend yield

Indeed especially as dividends are sky rocketing, not many if any like YU at the moment and for the foreseeable with 1.5% market share of a £50b market place

Traders exist , income funds join the party , II roadshows start today I expect a few income funds will be interested

EPS way above Liberium at 172p

£11.9m share buy back, means less free float and higher dividends for the loyal holders. Going to become very hard to buy shares.

Why would it need ramping on a 2023 PE of 7 ? And 59% NC in cash

I agree new long term investors arriving , YU is a cash cow

Also worth keeping an eye on the gas spot price it’s flying at the moment up from 56p a therm to 72p a therm currently the average for 2023 was only 83p a therm so the pull back in the commodity price has not been as great a people may have anticipated especially with the trouble in the Middle East, Red Sea and Ukraine that can very easily strangle supplies

This is a YU and the SP does bizzare things but one thing for sure is the down side is very limited on a 2023 PE of around 7 TBC tomorrow and especially as half the MC is in cash

I have seen YU go up over 100% in a day very easily done if the buying pressure is there and this time we have no had the traders piling in prior so a bit different this time

Indeed SNN, point is cash is flowing in