Member Info for sparky333

also i think the sp is static because i read so much that yu has gone up xxx percent in the last 2 years and people think wow i have missed the boat

*******s we are priced after these results lower that sector rivals who's growth is pathetic in comparison our pe will be around 7 and mc is £220m with probably 50% of the mc in cash

wow

I just do not think people get how much money that YU are generating and how much they have available

So we do know they have just received back 52.5m plus the 31.5m that is £84m plus what’s been generated so far in 2024 and if March was effectively a free month, so the big question is actually how much do YU have in cash, yes ROC is due in AUG 24 so a good £20m needed for that and say £20m held back for investment in advertising , tech refresh etc etc etc

That still leaves possibly by year end 100m + as a wild guess

So what the hell are YU going to do with that cash , £20m special dividend plus 17p which is about 3m so still say 70m plus left

This all assumes the explosive growth of 2023 is muted which I highly doubt, yes spot price has fallen but actually the average price in 2023 as 83p a therm currently we are bouncing around at an average of 70p a therm not that large and it is volatile especially with the world on the edge in Europe and the Middle East and the stupid green agenda , volatility is here to stay and higher prices also here to stay.

So for me the big question is yes big dividends are great but remember YU only have about 1.5% market share and this year is going to be a fascinating to watch as to how much YU along with Shell can eat into the market share.

Shell are no fools and the deal is obviously aiming for several billion in turnover over the next 5 years and She’ll can obviously see the huge potential

Also I would not be shocked / surprised if shell actually took a stake a YU as they do like doing that as I can see this partnership being explosive

Time will tell by say Q4 2024 and how aggressively YU have taken market share and pushing on the 100,000 clients

YU always under sell and over deliver the only disappointment to date is smart meter roll out 10k was promised and 8k hit but this has more to with recruitment

Tuesday has the potential to be a big turning turning point , swimming in money, growing at a pace to rival a tech stock and now working with a Titan in the commodity hedging space

Next 2 days are going to drag waiting for the RNS to drop and hopefully most of what’s on peoples minds is put to bed

For 2024 I want to see the same statement a last year

“We have got off to a fantastic start in 2024 with our exceptional performance continuing.”

Once I have seen the meter points total for 2023 which should be around 53-54k according to Lib

I reckon they could already be at 60+ and no reason if that’s the case to be knocking on 75-85k by year end with turnover 750-850m

Again way above lib who have forecast 668m again way over brokers estimate

You guys here have been far more accurate than Liberium and SP Angel.

Markets are broken, you need to remember what the brokers where forecasting for 2023 at the start of the year, 350m turnover, 43p eps

Look what we have actually done

Proves the point the brokers have never got it right and wrong by a significant margin across the board

Long and strong and just maybe all our patience is about to pay off bigtime as our valuation never mind dividends and special dividend and even possible share buy back justifies a price way above current levels.

If YU put out yet another bullish start to 2024 as well Jesus Christ the SP is just laughable

In or out ? Results 0700 on the 19th

SP has been relatively calm in the lead up for what will be record breaking results and leave YU on a PE of around 7.

Never mind the massive cash pile which could weave its way back to loyal investors through a special dividend and share buy back. Hopefully confirmation Tuesday as I for one would be very happy with either or both especially the size of which has been muted by Liberium

That’s what I think as well I reckon Miton is moving between funds as in allocating more against the dividend fund and reducing the accumulation B as it is approaching 10% of the fund total.

Also end of year tax stuff going on as well. It all seems to be happening around the 1280 to 1300 level. Will be sorted soon enough and not many days now until the big reveal

How big is the dividend

Special dividend ?

Buy back ?

How big was 2023 in terms of EPS

How has 2024 started ?

Lots to come out

Indeed very odd day so far

Couldn’t buy anything to now down 2%, YU does mystify me at times.

With a firm price, but can sells bucket load @1338.

Speaks volumes

I have a couple,

Share split ?

Main listing ?

5 year plan

Anyone got any good questions for NG ? As he is actually meeting the company on the 19th

Results are pretty nailed on with the exception of the exact turnover, EPS etc and will probably be slightly higher as the bad debt is a lot less than people expected.

As you say the key is outlook and policy going forward on dividend, buy back ? If there is one, main listing ? If even considered.

What ever they choose it will have supporters and moaners.

But fundamentally I want to know how Q1 has progressed and outlook for the FY as things currently stand.

Time is running out for buyers, 3.5 days to be in or out

Agreed and possible share buy back who knows and all very exciting

Nervous sellers v nervous buyers - 4 trading days to go

Between bulls and bears at the moment lol.

Few sellers, few buyers

Not long to wait now 2227

All will be revealed and Ihope for once the market actually wakes upto YU group.

8 trading days to FU and volume has just fallen off a cliff, bizzare