Member Info for sparky333

Gotcha, thank you

Nice update from TEP , interesting to note they are trading strongly and forecast is £113m profit before tax

YU is expecting PBT of £41

So tell me why TEP is valued 6 times higher or is it not that simple ?

Yep I have access to lib note so knowing lib I am pretty happy it is spot on , but wish the company would give this detail more regular, hitting 50,000 is a pretty big milestone and if it was me would have announced it as pretty major achievement.

Still can’t get my head around who is selling at the moment again today less than 10 trading day away from what has the potential to be a block buster RNS

Would be good for YU to update every quarter how many MPs they have added , ie how many in Q1 24 ?

Is 53500 meter points confirmed ? If so brilliant as that means they more than doubled over the year

3rd Most Read

Yu Group - Embarassment of riches - Liberum - Joe Brent | Alex O’Hanlon

Lib have

PAT 29.1m

Diluted EPS 171.7p

I think they will meet or exceed those numbers

No predication as I think Lib will be spot on. Maybe higher depends on bad debt provision as I think lib have 3.5% would need to check and actually seems to have been 2%

Been a bit of mad rise the last couple of weeks up from 56p a therm to knocking on the door of 70p a therm.

Wonder what price for 2024 lib used in there calculations ?

Lots of smoke and mirrors and brokers notes have consistently been way out time and time again it like it is done on purpose.

Not many trading days before FY which has to be the most interesting one for the five years I have been invested.

Will we get special dividend ?

Will we get a share buy back ?

How many clients are at ?

Is 100,000 clients on for 2024 ?

How impactful will be She’ll deal be

How much cash have we actually got ?

Coupled with

Record turnover

Record profits

Record clients

Record EPS

Record forward contract book

The list goes on and we are on a 2023 PE of 7

Jeez

Why we always sell off on great news, starting to really grate on me now.

Why is £13 proving such a bloody problem. Arrggg

Personally have no idea why anyone would sell when YU have shifted from first gear to second gear with a world leading partner in Shell. Cash is just overflowing in the bank and something has to be done to sort this out .

What are people’s thoughts on a share buy back ? I know liquidy is always a concern here but would certainly put a halt to sell off after spectacular news and drive SP appreciation, say 3m allocated to this ?

I am sure we will find out in just under 3 weeks , personally very excited.

Lol seen it all before all the way from £1, sit back relax and enjoy the ride to £20

And another

https://twitter.com/RebelHQ/status/1762142091436581264?t=Kdx5AV_NJr7vvq6km32zCg&s=19

Https://twitter.com/MylesMcNulty/status/1762143341360087075?t=aYxHzy3WhVC5iKRCmkfIPQ&s=19

Turbo charge , I like that term. Very much looking forward to the next 12 months, I never once thought YU would tie up with Shell. Incredibly bullish signals

Indeed, the more I have digested the news over the weekend the more transformational the news is. I really do not think people have full absorbed the impact of this. Shell Jesus Christ these guys are simply huge and 12 months of due diligence for a deal that doesn’t require collateral because these are obviously very impressed with YUs abilities