Member Info for sparky333

Wonder if the announcement on Friday has actually sunk in yet ?

I agree it’s a bit cryptic but does imply a large cash inflow subsequent to the 52.25m so we could be on way over 100m in cash

32 + 52.25 + Jan + feb + whatever March is implied so way over 100m in my simple mind

I think the sellers today actually have no idea of the groundbreaker deal today and the material benefits it brings. Utter madness if you ask me, the due diligence alone from shell would have been incredible and testament to YU

Https://octopus.energy/shell/#:~:text=January%2030%2C%202024%3A%20We',the%20coming%20weeks%20and%20months.

Didn’t she’ll sell the retail to octopus ?

I should say that is really significant and with a global player like shell.

Over 25% of the MC just returned in cash so probably sat on around 85m in cash which as highlighted in the RNS increased distribution ie dividends ?

This provides us with substantial strategic and financial benefits, enabling increased distributions whilst continuing to invest to deliver our ambitious growth agenda.

100% agree less than 1.5% market share currently next milestone is 3% then 5%, then we move into the big league of billions in revenue.

One to keep an eye on is smart meters especially as SMS sold for 1.2b pension funds love the reoccurring revenue.

Still think anyone selling is bloody nuts but a lot of them around currently but I do sense from the trades someone is mopping them up slowly

My assumption is they have the national network in place if so 50k is on they managed 8k when just building up, opportunities everywhere with the big 6 millions need installing look how SMS was valued , jeez

Also I can see a material uplift in smart meters installed 50k is my target this year if they can recruit the staff.

Totally agree, I just don’t get it other than the simpleton view, it’s gone up a lot so overvalued.

How wrong is that mentality, because a lot of people have used it, also yes the energy spot price has declined but the 525m for 2024 already locked in is at 70-100p a therm so yes they will have to work a lot harder to hit £1b but can still get pretty close in 2024 I see no reason why 750m cannot be breached easily .

Not sure that is correct, none essential sectors take the biggest hit by far so your BOO, ASC etc followed by leisure ie pubs, fast food, restaurants holidays etc

The last to be affected are energy suppliers because regardless of consumer SMEs still operate regardless they just sack or make redundant staff to cover overheads, a pub still opens and consumers the same energy.

This isn’t a proper recession it’s a soft landing and if the BE doesn’t move on interest rates quickly it will get deeper and deeper but history teaches us the Bank of England is always to slow.

If the 5th March will be an RNS shortly as they give about 2 weeks notice

You got my words spot on NG why the hell would I sell something which is worth significantly more. It’s just human nature

Through the dire times he never sold a single share and speaks volumes he wants to be a billionaire simple as that.

SP is currently at an inflexion point with larger buyers starting to lock in ready for March. This period would have been a great opportunity for an II to collect shares

Currently it is just relentless cycle for traders we do need a couple more IIs onboard for stability in the SP no other reason for the 25% fall other than traders selling knowing full well they have until early March to driver her back up.

Come April rinse and repeat again, honestly do not know how the cycle can be broken

If I was BK I would place say 2m of my shares when I know they are worth double, just wouldn’t sit right with me.

No doubt it would have a huge impact on the SP if higher then a current SP, just can’t see an II willing to pay say £15 a share when SP is hoovering above £10

It’s chicken and egg even though we all know current SP is just a bad joke.

Hopefully the sellers have run out of steam and buggered off and coupled with the great news on inflation we could see a rapid snap back to new highs as we approach FY figures which in fact isn’t actually far away and even more interesting is an insight how Q1 has gone which also gives an indication how we are progressing to the ambitious target of 100,000 MPs and £1b turnover

Two largish sells today causing the damage 6.5k and nearly 9k sell. Crazy when 4 days ago could have sold for nearly 1250p.

1330 to 1040 in a couple of weeks for no reason and record numbers.

UK market is so broken and down again today it is just the sick exchange and has been for decades now.

Unsure what is going to change this this in the short term even though we have probably had a soft landing and starting to come out of the more of inflation and interest rates.

Not long to FY numbers to confirm huge cash, profits and EPS with a ridiculous PE will it drastically change the SP to where we should be ? Unknown as 2024 is turning out to be a pile of sh it so far

I am convinced the world has gone bloody mad, how can people be selling this with nearly 50% of MC in cash, growing at an unprecedented rate PBT is estimated at 41m and FD EPS of 173p

PE heading towards 5 as I think EPS will be higher, absolute madness reversal will be bloody aggressive and that’s a fact

Lib are forecasting PBT of £41m