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I agree this TU could and should be the final catalyst for YU group. It has the potential to really elevate the SP and put YU on the radar of a lot of people.

So many things to come out

How many meter points at year end

How much was the turnover

Monthly booking average

Profit

EPS

Contracted Rev already booked for 2024 600m ?

All of which I am very hopeful will destroy broker estimates and the 100,000 £1b turnover target is right in sight for 2024/25

Https://www.investorschronicle.co.uk/ideas/2024/01/03/an-energy-supplier-poised-for-a-breakout/

Anyone subscribe and give a summary ?

Interesting. Thanks NG

Sounds about right as if you check back over the last 5 years they have got earlier and earlier.

Isn’t there some event this month ? I am sure you mentioned something NG a while back

Few very large buys today, things are finally starting to heat up nicely

Certainly some deep pockets picking up stock and why not as the future is very bright , just need this bloody TU so people finally wake up this isn’t some flash in the pan up start but a company heading towards being a major player in the business space and smart meters

Love it and far more bullish than me until I see the TU.

Agreed we are heading significantly higher as the current SP does not justify the current never mind the future.

YU will win more and more of these larger clients with 460 meter points just a taste of the quality and large scale clients that can be won

What about Sainsbury’s, tescos etc , Mac Donald the list goes on and on and YU will win more and more

In my mind without doubt, we all know the figures are good the point is how good.

That auction will correct tomorrow morning unless of course there was a reason for it.

All will be revealed at 0700hrs tomorrow and being a half day and effectively year end I am not expecting an RNS so rogue trade will auto correct @ 0800hrs

i am actually very unsure to be honest, they could afford a huge dividend but not sure what the cash is being ear marked for.

cash could be way over £60m and both brokers are expecting it to be at least £55m that is over £3 a share so 6p dividend is a bit of joke.

add a zero and it’s good,

bizzare close today in the auction and sold down to under £12 on pitiful volume

very odd day all in all and personally a little annoyed at yu as they had a great opportunity to update prior to xmas with a few one liners as we have had no information for months and months

have meter points hit 50k, 45k ?

have booking continued at £50m a months for all of 2023

what is 2024 confirmed bookings was 354m but that was months and months ago is it over £500m

yu really are terrible in the pr game and if bk says one more time he is disappointed in the sp i will scream , because investors like positive news flow to drive momentum it is basic stuff so don’t complain how under valued the sp is when you can’t be ****d to keep investors updated

Slipping under low volume, no attraction for short term holders as they chase crazy stocks like ARGO which at this rate will have a higher MC than YU incredible what investors chase these days.

not long to wait until TU, and can’t come soon enough as YU have kept us in the dark for far to long now, they really need to learn to keep investors updated

Agreed 2023 could be very special and illustrate how under valued YU group is by the market.

YU have missed a trick by not giving a formal update since H1 numbers.

If YU read these boards you need to understand investors expect regular updates

Hi SNN,

I want to see Fy23 numbers before making any predictions for 2024, I do feel at the current price and what we already know £15 by year end and I would have been content.

I want to know how much cash they have FY, how many meter points, bad debt figure and turnover to make a guess at 2024 as they have some very big stretch targets set. 100,000 meter points by end of 2024 is a big ask unless they are already at or over 50k

This is why I am a little disappointed no pre Xmas TU so I could salivate at 2024 and make some guesses.

I read a lot of stuff and bionic do seem to be putting a lot of business YUs way and also I hear a lot of bigger clients are coming on board, are these councils, hospitals etc solid large scale clients but probabaly at lower margins but safe as houses.

So many questions will be answered shortly and I do feel 2024 could be the year the SP finally reflects the business, time will tell

Indeed a few sellers still around, there loss going forward as not long until 2023 is a wrap and the numbers crunched and TU issued. Will make a mockery of the SP.

Especially when YU have big plans for 2024 to aim for

Personally I think we have only just got out of first gear . PE for 2023 will be around 8 if not lower and YU are targeting 100,000 meter points and an estimated 1b turnover by the end of 2024. That is some stretch target and if they get close EPS and cash go ballistic from a company currently on a PE for 2023 of around 8 ish.

Rivals are already double or triple YUs PE whose growth is nowhere near as ambitious as YU who I might add have smashed every broker target for the last couple of years.

I can personally see with MC similar to TEP within 2 years if they get close to the ambitious targets

Some pretty chunky ones as well 15-30k in cash terms

I do not like that even a 2.5k is reported late as the 2.5k was a buy yet shows as a sell

5.19 on the second video, now we know why Premier Miton went upto 7.8% holding as the diverse income fund picked up a shed load.

Gervais says it all really , no brainer. Going forward

Do not know what the problem was today but it was bloody annoying, it like UK stock market is just broken at the moment. DOW flying and FTSE limping been like it for years AIM has been a cess pit for years and the quality is being held back.

Very frustrating

Yep and in 2025 will be over 100m