Member Info for sparky333

What a rare event , tomorrow will be interesting a the traders and sell on the news gang have left the stage and real investors can now move the SP

Do not be deceived as a lot of the red are actually buys it’s the spread that is deceiving to mock buys and sells

Games are afoot

Any musings SNN now you have seen the numbers and broker forecasts ?

thanks snn

100k meter points in 2024 holy ****

SP run away ? Have you seen the figures for year end over £3 a share in cash alone and EPS of 145p

That out YU on a 2023 PE of 6

So sorry SP hasn’t run away it is undervalued by a factor of 3 if you assume 18 PE for the sector

They are also forecasting year end cash at 54m

That would put us on a PE of 6 for 2023. Ridiculous.

Anyone got access ?

350m already booked for 2024 EBITDA 7% FY EBITDA nearly double broker forecasts

The numbers are insane

The Board expects the strong revenue and margin performance to continue for H2 2023, with adjusted EBITDA now expected to exceed GBP33m for FY 2023, being substantially ahead of current market expectations.

Also seen this bit

Adjusted EBITDA margin of 7.0% for H1 2023 is above the stated 5.0% management target and the Board will look to further invest in growth and efficiency enabling overheads to further build market share and take advantage of the Group's scalable platforms and drive operational leverage.

Sorry meant to put 26k to 40k

Currently could be heading towards 50k

I think broker target is 195m for H1 I reckon that will be smashed also EPS of 38p for H1 again I think that will be smashed

Revised broker notes will uplift 25% towards 500m turnover for FY especially with rising energy prices as companies scramble to lock in before winter really bites

Also I would like to see an interim dividend especially with the cash YU is building up as an extraordinary rate.

Share price target to be lifted from £13 to £15

Would love to know current client numbers because the H1 uplift from 26K to 50k was bloody huge

Interesting you mention AJ Bell, YU have just won company of the year

https://twitter.com/Yu_GroupPLC/status/1706295175385874935?t=SXfnWVWlm1xf0PJLuK0hVg&s=19

Totally agree, the markets are nuts you have YU thriving and could put out some huge numbers tomorrow yet we have sellers, just bizzare but each to their own. I suppose an SP of £9 scares people but it’s the MC which is terribly low if the numbers are bumper tomorrow.

I am hoping for total shock and awe

Bad debt for H1 was implied only 2% as 98% cash collection. Huge uplift to 2022

I think the trading update was engineered like to give the surprise at H1 Results

I am hoping for total shock and awe tomorrow

Worth noting gas spot price is starting to aggressively increase upto 110 now just 8% today

I have a feeling tomorrow will set the tone for YUs SP direction for the next few months and record highs as the business thrives

Not long now

Another trading update prior to H1 would be fantastic as this means they are way ahead of revised broker forecasts already in Q3.

Let hope this is the case as we are well into Q3 now