Member Info for sparky333

Not long to see how substantial YU are ahead of forecasts. Cannot wait to read it

Summer low volume games, forward PE now 9

Madness if any sells in my opinion as we have been told they are substantially ahead of forecasts

Each to there own

Funding for the meters is minimal even if they installed 10000 in a year that is only £3m so why would they not fund this from current funds ?

Cash position is always a funny one I always go with year end figure as the RO is paid July/ Aug. Cash position Jan 24 is expected to be at least 35m after paying the 2023 RO. That is hard cash sat in the bank with a further 6 months cash to add prior to next RO in July/Aug 25

Bottom line is cash generation is absolutely massive as we scale up.

Like your thinking and do not disagree, the question is where does all the cash go ? 200p a share in cash at least by year end.

Dividend needs/should be significantly increased the question is to what ?

I don’t understand your comment we have just been upgraded by Liberium and SP Angel.

Lib have upgraded target price, EPS, cash and turnover

Will get another once H1 numbers are formally released.

Wait for the next upgrade , gas spot price is climbing fast again, probably a big rush to lock in new long term contract.

Therefore would not be surprised to see at least another 1 if not 2 further upgrades this year.

£8 , nah we will be well over £10 maybe this year and heading fast to £15 and higher in 2024

Lol looks toppy ? Omfg on what basis is it toppy ?

They have just come out and said SIGNIFICANTLY ahead of market expectations and we are already halfway through the year.

They have just has a huge broker increase to FY numbers and most notably EPS upto 61p and cash position £35m year end and you say toppy ?

If they hit those numbers and I expect they will be upgraded again before the year is out that’s puts us on a PE of 10 for 2023 with over 200p a share in cash and you say toppy ?

And we wonder why good companies are being bought for peanuts by overseas vulture funds.

God help the UK stock market

Says it all really they are huge fans

https://www.voxmarkets.co.uk/articles/fund-manager-series-gervais-williams-of-premier-miton-87fdb14

Gervais Williams - Miton UK MicroCap Trust Plc Presenting no doubt YU group will be mentioned as it there largest holding

Upward breakout is coming and when it does it will be dramatic like Oct to Feb.

Wouldn’t want to miss out

Says it all really and only a trader would sell.

Apparently a share mag has a write up today, anyone know which one ?

And before you say it yes I am a bull because I see no slow down in growth for sometime as the untapped market is huge and competition is nothing like it was.

Yes it will slow down eventually but not for several years unless management make a mess.

I am just stating facts not my words but brokers words.

So with a massive RNS stating significantly exceeding forecast and you comment not as rosey as I make out ?

Please expand because I would love to hear your thoughts.

I wish anyone well who makes a tidy profit

Bye, come back to the £10 breakthrough party could be here sooner than you think.

Cheapest debt free, profitable cash rich company in the stock market with a future PE of under 10 and 200p a share in cash

Totally agree, nothing comes even close to YU group in the UK stock market

Cash will be £2 a share year end if not more , no debt, PE under 10 and growing faster than anything around at the moment

Slow and steady today, slightest buying increases the price, great position to be in heading towards H1 numbers and SNN can give us a forward look once we get some firm numbers

Thanks for the link just watched it and a good rounded overview and strong buy.

Do not agree with his price target but fundamentally scores very high across 95% of his metrics

No brainer

Link please

Business energy supplier and meter asset owner Yu Group lifted its full-year expectations in an update on Wednesday, after recent growth in revenue, profitability, and cash generation. The AIM-traded company said the positive trend it observed in the fourth quarter of last year had carried over into 2023, with average monthly bookings experiencing sustained growth