Member Info for sparky333

Not heard from him for a longtime after he apparently sold @182p with claims of 100p coming and fund raising.

How wrong can’t you be and now he is chasing ASC hoping for £70 a share again

Ofhounslow ?

13500 sell today is obviously the share option which the person had to pay 382p for, but how can it be sold prior to submission

Unless it’s BK and he sold 13500 to get the 13500 to no net change but a cash gain on buying and selling the option ?

Following on this discussion and the rapid exponential increase in cash generation

Where to people see the cash position at H1 ( pre RO) and FY

I am no expert and just guessing here but I can see year end cash post RO being @ least 35-40m if turnover accelerates towards 500m

30p dividend you really think that high ? I was thinking more like 10p but would take 30p in a flash that’s a lot of cash for me and my holding.

Simpley wallet ?

Indeed Water will add considerable over the coming months and years

Also shows how much they increased or reduced over the quarter

Figures look pretty spot on as jamieson and Miton both 100% accurate as well as CFO so I am confident they are accurate all throughout

Breakdown is also interesting
Private companies 6.7% - HNWIs
General public 12.9% - PIs
Institutions 21.2% - various funds I was shocked @ this figure and especially the number and type of funds like HBOS
Insiders ie CEO etc 59.3 %

https://simplywall.st/stocks/gb/utilities/aim-yu./yu-group-shares/news/y-group-lonyu-rallies-13-this-week-taking-three-year-gains-t/amp

If you register you get all the facts and figures and top 25 shareholder on 22nd Oct 22

Nice article yesterday on YU group and I delved a little deeper into the article and the key fundamentals of the company.

A key one for me was the top 25 major shareholders who have 87% of the company.

Out of the those 25, 11 are Asset management portfolios the closet to an RNS holding is HBOS investment fund who currently hold 333,000 shares which is 0.02 % of the fund portfolio

The next one is hedley & company with 241,000 shares and 2.63% of the fund portfolio

I could go on and on but the majority are increasing worth a look

A couple of very interesting posts this weekend from Noix and SNN.

1. Main listing , totally agree and would not be surprised to see that in 2024 and this is the point BK can reduce his holding and IIs pick up direct from him.
2. Dividend , start small and build up I think 5p will be starter for 10
3. Stock split, I expect this would tie into main listing
4. By 2024 would should be heading towards if not already £20 a share. That is only a £320m MC

I am very excited for 2023

Nice post SNN, out of blue trading updates could come at any point and this happened a lot last years. So be warned if trying to trade as a lot of people have lost out over the last 4 months as we re rated.

I personally believe 1000p and higher is nailed on for this year and depending how the year goes maybe a lot higher but time will tell and I am very intrigued what YU are intending to use the warchest for, yes dividend is coming but BK was very clear in the VOX interview they have plans for the cash to grow, and and what this is, has yet to reveal itself but I am sure it will over time.

Also we are now in the realms of new institutions as a dividend payer and also MC over £100m just a couple trying to take a 1-3% stake will have huge effects on the SP.

2023 is going to extraordinary exciting as we crunch the numbers over the next few months as they are released.

Traders sold the news and then boom back up we go and the pull back gar shallower than last time.

Sights set on 800p now ready for Q1 statement and if like Q4 and booking close to £50m per month as per Q4 this £500m target is looking pretty nailed on.

I expect with gas spot price at 140-150p per therm businesses are clambering to lock in contracts especially if Russian are dicks and open up a 3 pronged attack in ukraine sending gas and oil surging again

Nice rebound under volume following the same as last time ( 4 day sell off ) if it repeats new high coming

They seem determined to take us to 600p, reason unknown but can only be an iceberg sell or order driven on the buy side but @ 600p ish

I am sure we will find out soon enough

It’s traders selling the news as they now think no further news until March.

Like last time it rebounded very quickly and we should be closer to 1000p than 500p this price is a joke and until these traders bugger off the Market Makers will play on it

TU was outstanding a far better than the YU in Nov indicated and I expect the final numbers will beat yet again.

Finished the week up and the pullback was inevitable at some point, so can’t complain.

Still think we should be closer to 1000 than 500 but hey ho we aren’t and next week is a new week.

Personally cannot wait for Q1 update and how we are doing towards that 500m target need at least 200 to 220 in H1 as H2 is always far stronger.

Hopefully

Exactly