Member Info for sparky333

Wow 80,000 shared in 90 minutes.

Nice find SNN

Yep some very big buys in cash terms the 2x 8k are over £40k each never mind the £100k buy.

Big boys fully engaged and what I like is the rise is being controlled well at this stage, very orderly

These large buys are HNWIs or IIs, trades that size are not PIs

And if you read between the lines that may give you an indication of number of clients by end of 2023 45,000 up from 26,000, hmmm interesting isn’t it.

45.000 smart meters by end of 2023. That’s a lot

45.000 smart meters by end of 2023. That’s a lot

YU charge and YU maps are very embryonic as is YU smart.

YU smart will be the main focus in the short to medium term IMHO. They are eying a huge amount installed by the end of 2023.

Also people forget YU are the only supplier who does water which is the massive untapped potential when you wrap gas, electric and water into a package for a client with maybe a few EV points.

Hmm lots of opportunity when you see the bigger picture.

Books closed on 2022 and final numbers about to be crunched. We already know the rough figures but anywhere between 270 to 280 max is my guess with a juicy profit and cash soaring to wards 17m

The big question now is 2023 which we are being told is already very bullish the question is how achievable is 500m + which is huge , but not a vision anymore but target for 2023.

If they even get close to that figure look at SNNs calculations and wow this has a very long way to go before even fair value is reached.

Next key date is Mid to end of Jan - FY trading update

Also will YU pay a dividend or go on the acquisition trail ? They have been talking about it for over 12 months and some companies must be on the radar for the team.

2023 is going to be transformational for YU group in many way and we are about to see the little fish become a big fish

£50b market place and YU have 1% market share and I can see this hitting 5% in the next few years.

Crunch the numbers on that £2.5b turnover.

Read the annual report then or trading updates

https://www.yugroupplc.com/wp-content/uploads/2020/09/Yu-Group-HY-results-presentation-2022-PLC-WEBSITE.pdf

Give you a flavour of 2023 and beyond

Vox markets interview end of Nov

https://www.**********.co.uk/articles/yu-group-full-year-financial-metrics-now-anticipated-to-be-significantly-ahead-of-market-expectations-bd94e29

Indeed, all current broker targets for 2022 to 2025 are way out and do not even consider 2022 revenue of 280m ish.

A true figure will come out Post Jan trading update and I expect broker target Sp will be £10+

Also SCSW top pick for 2023

2023 should be a cracker , trading update wrapping up 2022 due in Jan and then down the the business of pushing for £500m revenue for 2023 which moved from vision to target in Q4 22.

Big numbers come out if getting close to that target and significantly undervalues YU but many multiples of the SP and even now way below sector PE ratio of around 27.

People positioning before the big boys back in office next week and Jan trading update at any point in the next 3-4 weeks.

Big buyers still on holiday and next week they will be back.

Still balanced today so very interesting how tomorrow pans out.

Heavy pull back under little sell volume they got around 20k shares then the buyers moved in again.

Would not be surprised to see blue today again and the sellers yet again get locked out

Well we already have one from SCSW and it’s there NaP for 2023, fingers crossed for more as we deserve it. Tomorrow will be interesting as Xmas eve was a stunning volume amount and even with a bust of profit taking still managed to finish up 3.6%.

Bulls or bears tomorrow ? I personally do not care as 2023 as a whole is what counts and daily movements irrelevant as this is the year of explosive turnover, profits and cash.

1000p easily in 2023 and could even be a lot higher as the numbers start to come out over the year.