RE: Recession25 Oct 2025 13:26
bit of a panic dd,
miton up, schroeder’s up, cavendish very bullish and i quite significantly undervalued and not a paid broker.
jpm hmm take a look at sp on the 23-25th sept they are heading way underwater and with so few shares around going to a ***** to close nearly 200,000 shares.
recession yep 100% agree that is what bad debt provision of for and was upped to 2.7% i would be more concerned over retail user tep are way way way overvalued cna racing ahead
also correct me if i am wrong but utilities are know as defence and flight to quality in difficult times
yu will continue to grow and flourish and that 7% market share you mocked as fantasy 18months ago is looking more and more likely, meter points heading to over 130k v 120k start of year target.
oh and i forgot they are the most undervalued in the utility sector where average pe is 14 yes 14 v yu high 7
investment case is compelling obviously you will disagree so let the sp do the talking shall we.
oh i forgot as well the lively 4% yield which is looking like being higher than some others in the sector next year unless we get a major breakout to the most recent price target of £26 from an independent broker.
interesting times and i wait for jpms next move, go deeper short or bail out ? tricky one when you could have more iis buying for the dividend yield who knows what the future holds dd.
good job you didn’t go short a couple of weeks ago when i told you to, coward who doesn’t believe his own statements.