Member Info for sparky333

Good buying so far today, have we got an accumulator ?

Now profit takers have left the stage, onwards on upwards and let’s break £3 as the first milestone.

Your hoping there £2 ( 30m MC ) that opportunity has been and gone my friend.

I agree and I see any weakness being bought into which is very positive, would not be surprised if we finished up today as buys now neck and neck with sells

Shame as short sighted in my view but a profit is a profit so good luck to them.

Another good day, trading a little bit all over the place working out sells and buys not sure what was going on today but closed up which is pleasing. Don’t think it is going to take much to hit £3 again. Fingers crossed

How long can they hold it back ? Must be running short of shares now

Minehound, one of my draws to YU, back in late 2018 was the CEO skin in the game as his fortunes are aligned to mine.

Thanks to poor PR this has allowed people like me and you to amass a holding and in my case very significant holding. The YU PR machine will kick in and it will all of a sudden be a golden share appearing in share tips, news papers etc and the herd will arrive and all hell will break loose.

This company was valued at 160m in 2018 we are nothing like that company today, turnover will be 4 times 2018 this year, profits and cash many multiples of 2018.

Yet we are valued 4 times lower, we are lacking another II on board or more HMWI investors holding 1% or more I have a feeling we are seeing that phase happening now as liberum push YU to clients, once that is done PR will kick off big time, MMs are already struggling when when large trade of more than 10k comes in.

This rise a slow, steady and orderly but won’t take much to explode.

Keep those golden tickets because 12 months from now they will be close if not over 1000p if the turnover is heading for £500m

Put it in perspective YU have made a clear statement to analysts they are shooting for 1/2 b + turnover next year. When they hit it, which I fully expect they will , profit and cash go ballistic. Our market cap is £44m WTF !!! With the sector PE of 20 to 30 we are massively undervalued today never mind next and beyond.

I agree PR has always been poor but I am hopeful with liberum.

Getting some chunky buys recently nice 15k @ 264 just gone through

Hmm good thinking I never thought about the phasing of legacy onto tariff 4 to 5 times as expensive or staying on variable rate.

As you say that is a confident tone for 500m and as you say they have modelled out next year and if they state 500m I bet you now actually will be way higher.

What does 550m do the profits and EPS and you figures ?

Sorry just realised your in the water side of the industry . From an earlier post, my apologies for forgetting.

If so I would be fascinated to your views on the £500m+ turnover for 2023 as very bold thing to say without some solid foundation

Mr goldsmith are you involved in the industry ?

You have a lot of knowledge a lot of people wouldn’t know if not directly in the business.

Interesting, I have watched BES figures over the years and seemed well run.

Wouldn’t mind YU picking up there book in a cutdown deal due to the investigation. Would need a fine tooth Combe over the books though by the sounds of it

Hi shareNicleyNow,

Big numbers and I suppose a lot depends on how the £500m+ occurs, organic I doubt as that is a very large leap , acquisition is very possible of a 80 to 100m turnover rival like BES , smart energy business both loss making as they haven’t got the turnover power at the moment.

Lots going on at the moment in the sector just a waiting game for the news to drop and as stated by CEO, significant shareholder valued unlocked in the short term .

Hmmm just tell us

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

Slide 15 is the one

This was presented to the investing community

Really strong day today and a sign of the future going forward

Upside just for you

Yü Group PLC (AIM: YU.), the independent supplier of gas, electricity and water to the UK corporate sector, announces the grant of 76,616 share options ("Options") under the Company's Long-Term Incentive Plan ("LTIP"), to the recently appointed Commercial & Digital Transformation Director, Jason Prothero.

Vesting of the LTIP options is linked to the performance of the participants, the Group, and the Group's share prices over pre-established dates. The LTIP has in-built safeguards against temporarily aberrant share-price behaviour.

The potential level of vesting of this award will be determined by the average share price over the 20 consecutive trading days following the announcement of the 2023 Group results in or around March 2024. During this period the average share price must be equal to, or exceed, 250p to achieve a 50% vesting. A share price below 250p will result in no options being vested. If the average share price is at, or above, 625p then 100% of the options will vest.