Member Info for sparky333

There are a few rivals YU could stalk or already talking to that would get them well on the way to £500m+ and it doesn’t have to be a cash deal deal could be a paper deal or combination of both.

Bulb 14,000 SMEs no idea on turnover but would release the gov form at least part of the gov obligation.

GOOD Energy, hmm not sure but turnover is around £130m and far to many domestic to work for YU.

SSE they have stopped talking on SMEs and have stated they want out of the Business side, again not sure how big SME client book is but I reckon far to big for YU to absorb.

Smartest business energy - perfect fit turnover around £90m and has been declining over the last couple of years, merger or paper deal would work very well as the combined company would still sit under smartest for hedging.

I could go on but only 5 or 6 around the 100m mark turnover wise like BeS utilities like smartest turnover falling as losing clients to the likes of YU.

Very interesting times indeed and I hope it isn’t just talk from BK because a huge opportunity exists and will do for at least a year to pick up struggling rivals

Been talking for some time on acquisitions, and I think we are close to something big.

Must be for words like significant shareholder value and near future.

Failed to pay ROC

Hmmm

At this level without doubt a good start, I am personally looking for £10 a share in the next 18 months if the £500m+ next year is achieved £10 looks cheap

And that’s the point SMT1 and why the statement of significant shareholder value was mentioned.

We are on the cusp of a significant re rate as YU are obviously aiming for £500m+ next year which is 2 years ahead of plan

Didn’t you find it odd our friends who for 4 years have stuck the knife into YU with wild claims of cash calls, bust etc have not even mentioned the H1 results.

I would have thought they would have at least had the balls to say we got it so wrong.

I share your trouble in making £500m work under current circumstances so my only thought is there must be something in the pipeline to add 100-200m to the book in the short term.

There are many opportunities out there bulbs SMEs book 14,000 clients.

BES, GOOD, Smartest business energy all 3 around 90m turnover

But bulb does stick out as the gov want shot and no takers for the whole thing to date so maybe carve her up into manageable chunks.

If zyU are aiming for 500m turnover in 2023 I reckon they are taking bulbs SMEs, all 14,000

Hmm wonder if any linkage with GOOD energy and Zap Map

EV charging I was aware off maps I wasn’t

This ain’t non essential provider it is an essential provider how can we be down more than BOO and ASC after the dire profits warning this morning. The world is totally mad

Yep £3m off the market cap on 17k of sells and I expect we have some game changing news on the way if they are stating £500m turnover next year

Total chaos and panic on the markets and we get dragged down with the rubbish

That is very clear 500m in 2023.

Now that tells me one thing , must be talks going on on mergers/ takeovers / customer book aquisitions.

Now the unlocking significant shareholder value in the near future makes more sense.

Sorry just seen earlier message

Wow need to read that where is it ? Yu group site ?

Also I think a main Listing would be a good think and get off the aim, would certainly draw more IIs

I still think something will revolved around Smartest

Could they take a strategic stake, or if smartest business merged with YU group.

Makes sense as both under the smartest hedging and currently compete for business which smartest business energy is losing as there market share is static and YUs is exploding.

Game changing if they did

As we continue to enjoy the fruits of our hard work, I look forward to delivering significant shareholder value in the near future.

That is very specific time wise and the word significant value

I have been thinking about this a lot this morning and have a couple of thoughts.

1. Merger or takeover maybe even a reverse takeover
2. Move to main listing ?
3. Takeover approach ?

Any other ideas as a very specific statement

It’s madness but not unexpected as this is YU as I explained yesterday, the markets are wild investor irrational chasing dream stocks with the herd. Only takes a spark and the herd arriving and it will be chaos here as so illiquid