Member Info for sparky333

If the gov do nothing unemployment will rise and the cascade effect on social bill rises paid benefits

Domestic is different and no fund for that just help directly the most in need

And looking at the figures for annual bills for these companies highlights how YUs turnover will skyrocket, I expect a fund will be put in place for businesses to be paid back over say 10years.

Win/win for business and gov as no free handouts.

Also protects revenue stream of the providers if this happens YUs SP should skyrocket as rev and profit will go ballistic

Indeed, yet again lots of buying and a few sells, bottom nicely forming under volume

YU stagnant and good flying this week, bad debt concerns not affecting them.

I scream at he comment in the papers about greedy energy companies, if they knew how the system operated they would understand but the average Jo has no idea or cares.

It’s supply and demand, demand is out stripping supply thanks to Putin and that the problem with a global market place.

YU are co are racking in 4 x the revenue on new contract or variable rates if they keep a lid on bad debt the profits are going to be large. Personally cannot wait for Year end results because they will shake the market.

Makes me laugh all the media frenzy, so far this week I have seen the price cap for domestic rise from £4000 in April to £6000 and now 7/10 businesses talking about closing down.

Utter tosh because if that happened unemployment would be 20% if not higher. Inflation would drop like a stone as no one has any cash to buy stuff.

This energy issue is tough for all but it will end, because no pensioner cannot that amount and the bail outs have to stop we cannot keep spending billions for no return it’s not have a country runs.

By all means postpone / freeze and pay it back over 20 years but it cannot be free. It’s the only option. The same applies to business because if they get no support it is game over for UK PLC if the worse case plays out because unemployment would be huge and the state cannot support that level

Not going to be many left by the end the big 6 and I reckon 10 others.

That’s a lot of businesses and not many in competition for the supply.

I think 500m turnover will come a lot sooner than we think 2 years max

Yep lasting a lot longer than people thought and I think at least another 12 months. Interesting trades recently 173.65 where buys today and a 25k one at that. I think we have a stake builder.

Another 10k at the death

Looks to me all the sellers are out now, just need some buyers with foresight to see the huge future here.

No debt
Plenty of cash
Growing as fast as a tech stock
Huge market
Inflation proof
NOT DOMESTIC, business only

Very bright future

Also keep an eye on CNA and TEP both at multi year highs, GOOD and YU lagging behind and will have to catch up at some point.

Industry PE is 30 YU is currently 7

Also worth noting high prices mean heavily increased turnover ego higher profits as they have hit the point of turnover massively increasing profits as overheads are static

No risk here other than possible increasing bad debt as recession looms, they have managed 3 once in a lifetime crisis already and thrived, they will manage this and grow as they provide essential services not non essential crap.

Businesses are also not affected by price cap rubbish like domestic providers

YU is a screaming buy

Yep as I stated we are past the tipping point of explosive profits and cash generation. Utter madness to sell

All the sells below £2 are probably sold at a loss as we are at levels not seen for 18 months, tragic really when a company is doing so well and sold down like this on relatively low volume.

Do not get me wrong some companies will goto the wall, the badly run ones, YU has very strict credit control and risk processes before signing up and during the contract.

This was perfectly demonstrated during the energy crisis as the sector crumbled and the well run companies thrive.

This SP decline is grossly unfair when they haven’t put a foot wrong since 2018

Totally agree, with media led frenzy, most business leaders have been through these situation before and cut costs initially via staff get more out of less.

Wages are the biggest outlay of a company followed by energy this may have switched now so companies will reduce energy consumption like I am doing at home.

The media in this country create chaos where is doesn’t currently exists.

Anyone would think YU have issued a profits warning and going to market for cash.

Incredible really

Always darkest before the dawn