Member Info for sparky333

Tulchan are probabaly sick to death of me as always asking questions. Recent one was why PR has been terrible in 2022 when 3 BOD objective in annual report against PR.

Low and behold several days later Liberium onboard coincidence ? Or a realisation SP Angel are sh ite

Email the following

Ir@yugroupplc.com

They always respond to me , not YU but Tulchan Group.

Anyone pay for it and have access ? If so a summary would be appreciated

No sell recommendation from there 49th article on YU

Yu Group – Half-Year Trading Update Reads Well But Leaves Questions

AIM-listed Yu Group (YU.) released its half-year trading update for the six months to June 2022 yesterday morning. As ever, it made a good impression but does it mean good results are on the way, or will there be a hidden nasty?

https://www.**********.co.uk/articles/yu-group-shares-rally-on-solid-revenue-and-margin-growth-in-h1-fd5c991/

Mate, I am not popping at you at all, please do not think that.

From SP Angel note

Cash at 30 June 2022 was £15.7m, +36.5% higher than the £11.5m held at 30 June 2021, and more than double than the £7m held at year end. The annual ROC payments due shortly will be paid in the coming weeks, with cash to spare.

Total payments was 450m and lib are implying YU are around 3% in payments this year , really !!!

YU only have 1% market share

Not seen the note as refuse to pay £8 to research tree. All I am saying £15m is a big step up from 2.8m and that is 10% of last years turnover.

Sorry does add up especially when you have companies like Edf only paying 31m as an example EDF turnover billions

https://www.ofgem.gov.uk/publications/renewables-obligation-ro-annual-report-2020-21

Read for yourselves and if you think YUs ROC payment has gone up five fold in 12 months you are deluded

Last year was 2.8m read into 15m as you will, rubbish springs to mind

Nice post and glad someone else shares my bullish position just do not understand why the hell we are at this level, crap, debt loaded shares everywhere yet our company is ignored. Just very frustrating it will explode , it has to as you have eluded to below

Totally bizzare, what does this company have to do to be recognised

Confirmed 2.8m in 2020/ 2021

Yes a payment is made by Sept, not sure the amount as always difficult to track down but if memory serves me well it was £3m last year.

I need to find the reports as not easy to find but have found them before

Why people are so quick to sell after Stella news we are close to an 18months low yet the business is thriving, profitable and no slow down and years ahead of broker forecasts. So short sighted IMHO

LIBERUM: Yü Group* - Strong update: FY22 EBITDA upgraded

10 page update but looks like need to pay through research tree

Top end I hoped for 100m and they smashed it. Turnover could hit 275 to 300m this year. Broker estimates 215m and in 2024 hitting 294m.

I very much look forward to seeing Liberium note

Very happy today and hopefully the SP responds because not many companies performing like this in the UK today and valued at only £30m with no debt

I can guarantee one thing, even if the numbers are really good and cash is up significantly Shareprohets will come out with its 48th negative article