Member Info for sparky333

Few PIs bailing out, goodbye as we refuel for the next push upwards

It’s always a tough one when a stock seems to endlessly rise, but people, need to forget about how far it has come it is where it is heading.

The MC does not reflect the fundamentals currently and going forward PE is around 8 which is absurd for a decent dividend paying stock never mind rocket fuelled growth , I have said it before of YU was a tech stock our PE would be 50-100 not 8

Yes growth will slow but with only 1.4% market share there is no reasons they cannot swiftly hit 5% Marley share without bothering rivals and the big 6 to much

The Shell deal is not fully being acknowledged by the market and this should develop in time as it see it more a JV / partnership as Shell can see the potential to rapidly scale aggressively with minimal risk and turning over billions in the next few years

Just look how fast the likes of octopus and bulb ( messed up) grew to multi billion pound outfits

It has been done before and can be done again , we are the 13th largest supplier to SMEs in the UK and top 10 ambitions mapped out in the presentation

YU have thrived through several black swan events over the last 3-4 years , imagine what they can do in a boom cycle

With inflation back under control and interest rates about to start falling the wheels of industry will start turning at pace , ergo more energy usage and less bad debt even though YUs bad debt is only 2% the CFO might start to be less cautious and drop the 3.1% provision to 2% in 2024.

I didn’t realise YU is now the 13th largest SME supplier in the UK and pushing for top 10 as a target.

Are these the orders who absorbed the PIs selling ?

A lot going on in the background and some very chunky trades

Doesn’t take a rocket scientist to work it

Thanks NG , Shell wanting a JV deal doesn’t surprise me one bit , they always tend to want a stake in the companies they deal with. Shell are obviously impressed with YU and looking long term in churning billions per annum.

I ask all the time why are we so cheap, again today many sellers even after that Stella performance and future outlook, but for once the SP just chewed through the sellers and now they will be chasing the SP if they want back in.

YU is such a rare stock , low MC, single digit PE, debt is peanuts, cash is just ridiculous, grow is Stella and now an income stock as well.

I think we have now moved from first gear to second gear and 2024 has the potential to be explosive.

YU will be a billion pound MC company the question is when.

Definitely in breakout mode PE is just insane could double and still only 15 ish

Under 10 is for behemoths with limited growth but pays good dividends

We are high growth and good dividends

Thanks NG always appreciated

Need to wait now for NG,s feed back on the II roadshow

Some big ambition in there UK top 10 supplier wow

100,000 meter points in 2024

25k smart meters

2024 is going to be one hell of busy year for YU group

Good work YU keep it up your a credit to UK PLC

Great read meter points was 53.5k

Smart meter engineers now at 50

Page on future rev possibilities £3b in 6 years at current trajectory of 55m a month new business

All this for for a PE of 7 and MC of £230m

NG I hope the meeting with YU management and other IIs goes well today.

As always some feedback very much appreciated

Downside is very limited with a PE of just over 7 and huge cash pile.

We should be on a PE of at least 14-20 especially as growth is very much in explosive mode and that doesn’t take into a account the dividend yield

Indeed especially as dividends are sky rocketing, not many if any like YU at the moment and for the foreseeable with 1.5% market share of a £50b market place

Traders exist , income funds join the party , II roadshows start today I expect a few income funds will be interested

EPS way above Liberium at 172p

£11.9m share buy back, means less free float and higher dividends for the loyal holders. Going to become very hard to buy shares.

Why would it need ramping on a 2023 PE of 7 ? And 59% NC in cash

I agree new long term investors arriving , YU is a cash cow