Member Info for sparky333

https://www.dailymail.co.uk/news/article-10662089/Councils-urged-freeze-Russia-cutting-business-ties.html

All these sells are at or near the low of the year, do people really think the numbers where that bad, polar opposite.

As stated by GOod energy today turnover is going to explode this year as the high energy prices reflect in turnover. Margins will remain the same at around 9 to 10%

No problem fastduckharry,

One thing I do like is when the CEO has significant skin in the game , which BK does, some people see this as a negative owning over 50% but I see it as a huge positive as our fates in success are intertwined.

The only down side but also a positive is if a hostile bid came in he can reject but this also prevents a fire sale of the business for peanuts below fair value.

YU was valued at £13 a share 4 years ago , got in a mess but have rebuilt far strong and risk management is second to none as they have weathered and grown from one crisi to another and grown 300% in clients, turnover up 200% and now back in profit with the business primed fro explosive growth

Never a better time to invest, and I just feel the fall is not justified we should be knocking on £4 not £2 a share

IQE

Jam tomorrow stock with a £328m MC, no cash, loss making and now predicting single digit revenue growth.

Turnover less than YU and 10 times the valuation yet YU growing at over 50% on all metrics.

Interesting like good to see how the market reacts

So you can moan about YU and turning a profit but complaining at spending money to position itself for explosive growth for a market which is meant to price 6 months ahead it makes no sense when compared to supposed high growth tech stocks on racy expections who always fail to deliver.

Interesting they are moving more towards to SME, a higher revenue and stable long term contract's.

Turnover 11m less than YU and smaller pre tax profit ( loss overall after selling generating assets )

They have a good pile and pay a dividend and also stating revenue set to increase significantly due to higher energy prices .

MC a lot higher than YU ingesting to see how the market reacts to good energy results because I feel YU have been punished for no reason and it should have been the opposite

Thanks for the link,

Always so much detail in the report compared to RNS.

I am surprised at the market reaction when is is very clear YU have had a good year and built up the digital side, offices , software etc and also increased staff to 142 and have clearly stated the trajectory over the next few years leading to some very big numbers.

So is YU a growth stock or not ? Market seems to want it to limp along like a CNA, but they are positioning themselves for the future therefore increase in costs, and actually own the Leicester office.

The foundation has been laid and still remained tightly controlled and not splash cash , losing millions etc.

This year all bets are off as they hit the button they obviously believe some big wins this year either through SOLR, mergers or aquisitions so they are prepped and ready to serve.

Therefore people moaning about this and that and increases in costs is narrow minded in my eyes if you read the report.

Interims or and RNS on SOLR etc will set the tone for 2022 which we already can tell will hit over 200m turnover and do not think anyone disagrees on that.

They have intimate industry knowledge and well respected by OFGEM so if I was a betting man do. It be surprised if some large client books come YUs way from the likes of bulb, Gazprom, SSE etc.

They have proved they can successfully scale up and run with with so now we enter the next phase which they have talked / hinted about, not small under 10k client books but a whole new level.

Let’s eee what happens and good luck in your investments

Also I would add OFGEM has recently done financial stress tests on all suppliers in Jan and YU must have passed with flying colours or would no be awarded SOLRs.

So for all the bluster you will here in placing a etc people have been saying it for 4 years and never happened. They do not need it and have openly said they will fund small acquisitions through cash.

Obviously if they went for 50k to 200k client book they may have to raise cash and it would be a reverse takeover but I do not see that happening more than likely SOLR

Keep an eye on Gasprom and also Bulb , YU have already gone to print they are interested in the Gasprom client book. I expect a deal would be done on hedged and the gov / ofgem SOLR over several providers and I expect YU will be front and centre for a piece of the pie.

Hi fastduckharry,

Very valid questions, YU are very risk averse in all aspects having learned the hard way in 2018.

Everting is about risk and yes I believe all new clients are vetted, and also YU is very diverse in its client portfolio , from cricket clubs to football to care homes to councils to zoos.

Bad debt has and will always be a concern especially as the world having so many issues C19, energy crisis and now war in Europe. YU have weathered them all to date and not a single begging bowl for cash to the market to drive the expansion.

Cash collect time is falling I think last results was down to 7 days.

In summary only YU can fully answer that question but YU sell an essential commodity not clothes or watches or video games so regardless of world events industry grinds on and yes some companies will fail no doubt about it but I do know YU do all the risk assessment to mitigate this in a client before signing them up.

Doesn’t really answer your question but bad debt has never been a problem for YU. Also businesses are far more likely to pay that a consumer / home owner as the rules are different in chasing unpaid bills

The rot continues , did I miss the profits warning or losses ? The markets are so messed up.

£36m for a company with 7m in cash , turning over 155m and on a PE of 8

I actually thought YU would be a star stock of 2022, it the case as we hover at year lows

Agreed, all because the cash fell due to investment in growth and paying the VAT back

Utter madness but some peop,e have done well again selling the news and buying back 25% cheaper.

Wel, done guys your braver than me as I actually though this time it wouldn’t happen, I was wrong.

Also name name another stock with no debt, cash, investing in growth, respected by OFGEM, turnover going ballistic, clients going ballistic and the story is only just starting.

Oh and I forgot MC is only £40m

Munch box,

I do not understand what you expect yes YU have talked acquisitions and why would they have done this last year when being gifted SOLR ?

Now isn’t the time to splash cash or raise cash for an acquisition unless it is an absolute bargain or Gasprom book for buttons and if they raised cash how would it be perceived by the market ?

Let the turmoil play out for the next 6 months before paying for client books. But by all means pick up SOLRs and be at the table for Gasprom and Bulb but not pay as doing the gov a favour.

I reckon close to 150,000 MPs between Gasprom and bulb SME clients also Gasprom has some serious Gold Star clients

To many people play the sell the news, that’s fine and no issue with that, what I do not like is the change in time and sentiment to suit personal agendas ie **** of the company post results to drive the SP down because they sold.

With the intent to buy back at a lower level.

A lot of people doing this and as some one mentioned today the sell the news gang are starting to see this level as compelling again.

I seem to think people forget the Market cap is only 40m.

Yep buyers are creeping back in and looks to be hitting that point of will it go low or bounce, once it sets the new direction I expect a wave of rapid buying. Today looks to be the turning point. Fingers crossed

If they are crazy enough to sell at this price more fool them, it has never been so exciting for YU the opportunities are everywhere for the taking.

Agreed 2018 mess was a blessing as the business now is a totally different beast.

Centrica have also rebuilt and reaping the rewards but still crap in my eyes.

The rest are just fat, bloated and stone aged

Very exciting times

Wow black and white comment on Gasprom. Now that would be a serious game changer.

Can YU swallow Gasprom, I think yes they could but would be a real challenge and will move YU into a whole league as Gasprom have some seriously gold star clients. Not sure what they turnover but I expect many multiples of current turnover.

The question is how, I understand management are looking at a buyout if that fails special administration which after bulb the gov will not want as will have to support at market rate for energy as the hedges will be lost like CNG ?

Very are in game changing times and this may or may happen but BK is very clear he is interested and probabaly talking to Gasprom and Ofgem

Good VOX interview yesterday.

BK is convinced more consolidation in the sector is coming via cash or SOLR.

I am aware of two giants

1. Bulb, gov is looking to sell the client book, I am sure YU will be front and centre for the SME side, if bulb is costing that much as unhedged could be a freebie like SOLR.

2. Gasprom is a monster in the SME space and currently Management buy out or another bulb situation, but different in clients are leaving in droves and finding new homes in protest. I expect YU are bidding hard to grab the likes of NHS, McDonald’s, biffa, Siemens and many thousands more. One to watch

Someone mentioned in the now pulled interview that BK was worried at becoming prey . No **** and not at all surprised.

Also keep an eye on smartest because if I was them I would eat YU group up, 18 months ago smartest business energy was the same size as YU in turnover but more clients.

YU have since doubled turnover and tripled client number.

If I was smartest I would merge the two or eat up YU group.

https://www.**********.co.uk/articles/yu-group-we-ve-delivered-on-our-promise-to-generate-profitable-growth-which-is-set-to-continue-34548cf

https://www.business-live.co.uk/professional-services/yu-energy-says-benefiting-higher-23461644.amp

Not that investor give a dam and sell to chase dream stocks