Member Info for sparky333

I hope the Market Makers know what they are because if news tomorrow is as I expect they are going to have a real problem as stock is so scarce.

Hi SP

I personally think your revenue target for next year will be way over £225m

Remember all new contracts will be at the stupidly high therm rate for gas which is 18 times higher than the norm.

It isn’t hype it is fact, if the market chooses to ignore the hard numbers so be it and next year the PE will be way under 10 with a rising cash mountain.

What has happened in the past is investors sell the news after a big spike, one day the spike will not retrace like early 2021 and a new trading range established

Also the sector is now settling and the strong doing really well YU included.

The story is only just getting going and if people want to sell for 10p profit , I for one am here for the long haul and £10+.

The market valued YU at £13 4 years ago and this business is poles apart from then to now.

Doing my research I didn’t realise the size she is a monster in the sector. But by the sounds of it a mass customer exodus in protest is going on. No doubt YU will be touting for the clients who leave especially as a lot Local authorities and now YU is on the government procurement portal in with a chance to bid.

Due to clients leaving over Ukraine. They are SME only focussed

https://www.thisismoney.co.uk/money/markets/article-10633375/British-arm-Russian-energy-giant-Gazprom-facing-collapse.html

Nice rival up for grabs either via fire sale or SOLR

Before FY results.

.

Personally looking forward to this, we already know the turnover but no the FY profit.

Also looking for the following info,

How has Q1 progressed - smashed it out the park
Outlook

I know for one thing the turnover is going to go through the roof this year as no price caps in the business sector and with gas up 18 fold per therm turnover is going to be huge.

Also this year get the full effect of the SOLR which will be around £80m even before the crazy energy whole sale prices so this could be way over £100m just from the SOLR business

Gasprom provide energy to businesses In the UK so I expect this will be curtailed freeing up a huge amount of clients looking for new providers

What I am trying to say is this years £150m ish turnover is going to like chicken feed compared to 2022 turnover due to higher wholesale costs, SOLR etc

Someone a couple of months estimated 1/4b turnover for 2022 this is now also looking conservative with gas at nearly 600p a therm

This is just me playing with numbers

So gas use to be 40 to 50p a therm and I expect the profit margin for the ultility providers was wafer this say 3 to 4p a therm (10%)

With gas now at 600p a therm 10% is 60p and even if they knocked it down to 1p that is still 6p profit compared to 3 to 4p

It has raced ahead so much this is going to massively improve the bottom line for YU and the other providers ?

What are peoples thoughts on this ? Or am I just out of the box speculating

Been taken down a lot on no real volume, means all the bigger the bounce will be. Energy prices are irrelevant to YU as back to back hedge.

Totally MKS, but then the market has always treated YU with contempt, how it is valued at this level when the business is thriving is beyond me.

Either I am as dumb as a post or the market is just blind as they chase get rich quick stock. Amazed at some of the stocks up huge amounts today and we are down.

Where is the flight to safety ? There isn’t one as people just gamble these day.

Agreed but the mark down of over 50p a share has been on very little volume, getting silly now as MC is heading to £30m and business has never been better. Incredible

Hmm interesting point

I notice utility stocks are holding up very well and rightly so as they are an essential service regardless of the terrible things happening. Only risk is gas prices and the good ones like YU are fully protected as back to back hedge.

Surprised no buying into this debt free, cash rich, profitable pure SME energy play.

The carnage will continue inflation, interest rates, and it will push the World into recession but again YU are well placed as they provide to councils, care homes , cricket and football clubs , an extremely diverse portfolio to protect against this as highlighted through C19.

FY results in less than 20 trading days, outstanding 2021 and 2022 should also show excellent growth, profits, cash etc and maybe even a dividend.

Totally agree, YU is a safe stock at times like this and growing faster than tech stocks. Huge missed opportunity for investors imho

Hope we rally hard tomorrow and lock out all the sellers today.

Agreed, but why the hell we are marked down on more buys than sells is beyond me when trash stock far more exposed are down less.

Investors are mental these days

YU should issue a profits warning and the SP will go up.

Share movements and trades defy logic.

Last year turnover 150m with 15m from Ampower

So 135m core and 15m bolt on

2022

Say 150m core plus Ampower and now whoop and xcel at around 90m if they retained them all plus higher turnover anyway due to higher prices

Therefore way over 220m with out breaking a sweat as things stand

Is Ofgem endorsement yet again, for YU illustrates its strengths in the sector yet again.

C19 , energy prices and YU stronger than ever

Another 1.8m turnover per annum added. Could hit 225 to 250m this year.