Member Info for sparky333

Big games afoot buys looking like sells now, very good volume and over 50k in buys. £3+ beckons

Some chunky buys so far today, week today is going to be a high volume day especially if the herd arrive

Date confirmed on YU group website so 6 trading days to be in or out .

https://kalkinemedia.com/uk/stocks/industrial/centrica-cna-yu-group-yu-2-gas-utility-stocks-to-buy

The market valued YU at over £12 per share in early 2018 the business has grown so much and profitable yet only £2.80. Yes they had issues in 2018 but that was 4 years ago and YU is now laser focussed with superb risk management

No stopping this train throughout 22/23 and current price will be history as we move back to 2018 SP levels

This is bubbling along very nicely and £3 now in reach pre trading update.

Obviously MMS have very little stock and running scared with trading update at any point in the next 2 weeks.

Perfect storm is forming

Would have said NOT as low as early 21

Together energy taken of BSC will collapse this week, all domestic.

Interesting they expect high prices for 2 years, the question is do clients lock in contracts now or sit tight on variable rates, tough for domestic and SME. Hopefully YU mention this and how contract renewals, if you forward hedge for 3 years the rate is a lot lower but obviously as low and early 21

High BrownGeorge,

YUs problems with SP are in my eyes due to the following reasons

1. The past, which is a real shame and naive of investors, YU is a totally different beast now, profitable, high growth and laser focussed on becoming a major player , when I asked what the 5 year vision was 12 months ago it was an instant answer, £500m turnover highly profitable major challenger. Now that is some statement when YU only just turned over 100m due to C19. These guys mean business and delivering so the past is the past and that was 4 years ago.

2. Market Cap, to low needs to be over 100m to attract a bigger pool of IIs so we need a big uplift in SP which will drive the IIs to join the party and push us back to pre 2018 levels.

3. Dividend, they use to pay one and a good way for BK to personally earn a decent wedge as you say will not cost much to start with say 1 to 2p but a dividend paying company is viewed so different they are cherished as so few actually pay one most are always asking for more cash. So yes would love a dividend and yes I think it is possible this year one the energy crisis ends.

4. Investors are ignoring what YU has achieved in 2020 and 2021 this incredible position through C19 and lockdown and now the energy crisis, which has savaged rivals and only a say around 15 to 20 will remain out of 70, which in turn I think will drive consolidTion, I have always thought a logical merger is smartest business energy and YU, YU is now around twice the size when both 24 months ago the same size on turnover. Great fit as both sit under Smartest for Hedging

5. Where do I see YU in 12m and 5 years ? This depends on investor appetite as once the herd arrive and we have IIs taking chunks the SP will enventually end up at fair value for a growth stock, current sector PE is 30 after 2021 results we will be around 10 is my my guess , so you can triple the SP to get to CNA, TEP measurements, if you take the growth potential the PE should be valued like a tech stock and a PE of 50 to 100 isn’t unreasonable. Either way you cut it the SP is a joke and we should be £5 already not £2.50

Hi MK, trading update is normally end of Jan, looking very bullish at the moment as direction has certainly changed, looking for very perky for a drive to £3+ prior to the update which we all know will be strong.

The question is how strong following the additional Ampower clients and £15m per month for nov and Dec and how many they have retained. A lot I expect as who would move in the current climate.

With this extra £30 revenue was forecast by house broker to be £128m which I expected to be smashed anyway but with the extra £15m should be way over £150m

0.9m profit H1 which should be a lot larger Q2 so sticking my neck out for £3m

Steady buying again today, nice if this continues to trading update and if as bullish as I hope the pressure cooker will explode upwards and rightly so as way undervalued

Interesting, was not expecting millions for YU as mainly business which is a lot different . Amazed octopus is so high, that’s £1000 per household.

Hi howie, not personally a fan of metrics like this especially a small cap with small liquidity, news tends to drive a stock like YU and macro economics in the sector.

Not saying metrics like this do not work for a stock like YU just do not follow trends like this myself.

For example if YU could triple overnight if the herd arrived and bought 1m shares in the space of 4 hours. With isn’t beyond the realm of fantasy. All chartist stuff goes out the window

Nice move as well today under good buying

YU holders, fingers crossed 2022 is as big as I expect.

Let’s hope 2022 is what I believe and YU is one of the best performing stocks in the UK.

2021 wasn’t bad 100% gain but should have been a lot more.

The market is just blind as circumstances are polar opposites to last lay down which actually cost YU £1.8m as energy prices plunged

This time energy is 500% higher so any unused is sold back at a massive premium

Indeed V11JJJ,

So for example YU bought £15m @ say 100

20% wasn’t used as another lockdown which is £3m this would be sold back at 400 to 500

Which is £12 to 15m , taking away the initial purchase that’s £9 to £12m profit

Now YU are dealing in way over £100 but obviously packaged up at various levels but I hope you can see the huge potential to YU if another lockdown happened. Absolutely massive if prolonged

So are we heading for another lockdown? If so I see this as a huge profit boost to YU.
Why ?
Reduced energy consumption which will have to be sold back to the market , hmmm how is this a good thing ? Because energy is up 500% on a lot of the hedges YU have placed through 2020 and 2021.
So do not be surprised to see a massive one off hedging profit in 2022.