Member Info for Upsidepotential

Hi Dave,

Interesting post ... I suppose my aim is for 3p next year. When we get to that stage I will re-assess as more future plans will be visible and the entire landscape for this business will look totally different especially with it being just shy of £100m MCAP at that point. I suppose the key stage for me will be when they run out of territories to expand into, what will be the next step on this roadmap. I think we have seen glimpses of it with Nederlands and we'll get more info as this progresses, but as long as the roadmap remains strong and innovative I see no reason why this cannot push on well past 3p.

I think as investors, it is fine to invest in good fundamentals, however with stocks like MOS that on initial viewing lack those fundamentals, you first look to see if they can fulfil the potential to offer those fundamentals e.g. profitability, repeat/return revenue, high scalability etc ... On this front, MOS definitely has more than enough potential to deliver, how they diversify from this in the future aside from rolling out in other territories is where I'll be interested. For now, the roadmap looks good and strong and will keep them busy at least for the next year.

Sparky that's how the markets go I suppose. I personally bought more yesterday. Understanding your investment is the key I think ... Too many invest on a wing and a prayer. Looking forward to results.

https://audioboom.com/posts/7945823-bobby-kalar-of-yu-group-explains-the-energy-market-turbulence-but-is-confident-in-their-performance

Another link as I realise the previous one was for IPhone.

https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869?i=1000536116144

Thank me later.

Plus Director already owns over 50%. Further investment proves nothing at this point.

Please stop ramping, this share can do it's own talking.

Interesting to see that the Share Price on the back of the last FY Results were close to double where we currently are.
I understand that there hasn't been much communication from the business, however YU never has been particularly good on this front.
What we have heard is that revenue for H1 2021 is up 41.6% @ approx £65m on the previous year and we know that H2 is always much better than H1 in terms of renewals and rebooking.
Expecting to see strong H2 share price action here especially when the Board breaks silence around the current market conditions and YU's positioning.
Current MCAP £34m
Cash in Bank(in June) £11.5m down from £11.7m after paying out for new Leicester Office and early payment of a portion of industry liabilities which would have fallen due in H2.
Revenue for last year £101.5m
Revenue estimate for H1 £65m
Based on last years revenue where H2 outperforms H1(as it has also done historically) we could be looking at H2 revenue figures of £77m giving a total Year End Revenue of £142.1m

We have moved into profitability now also and I don't feel the share price in any way represents the value of this business.

GLA Let's see what the results tell us.

It's obvious why this has gone down ... but YU is in the fortunate position that it has zero debt and hedges ... part of the reason we are invested here.

I have taken another tranche of shares here as I feel that bullish around YU's situation.

In my opinion the board does not need to say anything. Results are out soon, we know there is volatility in the market and YU is well placed to absorb said volatility. They just need to put something in the results around this with a forward looking statement and I'm fairly confident that this will be covered.

I've seen people talking about India here, but I think we're forgetting the reach we currently have in Brazil.
Quanta Media Group has used Brazil as it's example on it's Homepage.
It has a proven record in countries within close proximity once Argentina is launched.
MOS already has an agreement with TELCEL in Mexico which is owned by America Movil(65% market share)(70 million mobile users)(access to over 45 million users direct to consumer through carrier).
America Movil owns Claro in Argentina who I presume we are launching with given the business ties and the quick proximity of launches(38% market share)(32 million mobile users)(access to over 12 million users direct to consumer through carrier).
If you follow this trail next in line you go to Brazil with Claro having 27% market share ... 109 million mobile phone users meaning access to another 29 million users direct to consumer through carrier.

For perspective India has 439 million mobile phone users, if you sign up with one carrier, you could immediately(at least) double our direct audience if not far more ...

Food for thought.

Thanks for clearing up guys, appreciated. I got a little confused there for a minute ...

That was my thought City ...

Sorry maidit, I was not aware that we already own 49% of Quanta ... I must have missed that RNS.
Just wondering if anyone is able to post it here?

TheTruth ... All I'm hearing from you is negativity around placing. I'm not sure how much clearer ME could make it, they are cashed up until 2022. Unless I'm wrong, I'm pretty sure they're getting paid in shares rather than cash and therefore have a vested interest. If that is not enough for you then simply move on. At the moment the impression I'm getting is that you missed your entry price and are a little bitter.

moneyspider, I would be interested to know exactly when you bailed as the only trade on YU today is a Buy and it's my little addition ... Therefore it leads me to question what the motive is behind this post ...

Top up complete. :)

The only way the roadmap for this company could be more clear is if ME named the territories they plan on expanding into.

Great interview again, looking forward to seeing the September figures for Mexico, Week 1 October is going to be a very busy period by the looks. 30 days terms I think has been mentioned a few times now which again is a great position to be in with TELECOM companies. Converting directly to GBP rather than accumulating Argentine Peso's will be huge in the long term as Peso's have devalued by almost 85% over the last 5 years against GBP, that's 7 times less buying power. I'm struggling to find any negatives here.

A re-rate at the beginning of October could well be on the cards, perhaps even back end of September.

Sticky hands are needed here, these shares will be in demand. GLA

£40k sells were responsible for it, I still don't feel this is the point to be selling, but it isn't my money ... I hope it's just profit taking for their sake.

Seen that, recovered quickly as you say.

Thanks pronosticator, I didn't realise it was through VOX. Good to know, I'll keep my eyes peeled. I would also agree with your summary on what will be covered. GLA

Can anyone confirm who is running the podcast and any timeframe please?
Regards, Upside