Updates

Yu Group

February 2025

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Yu said that despite lower energy prices, it expects revenues to be up c40% to c£650m. This has been driven by a 65% increase in meter points served (to 88,000) and a higher total volume of energy supplied (+78% YoY). Average monthly new bookings of £42.6m (2023: £55.5m) reflects the softer commodity pricing environment. Yu also reported margins strengthening. The EBITDA margin in H1 was 6.5% but is expected to have gone over 7% in H2 assisted by robust hedging and tight control over bad debts. Consequently it expects EBITDA of £44.1m. Net cash at the year end ballooned to £80.2m. The contracted order book provides excellent revenue visibility for current year forecasts. Strong hold. ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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