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. ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

MPAC

McBride - Trading ahead and reinstates dividends

Yu Group (April 2025)

Yu Group - Forecast eps of 188.9p rising to 212.8p next year (October 2024)

Yu Group - Shell deal releases £50m collateral (April 2024)

Yu Group (February 2024)

Yu Group - Wallops the ball out of the park (October 2023)

Yu Group - Records keep falling (August 2023)

Yu Group - Eps forecast upgraded by +42% to 61.1p (June 2023)

Yu Group (April 2023)

Yu Group - Shares up 80% since December’s tip (February 2023)

Yü Group - Chief executive says he is in a hurry to grow (December 2022)

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.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X