Updates

Yu Group

April 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.

Total volume of energy sold in the year increased by 78% to 2.21 TWh but with the average price of energy sold falling by 21% from £371/MWh to £292, this held back revenue growth at 40% to £645.5m. Pretax profit increased 12% to £44.5m with EPS up 21% to 210p. A final dividend of 41p makes 60p, +50%. Despite rising dividends and investment in its fleet of smart meters (£8m), net cash ballooned from £32.1m to £80.2m, helped by the return of £50m of collateral following the new energy supply agreement with Shell. In the same way that a fixed rate mortgage customer moving to their bank’s SVR can boost a bank’s profitability, the normalisation of energy prices has seen more people fixing at lower prices and the gross margin fel ...

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PCI-Pal - Repeat revenues climb

H&T

Yu Group (February 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.

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