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13 April 2024
By Maynard Paton
Everybody loves shares that keep on rising.
SharePad lists 37 names that have consistently delivered 15% or more annualised returns during the last one, three and five years:
The shares of independent energy supplier Yü Group have certainly kept on rising; they have more than tripled since April 2023 and have 20-bagged since early 2019.
Factors involved in this superb investment include:
- A ‘market-pariah’ valuation caused by an adverse accounting review;
- An astounding recovery buoyed by elevated energy prices;
- A ‘scalable’ business that generates extra revenue without a commensurate increase to the workforce, and;
- The entrepreneurialism and commitment of founder Bobby Kalar.
Let’s take a closer look.
Read my full YÜ GROUP article for SharePad >>Maynard Paton
Hi Maynard
Thanks for this.
I’m studying Yu Group myself and liking much of what I see. I note that it’s now somewhat less expensive than when you reviewed it.
If you don’t mind, I have a couple of questions:
1. Is there a price or time at which you might buy this?
2. What are your top few reasons for not already owning this?
Regards
Charles
Hi Charles
I think YU is essentially a bet on Bobby K ensuring he can overcome any difficulties from dealing with Shell, hard-up small businesses and black-swan energy events. In terms of shares I have looked at for SharePad over the last year or so, I would put James Latham and then maybe Rockwood Strategic ahead of YU. Top reason for not already owning this and not buying a new share since 2017 is I just don’t have the time nor brain capacity to look at new shares in any great depth beyond what I write for SharePad.
Maynard