|U And I Group
||EPS - Basic
||Market Cap (m)
|Real Estate Investment & Services
U And I Group Share Discussion Threads
Showing 701 to 725 of 725 messages
|Bamboo plots the UAI chart for us:
|Aberdeen (ADN) forced seller as they lose funds under management - see this extract from their Finals today:
Net outflows were GBP32.8 billion, which included GBP8 billion of multi asset and quantitative investment outflows from lower margin insurance books, some of which are in long-term run-off. The level of equities outflows declined steadily throughout the year, although we do still expect some fluctuation from quarter to quarter. We will have outflows in the first quarter of 2017 from two lower margin, but large blocks of AuM. It has been pleasing to see more positive investor sentiment towards emerging markets as the year progressed and, while industry flows have initially favoured passive and Exchange Traded Funds ("ETF") strategies, we saw healthy net inflows to our emerging markets equities in the final quarter.|
|I make that about another 27 Investors Chronicle tips to shift it ;)|
|Aberdeen still dumping - another 500k. Now below 11%.
Just another 13.75mill to go.|
|Ah, thank you speed.|
|eeza - It is not an ST article. Was penned by Jonas Crosland.|
|Persistent seller obviously doesn't share ST's enthusiasm.|
|Article is subscription only. However here is the closing para:
As part of the strategic changes, the company has also revised its dividend policy. As well as a fixed ordinary dividend (5.9p last year) the company will look to pay supplemental dividends equivalent to 40-50 per cent of free cash flow. While an 8p special dividend was paid in both 2015 and 2014, free cash flow can be expected to be lumpy as it is affected by a host of factors, including capital requirements, debt targets and operating costs, as well as the timing of property sales and development gains. However, based on the current work in progress, Peel Hunt forecasts dividend yields over the next three years of 5 per cent, 11 per cent and 10 per cent.
now, someone else post the penultimate para!
Incidentally, apparently Peel Hunt f/c a 280p NAV for Mar'17 & a 304p NAV for Mar'18.|
|Article is subscription only. However here is the conclusion...
Develop your income with U and I - HTTP://www.investorschronicle.co.uk/2016/11/24/tips-and-ideas/share-tips/tips-of-the-week/develop-your-income-with-u-and-i-wAwUznC5phcqkDece5hHWK/article.html
Developers, such as U and I, tend to be very sensitive to changes in the property market, and fears about the future following Brexit are evident in the shares' massive discount to NAV. However, we feel this is overdone. The balance sheet is not stretched and the company is undergoing an exciting transformation that could see it deliver one of the highest returns in the sector. Add to this the incredibly attractive forecast income, and the shares look much too cheap at current levels. Buy.|
|Can anyone copy it here pls.|
my retirement fund
|Certainly a very positive TIP - & why not indeed. These are absurdly cheap.|
|One of IC's tips of the week.|
|SP tells the tale.|
|Sale of Elizabeth House (Woking) - HTTP://www.investegate.co.uk/u--38-i-group-plc--uai-/rns/u-i--sale-of-elizabeth-house--woking-/201611210700106295P/
U and I Group PLC (U+I, LSE: UAI or the "Company"), the mixed use regeneration specialist, announces that it has exchanged contracts on the sale of Elizabeth House Building in Woking in the London City Region, realising a profit in excess of £3.5 million, in line with the expectations set out at the interim results.
Matthew Weiner, Chief Executive, said: "The sale of this site takes development and trading profits in the year to date to £30 million with further gains expected in the next few months to the end of the financial year."
EDIT - the recent interims stated the following re expected development/trading gains for the current FY:
"Notwithstanding challenging market backdrop, FY2017 development and trading gains expected to be in the range of £35-40 million."|
21/11/2016 - 07:05 RNS
RNS Number: 6296P U and I Group PLC 21 November 2016 21 November 2016 Investor Site Visit U and I Group PLC (U+I, LSE: UAI or the "Company"), the mixed-use property regeneration specialist, confirms that it is hosting an event for investors and analysts to visit the site at 8 Albert Embankment THIS AFTERNOON.
Lets see over the next few days if investors/analysts like it-could be in for a good rise here.|
Why I own these two under the radar property stocks
By Rupert Hargreaves - Monday, 14 November, 2016 | More on: RLEUAI
Real estate investment trusts are a great way for the average investor to play the property market. REITs offer diversification, tax advantages (if held in an ISA) and a steady income stream from property without the hassle and capital requirements of actually owning physical property.
Also, if you’re prepared to be greedy when others are fearful, you can buy REIT units at a significant discount to the value of the underlying property, which is probably one of the greatest advantages of investing in property via a REIT.
Two of the property companies I’ve selected for my portfolio are U and I Group (LSE: UAI) and Real Estate Investors (LSE: RLE).
Property development income
U and I Group is a property regeneration company, which means it’s more speculative than a REIT but the returns on offer are higher. The company is primarily a property developer that buys, develops and sells on buildings generating an impressive return for investors along the way. Management is targeting £50m in property development gains per annum until 2019, with a 12% annual post-tax return for investors targeted through a combination of net asset value growth and dividends.
In addition to the firm’s property development arm, management has acquired a number of properties to lease providing a steady rental income for the group.
At the end of August U and I’s net asset value per share was calculated at 272p meaning that at today’s price of 160p, the shares are trading at a 42% discount to NAV. City analysts are forecasting a dividend yield of 4.8% this year and 7.7% for 2017 as the company pays out development profits. In the past 30 days, management has acquired around 40,000 shares in the company to take advantage of the depressed share price.
Real Estate Investors is a commercial property REIT focused on the North of England. The company’s CEO owns a significant chunk of the group’s outstanding shares, and so you can be sure he’s looking to achieve the best returns for investors.
Over the past few years, Real Estate has been expanding its property portfolio, buying assets with high-quality existing tenants in place that offer a double-digit yield. For the first half, the company reported a 58% increase in gross property rental income, 24% increase in gross property assets and management hiked the first quarter dividend distribution by 25%.
At the end of June, the group’s NAV was 63p. Once again, just like U and I, shares in Real Estate are trading at a double-digit discount to net asset value after recent declines. Also, Real Estate’s management has been increasing their shareholdings in the company recently. A dividend of 2.5p per share is predicted for 2016, a yield of 4.4% at current prices.
All in all then, I believe that Real Estate and U and I are some of the best stocks to play the UK property market. Both companies are trading at a deep discount to net asset values, support an above average dividend yield and management owns a large chunk of the shares.|
|The "Holdings" statement is a declaration of total holding under the Aberdeen umbrella. Thankfully no need to construe liquidation of their total position:
"Aberdeen Asset Managers Limited (and/or acting for its affiliates) as discretionary manager on behalf of multiple managed portfolios."|
|According to the RNS the man at Aberdeen to contact is a Mr Van Loon. Is there some scope here to question the rationality of their decision?
I'm underwater here but holding on.
|Thanks @eeeza, that's a big overhang.|
|Holdings RNS above.
Been dumping for a while, so I'm expecting them to go to zero.|
|Ta; any reason giving for them selling, ie are they offloading the lot?|
|Aberdeen dumped another 500k - now below 12%.
Long way to go still.|
|Why do Peel Hunt have divis of 18.9p down for NEXT year (i.e. to 2018?). Surely this includes some kind of special divi in prospect?|
|21st October ?
|Well worth viewing the slide/webcast issued after the recent Interims: