U And I Share Discussion Threads

[canaries2] 19/5/2016 09:02

Leedssu36.

look at the history of Property any dip in prices always recovers, yes always recovers. This is a buying opportunity, yes it may become cheaper but at some point decent profits will be made from this level onwards.

Property will not crash, why will it ???? even Carney doesn't know what will happen to interest rates if we leave, hence his view changes.

Can't see us leaving, I want us too but I just can't see it.

[leedsu36] 19/5/2016 08:56

Have they been going 8p ex-div every week for a year?

[mad foetus] 18/5/2016 13:30

The share price is lower because it has gone ex-div, hence 8p drop.
As an asset class, property is interesting imo - lots of big discounts have opened up and if the vote is to stay in Europe I expect the discounts to close sharply. But in any event, UAI is a regeneration specialist and has made allies across the political spectrum (John McDonnell appears on their website singing their praises). I wouldn't lose too much sleep here.

[leedsu36] 18/5/2016 13:21

All the so called eagerly awaited fantastic results have come and gone and still there's a mass exit for the door,sp languishes at all time lows and directors still try to prop up share price with no success.

Property is going to crash and insti's know it,in the next 3 months this £1.90 price now,will look amazing alongside £1.30 yet to come.

With 3 insti's bailing how many more millions of shares are yet to flood the market,profit warning ahead I feel,not for the faint hearted.

The Gambler.

[speedsgh] 17/5/2016 18:22

Good spot, eeza. The Deputy CEO has bought 25,975 shares at 188.50p = just shy of £49k. That's a bit more than loose change.

Director/PDMR Shareholding -

[eeza] 17/5/2016 10:47

Upton buys 26k shares.

[mad foetus] 16/5/2016 16:59

That was exactly my thought, though you expressed it more succinctly than I would have, hpcg.

[hpcg] 16/5/2016 16:09

Said no one in Italy, Spain, Portugal, Greece

[my retirement fund] 12/5/2016 20:54

I 100% agree with you.

[keith95] 12/5/2016 19:10

..... Sterling is simply following the down trend wrt Euro since we failed to join in 2001 with the Euro 1.66 to the pound.

Personally, I'd prefer to be 20% richer in Euros than a sad old note with a monarch on it ....

... as it happens some bankers would seem to agree with me .. in the respect that some are arguing that a Brexit makes sense because UK didn't join the Euro ... a political landmine .. so that idea won't make the press.

I've been pointing out for years, that in NOT joining the Euro .. we are all not only poorer .. but also paying for the privilege of having our own currency .... doh!

[skyship] 12/5/2016 17:48

MRF - 180degrees the other way actually. Live in Euroland (SW France), but rely on funds from our UK pensions, so a weak £ is seriously bad news.

canaries - totally agree - 350p-365p is absurd...

[my retirement fund] 12/5/2016 16:33

Carney is probably fairly close to the coal face on this imo hence what he said again today. One only needs to look at the record levels of hedging against sterling and shorts against it to know this, he will be working closely with the major banks in the event we leave so I dont think he is saying this from a political point of view, I think he is just doing his job.

I guess it would suit you Skyship to see sterling crash?

[canaries2] 12/5/2016 16:21

To many bigwigs saying stay in i.e Carney although he does change his tune re future interest rates so he doesn't really know. He recently wanted banks to stress test another interest rate reduction which goes against what he has said before about an Brexit.

Would love the UK to stand on it's own two feet, but can't see us coming out.
depends what the oldies do re wanting higher interest rates and less imigration.


Skyship
Took a quick look don't like the bid/offer at the moment so will hold back for now.

[my retirement fund] 12/5/2016 15:47

Mark Carney outlined the risks in his understated way. Essentially the currency sells off Interest rates rise to counter this stress and the UK enters a period of recession. Any fool will know what happens to all property and land values in this scenario as buyers evaporate overnight and liquidity vanishes.

[skyship] 12/5/2016 15:37

canaries - look forward to hearing your view either on the PCA thread or the Commercial Property thread (cp+):

[canaries2] 12/5/2016 14:01

Skyship.

I'll take a look, thank you.

[skyship] 12/5/2016 13:54

Welcome canaries - glad you found us; and I'm sure you will be too as UAI starts on its next big swing.

As to Brexit - of course the bookies odds still show 4/11 best odds for Remain - Brexit still a remote possibility in a binary choice. Why Brexit would send UAI to hell in a handcart only MRF can say - but then his views here are as well established as mine! Though pleasant to see that he is now recognising the stunning value...

Incidentally, if you like propcos, perhaps allocate a smidgeon of that 60% CASH to PCA. Take a look at the Portfolio Update ahead of the 6th June Finals - one of the most positive Updates it has been my pleasure to read, so added a few to my SIPP holding, taking me up to my 10% MAX.

[canaries2] 12/5/2016 13:38

Can't see the voters voting to come out, yes we have had some heavyweights coming out and say vote to leave and vice versa saying to stay. But too many people will be undecided and stay as they are with the prime minister saying at every opportunity stay in and this will sway the undeciders to vote to stay in.

Yes i,m confident we will stay in, not my choice.

I currently have 60% of my SIPP in cash just in case.

[my retirement fund] 12/5/2016 13:21

All looks stunning value but should the UK exit then this will be a dogs dinner with vomit, you must be feeling very confident of the UK voting to stay canaries2 !

[canaries2] 12/5/2016 12:50

Purchased 20k worth earlier today for my SIPP these look excellent value for the medium/long term.

[skyship] 12/5/2016 11:35

Yes - good to see that - yet still they languish! Sp 187p v. adjusted NAV of 283p; so discount at 33.9%...patience, patience...why worry when the yield is now at 7.4%.

[speedsgh] 12/5/2016 10:57

JO Hambro Capital Management have added 500k shares to move above 10%...

Holding(s) in Company -

[skyship] 12/5/2016 09:43

!!!

& well done Typo...