U And I Share Discussion Threads

[hugepants] 13/1/2017 14:29

Liberium have forecast a 280p adjusted NAV as of Feb 2017. So at 165p the discount is back up to over 40%.
Can someone post the expected dividend payout this year?

[jl9] 29/12/2016 16:45

Yeah lets do it . come on!!!!!

[fozzie] 22/12/2016 15:16

I would second that, have a good time one and all! Lets hope UAI can do the business for UAMe in 2017.

[speedsgh] 22/12/2016 15:13

Likewise, Skyship. Thanks for your contributions throughout 2016.

[skyship] 22/12/2016 15:06

Agreed - and I wish all on this thread Health & Happiness for Christmas and The New Year.

[spectoacc] 22/12/2016 13:02

Whilst I set no store whatsoever in TA, I couldn't agree more on the yield, discount and prospects :) Here's hoping for a good 2017 for UAI (and U & I!).

[skyship] 22/12/2016 12:49

The Yield, the Discount, the Chart, the Prospects....this should find itself into the New Year tips....may help us break through that descending and threatening 200day MA:


free stock charts from uk.advfn.com

[poacher45] 21/12/2016 16:19

I prefer his wife to buy them. Who would want to disappoint ones wife.

[speedsgh] 21/12/2016 12:48

Another £60k buy at 170p by CEO Matthew Weiner (or a Person Closely Associated with him), his largest purchase in 2016...

[skyship] 15/12/2016 12:17

speedsgh - thnx for that - small, but all grist to the mill...

[speedsgh] 15/12/2016 11:59

Appears to have been a positive outcome yesterday for U&I/Bloor Homes at their appeal against the original decison not to allow the erection of 36 dwellings at Chester Rd, Broughton...

[skyship] 13/12/2016 17:30

Aberdeen sell another 80k to slip below 10%.

Those with long memories will recasll cApr'13 when The Quantum Fund (Geo. Soros) took a 10% stake @ c150p. Just over a year later they banked a very healthy profit by selling their stake to Aberdeen @ c240p.

Wouldn't it be great if The Quantum fund returned to the scene and took out the balance of the Aberdeen stake at now c168p.

The Quantum Fund will win big again; and Aberdeen will be shown up as the rubbish asset managers they are...

[silkywhite] 08/12/2016 11:17

This is a great Santa Rally stock. Bid price moving up and sellers have disappeared. Very very cheap. I'm expecting this stock to be much higher by the end of January.

[skyship] 05/12/2016 14:36

Bamboo plots the UAI chart for us:

[skyship] 28/11/2016 08:02

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.

[spectoacc] 26/11/2016 11:10

I make that about another 27 Investors Chronicle tips to shift it ;)

[eeza] 25/11/2016 17:01

Aberdeen still dumping - another 500k. Now below 11%.

Just another 13.75mill to go.

[eeza] 25/11/2016 14:47

Ah, thank you speed.

[speedsgh] 25/11/2016 14:25

eeza - It is not an ST article. Was penned by Jonas Crosland.

[eeza] 25/11/2016 13:09

Persistent seller obviously doesn't share ST's enthusiasm.

[skyship] 25/11/2016 08:47

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.

[speedsgh] 25/11/2016 08:33

Article is subscription only. However here is the conclusion...

Develop your income with U and I -

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.

[my retirement fund] 25/11/2016 08:11

Can anyone copy it here pls.

[skyship] 25/11/2016 07:31

Certainly a very positive TIP - & why not indeed. These are absurdly cheap.

[langland] 24/11/2016 18:54

One of IC's tips of the week.