Share Name Share Symbol Market Type Share ISIN Share Description
UK Comm Prop LSE:UKCM London Ordinary Share GB00B19Z2J52 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 81.90p 81.85p 81.95p - - - 0.00 05:00:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 69.6 87.8 6.7 12.2 1,037.52

UK Comm Prop Share Discussion Threads

Showing 226 to 249 of 250 messages
Chat Pages: 10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
19/8/2016
06:02
A decent write up in the telegraph. I didn't buy any of here on the dip but I did get more in SLI, I have enou I this sector now http://www.telegraph.co.uk/business/2016/08/18/investors-in-commercial-property-take-a-pause-amid-real-estate-u/
dr biotech
27/6/2016
18:35
Capitulation today. Wonder where the bottom will be
dr biotech
16/5/2016
20:38
The 2 companies are chalk and cheese. UAI has much more development, more concentrated in the SE & London and higher gearing. UKCM is more diversified, less geared, less London and much more conservative. Those interested in a more racy and exciting company please go to the other bulletin board!
jombaston
07/5/2016
12:53
schofip - this is what I posted; and I make no apology for doing so. ==================================================================== As for analysis, UKCM may be a reasonable long-term investment; certainly never a punt. There is much better value elsewhere in the propco sector for both growth and yield. The 8% NAV discount does not represent particularly good value at this stage of the cycle; and the 4.6% yield is unexceptional. On a slightly more speculative tack perhaps consider UAI at just under 200p ahead of the end April Prelims which should reveal an NAV of 300p and a yield North of 6%. More interesting propco plays over on the CP+ thread. ==================================================================== I apologise for being over-optimistic on the NAV. Thought it would rise from 274p to 300p; but actually only hit 291p. Still, the 8p Special Dividend is repeated and a new dividend policy confirmed. So the yield seems to be a very healthy 7.1% @ 194p; and at an Ex-dividend NAV of 283p the discount is a sector beating 31% On the Finals UAI rose to 207p, then drifted back to 192p; before closing out the week at an admittedly disappointing 194p. Nevertheless, Ennismore increased its holding by another 500k - so I am in good company; and believe these will once again cross North of 200p as the stats are absorbed. Considerably better value than UKCM....pretty obvious really!
skyship
03/5/2016
09:11
Oh well Skyship here we are in May and unfortunately U&I are below your highly unambitious 200p price target with 300p a pipe dream so I expect your apology as promised.
schofip
28/4/2016
15:25
Thats quite a high single day drop today..wonder if its just yesterdays drop in NAV passing through. My other property investments are more stable..
dr biotech
09/3/2016
09:10
Re-iterating "I may be wrong". So let's wait and see. Happy to apologise for casting doubt if proved wrong. These bulletin boards are full of rampers so very cautious of people suggesting buying in.
schofip
08/3/2016
17:49
CJ - answered over on the UAI thread...
skyship
08/3/2016
15:01
Sky: you are probably right but the two key questions at the moment are (1) what price should anyone wanting to average down a higher priced holding be looking to add at ? Personally I'm looking to add a few if/when it reaches 190 and again if/when it reaches 180. And (2) what is a realistic expectation for a snap back price .... even a substantial 25% rise from (say) 190 would probably leave many who have bought too early during the falls still below break even.
cousin jack
08/3/2016
13:18
I may be wrong but the above post sounds to be from someone who bought 40k @ 87p and now sees them 10% lower. For your information the "pump & dump" game, if it exists at all, is really for AIM-listed microcap resource stocks. UAI has a MktCap of £244m, so even an investor with your wealth won't make much of a difference to the share price UAI are interesting due to the fact that they are being sold down by BlackRock. When they are done; the shares should snap back up and reflect the likely 300p NAV. Make a note to take a look at the end of April; then come back here and post an apology...as will I if they are still sub-200p!
skyship
08/3/2016
12:56
I may be wrong but the above post sounds like a pump and dump of an unimpressive looking company share price heading in one direction.
schofip
08/3/2016
09:56
Mach - ADVFN is an excellent PI website; and includes many excellent features. One such you will find at the top of your screen, pretty much in the centre - NEWS. Click there when on a stock Quote site and you will find all the company's RNSs going back years. You will see the last NAV statement on 29th January. That confirms the NAV is announced quarterly; and the last NAV as at end Dec'15 was 86.7p. As for analysis, UKCM may be a reasonable long-term investment; certainly never a punt. There is much better value elsewhere in the propco sector for both growth and yield. The 8% NAV discount does not represent particularly good value at this stage of the cycle; and the 4.6% yield is unexceptional. On a slightly more speculative tack perhaps consider UAI at just under 200p ahead of the end April Prelims which should reveal an NAV of 300p and a yield North of 6%. More interesting propco plays over on the CP+ thread.
skyship
07/3/2016
23:08
What is the NAV currently? Are these worth a punt now? Pays a regular divi so yield is not too bad. Any comments appreciated.
mach100
25/11/2015
13:44
Heading towards a 0% return on the year for this. It seems to be underperform vs its peers too. Now at a discount to NAV too. Perhaps I'll get some more after xmas
dr biotech
09/11/2015
14:29
yes the trade appeared an hour later. Bizarrely my other property shares are in SLI to. I am concerned with SLI regarding its PID distortions and related tax issues for non ISA. These were bought in my ISA so no tax considerations. Agree with buy to let comparison, A whole load of work and worry. And that little bubble may well pop in the not to distant future.
schofip
09/11/2015
11:25
Sometimes it will be delayed by an hour or it could have gone through a different exchange. I hold half my commercial property shares here, the rest are in Standard Life Commercial property (SLI) which have performed slightly better in the few years I have had them. Both have done well though. Beats the effort of a buy to let and not subject to tax either as they are in my ISA.
dr biotech
09/11/2015
10:49
Bought 40000 shares today worth £30K via selftrade however the trade has not shown up on ADVFN Trades Page. Anybody else had this happen? It could be due to the size of the trade however I would not have thought 40K shares would make much of an impact.
schofip
14/10/2015
19:35
Skyship - I wasn't aware of the Commercial Property thread - I probably need to get up to speed! I bought UKCM about 4 years ago, so am sitting on a profit. I have thought of switching when the premium has been excessive but couldn't see a significantly better opportunity in other REIT's. I need to keep an exposure to this asset class so have taken the easy option and stuck with it.
8w
14/10/2015
10:14
8w - propcos trading at a discount is the natural state of affairs; trading at a premium is very much the exception and usually denotes the top of the Market and time to exit. On this occasion the very exceptional effects of QE and prolonged low interest rates are rather muddying the waters of the normal business cycle. It looks as though there could be far more to go for in the Regions where yields of 7%-9% are still the norm. Still, hardly surprising to see some of the excess premia reverting. I assume you know of this thread: http://uk.advfn.com/cmn/fbb/thread.php3?id=29245091
skyship
14/10/2015
09:13
Its been at a discount to NAV before - no reason why it can't happen again. This is a long term income play for me though, whilst I prefer the share price to rise I'm not overly concerned. Just as long as the NAV heads in the right direction, the rest is just sentiment
dr biotech
13/10/2015
20:28
Drifting to NAV. It couldn't go to a discount could it?
8w
06/5/2015
14:44
Quite a drop today by their normal movements. Not really sure what the market was expecting. wouldn't surprise me though if it moved back towards its NAV.
dr biotech
06/5/2015
07:18
ate: 6 May 2015 Company: UK Commercial Property Trust Limited Subject: Dividend Declaration First Interim Dividend for 2015 UK Commercial Property Trust Limited today announces its first interim dividend payment, in respect of the financial period from 1 January 2015 to 31 March 2015, of 0.92 pence per share as per the schedule below. Ex-Dividend Date - 14 May 2015 Record Date - 15 May 2015 Pay Date - 29 May 2015 All Enquiries: The Company Secretary Northern Trust International Fund Administration Services (Guernsey) Limited Trafalgar Court Les Banques St Peter Port Guernsey GY1 3QL Tel: 01481 745436
christh
09/4/2015
10:48
I hold about 15% of my portfolio in SLI and UKCM. The theory was that the yields would counterbalance my supposed growth shares. Turns out of course that these grew more than most of my other ones anyway. Not sure I would buy in now with the significant premium to NAV but its still a decent return.
dr biotech
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