U And I Share Chat (UAI)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
U And I Group	LSE:UAI	London	Ordinary Share	GB0002668464	ORD 50P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+3.50p	+1.44%	246.50p	247.00p	249.00p	250.00p	243.00p	243.00p	620,302	16:35:02

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Real Estate Investment & Services	173.7	48.2	32.2	7.7	308.01

U And I Share Discussion Threads

Showing 1176 to 1199 of 1200 messages

Chat Pages: 48 47 46 45 44 43 42 41 40 39 38 37 Older

Date	Subject	Author	Discuss
24/5/2018 14:58	I thought the online report was really useful, it gives far more depth of analysis and insight into the portfolio than some other REIT Annual Reports which I've read. Yes, they've had a graphic designer work on it, but I don't think that's necessarily a negative. Just wish other companies put as much effort into being transparent and communicating well with shareholders!!	danielbird193	Read Full Thread Reply
24/5/2018 14:39	What I don't see is why a Company doing so well needs to have such a flashy online report and a grossly extravagant 2cm thick paper version in order to draw attention to itself?	asmodeus	Read Full Thread Reply
23/5/2018 18:00	All good stuff	cambium	Read Full Thread Reply
23/5/2018 16:27	Questor: U+I’s shares are still held back by the sins of its past – buy before they recover Richard Evans The Telegraph 23 May 2018 Https://www.telegraph.co.uk/investing/shares/telegraph-questor-share-tip-buy-ui-formerly-development-securities/ One of this column’s recurring themes is to find businesses that have moved on from past problems but whose share price has not kept pace with events. This seems to be what has happened at U+I, the property group that proved a disappointment for investors when it was known as Development Securities. It tapped shareholders for money in the wake of the financial crisis, saying it wished to exploit opportunities thrown up by that crisis, but investors who took part in the fundraising are still sitting on paper losses as the share price remains below what they paid for new stock. The group’s management team at the time also annoyed investors by setting up a remuneration scheme intended to work on a project-by-project basis, which meant that they could be due bonuses for the performance of individual developments independent of the fortunes of the group as a whole. The company now has a new name, new management team, and a new, more successful strategy, but the share price fails to reflect the value of its assets because of lingering poor sentiment connected with the group’s past, according to the managers of one highly regarded fund. “This was not a good company when it was Development Securities, but it has now been re-engineered,” said James Lowen, co-manager of the JO Hambro UK Equity Income fund. “However, its valuation is still being driven by past perceptions and this is where the investment opportunity lies: the company’s net asset value is about 300p and expected to grow but the shares are at about 235p.” U+I describes itself as “a specialist regeneration developer and investor in the fast-growing London, Manchester and Dublin city regions”. It makes money by building new developments, by increasing the value of land holdings by obtaining planning permission and by improving existing properties. Many of its developments are mixed-use and it has close relationships with public bodies such as local councils and Network Rail. “A lot of what it does is right in the eye of government policy: politicians want more housing, especially affordable housing,” Lowen said. “U+I works with councils and Network Rail to release land for development. Councils affected by austerity need to get value out of their assets.” He said the company’s deputy chief executive, Richard Upton, who joined from Cathedral Group, a specialist regeneration developer, when Development Securities acquired it in May 2014, was instrumental in positioning U+I to take advantage of this policy change on the part of local authorities. “The company works in partnership with councils so it tends to experience fewer planning problems than other more ‘plain vanilla’ property groups,” Lowen added. U+I tends to concentrate on a small number of relatively large projects and its execution record is good. It has achieved its target of a 12pc annual return on investment and, of its nine separately disclosed major projects last year, only one experienced difficulties. “This is the only problem among the separately disclosed projects in our three years of holding the stock,” the JO Hambro manager said. He added that even if U+I could not close the gap between its net asset value and share price, investors would still benefit from its 12pc annual investment gains. A third source of returns, which he described as the “icing on the cake”, was a pipeline of promising developments whose value was not yet accounted for on the company’s books because they would not come to fruition for several years. “These are massive, exciting projects,” he said. “One is in Manchester, next to Piccadilly, then there is a 700-acre site in Harwell, Oxfordshire, and a mixed-use development in Westminster. “We don’t even have to consider what these will be worth given the valuation gap now. When the shares reach 275p I’ll take a look.” Other attractive features of the stock are the 17.9p per share dividend, more than twice the previous year’s, and the significant personal stakes held by the management. Questor says: buy Ticker: UAI Share price at close: 234p	spob	Read Full Thread Reply
23/5/2018 15:51	google questordailytelegraphtoday you can read first bit and then full article free if you then register	wynmck	Read Full Thread Reply
23/5/2018 14:48	Anyone able to reproduce the comments in the Telegraph ? i think you have to be a subscriber and we can't all subscribe to every website on the net	spob	Read Full Thread Reply
23/5/2018 12:07	Questor tips tend to send share prices flying. Here's to the discount narrowing.	mikett1	Read Full Thread Reply
23/5/2018 09:45	Thanks for sharing Danielbird 193. Director buys and Questor tip in short order after great results. All looks very promising for moving to a more sensible rating.	scburbs	Read Full Thread Reply
23/5/2018 08:29	Today's "buy" recommendation by Questor in the Telegraph ought to see a few new blue tickets flying and consequent creep up in the share price. 30% discount to NAV slowly closing...	danielbird193	Read Full Thread Reply
22/5/2018 11:45	Annual Financial Report - HTTPS://www.investegate.co.uk/u--38-i-group-plc--uai-/rns/annual-financial-report/201805221010368688O/ U and I Group PLC (LSE: UAI) today announces, as required by DTR 6.3.5(3), that its Annual Report and Accounts has been published and is now available on the Company's website: www.uandiplc.com. This follows the release on 26th April 2018 of the Preliminary Results Announcement for the year ended 28th February 2018. Direct link to 2018 Annual Report pdf download - HTTP://www.uandiplc.com/~/media/Files/U/U-And-I-PLC-V2/documents/u-plus-i-ar18-spreads-180521-2.pdf	speedsgh	Read Full Thread Reply
22/5/2018 11:43	21/5/18 Marcus Shepherd (CFO) bought 16,102 @ 235.8p = £37,969 Director/PDMR Shareholding - HTTPS://www.investegate.co.uk/u--38-i-group-plc--uai-/rns/director-pdmr-shareholding/201805221122378845O/ 21/5/18 Richard Upton (Deputy Chief Executive) bought 16,751 @ 235.8p = £39,499 Director/PDMR Shareholding - HTTPS://www.investegate.co.uk/u--38-i-group-plc--uai-/rns/director-pdmr-shareholding/201805221124178853O/ 21/5/18 Lucy Weiner (wife of Chief Executive, Matthew Weiner) bought 17,315 @ 235.8p = £40,829 Director/PDMR Shareholding - HTTPS://www.investegate.co.uk/u--38-i-group-plc--uai-/rns/director-pdmr-shareholding/201805221124248856O/	speedsgh	Read Full Thread Reply
16/5/2018 14:37	volume picking up	asturius101	Read Full Thread Reply
10/5/2018 11:58	will grab another 10k odd if we get below the 220p's	asturius101	Read Full Thread Reply
10/5/2018 08:06	Yes ... xd 12p	flagon	Read Full Thread Reply
10/5/2018 08:01	Are we ex-divi today?	stupidboypike	Read Full Thread Reply
09/5/2018 09:21	Yes You can do a lot worse than following SKY	renewed1	Read Full Thread Reply
08/5/2018 22:25	I think I remember Sky buying these at 150p - well done!	sleepy	Read Full Thread Reply
07/5/2018 12:00	Two buy recomendations in IC on Friday and a significant director purchase - its got the necessary tailwinds to hit 2.5. Be interesting to see what happens on XD day this week - can give rise to some strange trading patterns - hoping will take in its stride.	podgyted	Read Full Thread Reply
06/5/2018 15:49	expect this to hit at least 2.5 this week.	asturius101	Read Full Thread Reply
04/5/2018 09:00	Director/PDMR Shareholding - HTTPS://www.investegate.co.uk/u--38-i-group-plc--uai-/rns/director-pdmr-shareholding/201805040700090832N/ 3/5/18 Richard Upton (Deputy Chief Executive) bought 45,992 @ 237p = £109,001	speedsgh	Read Full Thread Reply
04/5/2018 08:02	Decent director's purchase this morning. I am fully invested here and then some. Got to be one of the best risk/reward shares I've seen for a long time. Best regards SBP	stupidboypike	Read Full Thread Reply
04/5/2018 08:02	And director buy over £100k at 237	blueeyes13	Read Full Thread Reply
04/5/2018 08:00	tick up - on to the '40's	asturius101	Read Full Thread Reply
03/5/2018 22:26	Dear oh dear, I'm sorry if it's a little complex boys but a stock tends to appreciate in the run up to the ex div; thus my comment was well warrented, the share price has indeed done so and the punter who sold 50k of shares has lost out on not only the div but the appreciation.I take it that neither of you have invested here in reality?	asturius101	Read Full Thread Reply

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