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
DateSubjectAuthorDiscuss
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
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
23/5/2018
18:00
All good stuff
cambium
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
23/5/2018
15:51
google questordailytelegraphtoday you can read first bit and then full article free if you then register
wynmck
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
23/5/2018
12:07
Questor tips tend to send share prices flying. Here's to the discount narrowing.
mikett1
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
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
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
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
16/5/2018
14:37
volume picking up
asturius101
10/5/2018
11:58
will grab another 10k odd if we get below the 220p's
asturius101
10/5/2018
08:06
Yes ... xd 12p
flagon
10/5/2018
08:01
Are we ex-divi today?
stupidboypike
09/5/2018
09:21
Yes You can do a lot worse than following SKY
renewed1
08/5/2018
22:25
I think I remember Sky buying these at 150p - well done!
sleepy
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
06/5/2018
15:49
expect this to hit at least 2.5 this week.
asturius101
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
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
04/5/2018
08:02
And director buy over £100k at 237
blueeyes13
04/5/2018
08:00
tick up - on to the '40's
asturius101
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
Chat Pages: 48  47  46  45  44  43  42  41  40  39  38  37  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:40 V: D:20180526 12:11:58