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
  -1.75p -0.91% 189.75p 188.75p 189.75p 189.75p 189.75p 189.75p 109,219 16:28:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 123.9 -1.7 -2.4 - 237.10

U And I Share Discussion Threads

Showing 926 to 946 of 950 messages
Chat Pages: 38  37  36  35  34  33  32  31  30  29  28  27  Older
DateSubjectAuthorDiscuss
17/11/2017
12:47
Aberforth Partners LLP have increased their holding by 1.3m+ shares since their previous announcement on 15/9 to take their total holding over the 11% threshold... Holding(s) in Company - HTTPS://www.investegate.co.uk/u--38-i-group-plc--uai-/rns/holding-s--in-company/201711171228168568W/
speedsgh
15/11/2017
16:50
2 great stocks for under £5 Rupert Hargreaves | Wednesday, 15th November, 2017 | More on: HLCL UAI Image: Helical: Fair use Property investment and development company Helical (LSE: HLCL) has spent the last year restructuring its portfolio towards higher quality assets, and it looks as if this is starting to pay off for the firm. Since April the company has sold £315m of investment assets at prices in the aggregate of 2.5% above book value. These disposals have funded reinvestment activities as well as debt reduction. Net borrowings have fallen by £236m, substantially reducing the firm’s loan ratio from 55%, at 31 March 2016, to today’s pro-forma ratio of 43%. This debt reduction will be good news to shareholders as Helical’s high level of debt has historically been a major criticism of the group and its investment case. Now management is focusing on generating the most income from the firm’s portfolio. Within Helical’s results for the six months to 30 September published today, CEO Gerald Kaye said: “With our portfolio of high-quality London and Manchester offices and higher-yielding logistics properties, we now look forward to increasing our income stream from the current contracted rents of £45m towards the portfolio’s ERV of £65m as completed office space is made available to potential tenants in the next 12 months.” Set to push higher This realisation of the company’s full potential could, in my opinion, drive a re-rating of the shares. At the end of September, its net asset value per share was 465p, 51% above the current price. Over the past 12 months, the share price has gained 20% as the restructuring has unfolded and investors have bought into the growth story. Shares in the real estate business are changing hands for less than £5 at £3.08 today. This low share price is not an indicator of value, but the vast discount to net asset value is. As well as this enormous discount, the shares support a dividend yield of 3%. Helical is not the only UK property company trading at a discount to net asset value. U and I Group (LSE: UAI) is another deeply discounted income stock. Double-digit returns U and I is a property regeneration company. Profits are lumpy, and the business is dependent on debt to get projects off the ground. However, these factors should not detract from the investment proposition. Management is targeting a 12% post-tax total annual return from property development profits and dividend income. So far this year, the company has generated development and trading gains of £6.7m taking the level of gains delivered since the start of the financial year to £16.1m, against a full-year target of £65m to £70m as legacy projects are divested. For the six months ended 31 August, U and I’s net asset value per share was reported at 269p, 42% above the current price of 190p. As well as this deep discount, City analysts are expecting the firm to distribute all excess earnings to investors for the fiscal year ending 28 February 2018. A dividend payout of 17.9p per share is projected, giving a potential dividend yield of 9.3%. The payout is expected to fall back slightly next year, but the yield is expected to remain at an attractive 6.2%. Top income stocks Property stocks like Helical and U and I are great defensive income plays, highly suitable for any portfolio. Indeed, income stocks should always form a significant component of your portfolio as research has shown that over the long term, dividends can account for 50% of investment gains.
rathkum
03/11/2017
17:08
Ok, it get the interesting now. Next stop close above the £2.00. And if it not happen this time and retreat into range for the while, what then Bog? You wait of course, take the 2 to 3 year of view here, but gains likely much the sooner than that - you need the patience you the bunch of twitchy fingered the retail of investor. Bogdan
bogdan branislov
02/11/2017
13:39
Sorry Bog misplace the decimal - make that the £1.90 and £2.0025
bogdan branislov
02/11/2017
13:33
Bogdan here. The Bog, he may be the premature here, but we test the top of the range again and the shape for the breakout. U and I not close, stress closing of price, above £1.90 since early August 17, and we not the close above £200.25 since April of the 2016. The close above the £190 interesting when it happen, above £200 very interesting. 'Why, Bog you no tech analyst?' this the true for sure for sure, but, above £200 mean that the accumulating of institutions give up trying to keep u and I price in the range, accept no longer possible, restrained of buying phase then over, many the stock watcher and stock accumulator of U and I, buy much harder and faster once low of price accumulation of phase over. Break out imminent the Bog suspect.
bogdan branislov
01/11/2017
10:44
Bogdan - him filtered by Asmo.
asmodeus
31/10/2017
09:33
Running Blue - Bog also think that BOE decision of the interest rate hold off buying in the real estate sector general. This be where market participants be the morons in Bog view as small rate rise now, it be imperative, it have no impact on economy or market from initital rise. Also, there be budget. Sajid Javed make his the point clear. Also, the William of Hague - he write article yesterday, he say that infrastructure spend must increase and housing spend - he say law changes for councils to offload land, this would equate to the more of PPP and he also say that law must quickly change to allow small micro of apartment, well the U and I right at the forefront of those ideas. U and I be the stand out, but the Van Elle and the Harworth, you like those too - yes? Bogdan
bogdan branislov
30/10/2017
12:06
Sorry the asmodeus - Bog latest post not show on his the screen. Bog he work on English write at the night of class - bear with the Bog, he the try to keep it the brief. Another Catalyst be the range - 10% for the near 6 of month. Very the unusual, clear that this be the institution buy in, mainly from impatient of retail of investor. unusual for institution to load like the this. they always watch the downside of risk, rare in their eye to see big upside of potential with very low downside of risk as they the know 5% to 10% of holding not unload easy in down trend so they be the confident in their exposure. IC only the show insitutions with 3% or the more, their be many the other build on less than the this. Once price move out of the range to above £2, the institutions with smaller holding, which probably be the many and the growing, will top up more aggressive for the reason obvious, no thepoint in they buy slow any more after the break out, this be why the break out will be the very strong when come eventual. This not be tech case, Bog not make tech of case, just value of growth, but it explain why skill of institutional of buyer have manage to keep U and I in range for so the long. When price move come, not many share available then. Bogdan
bogdan branislov
30/10/2017
11:19
Well Zambeef steak is certainly off my menu Bog. But I'm afraid I no longer have the time to translate posts of this length so, for this reason, one more and "I'm out".
asmodeus
30/10/2017
11:09
Running Blue. Bog he reply but no the show as of the yet, may come up in the time. Look at IC record on institutional of holding. 3 have 10% or the more, but Morningstar data which bog of believe the more of up to the date, it show the standard of life coming in on the blind of side - up to the almost 7% of now, Bog think that this may be the legend of the Harry of the Nimmo buy for his the SL small of the cap of the fund. Bog
bogdan branislov
29/10/2017
16:41
Many thanks for the update, Doug!What do you think might be the catalyst for significant share price movement here? The next set if results?
bluerunner
25/10/2017
09:35
Bogdan, he read the U and I Group web of site post follow the half year announce. Bogdan, he have the no of difficulty whatsoever in see how dependable of real of estate developer can deliver the realisations back of end when that what they orginal said they would the do - read and enjoy, Bogdan he going to make the packet here - read for your good of selves: 'Can you be both full steam ahead and steady as she goes? I don’t know but that is rather how it feels announcing our interim results this last week. It may be that it is because we are a business that has often delivered the bulk of its profits in the second half, so the piles of new pound coins are yet to stack up in the office, but we have achieved much to underpin this value in the first half, giving us confidence that we will hit our full year target. What do those targets look like? We expect we will deliver development and trading gains of £65-£70 million, capital growth within our investment portfolio of around £5 million and further efficiency gains across our business to the tune of £2 million. We will get there by sticking to our strategy and building on what we do best: securing land well, particularly by being a PPP partner of choice; creating both financial and socio-economic value exceptional value through our expertise in the planning process; and having several different ways of realising value: a balance of land and investment sales, longer-term development and specialist platforms allowing for further growth. Looking at how we are delivering on our strategy, we are on track to deliver our targets. We have delivered £9.4 million of development and trading gains in the year to date with further gains to follow from a number of projects. Importantly, we have already reached important milestones on several of these projects that build value. We have secured 2 major planning consents at Preston Barracks and Blackhorse Road. We have signed heads of terms with a funder at our designer outlet village development in Cannock; we have 100% of 12 Hammersmith Grove either let or under offer. Part of our strategy has been to focus on fewer and larger projects; that is what we have done. We are confident that we will crystallise the value in these major regeneration projects in the second half of the year. We have made strong progress to reposition our investment portfolio to enhance returns with £22.5m of disposals made in the year to date, all above book value and over £1.5m of value created by our asset management initiatives. We have also delivered efficiency gains of £1.3m in the first half which makes me confident we will deliver £2m in total for the full year. With these strong results and what we know we have coming down the line, I genuinely believe that the transformation of this business is gathering real pace, with this year’s gains being the catalyst for real and lasting benefits for shareholders.'
bogdan branislov
23/10/2017
12:02
Bogdan have another of important point. Publication of the investors do not fully the appreciate the buy of case for the U and I. For share price to reach forecast of TBV for the Feb 2018 that be a c60% of increase. The 39% discount that often be quoted uses the TBV as the bottom of line denominator - but this not be the point. Also, given the adding of value you might say 1.5 times of the TBV be fair value, that be c135% of rise in price - but if you think that be of fair value based on the current of position of today you be the wrong again - 'how can this be Bogdan, you lose of your mind' not so, listen and the learn children listen and the learn! Apply hard as this be the key of point that Bogdan certain that most, even the u and I investor committed, graspeth the not. Last of full year, the CEO, he talk of capital of light specialist platforms, he talk of balance of PPP and trading projects. 'So Mr Bogdan what be the significant here?' Well, the U and the I be treated as the play of asset and the Bogdan agree if you the limit U and I to the play of the asset then still probable of best bargain in market. But, the wait for it, the PPP projects, which in the case the most, U and I do not hold the asset, that be the capital of light project, they development of partner, yet this pipeline of the PPP has GDV of £1.5 Billion alone and the growing and, now, the wait for it! will generate profits of the £90M pa from around the 2020 alone he say, so the PPP non asset of base projects will generate a PE ratio return of the 3 on their the own, on top of this you have all of the asset based of gains - it like 2 of the separate of the business, each with the likelihood on their the own to the triple in the value, but you the only paying for the one. Most of the analyst and the investor just the talk of the discount to TBV position - the compelling in itself, but the stalking of horse is the monster of earnings from the PPP nothing the to do with base of asset from the PPP of project. Bogdan not sure many fully of the get of this point let me the know if you do. Bog
bogdan branislov
23/10/2017
11:02
On the track and in line to deliver with the guidance! This be the web of site lead. such be the innovation, the pipeline, portfolio and the rise of reputation of U and I that the slippage of delivery into next of year for some contracts would be of no of consequence of whatsoever, if they had told us half of year point. But to stick to them now and miss would be serious of kick in the balls to chief, very the dangerous which such large institutional of backing now. It be absolute no brainer, they would not be the sticking to the forecast if not to be certain to obtain, U and the I they far far to smart to fall for the sucker of the punch of dogged stick to forecast when unobtainable. They gonna deliver folks they gonna deliver, Bogdan watch his 250,000 shares the real close, nurture them wait for the multi baggeing flower to bloom, Bogdan, he the locked and the loaded.
bogdan branislov
20/10/2017
13:13
Well Bog, you may not be a technical analyst but you seem to understand the reasoning behind it. T.A is just the price action evidence, especially candlesticks.
yf23_1
20/10/2017
11:01
Bogdan here of again. Bogdan no tech of trader, no, no, no. But the long of trading range of tight interesting. Higher of institutional interest in U and I than any other of stock that Bogdan know. Retail of investor short holding of period, over the 1 year too long for most, the institutions, they just wait below tree with mouths open of wide as private investor they capitulate one after the one. In the time this has effect of the purify of the base of shareholder, reach point where the easy seller all the gone. Mr runner of the blue tipify this the kind of tenacity of the rrmain holders, he find frustration, some way want to sell, but the no, value here, best of investors elsewhere hold the on and seem of relaxed. So he hold tight not the let of go, bog sure there be of love song with the same of word, perhaps the not. Easy sellers, impatient of the seller they be mostly of purge by the now, only the one of way to go after of that. best of the Bog
bogdan branislov
19/10/2017
12:21
Technically UAI looking to be at an interesting crossroads: free stock charts from uk.advfn.com
skyship
19/10/2017
10:56
I've always done a lot of thinking in the bog. Now I do lot of thinking with Bog. Constipation can be lumpy but all will out in the end.
yf23_1
19/10/2017
09:55
Runner - it be will, it be will. But recall, one of institution has the double holding over past year while in tight range, other of institution increase hold much also. How they do this in tight range? Me thinketh, no, me the certain that the private of investor steadily of capitulate over past year of tight range, the funds they jut wait pick off the impatient of lemming private investor, they the want your shares too Mr Blue of runner. Anyway stock of size this hate to the be in tight range for so of so long. It will break with force one way or of the other - you real think that stock of quality this on this kind of the valuation with this the level of support of the institutions is going to break down. unlikely Bogdan think and if so it be the very brief.
bogdan branislov
19/10/2017
07:21
Bogdan - I hope your great wisdom is reflected in the share price in the near future :)
bluerunner
19/10/2017
02:26
Bluerunner. The earnings forward not synchronised with asset of discount did you notice not. The investment world think this asset of play. Hey, discount to asset of base is great, take away all asset base at price of current and investment it still be the very decent just on ppp forward earnings. Why you so frustrated Bluerunner, greatest investors in all of the history all will say, return of bumper in year 1 great, but hey, usual it take till 3rd or 4th year to real come through. We right on track for good years here. If price, it move at the 40% to the 50% each of year compound basis, hey then we multibag without having to top slice due holding of oversize along the way. Not lot of persons think of that, Bogdan does, oh yes he think a lot.
bogdan branislov
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