U And I Share Discussion Threads

[leedsu36] 20/1/2016 16:38

1.Directors trying to prop up share price ....Failed.

2.They were not even that large,so even they fear the slump.

3.An asset manager is exiting (there is evidence) what we don't know (yet) is how many.

4.You are dreaming and need to wake up if you think this is spreadbetting (roflmao)

5.Quality assets?...that are about to plummet in value,please stop kidding yourself.

aimho.

[leedsu36] 20/1/2016 16:29

Clutching at straws cm?

There are millions to be sold yet,this will test and break the low of 2014,property to be hammered not only down south but all around uai's portfolio.

Dire times indeed and that's just at this moment,there will soon be a clammer to exit.

[nk104] 20/1/2016 16:15

Just bought some more. If this is an error, at least it is an error for the right reason. Even if NAV comes in at 280p, it's still the thick end of a 25 per cent discount.

[citymohawk] 20/1/2016 11:37

We shouldn't get too hung up on visible volume. I have never once seen my buys reflected as a buy on advfn and more often than not, most of my investments are shown as sells because the trade reports are algorithmic on price and not on trade direction. Anyhow, the key thing to understand on UAI here is that we have very large director buys (relative to salary and float). This is very powerful news in any sector and especially in a current safe haven sector of bricks, mortar, cranes & development. So why the big sales last week?

Ok yes it is possible that an asset manager is dumping stock. This would be a result of their investment committees working to a predefined remit and quite often nothing to do with the equity itself. So, very unlikely to be institutional sales which I'm sure would have been disclosed by now. But, even if they were - it's of no concern as I have personally visited many of UAI assets in the past ;-D

My opinion is 90% weighted to the price being played (because it CAN be played with - not illegally mind you). With the director buys, this powerful news starts to trickle down into "off-the-book buys". i.e. spreadbetting firms will see huge orders for buys across multiple ke accounts. What's happened is that some large accounts have forced the spreadbetters to hedge out in the market. i.e. SELL the physical. This is what they do. Spreadbetting cowboys have been losing sleep over this and have had to hedge out key accounts to lock in losses they have incurred to date. Naturally, when they hedge out in the market - the price will drop so they make money there. The key accounts will also lose out because of the margin calls as the spread-bet price is linked to market price. Therefore the spreadbetters win twice over. What makes the director buys even more powerful is that its several executives buying and not just one director. That's why several spread-betters have wanted exposure without wanting to pay the tax. Cowboys on both sides. UAI will quickly recover its loss and subsequently spike. Naturally there is the other side of the coin in that the spreadbetters are jumping on the bandwagon of a large short position - but, I doubt this would be the case. If I had the spare cash I would not have hesitated a £100k buy today.

Quality assets in an inflationary market mean one thing to investors like me - buy and accumulate on the greatest diversion from the high. That goes for all asset linked stocks!

[citymohawk] 20/1/2016 10:37

You will be very surprised how certain people manipulate the price and that's all it is. This has nothing to do with the wider market because UAI and such are save havens in the current climate. If I had the free cash I'd have doubled my position.

With companies like UAI you'd be doing well consistently buying from such huge deviations from the top.

[skyship] 20/1/2016 10:27

MF - Yes, but I thought 220p would hold. Still with the Market the way it is actually UAI has out-performed in 2016!!! The current 215p is on practically zilch volume, so could well recover that 220p level by the end of the day...

[mad foetus] 20/1/2016 08:33

I must say the chart looks terrible, but everything else looks pretty good. I am waiting because of the wider market but this looks like a good entry point to me.

[leedsu36] 20/1/2016 08:08

Is there any good news in sight?

Why is this being hammered?

No trades and down 10%,something terrible is brewing here.

aimho.

[leedsu36] 18/1/2016 18:06

New low about to be broken,then it's all the way down to £2.10 and further,property in the south to get a hammering this year.

aimho.

[leedsu36] 15/1/2016 05:25

Yes ok,now watch the huge dump of millions of shares into ANY sort of rise that occurs,There is an insti exiting here,a v large one at that.

Be v careful.

[citymohawk] 13/1/2016 09:47

well, not that I'm a chartist I do like the look of 20 crossing above the 50 :) thanks for that Sky!

[skyship] 13/1/2016 08:09

CM - No problem - herewith including the 20day. 20day crossing above the still falling 50day:


free stock charts from uk.advfn.com


free stock charts from uk.advfn.com

[citymohawk] 12/1/2016 18:52

Sky - can you do one with 20 & 50 SMA as well over 2yrs? (sorry I'm sure its easy to do...just not used to chart functionality)

CM

[skyship] 12/1/2016 17:29

I suppose it is entirely possible that we could double tap on 220p; but, if thinking of averaging, I wouldn’t hold out for any cheaper than that with the Directors scooping up so much of the loose stock:


free stock charts from uk.advfn.com



free stock charts from uk.advfn.com

[speedsgh] 12/1/2016 17:10

Another director purchase announced today, this time it's the new Chairman (Peter Williams) who only took up his post on 4th Jan + has bought £115k worth...

Director/PDMR Shareholding (P Williams) -

Since 21/10 directors/PDMRs (or their connected parties) have now bought as follows:

Matthew Weiner (CEO) has bought 30,500 shares at a cost of £72,058
Richard Upton (Deputy CEO) has bought 69,585 shares at a cost of £162,287
Marcus Shepherd (FD) has bought 50,513 shares at a cost of £119,995
Barry Bennett (NED) has bought 20,000 shares at a cost of £47,400
Peter Williams (NED/Chairman) has bought 50,000 shares at a cost of £115,321

Peter Williams appointed to the Board of U+I as Chairman Designate -

[speedsgh] 12/1/2016 13:09

Might be wishful thinking but, if it drops down to c215p to bounce off the long term trendline support, I might just be tempted to join the directors in adding.

[citymohawk] 11/1/2016 19:48

Good point Sky. I personally feel that there is a lot more going on here than meets the eye. The director buys are not insignificant. There is a consistent challenge on resource constraints in this industry so at the current market cap, UAI can benefit from pooled resources and subsequent lower prices achieved by being swallowed into a bigger venture. The assets held by UAI and strategic vision fits the bill for many. Therefore the 300p would seem to be a discount on market premium (post possible M&A) hence why we see the director buys going through extensively at this price.

[skyship] 11/1/2016 17:42

CM - agreed; though we have quite a long wait to those Prelims at the end of April...

The key to a recovery to the 260p level is not only the achievement of a 300p NAV, it is also the sum of the dividend.

If the BoD abide by the sentiments expressed last year, then a reaffirmed 6% yield will undoubtedly attract attention.....of course that's a mere 5.3% @ 260p!

[citymohawk] 11/1/2016 15:28

Nice summary Speedsgh. Not to mention the 85%+ held by institutions. It's one of those situations where institutions who don't hold today will look back and think "it was so obvious!"

[speedsgh] 11/1/2016 11:59

Another director purchase announced today...
Director/PDMR Shareholding (R Upton) -

Since 21/10 directors/PDMRs (or their connected parties) have bought as follows:

Matthew Weiner (CEO) has bought 30,500 shares at a cost of £72,058
Richard Upton (Deputy CEO) has bought 69,585 shares at a cost of £162,287
Marcus Shepherd (FD) has bought 50,513 shares at a cost of £119,995
Barry Bennett (NED) has bought 20,000 shares at a cost of £47,400

[leedsu36] 07/1/2016 08:05

OMG,here we go again,another false dawn being sold into,lg don't be fooled by tw and friends at FT.

OPEN YOUR EYES.