U And I Share Discussion Threads

[speedsgh] 18/10/2016 13:50

Agreed. Downtrend already looks to have been broken. Ready for next leg up on chart?

EDIT - UAI also qualifies as a decent income investment at the current level imo. Core 5.9p div gives 3.6% yield supplemented by return of development/trading gains via special dividends. UAI have paid out a total of 13.9p in each of the last 2 financial yrs which (if sustained) equates to 8%+ yield at current levels. Aimho

[loobrush] 18/10/2016 13:48

Results tommorow-if these are as a good as I think that they will be the shares will rerate after results tomorrow as it will show that asset value is way above current share price.

[jbfnfn] 16/10/2016 15:05

Looks like Fibonacci was wrong. I'm losing money here. Can whoever is selling these please stop.

[gbill11] 13/10/2016 10:13

I think its the costs of materials going up since a big chunks of these will ultimately be sourced in dollars or euros
Labour costs as well because a lot of Poles especially are working in construction so the money they send home is now worth less which means some may go home or they will have to be paid more to stay.

[epistrophy] 13/10/2016 10:07

Not certain, but I guess this is selling off because people think the pound's weakness will affect retail margins and thus will impact UAI's largely retail property book.

Now trading at a 45% discount to NAV, so the question is how much is priced in already.

[eeza] 13/10/2016 09:33

Beneath the downtrend line, again.

[kev0856153] 10/10/2016 12:22

???????????????

Lol !!!!

What chart are you looking at?

[eeza] 10/10/2016 12:12

Lol !!!!

But, they'd all gone up over the last 2 years - except for the perennial dog with fleas.

[kev0856153] 10/10/2016 11:32

all the UK- focussed property cos are getting hit. It's not just UAI.

[my retirement fund] 10/10/2016 10:57

I believe there is gearing here :))) double whammy !!!

[loobrush] 10/10/2016 10:14

I can't see any reason price has dropped recently on small volumes,is it just lack of interest or are there concerns asset value (which at last results were about 270p) have dropped, or is it that no-one is sure how they are doing ?
They have won 2 projects lately so must be stuffed with work which one would think would have pushed price up.

I suppose that results next week will tell us where the company is !

Comments anyone.

[skyship] 06/10/2016 11:03

Fibonacci would suggest the pullback now complete - also the share price now back to the rising trendline. Decided to add a few ahead of the results in 2weeks time, so bought 2500 @ 170p, but that was all I could get, for the moment at least:


free stock charts from uk.advfn.com

[eeza] 28/9/2016 10:37

Int results on 19 Oct

[yupawiese2010] 26/9/2016 16:24

Quick link to todays press release.

[canaries2] 20/9/2016 12:39

okay thank you.

[eeza] 20/9/2016 10:55

Whoever the large seller is, in the background.

Aberdeen or Schroders, perhaps.

[canaries2] 20/9/2016 10:40

Overhang clearing from what ?

[eeza] 20/9/2016 09:13

450k trade @ 188.00.

Overhang clearing?

[skyship] 19/9/2016 07:34

Confirmation of what scburbs told us a fortmight ago!

[mad foetus] 15/9/2016 10:01

hxxps://www.trustnet.com/investment-trusts/price-performance?univ=T&Pf_Sector=T:USC&Pf_sortedColumn=NP60M,UnitNameFull&Pf_sortedDirection=DESC

from which you can see that the 2 Aberforth trusts that have just announced their holdings are 1st and 6th (out of 13) for 5 year NAV performance in the UK smaller companies IT sector.

[yupawiese2010] 15/9/2016 09:33

Following on from scburbs excellent find in respect of Mayfield Manchester development, here is another small article, - area does look to require regeneration.

[mad foetus] 15/9/2016 09:26

there has been strength in the price recently and that explains it. With dividends I am in profit on my pre-Brexit buy, which is nice.

[loobrush] 14/9/2016 17:18

Aberforth now over 5% holding.

[loobrush] 14/9/2016 17:17

Moved up already from 152p to 183p since 28 July, but still a long way to go.
Rns today- Aberforth declares stake increase to over 5%

Recently JP Morgan put out note-Overweight- target price 230p

[skyship] 06/9/2016 12:48

scburbs - thanks as ever for your excellent story scanning techniques. That sure is a great pipeline fill - Guesses anyone?

I'll start at a development cost of £500m over 5yrs...