U And I Share Discussion Threads

[horndean eagle] 08/3/2017 08:10

Another disappointing update. Development gains at the bottom end of the range. No doubt another knock back likely when NAV is out and the underlying investment portfolio underperforms benchmark again.

[scburbs] 06/3/2017 13:21

Potential for more JVs with TFL still to come.

"Graeme Craig, TfL commercial development director, said: “This is the first of dozens of sites across London that we expect to bring forward in joint venture using our Property Partnerships Framework, and it is a great place to start.”"

[scburbs] 06/3/2017 13:19

Another interesting project in the pipeline.

"Transport for London has picked its preferred development partner for a 400-home scheme in the London Borough of Greenwich

...

Preferred bidder Triangle London Developments will now form a joint venture with TfL to develop the 4-acre vacant site in Kidbrooke with new homes, commercial, retail and office space.

...

Triangle London Developments is a joint venture between developer U + I and the Notting Hill housing association’s home ownership business."

hxxp://www.constructionenquirer.com/2017/03/06/tfl-picks-partner-for-400-home-greeenwich-scheme/

[badtime] 03/3/2017 16:11

Sky ta for replying

[valhamos] 03/3/2017 09:35

I think the discount to NAV has every chance of narrowing in the lead up to results in a couple of months time so no reason why it should not be above £2 before too long.

[mad foetus] 03/3/2017 09:19

Well, it is holding up today in a red market. Perhaps the trend has decisively changed.

[skyship] 03/3/2017 08:47

MRF - No, not really. My UAI holding is 8% of a portfolio which substantially beat the FTSE in 2016 (+19.3% v. +14.4%). Like any portfolio there are winners and losers; and I confidently expect UAI still to come out as a winner.

As I stated a long time ago on this thread, the timing of my most recent investment here turned awry after Brexit; and my first entry was way too high. Still, over the past 4yrs UAI (actually when traded as DSC!) has paid off handsomely.

[my retirement fund] 03/3/2017 07:56

Bet you wish you had bought a FT100 tracker instead.

[skyship] 03/3/2017 07:42

Average of 193p...so still underwater; though far less so!

[badtime] 02/3/2017 18:10

Sky what price did u buy at?

[skyship] 02/3/2017 17:38

bluerunner - being a SETs stock you do often get some strange intra-day moves, seemingly totally irrational when viewing the trades. Look back on this thread and you'll often see this discussed...

[jimblack513] 02/3/2017 16:27

this is being wanted today

[bluerunner] 02/3/2017 12:21

Strange share price fall today given the trades

[hybrasil] 28/2/2017 09:03

when I see todays statement from Derwent I certainly feel the property sector is in good stead.

I keep looking back to the 2006 share prices Of Land and British Land.

The sector as a whole if you look at the historical graphs that Estates Gazette did must be due a bounce

[jimblack513] 22/2/2017 16:15

Still has some catching up to do.

[mad foetus] 22/2/2017 11:42

Thanks LuckyIt is starting to look more positive here, and once it breaks out the discount to NAV and high yield means it could move substantial higher

[luckymouse] 21/2/2017 23:29

Heres a different monthly view - the osc's are turning up nicely from an o/s position (not very o/s) - and again that strange triangle/pennant. The very straight black candles of the descent looks like someone was getting out - fairly in line with brexit/sector sentiment. So perhaps the triangle means your seller has taken their foot of the gas but isn't quite cleared yet? On this chart needs to break to the top side. Ive included the Small Cap index & Real Estate sector - the latter of which is starting to curl up (for now).
From a trading pov - the best turns have clear 'Daylight' between the TSI avgs - other wise you may be subject to a bit of chop n squeeze.

[luckymouse] 13/2/2017 21:09

As other have eluded to, quite a weird chart with different interpretations - the first false break out (presumably the news wasn't good enough at that time) created a ghost zone which the share price has been stuck in for a while (uncertainty) - but the fairly constant buying as seen on the weekly money flow, presumably for a crack at a 2nd attempt, has finally forced a b/o of the ghost zone - which should now free it up to the next major rst at c.194.
I confess I'm not a huge fan of irregular shapes or rising MF and dead SP, as it implies battle or overhang & your never quite sure what your going to get - but the b/o certainly improves things (a seller defeated) and as long as the news & MF stay positive it should rise.
ATB LM

[gbill11] 13/2/2017 20:25

St Modwen is on a 26% discount -- quite a bit less than UAI which is on a 36% discount. Let's see if the gap closes over the coming days and weeks.

[bluerunner] 13/2/2017 20:19

SMP are rumoured to be close to a sale of Nine Elms with far less of a loss than expected. Not a done deal yet but if they can get that monkey off their back, it'll be onwards and upwards IMHO

[spectoacc] 13/2/2017 19:34

Depending on your view on Nine Elms.

[bluerunner] 13/2/2017 19:01

St Modwen and UAI 3 year charts are broadly similar. However, SMP has recovered nicely to pre-Brexit levels whereas UAI still has a way to go. I hold both but hopefully this is the start of a steady upward climb for UAI. SMP is also trading at a hefty discount to NAV so it would seem good value to be had here longer term.

[jimblack513] 13/2/2017 16:15

This really wants to go higher

[gbill11] 13/2/2017 15:24

It's up but so what? The sector is up today and I'm not sure uai is even keeping up with the sector today. St Modwen is up more and it's share price is up a lot since the start of the year and it yields less and is closer to net asset value.
I did manage to buy on friday finally. Hopefully at the start of the rise but let's see.