U And I Share Discussion Threads

[bogdan branislov] 23/10/2017 12:02

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.

[yf23_1] 20/10/2017 14:13

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.

[bogdan branislov] 20/10/2017 12:01

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

[skyship] 19/10/2017 13:21

Technically UAI looking to be at an interesting crossroads:


free stock charts from uk.advfn.com

[yf23_1] 19/10/2017 11:56

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.

[bogdan branislov] 19/10/2017 10:55

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.

[bluerunner] 19/10/2017 08:21

Bogdan - I hope your great wisdom is reflected in the share price in the near future :)

[bogdan branislov] 19/10/2017 03:26

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.

[bluerunner] 18/10/2017 18:30

Strath - I said they were OK results, not good ones. I posted on IC today that I was largely underwhelmed. When I posted on here this morning, the shares looked like they could take a hefty beating today. They did not.Perhaps this is because visibility on completions is there and 'in line with expectations' is a feasible outcome despite the apparent distance to travel.This is a frustrating hold for me.I am hopeful of a better future here based on the forecast NAV.

[bogdan branislov] 18/10/2017 16:21

As the Bogdan say, you think like company of manufacture, then catch up impossible. Do you look at the portfolio on the website of the U and I - how much you think assets worth - Morden warf say, among the many of other. The pipeline it be the £6 Billion. Revaluation made on sale, on contract progress of the PPP and on the granting of permission can cause the certain asset to revalue. Many of the asset for PPP not on balance of sheet and yet they the be major source of the earnings post the 2020. So those who value the U and i just on asset miss a big of chunk of the value. Bogdan sense that many of you miss the point here. U and I not produce the widget off producing line here, yes, these be high value assets which revalue at the certain of stage, if U and I say that asset revaluations will generate earning of £65m to £70m by the end of year, then that be of perfectly plausible be it not.
Bog

[strathroyal] 18/10/2017 16:04

Bluerunner - Not sure how you consider these to be decent results. To meet even the lower end of their profit forecast, they need to make £55M in the remaining four and a half months of the financial year. Obviously their statement that they will meet this figure means there is no need for a profit warning but it all sounds highly optimistic.

I've had this company on my watch list for a long while due to the supposedly substantial discount to NAV. However I see that this has fallen back in the latest accounting period and have commented before on here that paying the supplement dividend last FY was unwarranted.

I'll continue to watch until the FY results but wouldn't consider buying in the meantime.

[asmodeus] 18/10/2017 15:34

Bluerunner - him speechless.

[bogdan branislov] 18/10/2017 11:24

Bogdan he be here. Bogdan enjoy the weather of the winter, remind him of youth on the Volga, but much the colder.

The U and I it take on lot. Monster of the portfolio, much be a at the early of stage, swing of the cash and equity be it hard the avoid Bogdan think. Will the u and the I make the forecast of the half of second? This be the question that Bogdan he think on. U and I they be open year last when things be slower, why they be any different this of time.

This be real estate of business, not the retail or the manufacture, no smooth of earnings of curve, earnings they be the lumped, if U and i say the realisations crammed into next of half then no reason to think not so.

In experience of the Bogdan, real estate development have the many of variable and time of table difficult to keep up, so amount of the slippage tend to of happen.

Have to take horizon of time of years 2 to 3, if you want money of quick you chase the provident of financial and the Quindell, you dig your own of grave. Bogdan happy with the U and I.

Bog

[bogdan branislov] 18/10/2017 11:23

Bogdan he be here. Bogdan enjoy the weather of the winter, remind him of youth on the Volga, but much the colder.

The U and I it take on lot. Monster of the portfolio, much be a at the early of stage, swing of the cash and equity be it hard the avoid Bogdan think. Will the u and the I make the forecast of the half of second? This be the question that Bogdan he think on. U and I they be open year last when things be slower, why they be any different this of time.

This be real estate of business, not the retail or the manufacture, no smooth of earnings of curve, earnings they be the lumped, if U and i say the realisations crammed into next of half then no reason to think not so.

In experience of the Bogdan, real estate development have the many of variable and time of table difficult to keep up, so amount of the slippage tend to of happen.

Have to take horizon of time of years 2 to 3, if you want money of quick you chase the provident of financial and the Quindell, you dig your own of grave. Bogdan happy with the U and I.

Bog

[skyship] 18/10/2017 10:30

I would say those figures are rather disappointing. On track maybe; but awfully reliant upon H2 proceeds. Also the NAV actually down!

In no hurry to buy back in just yet awhile...

[bluerunner] 18/10/2017 09:25

Ok results.The usual lousy share price response.Frustrating.

[speedsgh] 18/10/2017 08:37

Interim dividend details. 2.40p/share payable 24/11, XD 26/10...

Results for the year ended 28 February 2017 -

Interim dividend of 2.4 pence per share declared (H1 2017: 2.4 pence per share)

An interim dividend was declared by the Board on 17 October 2017 and has not been included as a liability or deducted from retained earnings as at 31 August 2017. The interim dividend is payable on 24 November 2017 to Ordinary shareholders on the register at the close of business on 27 October 2017. The interim dividend in respect of the six-month period to 31 August 2017 will be recorded in the financial statements for the year ending 28 February 2018.

[speedsgh] 18/10/2017 08:32

Results for the year ended 28 February 2017 -

Good to see still on track for £65-70m dev/trading gains in the current FY; not so good to see another small reduction in basic/EPRA NAV.

Basic NAV to 31/8/17 - 269p
Basic NAV to 28/2/17 - 272p
Basic NAV to 31/8/16 - 278p

EPRA NAV to 31/8/17 - 269p
EPRA NAV to 28/2/17 - 272p
EPRA NAV to 31/8/16 - 288p

EPRA TNAV to 31/8/17 - 258p
EPRA TNAV to 28/2/17 - 258p
EPRA TNAV to 31/8/16 - 277p

[fizzypop] 18/10/2017 08:12

Interims today. Interim divi 2.4p ex divi 26 Oct payable 24 Nov.

[rathkum] 30/9/2017 20:49

U+I gets go-ahead for regeneration project

[sleepy] 18/9/2017 23:05

So who has sold?

[tiltonboy] 18/9/2017 18:16

Certainly looks like it.