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Share Name Share Symbol Market Type Share ISIN Share Description
Unite Group Plc LSE:UTG London Ordinary Share GB0006928617 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -23.00 -1.96% 1,152.00 1,151.00 1,152.00 1,173.00 1,139.50 1,149.00 576,006 16:35:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 215.6 -120.1 -31.8 - 4,596

Unite Share Discussion Threads

Showing 1076 to 1099 of 1400 messages
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DateSubjectAuthorDiscuss
21/9/2015
08:15
According to ADVFN financials the PE to PE average over the last 5 years stands at 37% Current PE 12.37 PE average over last 5 years 33.31 What am I missing here??? "Answers on a post card to....."
eggbaconandbubble
28/8/2015
09:50
Cheers for the 'heads up' Maddox. Yeah, interest rate rises look likely to be postponed, but they will still materialize eventually. The FED look as though they're now targeting December or even later, and I think we'll still be a fair while after this (Spring 2016?), so all in all fairly positive for UTG. UTG is still on my watchlist, but in the recent rout, I spent most of my cash on the likes of IMT, ULVR and DGE, where the yields are larger. I still suspect the market will lurch lower again in the Autumn, and drag everything including quality like UTG down with it, so I've kept some powder dry. The premium to NAV (521p) is still a concern for me and I'd also prefer a higher yield, but I'd be tempted at an entry price around £6 or slightly under, where I see some decent support. BR, WO
wirralowl
27/8/2015
17:44
UTG tipped on a US trading site earlier today. Analyst aswel. 8 hours ago - UNITE GROUP An opportune reversal BUY. UNITE Group : An opportune reversal 08/27/2015 | 04:35am Opinion : Bullish above GBp 0 Target price : GBp 700 Stop loss: GBp 604.5 LONDON STOCK EXCHANGE Real Estate Development & Operations The upward trend could come to support UNITE Group in the coming sessions. Graphically, buyer flows are reduced. If the trend is now neutral in the short term, profit taking is part of a rebound on the GBp 627 and therefore does not affect the upward trend in the medium and long term. Investors should watch the security close to GBp 627 to take advantage of a new upward acceleration in the direction of recent highs near GBp 700. A stop loss is placed under GBp 627.
mike740
27/8/2015
15:49
Great idea! Build a block of flats and rent them out to students. Or maybe just buy a load more UTG shares!
eggbaconandbubble
27/8/2015
14:17
Hi Wirral Owl if you are watching, As we have discussed above, low interest rates are good for Unite – and it is highly unlikely the UK would lead the US in raising rates. So the news that in response to the market turbulence Bill Dudley, the president of the New York Federal Reserve, made it pretty clear that the Fed will not be putting up rate rise soon has got to be positive. As they say 'Every cloud…. Regards, Maddox
maddox
27/8/2015
14:12
Hi e&b, lol. A variable tone LED lamp...not as romantic as a lava lamp. Away nice to have a real-life example. Universities look to have all first years in student accommodation - Bath is not alone in no longer being able to fulfill this goal. Demand far exceeds supply. Regards, Maddox
maddox
26/8/2015
22:07
is EPR a Unite proxy?
r ball
26/8/2015
22:03
No offence taken. For a start not all Chinese are going to back out. This years new intake will have already paid fees rent etc and handed over a deposit. Other students will be 1/3rd or 2/3rds through their degree so doubtful to pull out + any slack should easily be taken up by other students. Just by chance got talking to a English student today who is going up to Bath Uni as a fresher and is renting a Unite room. She says that 150 new students were not automatically provided with rooms and had find their own accommodation. Her first year's course is 33 weeks and she wanted to rent for 39 but Unite insisted on a min of 42! She did add that TV was provided communally but each room has a LED lamp with varying tones!!!!! I guess the modern equivalent of a lava lamp!
eggbaconandbubble
26/8/2015
21:17
Apologies, how many of the 3.75% are in Unite Student rental accommodation?. Let's say 50%, pick a number, either way it's potentially lost income.DD
discodave4
26/8/2015
21:15
No offence intended, 3.75% of their £130m pa rental income!. Please read my last post.ThanksDD
discodave4
25/8/2015
21:55
Suppose if not Chinese students the places will still be filled....or would they?.Was just trying to show that the current issues with the Chinese economy does impact, or could impact, on more sectors in the UK than you would imagine.GLDD
discodave4
25/8/2015
21:16
Hi DD, Yep agreed. Nevertheless, it is difficult to construct a scenario that will undermine Unite's growth prospects. Will the current market turbulence cause fewer or more Chinese students to travel abroad? With the demand for and supply of accommodation already hugely out of balance and shifting further (the cap on students removed)....will Unite miss their numbers? I doubt it. Regards, Maddox
maddox
25/8/2015
19:50
MaddoxAccording to UKCISA the number of Chinese students far exceeds any other nationality (nearly 88,000 in 2013/14).http://tinyurl.com/mohqc8lHave UTG on my watch list so no hidden agendas!.Apologies if the link doesn't work properly, always have problems when using an IPad.GLDD
discodave4
25/8/2015
14:00
Hi Guys, I'm intrigued that Unite hasn't yet started its recovery back up to c.700p. Whilst I appreciate that Mr Market has a tendency to mark down shares that have recently made big gains - this is particularly perverse in Unite's case. Firstly, Unite is an extremely defensive investment in the nature of its business model, market and conservative capital structure. Secondly, it is very difficult to see any adverse consequences for Unite from the China fall-out, quite the reverse. This market turbulence is likely to further postpone the envisaged rise in interest rates - that's good news for Unite. Also, there is probably an even greater incentive to park ones off-spring in the UK for their education than there was before. It'll probably take a little while for Mr Market to take these points on-board but I expect he'll get there. Regards, Maddox
maddox
07/8/2015
13:28
UTG UNITE GROUP PLC..... UNITE Group plc Given Add Rating at Numis Securities Ltd (UTG) August 6th, 2015 Numis Securities Ltd re-affirmed their include evaluation on shares of UNITE Group plc (LON:UTG) in a resaerch note released onWednesday, MarketBeat Scores reports. The broker currently has a GBX 710 ($11.09) price target on the stock. ! In other UNITE Group plc news, insider Allan,Mark sold 12,000 shares of the business’s stock in a trade on Thursday, June 25th. The shares were offered at an average price of GBX 5.85 ($0.09), for a whole trade of GBP702 ($1,096.53). Several other research analysts have issued reports on UTG. Finally, Jefferies Group reiterated a buy rating and set a GBX 610 ($9.53) price target on shares of UNITE Group plc in a investigation notice on Monday, July 20th. The stock has been rated by two investment analysts with a hold rating and a buy rating has been imputed by three to the stock. The stock has an average rating of Purchase and an average cost target of GBX 678.60 ($10.60). UNITE Group plc (LON:UTG) opened at 654.50 on Wednesday. UNITE Group plc has a-12 month low of GBX 395.60 and a 12 month high of GBX 658.16. The business ‘s 50-day moving typical price is GBX 606.67 and its 200-day moving average price is GBX 577.57. The company also recently announced a dividend, which will be distributed on Friday, November 6th. Stockholders of record on Thursday, October 8th will be compensated a GBX 5.50 ($0.09) dividend. The ex-dividend date is Thursday, October 8th. This represents a dividend yield of 0.84%. ! The properties of the Company’s provide accommodation close to University campuses, transportation and nearby facilities. It operates under two sections: Property and Businesses. The Businesses segment manages rental properties, owned directly by the Business or by joint ventures. The Property segment of the Company’s undertakes improvement and the acquisition of qualities. It runs across the UK in 25 cities. Its services include Wireless Lan, utilities, insurance, maintenance, round-the-clock security and fortnightly specialist cleaning of communal areas. It operates a small number of specialist funds and joint ventures with investment partners and has also invested in.
mike740
07/8/2015
13:10
Hi WO, True, also there can be no certainty that other sectors will be unscathed by a rise in interest rates. Consumers spending will undoubtedly be hit - with highly leveraged mortgagees the worst affected. This is likely to filter through to all sectors of the economy. Further, it is worth noting that student accommodation was the best performing asset class during the Global Economic Crisis. So, on a risk/reward basis the defensive characteristics of Unite are compelling. Cheers Maddox
maddox
06/8/2015
17:28
Thanks for your detailed reply, Maddox. Its a question I guess many investors are asking themselves, where to be invested, once interest rates start to rise? Certainly investments that can continue to grow dividends above inflation will be more attractive than fixed income and with student demand only increasing (ref: the recent Telegraph article), and debt levels perfectly manageable, UTG shouldn't have too many issues continuing to achieve this. BR, WO
wirralowl
06/8/2015
12:41
Bit of a ditty in The Times today - 'Buy for the long term' i don't think there was any mention of the land they have at Wembley next door to Quintain's lot.
eggbaconandbubble
05/8/2015
16:42
Hi WO, Ok an interesting question. On the assumption that rates rise only gradually and not to the extent as we used to have - say to 2.5% max then I don't see foresee any significant effect. My rationale: Clearly, a rise in interest rates will reduce real returns, however, capital needs to find a home. Will a rise in base rates disproportionately affect student accommodation and favour other asset classes? No, all asset classes will be affected with the exception of gilts. Gilts will obviously be more attractive but they only really present the investment case that you will be losing your money less quickly. If an investor is looking for an absolute return will they find a better risk/return elsewhere? I don't think so, the underlying characteristics that the market has now come to appreciate in student accommodation will remain in the medium term. Happy to be challenged on this hypothesis. Cheers Maddox
maddox
05/8/2015
14:19
Hi Maddox, I ask myself the same question regularly too, lol! They've been on my watchlist forever now, I guess I always convince myself that they're due a big pullback, which just hasn't happened. I also have interest in a couple of student property REITs, namely, ESP and DIGS so don't want to become over-exposed to the sector. With specific regard to UTG, I worry slightly about premium to NAV, but this is in keeping with many other property companies and it is still growing very nicely. Income is the key ingredient for me though and it still lags my own target for investment(though their progressive policy is a big plus!). If I do purchase UTG, it'll more than likely be in a SIPP rather than an ISA, for this reason. Going forward, do you feel that impending interest rate rises will have much impact on the company? I'm presuming with the pent-up demand for student accommodation it shouldn't have that great an effect, but would welcome your thoughts.... Cheers WO
wirralowl
05/8/2015
13:30
Hi WirralOwl, Yep a sparkling results and a very positive outlook - seems to have pleased Mr Market up 11.5p to 655p as I post, can't imagine why you haven't gone for some shares as well? Cheers Maddox
maddox
05/8/2015
12:31
Hi Maddox, Just checking in, but pleased to see UTG producing another excellent set of results. As you know I'm a UTG bondholder, so these results make me inclined to add more, especially if we get the much-touted bond sell-off in wake of the start of rising rates.. In case you hadn't seen it already, here's a very positive article on UTG : http://www.telegraph.co.uk/finance/newsbysector/constructionandproperty/11784257/Student-digs-developer-Unite-posts-soaring-earnings-as-rents-and-demand-rise.html Regards WO
wirralowl
05/8/2015
08:40
It was clear to me that these results would be good, but these exceed my expectations, these are excellent. The headlines: 'EPRA earnings up 45% to £29.6 million (30 June 2014: £20.4 million) EPRA earnings per share up 30% to 14.2 pence (30 June 2014: 10.9 pence) EPRA NAV per share up 20% to 521 pence (31 December 2014: 434 pence) equating together with dividends paid to a total return on opening EPRA NAV per share of 22.1% (30 June 2014: 6.1%) On track to achieve like-for-like rental growth of 3.5% to 4.0% for the full year, up from 3.3% for 2014 Average portfolio yield compressed by 47 bps in the first six months to 5.8% (31 December 2014: 6.3%) and further compression expected over next 18 months Interim dividend increased by 150% to 5.5 pence per share (2014 interim: 2.2 pence). Policy remains to distribute 65% of full-year recurring EPRA earnings by way of dividend each year.' I am particularly pleased to see the transformation towards income generation as the business matures. Regards, Maddox
maddox
13/7/2015
20:47
The expected re-rating of Unite's assets has shown-up in impressive first-half portfolio revaluations. "Joe Lister, Unite Students Chief Financial Officer, commented: "The demand for high-quality, well-located student accommodation, together with rental growth, has resulted in an 8.5% and 12.5% like-for-like increase in the values of the USAF and LSAV property portfolios respectively during the first half of the year. The yield compression has been supported by a strong operational performance with reservations already at 86% for the forthcoming academic year." This effect should be further magnified when reflected in the NAV as the gross asset inflates but the debt remains unchanged. So, the H1 headline figs to be reported on the 5th August should make for some excellent headlines. Regards Maddox
maddox
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