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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 1251 to 1274 of 1400 messages
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
DateSubjectAuthorDiscuss
08/6/2020
09:43
"Campus style Universities should find segregation a particularly difficult task." Or not?
chucko1
08/6/2020
09:40
Further info on the prospects for the 20/21 Academic Year. 'A new survey of international students by the British Council has found that nearly 14,000 fewer students from eight countries – including China, Singapore and Malaysia – are likely to come to the UK in 2020/21 in the wake of the coronavirus pandemic. The decline of 20% in students from east Asia would amount to a 12% fall in overall international student numbers, causing a £460m loss of income from tuition and living expenses such as accommodation. While the fall in student numbers appears smaller than some institutions are anticipating, one worrying sign from the survey is that nearly 40% of those coming from China – the UK’s biggest source of overseas students – have yet to decide. “Prospective international students are facing a lot of uncertainty, but many are clearly trying to find a way to keep their overseas study plans,” said Matt Durnin, the author of a report for the British Council. “There is a window of opportunity over the next two months to create a greater sense of certainty about the upcoming academic year. If responses are clear and quickly communicated to prospective students, UK higher education will face a much more manageable scenario.” The survey of prospective students found that 29% said they were likely to delay or cancel their plans to study. A majority of postgraduate applicants said they would rather postpone the start of their studies until January 2021 than begin with online teaching in autumn, while 46% of undergraduate applicants agreed.' hTtps://www.theguardian.com/education/2020/jun/08/universities-face-460m-loss-from-expected-drop-in-east-asian-students-coronavirus A few points to highlight: >> Universities need to get their act together if they want their foreign students to turn-up; and >> Students find online learning unappealing. >> A 12% fall in foreign student numbers is bad but a lot better than some previous estimates. This is a survey however and students' attitudes and intentions might change rapidly for better or for worse. Hopefully, Unis will wake up and smell the coffee soon. Students are at very little risk from Covid-19, they don't need extreme social distancing measures. The measures that are needed are to shield other vulnerable people that might interact with them, such as elderly lecturers, administrators, wardens, cleaners etc. Campus style Universities shouldn't find segregation a particularly difficult task. Regards Maddox
maddox
04/6/2020
00:24
Interesting discussion on Radio 4 Today 1:34:00 in: hTtps://www.bbc.co.uk/programmes/m000jmlz Clear divergence of opinion, on the one hand Julia Buckingham Brunel Chancellor, speaks on behalf of Universities UK "wonderful digital education being introduced, very exciting ... have wanted to do this for a long time." Whilst others clearly recognise what prospective students really want Richard Taylor, COO Loughborough Uni "student life must be enjoyable, they want to socialise, the campus university experience". I think the students will dictate the outcome - mass deferral will spell financial distress for universities.
maddox
02/6/2020
11:25
Nice to see this over 900p but still well off its high.
its the oxman
28/5/2020
18:16
Thanks thruxie, Mr Market is pretty myopic and can't see beyond those current uncertainties. Students are very unlikely to surcumb to Covid and far more likely to die cycling around their University town. I note that we're encouraging cycling not banning it. At some point a realistic appraisal of the Covid risk to students will occur. What it does do is provide a short term opportunity to pick up stock at really good prices. One classic mistake is to get focused on a specific price 'I bought some of these at 750p i'll wait until they are back down there before i pick up more.' This usually ends up costing you a lot of money. 55% of Unite's beds are under nomination agreements with the Universities. They'll thus be putting students in those beds whether or not the foreign student numbers reduce. UK students pay the same as foreign students - they are all the same to Unite. What Covid has done is highlight the limitations of online learning. Yep, great in some circumstances - the Open University is a fantastic institution. The response of many students to the news that Cambridge was going online until summer 2021 was to consider deferring for a year. Great, so what are they going to do instead? Go travelling? Hmm doesn't look feasible. Get a job? Hmmm with millions furloughed and more redundancies announced every day. All in all, and thinking it through I'm very happy with my holding in Unite. Just my opinions of course and welcome opposing views and contradictory evidence. Regards Maddox
maddox
28/5/2020
09:36
Yesterdays JPM view :- (Sharecast News) - JPMorgan Cazenove upgraded its rating on shares of student accommodation provider Unite to 'overweight' from 'neutral' on Wednesday, highlighting four reasons to buy the stock. JPM said that having fallen 42% year to date, the premium has now moved out of Unite shares and noted a number of reasons to buy the stock "looking through Covid-19 lockdown disruption". The bank said the shares are as cheap as at any time since 2013. In addition, it said universities are very early on in the disruption cycle and there are no imminent structural impacts from online learning. JPM also pointed to the fact that a rise in the population of 18 year olds is expected through to 2030 after several years of decline. Finally, it said purpose-built student accommodation "is a rare winner from changes to UK immigration".
thruxie
28/5/2020
09:30
Back in February I was sitting on 140% profit on these. Still holding and have topped up on the recent lows but I guess the main concerns are will foreign students be returning in September and how much will online learning effect us in the future? On the other hand I feel students are still wanting to come to the UK for the "experience" but possibly more of a hold rather than a buy for me with current uncertainties.
thruxie
27/5/2020
23:51
Agreed Richard, however i find it difficult to understand how the share price got so low. Mr Market is indiscriminate in a crash but quality bounces back.
maddox
27/5/2020
19:15
I must admit that I am finding it hard to understand the market at the moment. Everything suggest to proceed with caution over UTG shares and then they jump over the past few days.
richard195
27/5/2020
12:27
In the money and wish I bought more now. Mind this has been strangely volatile so may get another chance.
its the oxman
19/5/2020
19:32
In sharp contrast to Unite's exempilary behaviour very many student accommodation landlords are refusing to waive their contracts. One can foresee Unite's reputation significantly enhanced coming out the other side of this Covid-19 nightmare. One such example: https://www.bbc.co.uk/sounds/play/m000j78p
maddox
18/5/2020
15:08
Hmmm, Sept 2021 would mean a whole year of students will miss-out on university - it'll be impossible to double-up to catch up. Also, universities will go bust - the UK's universities are already very stressed by fewer foreign students turning up next term as they contribute a lot of fee income. The future is uncertain - anything is possible, this could be the end of capitalism. However, I think that there will be enormous effort to minimise the impact of Covid on universities. On a brighter note - we appear to be seeing negotiations on a return to school in June.
maddox
15/5/2020
10:07
Tempted to buy at these levels, but, will the student market recover? Not sure for Septembers intake, can Unite survive until Sept 2021?
bothdavis
15/5/2020
09:23
Yes , hopefully in 12 months time it won't matter.
its the oxman
15/5/2020
00:04
Yep, predictable - you have to be extremely lucky to get the absolute bottom. I average in and out - no point in worrying about it.
maddox
14/5/2020
13:25
Oh dear , not very well timed
its the oxman
13/5/2020
12:37
Hi Oxman, Yes, very probably. UTG was hit along with Commercial Property on the Brexit Vote - the apparent rationale being that demand for office space would be hit. As UTG is in a completely different and uncorrelated sector - this is just bonkers. Mr Market sometimes gets it very wrong - which presents good opportunities if you are buying. Well done.
maddox
12/5/2020
20:56
Down in sympathy with Land Secs poor results I guess.
its the oxman
12/5/2020
15:58
Added a few more 756p.
its the oxman
11/5/2020
19:10
Hi Oxman, If you look through my previous posts you'll see that I've dealt with very many of the relevant issues - such as the market dynamics, demographics, market under supply,etc. Happy to discuss any issues you can think of? Online learning - definitely has an important role to play and is - products like Canvas, Moodle and Blackboard were in extensive use by Unis before Covid. However, after their Covid Lockdown online learning experience I suspect 6th formers and students will be desperate to get back into the class room and lecture theater. Not to mention the socialising and partying.
maddox
11/5/2020
15:14
Esp might of offered more sub 60p (when I looked at it first) but decided not to chase it nearer 70p.
its the oxman
11/5/2020
15:13
Thx. Have purchased some utg and digs. Seems student demand is certainly only going to grow looking out as far as we can. I don't buy distance learning for the majority and doubt students or uni/lecturers would opt for it unless forced. Questions over start to next term, cut to divs and nav , so might take a short term hit but so much of that is in price now.
its the oxman
11/5/2020
12:27
Hi Oxman, Clearly, I'm biased. In the short term ESP could be the better investment - but longer term Unite will recover due to key strengths: >> Excellent long-term relationships with leading Universities: >> Scale - always an advantage; >> Financing capability - it's financial fire power is unique. In the longer-term Covid will be a dip on the chart. Regards, Maddox
maddox
11/5/2020
10:07
Empiric now touching 70p and this sinking below 800p. Hmm.
its the oxman
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
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