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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
  -12.50 -1.1% 1,120.00 1,118.00 1,119.50 1,143.00 1,113.00 1,130.00 2,070,763 16:35:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 215.6 -120.1 -31.8 - 4,469

Unite Share Discussion Threads

Showing 1301 to 1324 of 1400 messages
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
DateSubjectAuthorDiscuss
21/12/2020
15:46
Well just bought in
madengland_
21/12/2020
12:22
Whilst the new strain of the virus appears to spread more easily there is a good chance that it is less dangerous. Virus' tend to evolve to become less severe so hopefully this might be the case here. Grant Shapps Secretary of State for Transport described on BBC R4 Today a Wedding Party of 15 people (he was invited but didn't go) where 11 subsequently tested positive for Covid - none of them had any symptoms. This characteristic may itself be responsible for promoting more rapid spreading as the asymptomatic carrier will feel fine and less likely to take precautions or self-isolate. Hospital admission figures are a crucial indicator here. The original strain of Covid didn't pose a threat to life for students - but that hasn't stopped the Uni Sector from taking mind numbingly stupid decisions so far. There is no evidence to suggest they will improve.
maddox
20/12/2020
12:23
I can't imagine we will see sub £8 again but you never know.
madengland_
20/12/2020
12:22
Am guessing the market is anticipating risk of no rents Q1? Maybe this uncertainty is going to deliver a bargain entry point
madengland_
10/12/2020
17:01
Thanks LM, much appreciated
maddox
10/12/2020
15:40
Thank you for that. So maybe a lower entry equating to an opportunity
madengland_
10/12/2020
11:50
Totally agree with that sentiment maddox.Any idea what percentage of rooms go to foreign students from EU and what the likely outcomes are in the event of no deal on that flow of students? Also very aware that the student accommodation is let out to many overseas visitors during the summer break. How much could be at risk? Long term buy yes. When to buy?
madengland_
10/12/2020
11:26
Frankly, I don't know and to what degree Unite is in the firing line. They quickly waived the fees for students that had to withdraw from Uni at the start of the Covid outbreak. So I think that this should have enhanced their reputation. But I think that this situation has been exacerbated by the shambles that the Uni Sector has made of their response to Covid. Locking their students up in their halls and treating them poorly is a big contributor. At the end of the day students (apart from a very small proportion) are not at risk from Covid and yet their Uni experience has been very badly affected. I'm not surprised that they are angry. I hope that the Unis come to their senses and improve their approach.
maddox
10/12/2020
09:33
What impact (if any) do you see coming from the noise around the current Rent Strike? I see this as a far bigger risk than Brexit. Yes, I think a no-deal scenario will prompt further selling of UK plc but reckon the impact on future attendance EU student numbers is largely priced in and/or mitigated by increase in UK students.
lord mandelbaum
09/12/2020
21:03
Personally I'll be somewhat relieved if Bojo's diner goes well and he get's his leg over and a deal with the EU is agreed. However, whilst I see almost zero impact on Unite's business as a result of a no deal Brexit on previous experience if there is no deal I expect Unite share price to crater. In preparation for this eventuality I would encourage anyone interested in UTG as an investment to look at the recent share price action and valuation metrics to decide what represents a good price to buy-in. It'll be a shame if we don't get a trade deal with the EU but a double shame if a potential bargain price is missed to get on board.
maddox
05/12/2020
08:16
My fears have been allayed - I understand that they are going to test each student twice. Which would eliminate incidents of false positives and negatives. It'll be very interesting to see what the infection rate is? I'm not now picking up any news items relating to Covid in Universities, is there any cause for concern, or has media attention just moved on?
maddox
02/12/2020
07:04
Agreed, also the demographic dip in 17 and 18 year olds is unwinding and an ever higher proportion want to go to university. The Govt has at long last recognised the 'export' value of International Students to the UK. It no longer sees them as illegal immigrants. So hopefully together with Universities desperate to repair their finances we'll see a strong recruitment effort. Covid has been incredibly badly handled but the end is in sight. I still have some concerns about the impending mass testing of students. I expect Covid to have burnt itself out with the unfortunate students locked up in their petri dish accommodation. However, the PCR test has an estimated false positive rate of between 0.8 and 4.0%. It us susceptible to pick-up previously infected students as currently infectious. So this false positive rate might be considerably higher when testing the student population. www.thelancet.com/journals/lanres/article/PIIS2213-2600(20)30453-7/fulltext This has the potential to create another completely false panic in the media, and unwarreneted locking up of students over Xmas.
maddox
01/12/2020
16:38
Thanks Maddox, your analysis helped convince me UTG is a buy.. and the last few days' share price action is pleasing; it's always nice when it does what you expect it to. Aside from the risk of a general market wobble, I really don't see much risk. The negatives of this academic year are pretty much priced in, the balance sheet is good and with the economy being weaker for the next few years I can well imagine more students wanting to avoid the workplace and enter University while conditions improve.
lord mandelbaum
30/11/2020
16:12
Hi Guys, Welcome aboard, great to have some more company. I find UTG's volatility frankly baffling tbh. One of its primary attractions for me is the stability of its market (also it's under-supplied), its uncorrelated with the general economy and the forward visibility of growth (3 year pipeline of developments) and it's asset backed. Clearly as FIs buy-in, sell-out or adjust their weighting the share price will respond but the way it responds to news of a vaccine, Brexit etc., is pretty unfathomable. I thus fully expect UTG to shoot-up should a deal be struck with the EU. Regards Maddox
maddox
29/11/2020
15:39
Good luck, I'm very likely to follow which probably means a 5% jump tomorrow ahead of me getting in!
madengland_
29/11/2020
00:36
Agree and bought in on Friday after a bit more DD and chart ogling, especialy the chart ogling. There may be sprighlier opportunities on the risk/reward continuum but this is such a safe bet in my humble.
lord mandelbaum
28/11/2020
11:57
A good yielding diversified stock for a long term pension for sure. Some decent pickings out there, this is def one of them but when.....
madengland_
28/11/2020
11:55
I too find myself at the same place as you on this share. I was quite pleased to see it pulling back after the initial vaccine spike, but of course as you have, I found myself wondering why.I'd imagine there is a risk of students not returning Q1 next year? UTG were confident of not breaking covenants back a couple months back, I think 62% occupancy was stated as a problem level. Is this a concern?
madengland_
27/11/2020
10:57
Been monitoring UTG since last year when I didn't buy in as the premium was too much and I've read the commentary on this board. There's much to like about the geographic spread of the portfolio and I only see minor issues. (e.g. decrease in EU students and potential decrease in city centre property values.) Now it looks like a screaming buy for the long term portfolio.... but what's with the current share price slide - is this just a technical chart thing?
lord mandelbaum
12/11/2020
00:49
Ignoring the vaccine news - the Zoe Covid Symptoms Tracker App from Kings College with 4.38m reportees is showing that the second wave has peaked in most parts of the country. Covid has I suspect run its course in the student population at least. This should have an earlier effect than the Vaccine - which will not be intended for the majority of students (without underlying vulnerabilities). >> Oxman, your post 686 was very prescient!
maddox
11/11/2020
08:19
Took a few profits 1100p
its the oxman
08/10/2020
22:27
Yep, on a like for like basis their income is down 12% which is due primarily to the rent foregone as a result of Covid-19. The 88% stacks up against 98% let in the prior year so a 10.2% decline. There will also be additional costs involved in the Covid-Safe regime. So far it's hardly disastrous - accepting the fact that we're not yet out of the woods. I'm ignoring the property write-down which is a direct consequence of the loss of revenue and is a non-cash item - that will bounce-back as soon as were back to normal. I still think it would be better to treat each University like one big bubble - isolate it from the surrounding town or City and focus on protecting the staff and ancillary workers; and any vulnerable students. Northumbria Uni have reported c. 770 students have tested positive with only 78 having symptoms. It will have run its course in a couple of weeks and then we'll be off the front pages.
maddox
08/10/2020
08:48
88% let with scope to nudge up from further sales. In line but no better. Had hoped for more but decent enough, will take longer for things to normalise and anybody's guess when vaccine news will break, though when it does could see a big rebound here.
its the oxman
27/9/2020
16:58
I'm concerned they can actually achieve 90%+ occupancy in the current climate. I'm still holding but half expecting more buying opportunities soon.
thruxie
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
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