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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 1326 to 1347 of 1400 messages
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
DateSubjectAuthorDiscuss
17/2/2021
10:27
Unite has published a Student Survey this morning: httpS://www.investegate.co.uk/unite-group-plc--utg-/rns/unite-students--student-survey/202102170900023116P/ The up-shot is that we can expect a rapid recovery in Unite's trading, once Covid-19 restrictions allow. The findings are: >> 77% students struggled with mental health and wellbeing as a result of Covid-19, but 84% say engaging in university life has been positive for their mental health; >> Students' biggest challenge this year is the lack of face-to-face teaching, practical experience or facilities; >> Traditional face-to-face university experience is key for students: 86% are keen to get onto university campus once it is safe to do so; 75% agree that living in university accommodation and being on campus is as important a part of the University experience as lectures and tutorials; and >> Four in five (79%) students would like a return to face-to-face tuition after the Easter break. This based on a survey of 2000 students. Covid-19 has been very instructive: It has demonstrated just how robust the demand is for the University experience. Going to University is clearly a culturally entrenched 'right of passage' for the UK's young adults. It has often been postulated that on-line learning would disrupt this tradition. Covid-19 has provided the opportunity to test this hypothesis. Whilst, on-line learning has clearly allowed for teaching to continue during the Covid-19 Lockdowns - but is certainly not a substitute for the Uni experience. These are two extremely significant points for anyone assessing the risks of investing in this sector. Regards Maddox
maddox
15/2/2021
12:01
Well good luck on timing the market oxman. Over the years I've come to rest on the old adage it's time in the market as oppose to timing the market that works best, but probably because I am an awful trader. This would seem a decent entry point and am pretty sure when our pubs are open, the sun is shining and the university cities bustling sub 1100p will feel like a steal.
madengland_
14/2/2021
23:49
Thinking I should of I sold out completely at 1100p, asking myself now if this is dead money for 12 months and should I sell and move on. Still see utg as long term winner , more a case of short term opp cost I guess.
its the oxman
04/2/2021
11:23
Well if we hit 850 I will be filling my boots for sure!
madengland_
03/2/2021
19:10
Barclays has downgraded UTG on the back of their ongoing exposure to the Covid-19 pandemic. The bank cut its rating to 'underweight' from 'overweight', and reduced its target price for the shares by 22% to 850p. It said there were four key reasons behind the rating shift. "The drivers of the change are: assumed negative news flow in the near term; our expectation of more negative earnings per share impact in the 2021 full year than currently assumed by the market; deferred total accounting returns, which we do not think are reflected in the group’s premium rating (18% premium to full-year 2021 net asset value versus our coverage average around 14% discount); and an increase in our discount rate," said the analysts, who put their earnings per share forecasts 19% below consensus. I've bought a few today. I also hold Empiric, a much larger holding, which I've held for a while.
okosling
03/2/2021
18:23
Yep, UTG always manage to get themselves ahead of the pack. In the round the positive sentiment and credibility they are creating will be paid back several-fold if it helps them win University deals. For example, the London Development Plan means that any PBSA developments in London will in future need a University partner - no partner, no planning permission. These PBSA deals are very long-term relationships where the Universities students are the customers. They'll want to pick a trustworthy fair-dealing partner like Unite, particularly if they are prime on-campus locations.
maddox
03/2/2021
14:49
Surprised by the drop today it's got to be said. Looks tempting to buy a few more
madengland_
03/2/2021
10:03
UTG continuing to play the long game well. 4p EPS is a small price for trust with the students, government and universities and at the same time encouraging to see we are 84% paid for term 2 at this point.
madengland_
19/1/2021
09:33
Beware the curse of the IC tip :-)
madengland_
18/1/2021
09:53
It always 'appears darkest just before dawn' it is often said. With the rapid roll-out of vaccines the dawn cannot be too far away. The above 65s vulnerable and front-line worker total 13.5m people and we're getting to wards high coverage in nursing homes and 70+. However, there is a delay before the vaccine becomes effective and the hospitals are facing the peak pressure so news is still very grim. The share price appears to have faltered due to the discounts being offered to students unable to occupy their accommodation. But it's difficult to see Covid-19 as anything other than a short-term hit. The limits to the desirability of Zoom meetings and on-line learning have been revealed. Student's have a compelling need for physical social interaction and are longing to get back to normal. This suggests that the bounce back and sentiment towards the sector could change very fast. Investors Chronicle are looking to a strong recovery 'with analysts forecasting earnings to grow at a compound annual rate of 36.7 per cent, over the next 24 months' and earnings to be 14% above 2019 levels. With prospects for the rest of the economy looking uncertain, and property sector (esp. retail and office) looking challenged - the Purpose Built Student Accommodation (PBSA) will look to be a stable and attractive source of income and growth. High expectations for student landlords httpS://www.investorschronicle.co.uk/news/2021/01/07/where-can-investors-find-recovery-potential-in-property-shares/
maddox
14/1/2021
12:24
Well I think this is one that it's worth reading Maddox post and also recent Times article.Planners are certainly seeing bigger students blocks as way of taking pressure off communities and housing stock by private landlords and all the issues HMO brings. This is likely to throw open more opportunities. At the same time UTG are burnishing their image. Smart long play
madengland_
14/1/2021
10:51
8m hit from missed rent is relatively small beer. Feels like all the bad news is in the price now. Hopeful of a sustained recovery from this level, 1000p, going forward.
its the oxman
08/1/2021
12:06
Not sure but all I do know is I employ a lot of university students and most are back in their digs
madengland_
07/1/2021
13:47
Is it a case of no student accommodation refunds this time round?
its the oxman
04/1/2021
16:05
Lockdown jitters
madengland_
29/12/2020
10:06
Thanks for sharing the post Maddox. As you say the preferred bidder/partner with a trusted approach means a great deal. Very pleased to have taken a chunk of these with a long term view into the SIPP and ISAs. I expect the yield will be greater than my drawdown when I come to that day. All the best. MadE
madengland_
22/12/2020
12:52
Thanks Maddox. I am a self confessed non chartist, although I appreciate some people do very well from their perspective. I was just watching and weighting for what felt like the right time to buy this one into my SIPP. It does feel like we can't get much more gloomier, suppose Q1 could be a risk but on a long term this looks a good enough entry point for me for what you hope will be a solid yield in years to comeFingers crossed
madengland_
21/12/2020
22:03
Welcome aboard madengland. What an absolutely crazy looking chart!
maddox
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_
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
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