United Utilities Share Discussion Threads

[hiddendepths] 11/7/2017 08:49

Thanks jonwig. OFWAT's meant to be publishing the new guidelines by today but I haven't seen anything. I guess the strength in the sector means that some news is leaking out. Call a plumber!

[jonwig] 09/7/2017 07:25

More on possibly tighter price caps:

[alphorn] 05/7/2017 08:20

Thx fangorn, interesting.

[fangorn2] 05/7/2017 08:16

Getting tempted myself Alphorn..

But this 30th June comment has me holding back.Further to fall perhaps? Just went ex divi as well didnt it?



"”United Utilities, down 2.4%. Credit Suisse double downgraded the water and wastewater services company to Underperform from Outperform. TP 850p(1000p)”

Water utilities
"Credit Suisse predicts end of an era for UK Water, cuts target prices"
Analysts at Credit Suisse downgraded their view on the UK water sector, telling clients there was a fair chance that OFWAT would be less generous in its next regulatory price review, PR 19.
Key to all of the above, the Swiss broker estimated OFWAT would set a baseline weighted-average-cost-of-capital below 3% for the period running from 2020 to 2025.

The last time OFWAT lowered its WACC, from 5.1% to 3.7% real, that was offset by a roughly 175 basis points drop in bond yields. OFWAT also proved significantly flexible when it came to allowing companies to use their financeability levers.

[alphorn] 05/7/2017 08:11

Must be top up time - fallen far enough?

[careful] 04/7/2017 10:24

these defensives are not very defensive.
down about 20% in a month.
just topped up.

[ttg100] 03/7/2017 13:29

a few more filled at 852

[hawaly] 02/7/2017 15:15

This is a bond proxy which will react poorly to talk of any tightening in interest rate policy.

[wad collector] 30/6/2017 14:58

It may well see both 850p and 1000p over the next yr. I just put another limit buy for 870 ; this still seems a safe place to me.

[daverob] 30/6/2017 09:24

Credit Suisse downgrade to 850p from 1000p today

[ttg100] 30/6/2017 09:08

that will do - started buying at 879

[simongn] 28/6/2017 13:32

"Shares in United Utilities (LON:UU) meanwhile have gained ground after the company revealed that it had appointed Steve Fraser, a director of United Utilities Water, to the board as Chief Operating Officer."

From:

[bex bissell] 23/6/2017 10:22

In the words of Dianna Ross ... I'm still waiting

[ttg100] 23/6/2017 09:59

back in for first few

[its the oxman] 23/6/2017 08:16

1050p to 900p. Time to buy surely?

[wad collector] 20/6/2017 14:21

Bought some back at 951. Can't see the fine making much of a dent in the profits , and not as if the bad publicity will mean customers will take business elsewhere.....
Xd 25.9p on Thursday.

[claretmatt] 19/6/2017 18:03

We won't have long to wait regarding the fine, they are in court at the end of the month. Charged on 3 counts. Doubt it will be a slap on the wrists

[wad collector] 19/6/2017 08:48

Forgotten about that one - almost 2 yrs ago. I can't find any estimates of the liability.

[claretmatt] 17/6/2017 08:09

They are going to get nailed with a big fine in the court for the Franklaw WTW crypto incident

[wad collector] 15/6/2017 10:55

Sure are falling fast today , cannot see why, time to buy some more back but hard to know where to set a limit . 951 will do.

[daverob] 14/6/2017 17:25

Still going down - though surely there should be a rise into the xd next week.

[wad collector] 08/6/2017 08:45

There would be an even bigger downside if the Green Party formed government , but I am not going to worry about that either. If some sort of Lib Lab pact results then Corbyn's more left wing ideas would surely dissolve in the reality of the budget?
May will squeeze this a little , enough to please some voters , but not enough to threaten investment IMO.
I predict a small bounce tomorrow.

[daverob] 07/6/2017 17:13

So I presume you think the likelihood of nationalisation is not high ?

Surely there is massive downside here (30% ? 50% ?) if Corbyn forms a government.

Anyone any ideas ?

[wad collector] 07/6/2017 16:04

Find out tomorrow! I just bought some back at 994.

[daverob] 02/6/2017 12:22

Down 2% in the last day, could this be the effect of Labour going up in the polls ?

Does have any one have any views on what might happen to the price here if there is a hung parliament ?