Share Name Share Symbol Market Type Share ISIN Share Description
Urban and Civic LSE:UANC London Ordinary Share GB00BKT04W07 ORD 20P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.125p +0.42% 268.875p 268.25p 269.50p 270.00p 268.25p 270.00p 318,768 16:35:27
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate 95.2 25.9 14.6 18.4 389.77

Urban and Civic Share Discussion Threads

Showing 76 to 99 of 100 messages
Chat Pages: 4  3  2  1
DateSubjectAuthorDiscuss
14/11/2017
10:52
In reply......... YES I do think that the value per plot is on the low side when you consider that the infrastructure costs are mostly included and general costs are always on the increase. If there were to be say a bid the plot valuation would be the first port of call I would look at as well as what property they could sell - see the recent Stansted sale - and the valuation could be somewhere above 350p which is my target review price. The other question I keep asking myself is why did one of the partners of the principal shareholders come to live in Huntingdonshire?
anley
13/11/2017
12:03
Hi Anley, thank you for your reply, it was not a deramping attempt as my farther who lives in the area and where I grew up has spotted UANC and has already built a decent holding. I am not that bearish on housing atm but does look to be facing some headwinds which is why I wonder if it will effect general sentiment in the sector, which could have a knock on effect to UNAC. I say this as somone who saw the financial crisis coming (we are told knowone did....) and sold my house and was 100% in cash as of summer 2007 before it really got going. Anyway, I still like what I see in UNAC and wonder what your view is on the NAV? The small amount of research I have done so far seems to suggest they have very very conservative valuation per plot?
mark10101
13/11/2017
11:26
I don't want to be rude MARK10101 but UANC business model is very different to the other national house builders and on top of this their land bank based around Cambridge - Huntingdon with its new M14 under construction - is an area where house prices are at best still increasing and at worst holding their own. I will also mention that "new" homes are looked at first with a view to buying rather than "old" house where estate agent (see your BBC link) news is not really relevent. One also needs to keep and eye on what I call the Assets at a Discount and here we have a market price of 270p V NAV 300p+. Now one does not get this when you buy Taylor W or any of the others so for me its a defensive quality and as I am a buyer with a view to holding this until a T/O comes along. Its the only way the big shareholders can cash in......so again have a close look at who holds these shares. I wont bother to bang on about the need to build up to 350K new homes each year - up from 250K from 3 years ago - as the UK population just grows and grows. Finally remember what Mark Twain said - "They don't make land anymore" but he should have carried on and mentioned that it always goes up in value even under a Labour government. Hope this helps to change your mind all from someone who built 1500 homes in East Anglia from 1963 to 1987. There were a few ups and downs during that period of time but raw land never fell in value as the population grew and grew!!!!!
anley
10/11/2017
20:14
Guys I have been watching for a while and have a local interest in UANC, however with the property market weakening will this be a drag on things here? http://www.bbc.co.uk/news/business-41917884?ocid=socialflow_twitter Having been in oil companies in 2015 I have experience the baby with the bath water market reaction. To add I don’t think the property market is facing an event like 08 for housing or 2015 for oil, just have seen the damage general market sentiment can have.
mark10101
10/11/2017
10:47
The future is bright but sometimes these City fund managers like to take a profit - its for their year end bonus pot. Nevertheless, the stock is difficult to buy in blocks and should the results suit the market then small buying will push the price up. House builder shares are now in turbulant water so in the case of U&C look for current and forward sales, gearing and cash flow as this will be comapred with Redrow and the others.
anley
08/11/2017
12:41
Surprised. Future looks solid for Uanc imo
shaker44
08/11/2017
12:11
and Investec sell............
anley
25/10/2017
12:26
So Hambro now hold over 8m shares(6%+). Probably investing but could be stake building.
shaker44
24/10/2017
16:01
And Hambro adding to its position...no wonder stock is in short supply when the NAV is now well over the 300p and this does not - in my view - take in to consideration the potential profitabily of the business.
anley
23/10/2017
16:33
Another smart deal in Northants..........this is the sort of housing development business that this government likes..........planning with houses and then getting them developed by all the big names. Bought more this afternoon in a tight market with no real sellers in sight - so it sems.
anley
23/10/2017
09:27
Sorry I exaggerate! They now own 10%,same as investec. Whoops
shaker44
23/10/2017
09:27
Sorry I exaggerate! They now own 10%,same as investec. Whoops
shaker44
23/10/2017
09:26
I think I spotted that aberforth just doubled up buying another £200m....
shaker44
23/10/2017
09:26
I think I spotted that aberforth just doubled up buying another £200m....
shaker44
23/10/2017
09:25
I think I spotted that aberforth just doubled up buying another £200m....
shaker44
23/10/2017
09:24
Cheaper than that even!! If assets valued even close to a conservative market value! Better deal for a bigger builder than buying in shares or giving cash back to shareholders. Ripe for the picking!
shaker44
23/10/2017
08:40
Cheap as chipolatas....still!
daneswooddynamo
23/10/2017
08:00
Another great rns today, following last weeks sale of Stansted Hotel at better than expected price. Today a further major land and houses acquisition in S Midlands (where prices are strong and relatively affordable), funded by goverment HCA. And yet the share price is unmoved! For how long will uanc be below the radar? May get a boost this week if IC cover the deal, and next month from trading results and UK Autumn budget. Just tucked more away. DYOR
shaker44
13/10/2017
16:40
I also like the appointment of a Telford director to the board..........do I smell a merger one day?
anley
13/10/2017
16:39
On the basis of that article and knowing what is going on in and around Huntingdon I bought the story for a medium term punt. When the A14 is finished around the Huntingdon area it will see not only demand for the houses and space but good solid house price increases. Rugby is in a similar situation and I like the deal they have done there.
anley
10/10/2017
11:10
Also positive write-up yesterday by Simon Thompson investors chronicle. Advised buying ahead of results as assets valuation likely to be up significantly
shaker44
08/6/2017
08:12
ex div today 1.2p :)
spob
25/5/2017
14:41
Yep still looking very cheap
daneswooddynamo
25/5/2017
13:28
Analysts at Stifel said: “NAV of 293p a little ahead of our 290p forecast but more important is the progress being made at the sites with the first cash receipts of £7.9m coming back to U&C from the 28 sales at Alconbury (total sales/reservations now stand at 63) suggesting 2.2x EPRA book value.”
shauney2
Chat Pages: 4  3  2  1
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