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Share Name Share Symbol Market Type Share ISIN Share Description
Urban Exposure Plc LSE:UEX London Ordinary Share GB00BFNSQ303 ORD GBP0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  2.00 2.88% 71.50 69.00 74.00 72.50 69.50 69.50 119,545 14:03:54
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate 11.1 0.2 0.1 794.4 118

Urban Exposure Share Discussion Threads

Showing 51 to 73 of 200 messages
Chat Pages: 8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
26/9/2019
21:19
Cloverleaf 374 could be an interesting shareholder.The co was only set up mid Sept And seems to be owned by The Right Hon......Wellesley who has companies in the same arena as UEX.See if they pick up the Soc Gen shares.
picnic
20/9/2019
17:21
Something up?Robert Tchengiuz takes a 6m share spread bet .He joins an exotic bunch on the share register like Cloverleaf 374, Soros,Penwater Cap,GLG,Societe Gen,Invesco, Inter trade Ptd Gibraltar and L&G.
picnic
13/9/2019
06:38
jonwig I am guessing your right Financial Review Overall revenue of GBP5.3m is predominantly derived from fair value gains on loans deployed on balance sheet. Our goal is to use our balance sheet as efficiently as possible while also providing us with capacity to execute loans quickly, before these are subsequently transferred into our asset management business. To date asset management income has been modest but as we grow our AUM, and more loans are deployed, this higher quality stream of earnings should generate a greater proportion of our revenue.
ntv
12/9/2019
11:53
NTV - is cash receivable the same as loands receivable in current assets?
jonwig
12/9/2019
11:42
jonwig /SteMis The more ST recommends the more chance of some winners and some losers All about risk I guess I am the same Agree house builders will be self funding so maybe is leveraged US builders over here or something like that as KKR are involved, Nearly wrote KKK!! The leverage on this one must be huge, I wonder what will happen if all the customers ask for their deposits back They say the potential pipeline is huge and might be @ legals but not sure why overheads are increasing so rapidly either . You would have thought a few guys in a small office could do the same work. Couldn't see cash receivable as a separate item in a/cs. Is that included in turnover? I certainly wouldn't put my hard earned cash here despite the yield Be a good one too short in a recession though so put it short monitor list for the mo I think I will stick to companies with cash in the bank, very low debt or gold for the moment
ntv
12/9/2019
11:01
Hi, SteMiS - well, you've named two (ie. not many) and he's very prolific, which I guess is a fault. He also dives into just about every sector of the market, which not many do, and I think is spreading himself too widely.
jonwig
12/9/2019
10:51
ST has a reasonable track record and doesn't make many really bad calls You mean like NBU and CAMK?
stemis
12/9/2019
05:49
NTV - I guess because the banks don't lend like they used to: I think there was something in the prospectus about this. I'm not clued-up on the housebuilding sector, but I think most of the quoted ones have decent balance sheets and can self-finance their developments. I'd think any builder who would pay UEX's rates would be a risky proposition, despite their "Never had a bad debt" claim. ST has a reasonable track record and doesn't make many really bad calls, but this one doesn't look right.
jonwig
12/9/2019
05:40
Why would the developer not go to their bank and borrow some more cash instead of from this company? Surely a developer would work out their costs before committing to a project and to finance prior to starting work? It looks like some sort of highly leveraged scheme to me like the stuff they were doing prior to the last crash. Maybe I have got it wrong. Has anyone else got any thoughts on it? costs will be £12.5m by year end
ntv
11/9/2019
21:50
. Https://urbanexposureplc.com/
spob
11/9/2019
20:39
Never had a bad debt?
ntv
11/9/2019
20:39
I don't understand how their business model works. They were trying to borrow @6.5% and then lend it out What sort of rates do they charge to make a profit after all their costs?
ntv
11/9/2019
13:34
Read Simon Thompson's tip (who I do respect). Thought it sounded too good to be true. The CEO offloading 1 million shares in May confirmed as much. I consider this uninvestable until the CEO makes a sizeable purchase.
f15jcm
11/9/2019
12:07
It's possible he's right, as they have the earnings reserve to pay the proposed dividend of 5p. But ongoing earnings are surely unlikely to cover it, given the H1 loss. Any company with £47m net cash in the bank can go on paying so-called dividends for years. This may be a great bargain, as he says, but that suggests the "market" has been wrong in halving the share price and refusing it a retail bond issue.
jonwig
04/9/2019
13:44
@ jbacroftr - the last 43 posts, I guess! (It's worth reading back for information.)
jonwig
04/9/2019
13:37
P/ E of 5 forecast divi of 10% what am I missing
jbarcroftr
11/8/2019
04:35
It doesn't square with what they write in their admission document, does it? The Urban Exposure Business was established in 2002 as a residential developer, responsible for thedevelopment of 5,500 units between 2002 and 2009. In 2005, the core business evolved into a primarylender to the residential mortgage market. Its focus further shifted in 2009 to providing finance in respect ofresidential development projects in the UK through loans and managing those loans through the drawdownstages to completion.Since 2010, the Urban Exposure Business has arranged approximately £687 million of development financeloans to best in class residential property borrowers, without incurring any losses or arrears.
jonwig
10/8/2019
20:43
The Company does not believe it will have an impact. Share price down 5%. Company showboating and end of year financials don't add up. Something is wrong and the share price plunge reflects this. A lot of good talk, but no end product.
amarka
10/8/2019
20:43
The Company does not believe it will have an impact. Share price down 5%. Company showboating and end of year financials don't add up. Something is wrong and the share price plunge reflects this. A lot of good talk, but no end product.
amarka
09/8/2019
12:06
They don't say it'll have an impact on the business.
stemis
09/8/2019
06:48
Yes, what a head-scratcher! To misquote Frank Carson, "It's the way you tell 'em."
jonwig
09/8/2019
06:37
LOL Urban Exposure plc Information Security Breach Urban Exposure plc (the "Company") has determined that there has been unauthorised access to an individual Company employee's IT account (who, for the avoidance of doubt, was not a Person Discharging Managerial Responsibility). All appropriate action has been taken to stop the unauthorised access and the Company has contacted affected parties and informed the relevant authority. The Company does not believe that this will have a material impact on the business going forward.
kev0856153
07/8/2019
10:56
Interesting as SXX (completely different sector) also pulled their bond issue yesterday citing almost exactly the same reason...
stemis
Chat Pages: 8  7  6  5  4  3  2  1
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