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Just for fun that should say....Poxy spelling auto correct
Yeah your right IJ, I keep screwing up my timing, had loads of Ferrexpo at 28p sold out at 30 p only to watch them hit 130 p a few months later did 100k in Glencore at 78p selling at 90p a few months later 250p and so on. Anyway I like Hansard, Bowleven, Cenkos, Stobart, Ithaca, & Redde at current prices. I think my next multi baggers could be Trinity Oil and particularly Serica Oil which is hugely cash generative and just now finding upwards momentum. I think my tip for 2017 would be Serica looking at my current portfolio. Just for one what would be your tip for 2017 IJ?
I know I am switching subjects another SP I cannot get my head around is Hansard at 101p. Had them for years the divi yield is as good as it gets and updates go from strength to strength. As a more novice investor than your good self, what am I not seeing with Hansard. I would put fair value on them at 160 to 180p. I would Appreciate your viewpoint IJ?
I think we will drive business better than ever post Brexit by dropping CIT etc and the GBP will stay low. Looks like UAI is still representing best value in its sector based upon fundamentals and discount to NAV.
With a NAV PS 272p, Great land banks and global investment partners the fruit trees are planted. This share and it's intrinsic value is so overlooked by the market. Eventually PIs and II's will spot this probably when it's next set of results are out. I think we will see further broker re ratings to 300p and an SP above 200p 👁
Barclays reiterated U And I Group (LON:UAI) as ‘Overweight’ With 250 PT
I made a comment on the TESCO post , stating it was a bad investment. He has been advising buys on TESCO at all prices from around £4 downwards for the last 3 years. He has lost his shirt on TESCO. Because I pointed this out he now follows me round LSE making childish points re my opinion. I can't see UAI getting to £3 in the next couple of years although I HOPE they do !! My target price is £2.30 which with the juicy Dive will be plenty for me. GLTA
Don't quite get the shenanigans going on between Lummox and Opium there are plenty of shares to go around so no need to disrespect each other. Personally I'm in here at 1.62 after reading the IC article and cross reffing the data (can't be too careful with IC). Anyway for what it's worth I think this will be re-rated up to about £3 at which point I will reassess the situation, meanwhile a generous yield will cushion any downward pricing, until the market comes to it's senses. By the way this is not a recommendation as I am human and could just possibly be wrong.
Yep, As I said I bought at 1.72, and I always post an opinion my opinion is Buy. Surprisingly Opium I may be wrong or I may be right, its just an opinion. My opinion on you following round LSE making silly comments is less Sanguine ! Anyway you would be better trying to rescue yourself from your massive losses and blind faith in TESCO ...oh dear !
Here is your post urging others to Buy at 188p. Buy Price: 188.00 Sound 19 Sep '16 I bought in a couple of weeks ago at 1.72. This share looks a sound Investment to me. High asset backing, Good cash generation, High Yield and sound management. A good buy and hold prospect. With special divs on the horizon if it goes nowhere pricewise there is still going to be a 7 - 8 % div for the next 2 or 3 years. Fill yer boots !
Yep LOOKS GOOD ..............even predicting poss Yield of 10 - 11 % more than my previous guess of 7 - 8 % ! Anything near either would be great
Just got back from a little jaunt abroad to be confronted by another confused OPIUM post. Because I highlighted his multi buys and unending support of TESCO from all prices from 430p DOWN to about 150p ( he has lost his shirt + possibly his MIND and pants as well ) he now follows me round LSE like a sad little dog. Oh dear !! OK Opium I bought U & I ate 1.72 as stated, as of today it has dropped 8p ...................I still rate this share as a STRONG BUY. Try and make something out of that.
Actually I said I bought at 1.72 ! and investing is about the long game, Its only been 2 months and it looks like U & I are on the up OPIUM so once again your pathetic little rant will be found wanting
as postT ii IC today Developers, such as U and I, tend to be very sensitive to changes in the property market, and fears about the future following Brexit are evident in the shares' massive discount to NAV. However, we feel this is overdone. The balance sheet is not stretched and the company is undergoing an exciting transformation that could see it deliver one of the highest returns in the sector. Add to this the incredibly attractive forecast income, and the shares look much too cheap at current levels. Buy. Thats my own view to-much too cheap it won't stay that way for long.
'Even if I sell because of a stop loss I personally can still rate a share a BUY.' Ditto, 'Strong Buy & 'fill your boots' ***Don't say you weren't warned about this guy !!! ***
At 188p & urged others to 'fill their boots' - well Lummox, what are you waiting for?
Lummy! Todays SP 162p... Was that the Pump before the Dump?
Latest News Investor Site Visit 21/11/2016 - 07:05 RNS RNS Number: 6296P U and I Group PLC 21 November 2016 21 November 2016 Investor Site Visit U and I Group PLC (U+I, LSE: UAI or the "Company"), the mixed-use property regeneration specialist, confirms that it is hosting an event for investors and analysts to visit the site at 8 Albert Embankment this afternoon Could see price rise over next couple of weeks if investors like what they see or hear !
Grabbed a small top up for my SIPP as well. Trade not showing as I type. Must be a bargain at these prices.
Profit warning my a\s£ GLA
Profit warning my a\s£ GLA
that wasn't a profit warning only a blip and a very happy director and associate who think Xmas as come early.GLA.
Monty-good you agree with my logic. I think it got sold down with all propert co's after Brexit and as the shares could be sold -unlike unit trusts which got suspended, the brunt of selling was taken out on this share and similar ones. All news recently has been great-so I'm fingers crossed for tommorow -good news and a rerating to sensible share price I hope.
Hi goldust88 - I almost wrote the same blog as you - If still motoring we will have the NAVPS up to c.300p at Wed interims. Earlier RNS stated the divi was being rebased but is expected to be similar to the special divi's previously paid so we are looking around 8p + the interim 2.5p, year end divi 3.5p so 14p / year so at 163p we are looking at 8.5% / year on a divi that is 3x covered. Per the Investors article in the summer it's a must have share for yiled hunters and value investors. [Cannot wait unit Wednesday, my GBP16k top up showed then got removed. I think we have a lot of tree shaking and low value selling algorithms going on per Indiana's observations and FCA report - Get in quick as the big players / Market Makers will buy this up today / tomorrow IMHO.
Can't understand why price is so low here Net asset value appx 270p- and divi 7-8%- appears way undervalued at 163p. Results should highlight the potential, in my view should be more like 200p+.