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sold = 'solid'
Hi Vlad, Thank for the insights - I think we both aspire to be value and contrarian investors [I knew the Vlad was a bit of fun and quite enjoyable...Good for you :). As I am about 5 years from retirement now working abroad I am looking for for small great [never sell] plays and sold cash generating 'bankers' I hope. As we know nothing is safe in this game. My current biggies are 'Plus500' generates cash faster than the London Mint and pays nice divi's, there is a Spanish withholding tax but it's still a good net payment. Story looks solid for Stobart with their award winning London and growth opportunities also 4 divi's per year guaranteed until at least 2022. My risk 'potential blockbuster' plays are DPP, FUM , FLYBE for various differing reasons. Good luck with your investments and hope a little synergy here adds to our personal wealth. Monty
Monty Vlad he work hard on the English, with the good effect yes. I think that I gave up on the Vlad Russian thing prematurely. Some posters expressed disappointment when Vlads English became 'mainstream'. Oddly enough it was sometimes easier to put across certain points in the partial English and it was also easier to disagree with others without causing any offence as Russian Vlad - watch this space. I never bought Serica. A number of reasons: I could not pull enough info together to get comfy, areas of operation can be tricky so beyond my knowledge, size means liquidity would make building a worthwhile position more tricky. I do hold Diversified Gas and Oil, but with a wary eye on the global demand curve, looks like it may peak as early as 2020 now. NAHL I did not really like. IC was lukewarm, I do sometimes buy when they say don't but the reasons need to be compelling. Debt steadily climbing, don't like the sector much, not saying their services aren't needed, but I came across too many con artists in this area when in management so it always leaves me with a bad taste. U and I Gp, Van Elle, Diversified Gas and Oil, Central Asia Metals, Harworth, Urban & Civic and Berkeley are my current holdings. Best Vlad
Fantastic English, well done Vlad you must have worked so hard at it to have come on so quickly. Did you buy Serica like I tipped to you, it's still very undervalued 🍻
arsenal158 Yes I keep having to pinch myself hear. Massive discount to forward TBV very low earnings ratio for next 2 years, ridiculously low earning ratio after 2020, incredible development project pipeline, innovative in the extreme. 10 institutional holders with 3% or more. I hold 1/4% of all the shares myself. Fascinating how something like Brexit can trigger such extreme short term investor blindness. Locked and loaded. Vlad
still life out there as we know it😂 But their is something huge occurring here ?? Big boys loading up at mates rates. Get in quick 💰🤑
My Dear Vlad, been a while, Glad you gave up your Russian accent play during your Ithaca days, now see you followed me into UAI...Good boy, very smart. I think we are both out and out patient value investors as is my old buddy Indianna Jones. Well if you are I got a real gem for you NAHL ..... DYOR and i'll catch up with you on that, I think you will find too tempting not to join once you complete your research....Let me know you thoughts pal?
Whilst the real estate sector plunge was very Brexit linked going forward I don't see Brexit as the big risk. The post 2008 crisis stuttering recovery has been fueled by QE, low interest raters and low oil prices. Over the next 2 or 3 years QE should be over everywhere with possible QE unwinding in the US, interest rates will rise and oil, due the dramatic drop in investment will be more costly than it is now. The real estate related sector is cheap. U and I is cheap on an asset only assessment, add in the growth profile and the clear innovative skills within U and I Group and their current share price is very cheap indeed. If you are convinced that we are moving into a sharp recession at some point this year, then whilst U and I would fair better than most, they would not be immune. If like me, you suspect that the current cycle may well run for a couple more years, then U and I Group is the best place to be in the UK market. Vlad
NT trade just gone through @200
These results were exactly as expected. The forecast at the start of last year was lower, but U and I upped the forecasts as the year progressed. Asset holders always produce lumpy earnings and profit realisations, not like other sectors where earnings are more regular and can easily be profiled to suit over a year. This year's dividend is going to be huge without it being inappropriate relative to cash flow. This is always a key valuation indicator for a company like this. U and I Group could be at c400p currently without being overly expensive due to the strength of the development pipeline. Gearing has come down which I always like to see. I think that U and I are very innovative and very able. There is nothing in these results which has come as a surprise to me. I hold about 1/4% of U and I Group stock through various channels. I expect U and I's share price to near triple over the next 2 to 3 years. People always scorn when I say things like this - recency bias at work I presume - but I said the same about Ithaca last year, Inland in 2013/14, Kentz in 2013, Dart Group in 2013, JD Sports in 2011 (although in the case of JD I mistakenly did not stay around for the eventual profits), Barratt in 2012, Petrofac in 2009, Senior in 2009. U and I Group as well as Urban & Civic, despite the overall market being expensive, offer valuation and growth valuation metrics as strong if not stronger than all my previous baggers/multi-baggers. Vlad
"Oh dear - bet you voted to leave the EU as well given that you seem to believe in fairies " I don't know what you are smoking but your tone is offensive. You are the one who called a pump and dump; not me. No one was buying first thing as I already tried to explain so no pump, only punters selling and MM's interpreted the results wrong and marked the price up.
Indianna how do you know they were High Frequency Trades ??
Maybe it was less deviceive than that?? Lots of orders and no shares take stop losses!,Although numbers were only just their. Future revenues are sounding good though ??
"Called a pump and dump" No that's when shares are talked up by rampers who then dump them. In this case UAI shares were marked up 5% at the open and no-one was buying; all sells. Strange that it wasn't marked down initially, they don't usually get it wrong.
Yes a bit dissappointing. Interestingly they were marked up to 200/208p at the open +5% so the market makers thought things looked ok but joe public not impressed and quote now 183/188 :( I managed to sell some for 199p and 196p though. Still have most of mine; should have sold more but you can never tell for certain how it will go.
😲 ooohpps
Shares starting to move up as results near. With last nav at 272p this is cheap but this year they are valuing assets at current value -not cost as previous years. This could make a significant improvement to their net asset value, add in the divi and I expect a big leap in the share price up to and after results as currently way undervalued. In my view should be priced around the 240-250p mark.
Is your original loss in them calculations ?? if so you are sitting very pretty!!. I think this will pay a 3.8p divi & a 7.5p special.GLA.
Indianna. You have posted a nonsense post, so my only guess is that it was meant for another thread and not UAnd I Group.
no RNS about Kidbrooke.?? Very strange !!
the company in partnership of fifty fifty for the kidbroke estate for transport for London this should fly when this is announced in the news domain GLA.
In my view U and I is the most undervalued company on the UK exchanges now. Whether you view it from a Grahamite asset play basis, or price relative to future earnings or a dividend investment, U and I comes out on top. Why? The post Brexit real estate sector carnage has left the progress of U and I completely overlooked. Will this change? Yes, the market is starting to wake up to this already, between now, the full year results and the next half year report awareness will steadily build. When will the price move? It is moving now, the price trajectory and the timing is unknowable in precise terms, should double or triple over the next 2 years, don't try to time it, you will fail, just sit tight. Vlad
Cheers I_J. [Staying with this one for the long haul] ...Well this week buddy my trade has been to 30k of my Serica which I doubled my money on and pile it into Plus 500. (Could be a mistake as I like them both at current valuations). My ave. plus 500 price is 440p. My reasoning is that despite the 25% withholding tax 8% ish divi 39p if my numbers are right. As you know I try to be a value investor and cash is king. Plus has been oversold on the new laws regarding not being able to leverage on CFD trades more than your account balance in UK 20% rev and a couple of other countries DYOR. Outside of this it's Op profit is huge, swimming in cash, operates in more than 50 countries and adding used to 800p plus. So an oversold out of fashion stock but wont be for long I believe, think...........and hope :)
Looks like we have a bit more interest in the share, this is well undervalued, should be £2 plus with limited downside risk, I,ve been adding. Core assets if sold today would pay out well in excess of £2. I,m holding for £2.50, a decent divi along the way.
Smart trade at these levels. I feel sure the next set of results will be very solid and. The NAV increasing or still around 270p Eventually the city will spot the value and it will go to around the 200p level. Will need a little patience still I think though 👍