Member Info for Anty

From 9.92% to 2.01%

Holding(s) in Company

Despite a rising market, UAI share price is stuck in the doldrums again!!! It would be good to have some reassurance, perhaps an update from the Company might help.

I'm trying to free up some funds elsewhere, to invest more here. Surely, the share price has to start moving north soon to catch up with the recent share price rises in other real estate investments.

This must be one of the cheapest Real Estate Investment & Services on the market. The company announced on 15th April that they have a Strong balance sheet with good liquidity - in excess of GBP45 million free and GBP26 million restricted cash will be available, including GBP15 million cash to be drawn against previously uncharged assets. The m/c is 107m and NAV PS = £2.89. The current share price is 85p. Since the 15th April they have announced Grant planing at Newton Works and acquisition of Arkley Golf Club. Furthermore, the news on the website dated 22nd May confirms UNANIMOUS APPROVAL FOR FINAL PHASE OF MASTERPLAN AT THE OLD VINYL FACTORY.

Why is this share price stuck in the doldrums?

16:35 5,547,521 Buy

https://weetracker.com/2020/05/26/airtel-africa-is-inches-close-to-becoming-a-billion-dollar-company/

To highlight the article:

' Rent collection for the second quarter was relatively high at 60%, with 32% of occupiers by rent remaining open and trading compared with 23% at Capital & Regional (LON:CAL) and 4% at Hammerson (LON:HMSO).'

Look at the share price of NRR compared with CAL and HMSO? Why is NRR so undervalued?

In addition, a minister on Sky News this morning said that puds will reopen starting with beer gardens and outside spaces. NRR said in an RNS on 19th March ' Our 723 wet led pubs are typically community based, local pubs providing an important social purpose with little or no dependency on food.' Therefore, NRR should be in a good position.

MMs trashing the share again!

Airtel’s Africa unit is now a nearly-billion dollar business where every user pays 40% more than the one in India

https://www.businessinsider.in/business/corporates/news/airtel-share-price-target-as-africa-unit-nears-a-billion-dollars-in-revenue/articleshow/75970641.cms

Why would they need to do a secondary placing of shares? The free cash flow for year-end Mar 20 is $453 million, an increase of 200.7% compared to year-end Mar 19.
I've just been comparing the fundamental between AAF and VOD.
VOD Pre Tax Profit for year-end 31/03/20 795m EUR m/c 35B Debt 105B
AAF Pre Tax Profit for year-end 31/03/20 598m USD m/c 1.3B net Debt 3.247B

The final residential phase of U+I’s masterplan at The Old Vinyl Factory has received unanimous approval at Hillingdon Council’s first ever virtual planning committee.

https://www.uandiplc.com/news-and-views/unanimous-approval-for-final-phase-of-masterplan-at-the-old-vinyl-factory/

Capita’s support has enabled Lambeth Council to deliver the UK’s first mayoral swearing-in ceremony digitally, for new Mayor of Lambeth, Philip Normal, as part of the Council’s first digitally held AGM.

https://www.capita.com/news/capita-supports-lambeth-council-hold-uks-first-ever-digital-mayoral-swearing-ceremony

Wealth Dynamix a global leader in Client Lifecycle Management (CLM) solutions, has announced a partnership agreement with Capita Consulting, the digital consultancy firm launched by Capita in 2019.

https://www.capita.com/news/capita-partners-wealth-dynamix-best-class-client-lifecycle-management

Capita is offering its Pay360 Call Secure Digital, a secure phone and e-commerce payment system, free of both licence and implementation charges, for six months with only standard transaction costs applicable.

https://www.capita.com/news/capita-offers-call-secure-digital-free-of-core-charges-six-months

Issued on 14/04/20 but appears to have been overlooked

Capita has secured a four-year agreement to deliver education technology services for schools and local authorities on YPO’s latest framework.

https://www.capita.com/news/capita-becomes-soles-supplier-new-ypo-framework

Capita has been selected by Microsoft to deliver Office 365 and by Google to deliver G-Suite cloud-based solutions to schools across the UK.

https://www.capita.com/news/microsoft-and-google-partner-capita

In addition, total equity - Intu = 1,846 m vs HMSO 4,377 m

According to advfn Intu debt ratio is 72.65% 5.2 Billion
HMSO is much less at 38.49% 2.9 Billion