Member Info for cm45

Quite a few chunky sells today but no buys of any size. I was expecting the company would step in as partbof their buyback strategy, but no sign yet. Maybe tomorrow...

You want me to explain the relevance of a director selling £3m of shares????

The difference being that you are not a director on the inside track. I assume..

Don't get why sales volumes so high. World class company, well run in a huge growth market. Likely to be a 2016 pick for analysts new year forecasts. Not overvalued so why sell? Seems crazy to me!

Hmm. It would not be prudent if he believed the sp is heading north. It would be foolish. Director sales of this magnitude if unexplained will always raise a ?

over 3m quids worth! He still has a lot more but presumably he feels the current price i as good as it gets for a while.

Published today fastest growth in #of homes worth over £1m last year was east of england at 28%. Buoyant market prices can only be good for uanc hidden asset values in alconbury etc. Good news for investors in this overlooked developer.

More buys than sells, if classification right, but 3% off. More games...

Very strong results today and a deserved sp increase. But still among the best value in the sector in my view.

.. or bank profits to window address 2015 fund performance ahead of possible declines when the Fed increases rates next week? Keep cash, buy back in January I hope!!

Published 2 dec and well worth reading on uanc website. Very detailed and draw out the difference in approach to major housebuilders. Lower risk in my view. For investors who worry about difficulties for 1st time buyers in and close to London, the UANC sites a little further out are more affordable. Business looks conservatively run and is making good progress. No fireworks but no downside either in my view.

OK gotcha. But unless plus execs were going to walk, then the skill set to run plus would still exist be within t the combined business surely.?

Am I missing something here? If after trying really hard, playtech could not satisfy regulators that the deal made sense, surely that implies that the original regulatory issues that put Plus in play are still unresolved. More than just paperwork surely... Until they get a regulatory green light for business as usual, why wouldn't the sp drift down...??

I agree. Avoided the poisoned chalice and still got powder dry, to mix metaphors! Whatever, I have doubled up at 7.80p increasing my average buy price but happy to Be in again at this level.

I agree. I like the sector relative to all others and at this level bvs is the best value in my view. Just trebled up and v happy to huy at this level. Don't see much downside...

Due in 2 weeks. Uanc is a relative minnow that gets overlooked without rns for deals or results. I expect to see a good financial performance and interesting updates on projects which should lead to a useful uptick. We shall see...

Good rise today and strong buys despite travel sector being under pressure for obvious reasons.

Good results; buy to sell ratio almost 6:1, yet a very muted sp response on a strong update for the market? This is hard to read......I would have expected mm's to push up prices to tease out sellers, to match their books. Time for me to buy more....

Not sure why bhy is below the radar. Land values heavily understated but they seem to have few fans. Maybe sp will drift unless RNS for results and deals but little downside IMHO.

Sales volume ahead of buys but sp up 3%+ . Good sign. More value here than some other builders....