UGL - UGL Limited

[michael_selway]

Re: UGL - United Group

Hi MS

While searching for UGL and MAH I got your posting from 2006.
Good one and what do you think the numbers are in 2008 since you predicted or extracted from some forecast and what are the current readings

I think UGL is a good company or better one since then and so is MAH, WOR

Not sure on DOW at current business perspective


This is not a criticism but a query as you often try to provide good information

I do not know why this 100 character some times make the message unnecessary longer than required, Very inefficient burden at some times
Regards

I think atm, all of these engineering companies are all in fair value now

WOR - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 100.4 146.3 178.9 213.5
DPS 60.5 84.0 103.5 125.3

LEI - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 162.0 215.5 258.8 325.0
DPS 110.0 143.0 170.0 217.0

UGL - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 79.3 82.7 96.7 108.5
DPS 48.0 55.5 63.5 73.5

TSE - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 46.0 54.4 66.9 75.4
DPS 31.0 36.0 40.0 45.0

DOW - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 51.0 50.3 56.6 60.5
DPS 21.0 24.8 26.5 28.0

AAX - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 48.8 70.3 86.0 98.0
DPS 30.2 43.0 51.5 60.0

MND - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 71.1 74.3 86.2 93.7
DPS 66.0 68.0 75.0 80.0

BKN - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 45.8 54.7 63.0 70.9
DPS 31.5 35.0 39.8 47.9

MAH - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 6.3 8.7 10.7 13.5
DPS 3.0 4.5 5.5 7.2

thx

MS

 

[Miner]

Re: UGL - United Group

I think atm, all of these engineering companies are all in fair value now

WOR - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 100.4 146.3 178.9 213.5
DPS 60.5 84.0 103.5 125.3

LEI - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 162.0 215.5 258.8 325.0
DPS 110.0 143.0 170.0 217.0

UGL - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 79.3 82.7 96.7 108.5
DPS 48.0 55.5 63.5 73.5

TSE - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 46.0 54.4 66.9 75.4
DPS 31.0 36.0 40.0 45.0

DOW - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 51.0 50.3 56.6 60.5
DPS 21.0 24.8 26.5 28.0

AAX - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 48.8 70.3 86.0 98.0
DPS 30.2 43.0 51.5 60.0

MND - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 71.1 74.3 86.2 93.7
DPS 66.0 68.0 75.0 80.0

BKN - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 45.8 54.7 63.0 70.9
DPS 31.5 35.0 39.8 47.9

MAH - Earnings and Dividends Forecast (cents per share)
2007 2008 2009 2010
EPS 6.3 8.7 10.7 13.5
DPS 3.0 4.5 5.5 7.2

thx

MS

Thanks Micahel for a very prompt response

I hope UGL and BKN would be a good opportunity for Monday with some profit taking taken place for June end and DJ downfall on Friday

Regards

 

[AQR]

Re: UGL - United Group

Any thoughts on where this company is heading?
I did well with this company 10 years ago and I'm now having another look.
It SP has certainly retreated.

Thanks, Geoff.

 

[wooduk]

Re: UGL - United Group

UGL is an ATM machine as far as dividends andtheshare price? well look at thes P/E,some analysis may reckon tht the share price should be in the $6 buck range,if so then let go ,as far asI,m concerned I am buying

 

[Mr Capital]

Re: UGL - United Group

UGL seems to have held up quite well over the past 3 months, after a bit of a beating mind you. (mid-late November 08 to current)
Any ideas how this company may hold up during the reporting season ?
and thereafter.

Thanks


ASX/MEDIA RELEASE
January 19, 2009
United Group Limited secures $78 million locomotive order
Engineering and property services company United Group Limited (ASX:UGL) is
pleased to confirm it has secured an order worth $78 million to supply locomotives to
Australian transport company QR.
Under the contract, UGL Rail will supply 12 diesel electric locomotives from its
Broadmeadow plant in New South Wales to QR Intermodal between July and
December 2009.
The contract includes an option for QR to purchase an additional six locomotives.
The fuel-efficient locomotives combine UGL Rail’s proprietary design with
international technology, reflecting UGL’s ability to supply its blue-chip clients with
tailored products and solutions.
UGL Managing Director & CEO Richard Leupen said: “The need for cleaner and
more efficient technology as Australia’s freight task shifts from road to rail indicates
ongoing demand for locomotives and spare parts.
“Given our extensive rail industry experience and the strength of our technology
partnerships, we are particularly well-placed to respond.”



ASX/MEDIA RELEASE
December 23, 2008
United Group Limited secures $120m of power contracts
Engineering and property services company United Group Limited (ASX:UGL) has
won new work in the power sector that will generate an anticipated $120 million in
revenue for the company over the next 18 months.
• UGL Infrastructure will install two energy efficient, 45-megawatt GE LM6000
gas turbines for ATCO Power at the Karratha power station in the Pilbara,
Western Australia.
• UGL Infrastructure will design and construct electricity substations for
Powerlink Queensland in the Brisbane suburbs of Belmont and South Pine.
• BBUGL, a business partnership between UGL Infrastructure and international
construction and engineering group Balfour Beatty, will construct 275-kilovolt
transmission lines from Strathmore to the Burdekin River and from South Pine
to Sandgate for Powerlink Queensland.
• UGL Infrastructure has also secured a contract to install a substation in the
Black River area near Townsville in Queensland for Ergon Energy.
UGL Managing Director & CEO Richard Leupen said the contract wins were further
evidence of robust demand in the company’s core markets such as power
generation and transmission, despite weaker economic conditions.
“Most of UGL’s revenue comes from providing essential services to the
infrastructure, water, power, transport and resources sectors,” Mr Leupen said.
“We have a strong position in markets that continue to trade strongly and we are
well-placed heading ito the new calendar year.”

 

[michael_selway]

Re: UGL - United Group

HeyUGL loosk good with half yearly

United Group Limited in good shape after solid first-half result
• Revenue up 48 per cent to $2.3 billion
• Net profit after tax up 29 per cent to $68.8 million*
• Interim dividend up 21% to 29 ¢
• Order book at a record $8.3 billion
• Robust balance sheet position
• No drawn debt maturing until financial year ending 30 June 2011
* adjusted for amortisation of intangible items

Earnings and Dividends Forecast (cents per share)
2008 2009 2010 2011
EPS 83.7 93.2 94.9 104.7
DPS 58.0 62.0 63.0 66.4

thx

MS

 

[billv]

Re: UGL - United Group

How well do you know UGL?

Is the GFC going to affect them
Do you think they'll reduce dividends?

I've read somewhere that a large percentage of their revenue comes from services and property management
and those areas won't be affected by the GFC but who knows???

 

[wooduk]

Re: UGL - United Group

The concern for ugl could possibly be stated the big institution buyers have a lot to gain in UGL,option traders have thier game plan as the price declines for no common sense reason.

This company has wide diversification in mining,water,electricity,real estate,maintenance,rail infrastructure,heavy engineering,ports,for an employer and I state again an employer of PAYE AND SALARIED staff of 3600 people at last count and a P.E.of 7or8 to 1 why would you not keep buying a diversified blue chip like UGL.

Andy Sumner past statements that I have read interprets for me a company that intends to be around a long time as an Australian company.

UGL demands one thing disciplne and loyalty in its endevour to beat this cursed financial debacle that all of us are saddled with.

In saying this as the market worsens expect ALL shares to fall some more and rapidly than others,at the end of the day a 29 cent end of year div in these daze of daze and a possible increase in the half year div. I am down on the cash I have put in,on paper yes,BUT having NO intentions of selling ,I will-- and I am putting my money where my mouth is,and by the end of the financial year I am committed to buying $10,000 of UGL

Screw the doomsayers,seize the day

 

[billv]

Re: UGL - United Group

wooduk

From what I read UGL has over 30,00 people and about 9 billion $ in current orders and with the fed gov and every state about to start spending on Infrastructure, UGL should pickup some of those directly or indirectly as a subcontractor.

I am not worried about UGL shares, I think they are oversold for no real reason so this means that when people wake up their shares will rebound.

10,000 sounds good I wish I could do the same
I've got about 1000 and I am buying in regularly.
I used to pay $23 for them and now I am buying them for $7 and the company fundamentals haven't changed.
Hopefully their shares will stay cheap for a while so that I can add more to my collection....

 

[billv]

Re: UGL - United Group

I came across the ASX media release from feb
http://www.unitedgroupltd.com/templates/pdf/HY09 - Media Release.pdf

Revenue up 48 per cent to $2.3 billion
• Net profit after tax up 29 per cent to $68.8 million*
• Interim dividend up 21% to 29 ¢
• Order book at a record $8.3 billion
• Robust balance sheet position
• No drawn debt maturing until financial year ending 30 June 2011
* adjusted for amortisation of intangible items
Engineering and property services company United Group Limited (ASX: UGL) today
reported underlying net profit after tax for the six months ended December 31, 2008 of
$68.8 million, up 29 per cent on the previous first half.
The record interim result was driven by growth in UGL’s resources and infrastructure
divisions, particularly in the power and water sectors, and a solid performance from the
company’s rail and facilities management operations.

 

[wooduk]

United group

Looking for peoples opinions on this company,and how it structured.I do know that A.Sumner is the CEO,and has a lot of respect in managing a creature like this that is as diversified as this company,I have read on that Worley Parsons that manufacture would be the nearest rival to UGL,but I do not know enough to comment on WP

 

[wooduk]

Re: UGL - United Group

I came across the ASX media release from feb
http://www.unitedgroupltd.com/templates/pdf/HY09 - Media Release.pdf

I have been a sleep at the wheel, this management model could teach other moron companies how to run .UGL are the prince of princes in this economic world.I am ticked off that the employee share plan was wiped out by that dumb ass Swan treasurer or userer,not a treasurers bootlace.
Now that MTR has the victorian rail operation and UGL has 20% of the operation and John Holland group has 20%,I doubt that the employee share plan will come back'as of this date UGL trading $11.78 p/s

 

[billv]

Re: UGL - United Group

Wooduk
I kick myself for not selling 1 of my dog properties and buying 50000 UGL shares instead.
Since March I would have made $250000 ....

 

[billv]

Re: UGL - United Group

on 2nd thought, I wouldn't have been able to do it anyway
because it's the bank's money and they wouldn't let me spend it buying shares

 

[Pioupiou]

Re: UGL - United Group

Good to see directors buying.

Name of Director: Richard Humphry
Date of last notice: 17 August 2012
Date of change: 1) 24 August 2012 - - - 2) 27 August 2012
Number acquired: 1) 2,000 - - - 2) 1,900
Value/Consideration: 1) $20,905 - - - 2) $19,855
Securities held after change: 182,172
Nature of change: On-market trade

 

[Julia]

Re: UGL - United Group

Has anyone been following UGL recently? Cause for gap down on 20 February?

 

[So_Cynical]

Re: UGL - United Group

Has anyone been following UGL recently? Cause for gap down on 20 February?

Had to be insiders selling, today's fall linked to the half year results being not to flash.

http://ugllimited.com/templates/pdf/halfyear_2013_presentation.pdf

EPS Revenue NPAT Profit, all down...Debt and gearing up.

And the private infrastructure bubble hasn't popped yet...so the outlook just cant be to good.

 

[Julia]

Re: UGL - United Group

Thanks for the comment, SC.

 

[Ferret]

Re: UGL - United Group

Bought some today. Although the profit result was poor, I thought I read some optimism in the outlook.

Holding the interim dividend at 34c also seemed to indicate that it isn't all falling apart. Now the yield's close to 7% too.

 

[JTLP]

Re: UGL - United Group

Hi Ferret,

What did you think of today's guidance? Pretty poor result from the company one would think?

I always thought they would be prone to more weakness following the mid year - all seems evident now! The director purchases a while back seemed very token also.

As an aside - this result seemed to hit a lot of engineering and mining services today...