Panther Securities Share Discussion Threads

[philjeans] 15/6/2004 21:41

Looks as if one of the Perloff satellite companies have bought a 14% stake in quoted Hawtin, once a busy diversified trading co; now broken up with a small property portfolio and massive tax losses. Has a full quote currently but just going into Aim to save costs.

Could be an interesting play on a reverse takeover or a shell co in the making.

Worth a look for sure with Andrew Perloff stalking the business.

[simonevans] 09/6/2004 21:40

Not me I'm afraid. Would be interested to hear how it goes though! Elektron investment looking good after results today - doubled up already from 5p in price.

[simonevans] 08/5/2004 17:20

Another very amusing Chairman's statement from Mr Perloff - always worth a good read. Fully agree with his comments.

Excellent set of results as well with NAV close to £3. Any views?

[simonevans] 24/1/2004 17:54

Quite a bit of activity of late - £452k profit on Oakburn holding and more to come on Grosvenor Holding with an 18p take out price.

14% holding in Elektron and 3 factory buy from the receiver of Arcolectric looks interesting. The properties were bought on an 11.5% yield and the £500k investment in Elektron is now worth £700k or so.

All bodes well for the next set of results.

[simonevans] 09/12/2003 20:01

Looks like Grosvenor have won the battle then - an interesting contest nonetheless!

[simonevans] 11/11/2003 20:10

Anyone read Perloff's letter to Grosvenor shareholders - an excellent read....and some very interesting facts coming out. This won't do the board's reputation much good imo. He has my full support!

[simonevans] 18/10/2003 10:07

I've got shares in Grosvenor as well. I'll support Perloff on this one on the basis that it has taken the Grosevenor team just too many years to get their strategy going and seem to have somewhat missed out on the property boom. I will do some research on Oakburn - looks like the directors don't own a high proportion if this is hostile, otherwise there would be no point making an offer.

[innovation99] 17/10/2003 21:40

JaKNife - Oakburn - major shareholder of Grosvenor Land (GVR) - Panther has been stakebuilding Grosvenor over the last year and will put in a mandatory bid if they seal the Oakburn deal. Grosvenor are small but with big potential now they have turned the company around.

[simonevans] 03/5/2003 19:20

Good results. Excellent Chairman's Statement. Special dividend in June. 226p NAV. Steady as she goes - I would expect some benefit from the Eurocity acquisition this year.

[simonevans] 03/5/2003 19:17

Certainly is - it would be great if there were more company's like this - quite an interesting read and I fully agree with his comments. Like the reference to a 34 year history...!

[washbrook] 01/5/2003 10:07

The chairman of Panther Securities annual statement by the him is a very interesting read, together with El Ora PLC statement yesterday[eom]