Share Name Share Symbol Market Type Share ISIN Share Description
Caffyns Plc LSE:CFYN London Ordinary Share GB0001615219 ORD 50P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -10.00p -2.35% 415.00p 400.00p 430.00p 425.00p 415.00p 425.00p 1,100 14:00:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 213.7 1.2 38.2 10.9 11.18

Caffyns Share Discussion Threads

Showing 526 to 550 of 550 messages
Chat Pages: 22  21  20  19  18  17  16  15  14  13  12  11  Older
DateSubjectAuthorDiscuss
19/10/2018
08:48
I was thinking the same - and I hope you're right. Either way, I can't see it being a bad thing even if he is colluding with the family, but this only applies for those of us who bought at, or near, the current lows. If there's collusion and if they take it private, it won't be much above the present price I imagine, but it will be some way above, as it has to be (though I can't remember the exact AIM rule that applies here re prevailing / average price etc.).
value hound
19/10/2018
08:34
Yes I would say its totally possible. However he just doesn't strike me as a passive investor.
clemo69
18/10/2018
11:25
Is it not possible that he's happy to take the >5% yield, and allying his interests with shareholders (of whatever type) in the knowledge that they'll run it in shareholders' interest generally and that it's at a massive discount of course?
value hound
18/10/2018
11:03
If Mr Perloff were going to do a deal with family to take this private thereby shafting PIs. Why would a non exec and the Chairman be buying shares in the open market? Presumably they would know enough to know they would be going to get shafted like the rest of the common shareholders. Or was the amount too small for them to be bothered about and they are doing it as a smokescreen? Just trying to figure out where this is all going. They is obviously huge value here but who is going to end up with the pie? My feeling is Mr Perloff must have done a deal with the family. Either he is buying as a passive investor- i do not believe this he has no history of this. He is with the family or going to try to do something by buying the common. However the pref shares make it impossible to do something hostile. Therefore he must have done a deal with family. He is not that stupid to not understand the limitations of the preference shares. Plus he has history of doing this sort of thing before. However that is where I come back to insiders buying the common? Just trying to make sense of it all.
clemo69
15/10/2018
13:27
And you were spot on, too, JAF111.
value hound
15/10/2018
13:24
Spot on NTV.....11.31% to Mr Perloff to be precise
jaf111
12/10/2018
18:16
If that's Mr Perloff adding today then he must be through 11% so expect another announcement pretty soon as 9750 went through at 415p
ntv
07/9/2018
16:47
Interesting that AP has got to this level without the share price tightening so presumably there are a number of apathetic/ unhappy shareholders out there.
strathroyal
07/9/2018
15:38
Ed123 that is just change of ownership due to a Will check out major shareholder list
ntv
07/9/2018
14:41
Yes, but the Caffyns have been mopping up too. AEF Caffyn Will Trust declared almost 4% today, and they have other Ordinaries and the voting Preferences too. The Caffyn family has control. Maybe Perloff will be long term holder, quietly collecting his biannual dividend?
ed 123
07/9/2018
13:33
Indeed. So what's his agenda or does he simply not have one and is in it for the obvious value / yield?
value hound
07/9/2018
12:32
Mr Perloff's holding now nearly 11%
ntv
20/8/2018
22:42
Excellent spot NTV !! Perloff will be looking at those unquoted pref shares with a microscope. The worst outcome for PIs would be an ongoing remuneration deal with the family and a modestly-priced transfer of the unquoted prefs, followed by a low tender offer for the ordinary shares.
coolen
20/8/2018
09:38
Well spotted and thanks for posting.
cjohn
19/8/2018
13:04
former audi site up for sale in worthing https://www.commerciallistings.cbre.co.uk/resources/fileassets/GB-Plus-466344/0ec17125/Worthing%20Audi%20Marketing%20Particualrs%202018.pdf
ntv
08/8/2018
18:15
some big trades been going through this week
ntv
30/7/2018
15:22
If it does, I imagine the yield will increase over time.
value hound
30/7/2018
14:48
charles stanley back over 5% Mr Perloff over 9% He appears to have voted with the board on the resolutions proposed at the recent agm maybe this going to go private
ntv
21/7/2018
08:25
several recent sales of 2,000 @ 401p presuming these are all sales and not crossovers at the same price i wonder who the purchaser is?
ntv
02/7/2018
17:49
Zoolock, yes indeed. Perloff provides cash for the company to make a tender offer to the minorities. Once private, Perfloff buys the development-potential sites and cancels the debt, leaving the family to run a car business without the hassle of being public. Co-incidence perhaps that Caffyn's is effectively controlled by high-voting unquoted Preference Shares ? Some years ago, did Perloff acquire Beales Department Stores through some deal involving their privately owned Preference shares, and then offering only pennies for Beales Ordinary shares ?
coolen
02/7/2018
16:11
Slight. What would be in it for him? And why would they need him?
cjohn
11/6/2018
09:48
What are the risks of Perloff doing a deal with the family to fund it going private?
zoolook
11/6/2018
09:36
And if they could be persuaded to see that relinquishing the preferences was in their own economic interest…... It's the very fact they wish to keep control that holds back the share price and means that their own large stake is grossly udnervalued compared to a similar stake in peer car companies.
cjohn
07/6/2018
16:38
Hi NTV, On the surface, the likelihood of a successful (or profitable bid for minority shareholders) is remote. A number of parties have built decent stakes and then gone away - I seem to recall that even BTEM were here at one time. At least Andrew Perloff looks to be building a more substantial stake and presumably Armstrong are also activist investors. However the prefs do appear to make a hostile takeover impossible, presumably one reason why the family don't appear to control a majority of ordinary shares. Perhaps the only possible way forward would be if the family itself were divided about retaining control. I see that the president has recently passed away and only two of the family are presently on the board.
strathroyal
07/6/2018
14:50
Hi NTV, My memory is that the prefs definitely can't vote on certain types of resolution: notably to de-list the shares or to transfer them to another market/listing. This gives protection to minority shareholders. The situation on takeovers is more complicated. In a simple takeover situation, I think they can still vote. But in some more complex transactions (class 1)I believe they are barred. Sorry not to be more specific.
cjohn
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