Share Name Share Symbol Market Type Share ISIN Share Description
Pacific Ind LSE:PILR London Ordinary Share GB00BYV8MN78 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 117.50p 115.00p 120.00p 117.50p 117.50p 117.50p 31,062 06:30:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 2.3 4.9 46.8 2.5 25.21

Pacific Ind Share Discussion Threads

Showing 26 to 50 of 50 messages
Chat Pages: 2  1
DateSubjectAuthorDiscuss
23/7/2017
18:12
No real excuse not to give existing holders a chance to participate. Will keep holding for now, but they need to change their ways to gain respect amongst their existing holders.
topvest
23/7/2017
09:48
Building a new long in this. Strong management team, like the fundamentals, 110m is trans-formative for the company and adds significant diversification benefits. My own view is the placing will go well this time given the one year performance. I spoke with Canaccord to attempt to get into the placement as I'm looking to pick up a reasonable clip but unfortunately seems difficult for those who manage their own portfolios (was directed to wealth managers who could facilitate...but i don't like the on-going high fees) - if anyone knows differently please let me know. Overall, buying in the 116-119 range is a slight premium to the NAV & you risk some dilution but given paragraph 1. I think the execution premium is worth paying for what is going in the 'long term hold portfolio'.
pyufak
17/7/2017
08:22
Agreed - noted with interest the NAV of 116p. I benefited from the last placing (in at a discount) but would be less impressed now a shareholder :) What interests me more is whether they're more confident of raising the money this time. They were way off the amount they were hoping for last time. And with market cap c.£25m vs c.£110m they're hoping for, the price they raise at will certainly be interesting. Overall, still giving them the benefit of the doubt - they've done what they said they would so far.
spectoacc
14/7/2017
21:51
Still no open offer. They are not exactly being very nice to existing holders. If this is dilutive I will not be impressed.
topvest
14/7/2017
07:19
Wonder if they'll have more success than last time getting the placing away? Could transform the co if they manage it. "The company said it expects to announce further details of the placing around July 28, and that each member of the board and management team have confirmed their intention to participate. "
spectoacc
23/5/2017
07:25
All positive, but I'd have liked NAV to have been higher. We know they're very shrewd buyers from the roadshow, but not convinced that's really coming through yet. "22.6% total shareholder return over the period compared to 0.0% annual total shareholder return for FTSE EPRA/NAREIT Index to 31 March 2017 Earnings and dividend -- EPRA earnings per share of 7.8 pence, reflecting the rapid deployment of capital into highly income generative assets -- Declaration of dividend of 3.0 pence per share, taking total dividends paid or declared in respect of the period ended 31 March 2017 to 6.0 pence per share, reflecting an annualised yield of 6.2% on the IPO price -- Dividend covered 1.3x by EPRA earnings per share "
spectoacc
22/5/2017
12:46
Was thinking they might be "once bitten" on the fundraising - and I can think of several smaller REITs and ITs they'd fit nicely with instead. Whether all the personalities would fit is another matter!
spectoacc
22/5/2017
12:40
Agreed. I don't think Cannacord would have taken them on without them being able to do something. I suspect there is a deal around the corner.
tiltonboy
22/5/2017
11:05
Same here! Was very surprised when they failed to raise anything like what they thought, but now a bit of no-man's-land with the liquidity/co size.
spectoacc
22/5/2017
10:21
Specto, I was the beneficiary of the last placing, but obviously do not wish it to happen again!
tiltonboy
22/5/2017
08:57
Yes, although that activity could yet be another dilutory placing - they only raised a fraction of what they wanted last time, despite thinking they had quite a bit of it in the bag.
spectoacc
22/5/2017
08:54
Good news about Cannacord coming on board as well. This should be the prelude to more activity.
tiltonboy
22/5/2017
08:45
Results tomorrow, be interesting to see where NAV is at. Can't see the tone of the results being anything but positive.
spectoacc
02/12/2016
20:25
He is a very successful investor though, which is why I bought some in the first place.
topvest
01/12/2016
22:19
I stand corrected.
tiltonboy
01/12/2016
21:23
Not really - he's behind Pacific.
topvest
01/12/2016
13:19
Sir John Beckwith taking a 27% stake is a bit of a coup!
tiltonboy
30/11/2016
19:49
Yes, agreed - it was not good form to dilute holders in this way. I will let them off this time, given their small size, but will sell if they play that sort of stunt again.
topvest
30/11/2016
16:25
I've added PILR to the CP+ Header http://uk.advfn.com/cmn/fbb/edit_article.php3?id=40550398
skyship
30/11/2016
15:53
Tilts - in the placing at 100p - well done you. All looks impressive; but hate buying into propcos at/near NAV so at 116p, will just wish you well. Also hate the non pre-emptive rights aspect - just like MVI...
skyship
17/11/2016
10:09
moving well
luckymouse
14/11/2016
20:31
Watch list.
r ball
14/11/2016
18:17
Question: Is this a P.I. investment ? The team behind this are likely to grow the REIT quickly and successfully. Further fund raising almost certain, but if not open to shareholders not a good proposition unless sold at premium to NAV. Tempted to open a position, will look at spread tomorrow.
8w
09/11/2016
19:08
Lucky you. Not very impressed that they are diluting me without the opportunity to participate.
topvest
09/11/2016
11:31
I have taken a few in the placing, after meeting the managers. Shame that they were unable to raise more money!
tiltonboy
Chat Pages: 2  1
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