Share Name Share Symbol Market Type Share ISIN Share Description
Panther Secs. LSE:PNS London Ordinary Share GB0005132070 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 307.00p 292.00p 322.00p 307.00p 307.00p 307.00p 0 06:32:53
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 14.7 -1.9 -5.5 - 53.50

Panther Securities Share Discussion Threads

Showing 176 to 199 of 200 messages
Chat Pages: 8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
06/1/2018
10:16
do enjoy reading his ramblings but don't always agree with him though! must get to an agm sometime. maybe this year but it is not good for my vertigo in a busy place
ntv
06/1/2018
10:12
a lot these old department stores have have top floors that are redundant now. trouble is some are listed but a lot can be converted to residential flats to maybe sold and/or rented out.or offices even in prime locations. department stores failed to adapt for to changing high streets. left their food hall and coffee shops up stairs instead of bringing them downstairs. should have looked at costa cofee concept and how quickly it expanded.coffee shops would have bought a lot of customers in to the ground floor. the punters are then in your shop. Debenhams is a classic as it still often has a perfume shop at the front.old hat and failing. just one of their many failings. Renting out larger spaces to other retailers would have turned them landlords rather than all down to just retailing. some listed properties only have small areas/sections which make it difficult get a decent area for a retailer to use. hence one or two year shops as i call them. some are trying to adapt but not sure how they are fairing. colchester co-op now has subway, m&co and boots inside it. another local. the real assett as we know is the property itself just got to make it work.
ntv
05/1/2018
19:20
Hi NTV - yes, still holding here. Really enjoy Perloff and his ramblings. Unfortunately, his investment performance has been disappointing over the last 5 years and that explains the discount. Too much investment in value trap scenarios like Beales. Happy to hold though.
topvest
05/1/2018
19:14
discount well over 30% imho
ntv
24/12/2017
17:44
A very poor price for this subsidiary really as it has been mostly profitable for a number of years. Oh well it takes away the distraction and provides a further small inflow of funds. I'm sure Perloff is doing the right thing!
topvest
24/12/2017
10:36
Further tidying of the acounts. Small loss on sale but guessing assets well over 450p per share. From a small shareholders point of view it would be nice to see if big increase in the dividend. They must be able to afford after the recent sales and purchases.
ntv
30/11/2017
15:52
Another nice update, shame Birmingham site sale has not completed yet but at least completion is due within a few months and another £400k came in from the site looks like another good purchase of a shopping centre with a car park
ntv
30/10/2017
22:58
it will be interesting to see if there is some kind of reversal of the previous writedown from last year Trading update Panther Securities PLC provides the following trading update in respect of its interim results for the six months ended 30 June 2016 (the "Interim Results"). The Board anticipates that the Interim Results will show a mark to market non-cash write down on its interest rate swaps, due to an increase in their liability, following the recent fall in long term interest rates. The net write down after taking account of the deferred tax benefit will be approximately GBP6.6 million against the Company's reported profitability and there will also be an equivalent reduction of net assets in the balance sheet.
ntv
29/10/2017
14:32
topvest, Now that is why they are opening a store in Perth, Panther owns the property. Well done for spotting that now it makes sense. As for Beales I read the statement, I wouldn't have expected Beadles to have been downbeat, they have the staff moral to think about. The bigger players are suffering Beales is in a worse position with both a deficit and also loss making. It will be a miracle if it survives. NTV, You are not far off the mark, there is litigation going on, with regards to another public company and Perloff held shares in the company. I have evidence he has supported a company directors were there has been considerable wrongdoing that is all I am prepared to say at the moment. edit: HTTP://www.bournemouthecho.co.uk/news/15603934.Beales_losses_are_up_____but_store_boss_says_it_s_now_heading_in_the_right_direction/ Beales near 11 million deficit on its balance sheet with frightening borrowings.
simon templar qc
29/10/2017
12:53
topvest it appears Simon Templar QC is allegedly involved in some type of litigation with Mr Perloff according to some posts on other threads. Never actually posted any details probably to scared to. I always find lawyers/solicitors a very interesting breed of person.Thankfully i have had very little need to use their services. Immune from the law but not from the digital tape recorder !!! :-))) one of the worlds best inventions but rarely given that praise :-))
ntv
28/10/2017
19:48
The angle in Perth.... Former McEwen’s of Perth In early September 2017 we completed the purchase of the freehold former department store, McEwen’s of Perth. This attractive listed property is located in the centre of Perth. Purchased mainly vacant, it contains one national tenant on the corner of the building who pays an inclusive rent of circa £50,000 p.a. We have pre-let the balance of 35,000 sq. ft. to JE Beale PLC who have been promised financial assistance by the local council to establish their first store in Scotland. We own other properties in High Street, Perth and have previously worked with the council who provided substantial grants to bring long-vacant upper parts back into use as flats, which are now let and rent producing. We expect to receive grants to redecorate the listed façade of this older building. In due course, this property is expected to produce double figure returns for our Group on our initial cost of approximately £700,000 but we will have to spend money on the property for outside refurbishments towards which the council has indicated they will contribute.
topvest
28/10/2017
19:40
Yes, taken a quick look. Sounds like things have stabilised though and current trading is encouraging. They are opening a store in Perth which is odd. There's normally some sort of angle with Mr Perloff and maybe they have a vacant site in Perth. I agree that Beale looks like a bad deal, but you never know. Time will tell. Generally, department stores are yesterday's way of shopping. Debenhams and House of Fraser are going to struggle let alone Beale.
topvest
28/10/2017
17:31
Perloff not doing well with his private purchase of Beales. Losses went up to near £600k and deficit on balance sheet up from (9.5655) to over (10.746) Amounts are free to view from GOV: Type in J.E. Beale Public Ltd company.
simon templar qc
19/10/2017
16:27
selling these development sites and investments that are not producing any income will give them a chance to buy assets that are income producing
ntv
19/10/2017
16:20
Didn't get mentioned in half year results either that came out a couple of days after the sale was completed Good spot Jeff
ntv
19/10/2017
12:14
Probably too small a disposal to warrant a separate RNS I guess NTV.
jeff h
19/10/2017
08:31
You are right Jeff. Dual holding via Panther and his pension fund More cash for the Bank account would have thought that the company would have issued a RNS
ntv
19/10/2017
07:14
when was that Jeff, i thought Mr Perloff'S pension fund owned the stake
ntv
18/10/2017
17:38
They sold their stake in EKT as well so that is another £0.5m
jeff h
18/10/2017
14:33
Further improvements in nett asset value should come from rising interest rates as this will feed straight through to the bottom line because of movement in derivative financial liabilities. Also as the date of the loan repayment approaches then the liability should reduce even though this is still some way away
ntv
18/10/2017
14:27
Nottingham factory sold on an exit yield of 5.7% and Money from Croydon flats due at the end of this month bringing in nearly £1m these monies will help pay the two recent purchases in Scotland. a site with rental income of £50k and a leasehold property with rental income of £300k after all costs approx cost £3m with developement potential
ntv
18/10/2017
13:37
I have been trying to work out the amount of cash that should be coming in to the company over the next few months another £10m to come from Birmingham and say £2.5m from Wickford Swindon planning could be worth another £4m maybe but that is dependent on planning approval so this will give them some funds to increase rental income over the next few months to a year and hopefully increase the dividend to at least 15p
ntv
26/9/2017
19:32
Yes, encouraging. About time though. No mention of Beale's which, in the circumstances, is surprising.
topvest
26/9/2017
14:42
large increase in asset value and more to come when Birmingham land sale is completed if they get their planning through in swindon next year that will add a fair bit as well Useful profit to come from the sale of land in Wickford soon as well doing well now despite interest rate costs
ntv
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