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% 355.00p 340.00p 370.00p 360.00p 355.00p 355.00p 0 11:00:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 12.9 24.8 119.9 3.0 61.86

Panther Securities Share Discussion Threads

Showing 251 to 275 of 275 messages
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
13/8/2018
18:15
Mr Perloff is also building a significant stake in Caffyns any thoughts on Panther bidding for Caffyns or helping a management take it private He has been building a significant stake very quickly
ntv
13/8/2018
18:13
Heybridge site looks interesting i think it is next to an Asda store and is 9.5 acres side onto residential but you never know whether the council would allow that change of use in the future there has been a fair bit of expansion in the area already. even if they did, agreeing all the paperwork will probably be protracted so doubt it would happen in the immediate future topvest if one or both parties walkaway from the "sale agreed" sites then Panther should still do ok as you said with the deposits and fees.So no harm done to the balance sheet. Especially after the Wimbledon studio sale plus other sales probably got £23m from those before tax
ntv
13/8/2018
13:00
Perloff is having some great fun with these land sales. Sounds like the other parties are struggling to raise finance and with every delay, Perloff increases the price / non refundable deposit. Can see at least one of the transactions being aborted and Panther being able to keep the deposit and property. The difference between the prudent and astute versus the desperate and leveraged investor I suspect.
topvest
13/8/2018
12:10
Sutton sale delayed now but it appears only for a few days lets just hope everything completes in due course be interesting to get some news on the land sale at Wickford
ntv
13/8/2018
10:46
well that is another £500k in and it makes it more likely that the land sale will complete at the end of August could well be that Panther have over £35m in cash and this will see them through any Brexit problems in the property market and secure dividends over the next few years. 2021 see a big reduction in interest rate costs meanwhile the increase in short term rates will see the swap position improve although this might be reversed later in the year as the economy stalls downside is valuation and rents receivable from retail assets I guess some of these though can be sold off to developers for residential use but a little bit limited on that as more shops close then the government might eventually rethink it's strategy on rates. but they have no forward vision
ntv
11/7/2018
18:27
Perloff is definitely selling assets. Quite a good indicator of where we are in the cycle. Near the top probably.
topvest
11/7/2018
14:03
Nice profit. R
russman
11/7/2018
13:08
Yes, excellent update again. Well done Perloff.
topvest
11/7/2018
12:04
added a few more today a good sale and completed huge cut in interest rate costs to come through in the dec 2021 as predicted
ntv
22/6/2018
14:45
thanks topvest
ntv
20/6/2018
21:33
OK, thanks NTV anyway. Best wishes.
topvest
20/6/2018
09:30
sorry not going to make agm as my vertigo has had the better of me for the last couple of days as busy places are not for the brain. london and the train station/underground would be hard work if not impossible
ntv
11/6/2018
13:32
no change there topvest it is a hopeless way to raise extra tax, probably Osbourne, imho the chancellor who failed miserably to sort the roads and rail issues out while there was zero other building going on. look what things cost as all the builders are now fully employed all that wasted benefits because they don't think more than a month in advance they want to build a new town near Colchester but with no infastructure spending or if it is planned it is not for another 10 years time! they only way to save the old department store is for them to become mini shopping centres , almost sub letting space to start ups or mini stores there has to be a way to survive maybe i'm wrong and these businesses were destine to fail anway just looking at homebase around the corner that is closing down and things they are selling off. they gave valuable shelf space to stuff you would take to a car boot or put in a skip things that sell in B&M for 1/4 of the price they sill can't shift
ntv
11/6/2018
08:07
Yes, I agree the Government need to act. Once HoF, Debenhams and others fold, public opinion may well push them into doing something. Typical government policy. Wait until the wheels fall off and then look for someone to blame!
topvest
10/6/2018
21:27
think i will have a couple questions about LAS/BISI and CFYN to add to the list topvest he is certainly right about business rates on retail premises. i think a lot of these will have to be converted to residential use as it seems impossible for the small businesses to survive / start up it is a shame because Colchester once had a lot small shops. now they are empty. Council don't maintain the pavements with lots of dodgy paving that is a nightmare for my balance. a lot of regeneration needs to take place but a lot of the retail space i think should be converted but that is my own opinion as i can't see how it will ever be filled again. emty shops make the place look like you are living in a ghost town
ntv
10/6/2018
21:02
Will have to go one day myself to see Perloff, the legend, in action! I do enjoy his ramblings, even though his views are sometimes maybe a little too right wing.
topvest
10/6/2018
20:49
no problem topvest as i have a similar question about retailing because of the real problems that can seen elsewhere at least the beales department in perth looks as though it has a coffee shop downstairs at the front. that's good retailing imho though it won't survive as a coffee shop on its own! Costa has proved what an extremely good business it is to in in terms of cashflow and profit margins. a number of local garden centres appear to have set up really good coffee shops/ cafes call them what you will and used the profits to expand their businesses successfully by the looks of it. presuming it is not all owed to the banks Wyevale garden centres appears to in trouble and wants to sell its local to presuming high borrowings and but maybe the freeholds have been sold off prior one of the first garden that introduced a proper coffee shop in its garden centres so i presume the owners have asset stripped what they can onto other things we have just bought a bathroom suite from Victorian Plumbing . what a nightmare and so wish we had viewed and bought locally. now fighting to get our money back as to be honest the bath is not fit for purpose i think personally there is still a future in retail shops but still not sure how it will work. times are changing fast
ntv
10/6/2018
20:25
Hi NTV - it would be interesting to know what Perloff's views are on Beales and how this might impact Panther if the department store moves into administration (i.e. what is his masterplan)? Thanks
topvest
10/6/2018
19:06
I am planning to go to the AGM this year, so if there any questions anyone wants asked I am happy to do so and post replies on here
ntv
10/5/2018
09:23
that is a good spot Jeff H
ntv
03/5/2018
16:17
Plans afoot for a new letting in vacant space:- Http://ymliverpool.com/restaurant-plan-bold-street-lyceum/32806 Https://www.liverpoolecho.co.uk/news/liverpool-news/historic-bold-street-lyceum-building-14575158
jeff h
27/4/2018
09:11
Beales is supposed to pay £80k per annum for Perth store looks like at write off/bad debt provision presumably when Beales went into CVA of about £1/2m but not sure if i am reading correctly so stand to be corrected
ntv
26/4/2018
21:49
Yes a number of errors.But also hit some winners.AP knows what he is doing.
russman
26/4/2018
21:39
I'm happy to back Perloff. You get a reasonable return and a very interesting read twice a year with his ramblings! An enjoyable investment.
topvest
26/4/2018
16:58
that is all old hat debsdowner we all know that redevelopment buildings are what it is all about yield is good for at least the next couple of years and is nearly as good as any other property company plus the added bonus of sale profits and virtually zero chance of a placing to dilute existing shareholders to me for now that makes a happy holder
ntv
Chat Pages: 11  10  9  8  7  6  5  4  3  2  1
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:40 V: D:20180814 11:23:22