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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% 375.00p 360.00p 390.00p 375.00p 375.00p 375.00p 102 05:00:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 12.9 24.8 119.9 3.1 65.34

Panther Securities Share Discussion Threads

Showing 276 to 300 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
17/1/2019
10:27
nice dividend received today
ntv
28/12/2018
12:08
Ordered an Airsprung mattress from BEALES on line on 1/12/18 failed to deliver with hopeless customer support Today i gave up as customer services is closed for internet sales now asked for my money back If i don't get a response re the monies going to call the bank and get them to sort it They certainly won't survive a downturn with that sort of customer service
ntv
08/12/2018
13:32
https://www.google.co.uk/maps/uv?hl=en&pb=!1s0x4862ca6cc703f441%3A0xc71143d5cd7d03f0!2m22!2m2!1i80!2i80!3m1!2i20!16m16!1b1!2m2!1m1!1e1!2m2!1m1!1e3!2m2!1m1!1e5!2m2!1m1!1e4!2m2!1m1!1e6!3m1!7e115!4shttps%3A%2F%2Flh5.googleusercontent.com%2Fp%2FAF1QipMfg-8A2hobjAYb-LN5_PeC2WhaH8PsFecwc3ea%3Dw426-h320-k-no!5sdebenhams%20dumfries%20-%20Google%20Search!15sCAQ&imagekey=!1e10!2sAF1QipMfg-8A2hobjAYb-LN5_PeC2WhaH8PsFecwc3ea&sa=X&ved=2ahUKEwiO4v6bq5DfAhU1t3EKHWUNAfAQoiowEnoECAUQBg If you look at this building, it could quite easily be split into 3 units. Looks a very good deal. Perloff is an astute deep value investor! Possibly potential to convert upper floor to residential.
topvest
05/12/2018
17:52
The Dumfries Debenhams investment has been offered for sale twice in recent years. In May 2017, Allsop was marketing the heritable (freehold) interest at offers in excess of £4,400,000. In July 2018, Acuitus auctioneers were offering it at disclosed reserve not to exceed £2.5M. I've not seen the legal pack but the auction particulars state the tenant is Debenhams Properties Ltd. According to its accounts, DPL hold the majority of Debenhams Retail leases in the Debenhams UK portfolio. If Debenhams close this branch then DPL would still be liable for the rent etc but how long DPL could afford to pay depends upon its other commitments. I guess Panther bought it because the yield surely offers the potential for something or other. The EPC rating is E - in other words almost dire!
trcml
05/12/2018
07:36
interesting purchases these large stores seem cheap and I guess the "alternative uses are" way to value them I get the feeling that a lot of theses old department stores will get converted into flats at some time in the future I like the special dividends that are now becoming very regular I wondered why someone was sitting in auction bidding @350
ntv
25/10/2018
18:09
Good news for Mr Perloff and Panther I think. I wonder if Perloff had bitten off a little more then he could chew with this?
topvest
25/10/2018
10:25
The Times reports Beales sold in a buyout. Https://www.thetimes.co.uk/edition/business/beales-boss-clinches-buyout-as-department-store-turmoil-grows-vnbrwtv8q Https://www.bournemouthecho.co.uk/news/17006287.beales-chief-executive-tony-brown-buys-the-company/
jeff h
15/10/2018
20:06
Yes, you maybe correct. Department stores are not the asset of choice, that's for sure. See that SEARS has filed for bankruptcy protection in the US today. Debenhams are probably next in the UK. Think Sports Direct have made a big misjudgement trying to bring HoF back from the dead as well. It will be like pushing water uphill.
topvest
15/10/2018
06:51
Beales been positive for years but not made a bit of difference, its got too borrowings now as the global economy slowing, Perloff is going to take a hit on his private company.
debsdowner
13/10/2018
20:24
Yes, results weren't great. I saw those. The outlook was fairly positive though, but I'd be surprised if it ends up being a success. Department stores are on the way out. I'm struggling to see the angle on Beales as the property is very run-down and is unlikely to be re-let if Beales does close. Maybe its got redevelopment potential?
topvest
13/10/2018
19:18
Perloff not doing well on his purchase of Beales last week results out loss of over £1 million. Lord St properties revenue falling, results out last week. Beales has bank loans of £16 million increasing all the time, Perloff not as clued up as some think, Beales not in a good place at the moment a bad Christmas and its could be the end.
debsdowner
09/10/2018
07:54
10k buy order in auction that is unusual for this stock
ntv
26/9/2018
07:32
I don't understand the Movement in derivative financial liabilities could anyone explain this TIA
ntv
26/9/2018
07:06
Well it is steady as she goes as no extra news other than an agreement to rent property in Maldon. A nice amount to help replace income from sold properties Wickford will be a standalone scheme so may be a sale soon Swindon market scheme to be reworked so guess that will a take a year or so so maybe some news this time next year Was a bit hopeful on the special dividend front for another one in 2018. Ready and awaiting the Brexit challenges that appear more than likely to be a "hard version " whatever that really means
ntv
22/9/2018
11:57
From the below Trading Update https://www.investegate.co.uk/panther-securities/rns/trading-update-including-property-disposal/201807111059263170U/ Use of property sale proceeds The considerable funds from the sale of Wimbledon Studios and the other property sales outlined above will be used partly to pay down debt and partly held for other opportunities. If the sales of St Nicholas House and Holloway Head complete, then the Group will be in a very strong liquid position to take advantage of any opportunities that may arise. ....may get another say 10p special dividend though due to the profitable disposals.
jeff h
22/9/2018
11:38
Hi NTV, I think Perloff is cashing up and readying himself for some great bargains to be had potentially next year as the 24 hour Brexit "doom and gloom" media campaign at last starts to impact the UK economy. I think he did something similar about 10 years ago.
topvest
22/9/2018
11:11
Next week should be interim results time Several deals have been completed since the half year so most of the profits will show in the second half Half year results will hopefully show a small increase in rental income though this will drop in the second half following recent large asset sales. Second half finance costs will drop to compensate for this but not enough to cover loss of rental income Maybe another positive move in the financial derivatives valuation to feed through in the interims as well Well what to do with all that cash is the big question Special dividend? Increase yearly dividend as it has been at 12p per annum for a while? Share buyback to hold in treasury? Bid for Caffyns? It now has the fire power Some sort of corporate move on LAS? Just sit and hold the cash? not bothered by that as Brexit could be interesting time to do a deal All pure speculation on my part so as smaller shareholders we just have to wait and Of course we have the Chairman's Ramblings to look forward too!!
ntv
11/9/2018
17:47
Yes NTV, Good point Under Offer can also refer to a new rental as you say, good news for the company though if it is a sale or rental. Often they seem to buy properties with empty/vacant space so reducing the unlet space is welcome.
jeff h
11/9/2018
16:16
Jeff H thanks for the imfo Derby - looks like was going to auction for £165k so maybe a private sale or new rental Broadstairs - I thought they were going to develop and keep according to final published in April 17>maybe they have a tenant for the shop now I think the others were all up for rent but might be possible disposals as well, at the right price not long til the interims
ntv
11/9/2018
07:43
I would think if you include the recent disposals, and a falling Derivative/Interest Rates Swaps Liability, the NAV must be around £6.00 a share which is a huge discount to the market price. Note also (from the company website) other smaller properties are "Under Offer":- 4 Babington Lane, Derby 19-25 Tarleton St, Liverpool 136 Above Bar St, Southampton 120 High St, Margate 8-12 High Street, Broadstairs
jeff h
11/9/2018
06:47
topvest As you say plenty of cash in the bank now and the company also banked some healthy profits for the second half of the year Interims due soon Now where to invest all that cash is the big question ?
ntv
11/9/2018
06:30
St. Nicholas House, Sutton, has also completed. That's very good news. Nicely cashed-up ahead of potentially Brexit choppy waters.
topvest
09/9/2018
15:46
looks like Britannia Shopping Centre, Hinckley is up for sale for approx £7.5m Bought at agood price/yield so guess they are trying to make a quick profit
ntv
08/9/2018
06:26
Post Brexit vote low was 290 mid I think
ntv
08/9/2018
06:26
another 20k went through @325 as a late trade I guess some is exiting left as they say ahead of the looming property crash with Brexit
ntv
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
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