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% 332.50p 315.00p 350.00p 332.50p 332.50p 332.50p 0 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment & Services 14.7 -1.9 -5.5 - 57.94

Panther Securities Share Discussion Threads

Showing 151 to 173 of 175 messages
Chat Pages: 7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
31/8/2017
18:08
ok, thanks Jeff probably sipping or something similar
ntv
31/8/2017
17:54
The transaction relates to Harold Perloff's stake.
jeff h
31/8/2017
17:18
share buyback? that is a big trade for this minow
ntv
13/7/2017
13:07
thanks for the imfo GB
ntv
12/7/2017
23:06
Looks like this was John Doyle's shareholding, the executive director who left in June.
glassboy
12/7/2017
19:11
interesting buyback plenty of cash to back up further purchases will there be any more?
ntv
07/6/2017
18:27
Yes, looks positive. I wonder how much this site originally cost? Not quite clear on why there is a 6m delay until completion. Makes you wonder what other hidden value lies within their portfolio.
topvest
07/6/2017
09:53
nice sale deposit soon , rest in 6 months
ntv
02/6/2017
19:24
Panther missed this one with a higher yield than Wayfarer... HTTP://www.nwemail.co.uk/news/barrow/Shops-housing-Debenhams-Body-Shop-and-WH-Smith-in-Barrow-sold-for-a-total-of-3m-05bcae00-13d6-4963-9533-083c833c8847-ds
simon templar qc
07/5/2017
11:30
Been looking through the results. The standout negative is the Beale department store exposure which has cost them at least £1.5m in bad debts and lost rent in 15/16. Looking at the Beale accounts, they still look pretty well bust and are being supported by Portnard. It is difficult to see what angle Perloff really has on this disaster. Looks like he has headed into a value trap. William Nash plc stake sale of £1.5m and development site potential upsides are the better takeaway points. 12p dividend is OK. Swap accounting is irrelevant. I think Panther has performed very poorly in the last 5 years really, and this is primarily due to Beale - the initial rent free periods and then bad debts. Basically, they paid a lot for some loss making Beale stores that have never really paid their rents. Happy to hold as hopefully some hidden value, but won't be topping up. Worth holding for the Ramblings entertainment as ever.
topvest
26/4/2017
08:55
guessed right on income from lord street properties but results hit again by interest rate swaps lots of things going through the planning stages but taking time as usual update on purchase from palace capital plc, strangely they never released an RNS for that one lots of cash come in since the year end that will help fund building work
ntv
25/4/2017
11:11
maybe some news due on birmingham site where they have 487 units ready for sale or redevelopement plenty of other planning permissions are being sort elsewhere so hopefully a few sales over the next year
ntv
25/4/2017
11:09
hhmm not that worried as they only paid £4.5m for property with 8 vacant units assuming these extra ones are now vacant reducing income to £575k still a good yield on the purchase price. i also assume that once the beale lease comes up for renewal it would reduce income down to £450k per annum leaving it on a 10% yield which would be about right
ntv
25/4/2017
10:19
NTV Just to let u know letting situation at Southport Arcade worse. The agent not updating the empty units properly there are more empty lets than on their site. I reckon its more like 13 or 14 now.
simon templar qc
25/4/2017
10:15
results due soon recent good news re buildings on a 9.5 acre site near maldon. 4 years rent and a chance to re let on maybe short term basis.looking at the redevelopment i guess there must be a chance to re develope the site as residential croydon sale going through soon and maybe some news on wickford sale before to long be nice to get a special dividend again maybe
ntv
02/4/2017
23:13
share price is the same as 10 years ago not much of an achievement for property company mainly because of interest rate hedging so if interest rates go up so do assets weird i know
ntv
02/4/2017
23:08
waiting for the sale of the birmingham site to add to nett asset southport reliant on beales, owned by perloff family happy to sit tight and take the yield maybe another bonus dividend share price not really moved for years
ntv
26/3/2017
17:51
In actual fact I live in Southport so well acquainted with the purchase at first I thought the purchase was far too cheap on yield however like most High Streets Lord Street isn't the Street it once was. In the Victorian era apart from Glasgow and London it was one of the most fashionable streets in the UK but its lost out to both Liverpool and Manchester. If you need to shop for anything decent that is where the shoppers head for. The units far to costly when you include rates and service charges even a small unit would cost north of £1,000 per week excluding any wages. Its a great complex however in the most prime area in front of the Town Hall and arts centre with heavy footfall. I was surprised at the Pedlar family selling the complex but possibly they were concerned at the empty shops in the town centre and the difficulty letting such a prime unit. If Beales was to close and its loss making that would be a major blow and the second largest unit Multiyork is also loss making! Southport already has a large BHS which is standing empty in the other prime area with large footfall, Chapel Street in Southport.
simon templar qc
26/3/2017
17:51
In actual fact I live in Southport so well acquainted with the purchase at first I thought the purchase was far too cheap on yield however like most High Streets Lord Street isn't the Street it once was. In the Victorian era apart from Glasgow and London it was one of the most fashionable streets in the UK but its lost out to both Liverpool and Manchester. If you need to shop for anything decent that is where the shoppers head for. The units far to costly when you include rates and service charges even a small unit would cost north of £1,000 per week excluding any wages. Its a great complex however in the most prime area in front of the Town Hall and arts centre with heavy footfall. I was surprised at the Pedlar family selling the complex but possibly they were concerned at the empty shops in the town centre and the difficulty letting such a prime unit. If Beales was to close and its loss making that would be a major blow and the second largest unit Multiyork is also loss making! Southport already has a large BHS which is standing empty in the other prime area with large footfall, Chapel Street in Southport.
simon templar qc
26/3/2017
09:46
probably the size of the units makes them difficult to let. probably need to try and floor space bigger but difficult as a listed building the yield was around 10% on purchase so not over demanding and i am sure they will come up with some sort of redevelopement plan in time to increase value of the site
ntv
25/3/2017
20:23
Beale probably like Bhs never adapted like Debenhams did as a department store More food places in shopping centres are also changing their shape of tennants
ntv
25/3/2017
10:11
good start to the first half of the current year with nearly £2m in cash from vacating tennant shame they couldn't turn the property over to residential as loads of building work going on the area at the moment 9.5 acre site must have lots of potential including significant uplift when redeveloped £800k to come from property developer for croydon property selling will get rid of overheads from empty property though they will probably have to start paying on first property after a few months if no tennants have not been found
ntv
12/9/2016
17:23
i saw they bought a property from palace capital the property appears to be vacant and the cost was £200k
ntv
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