Panther Securities Share Discussion Threads

[topvest] 24/8/2011 07:15

On the face of it, looks like a dividend cut so they can take advantage of some really good acquisition opportunities that will generate better returns for tomorrow. No commitment given on size of final dividend at this stage, but they have normally paid 6p each half year.

....looking at this again, Perloff may be keeping to roughly 12p a year - 12p last year normal + the 3p special = 15p. Not sure he will see it as a cut if 6p final +3p interim. Confusing all the same though...he seems to not want the dividend at the moment, but to invest in property at good prices. He is probably correct, but I don't like dividend cuts of any shape or form.

They will also suffer on the income account for a while until some of the rent free periods work through. Think he is generally making good investments; most look highly attractive, although I was not as happy with the Beale purchases given the 2 year rent free periods, which is unusually long. Anyway, Perloff knows this game far better than us, so I'm sure these investments will look good / great a couple of years from now!

[ganthorpe] 16/6/2011 09:30

Simon Peters (FD) spent £70K earlier this month buying shares at 407.5P Since then PNS has weakened back down to Sept 2010 low level.
I think I will mull over the weekend and buy a few more next week.
I can't see any new negatives around.
GAN

[pifedayo] 03/6/2011 17:43

First upward movement of less than 5p. Are there rumours?

I still support PNS despite the extremely wide share price spread which I take to be a good omen.

[cyril4] 27/10/2010 09:48

what are their intentions with o twelve

[cyril4] 23/6/2010 09:18

good for perloff

[pifedayo] 23/6/2010 09:09

Is today's drop in Beale good or bad for Perloff and Panther? A lot of the Beale shares were bought at 40p.

[pifedayo] 21/6/2010 08:55

Now the profit taking.

[myopia] 20/6/2010 08:01

no, i can't see any reason why they should have risen like this - a bit baffling to be honest.

[topvest] 18/6/2010 17:00

Interesting increase in the price here. Any thoughts?

[cyril4] 19/5/2010 11:55

guess you missed it

[pifedayo] 19/5/2010 09:36

I see that Beale Shares are up 1.5% today. Also I do not remember seeing anything from PNS regarding Simon Peters becoming a non-ecec director of Beale earlier in the year.

[topvest] 26/4/2010 20:17

Good old Perloff. Impressive results overall and the usual entertaining banter. If only more Chairman were like him, the world would be a more interesting place. Thank you Mr Perloff! No mention of 012 Estates again. Seems to keep quiet on this one.

[pifedayo] 26/4/2010 08:56

The break away from IFRS regs. to give the small shareholder and understandable account of the company's position as at last year end was vey welcome and enjoyed.

[cyril4] 05/2/2010 12:04

why would anyone deal in 20 shares

[pifedayo] 10/9/2009 12:09

Yet another 'cracker' to match the excellent results.

[pifedayo] 08/6/2009 14:56

Another excellent and informative interim management statement.

[pifedayo] 08/6/2009 14:56

Another excellent and informative interim management statement.

[rocheberie] 11/5/2009 20:10

Wow! I've just read the Chairman's statement and will now be buying the shares. He also has my vote for prime Minister if he decided to run

[the big fella] 11/5/2009 12:19

Absolutely great read.

[philo124] 10/5/2009 21:14

gREAT cHAIRMAN'S STATEMENT

[hywel] 09/5/2009 14:46

www.panthersecurities.co.uk

[topvest] 26/1/2009 20:39

Sorry, I fully agree for most real estate companies. Panther should survive however, as it is more prudently run with lowish gearing. Panther is a hold imo. On others higher geared companies they are looking in trouble, but to be honest the prices of some are so low that if you are not out already its too late and you may as well stay put! There is a slim chance that commercial property prices turn on a sixpence later in the year with interest rates at close to zero. There will be casualties, that's for sure!

[arthur_lame_stocks] 26/1/2009 18:58

I'd disagree there and say that lots of real estate companies are looking like their excessive gearing is going to screw them as their NAV becomes negative (I know this is happening to some funds).

[topvest] 26/1/2009 06:53

Yes, but all real estate companies are. They are a hold for me until we get some sort of stability.

[arthur_lame_stocks] 25/1/2009 17:45

Definitely looking cheap now.