Poole Investments Share Discussion Threads

[steelwatch] 17/11/2006 09:40

Here's a video to cheer you all up:

[mjcrockett] 16/11/2006 13:51

fhmktg,

In Poole's 'Land use table' it shows about half of the Pilkington land as designated for 'employment'. Have you allowed for this in your numbers?

MJ

[bodgit] 16/11/2006 12:43

I suggest these percentages - 40% land/ 40% build / 20% margin. Not going to the barricades with these as don't know the PIV site well enough. Still suggests to me there is some upside left in the shares though it may take quite a while to realise it. Good luck all.

[zinco1] 16/11/2006 11:30

Fag packet calculation is third land,third build and a third profit but a little LESS profit on big developments..IMHO...;-)

[smallchange] 16/11/2006 10:08

fhmktg

That is the retail value you are stating. So as a property developer I will want to buy the land build the houses and make a profit on them. Your land value calculation has serious errors and needs to be halved IMHO.

[fhmktg] 15/11/2006 09:44

Arthur,Bodgit,
152 residential units at 100k each?- Could be £15million
Plus retail 1000 sq metres
Plus Rowing club

Could raise £15 -17.5 Miliion?
I.m hoping for a payout in the region of 6-7p.
remember Cicurel bought in at around 5.4 p.

Other views welcomed, plus any feedback from David Booth

[arthur_lame_stocks] 14/11/2006 16:55

Gallaghers seem to have done well to get the whole of the power station site as housing. Remember the market cap plus the debt plus all the other people that need paying means we need to get more than about about 10m to get our money back. After that it´s profit.

[steelwatch] 14/11/2006 13:20

Poole Investments plc


Company Information
Address: PO Box 4
Clifton Junction
Manchester
M27 8LP
Index: FTSE Aim All-Share

Tel: [phone]

This gets you Pilkingtons Tiles switchboard if it's any help?

[bodgit] 14/11/2006 13:03

ALS, many thanks for the info and links. Is it that bad with 152 residential units proposed - plus some other developments - which must be worth at least twice the current market cap of PIV? Or have I missed something here??

[arthur_lame_stocks] 14/11/2006 11:06

It looks to me like some sort of decision has been made about what is going to go onto our site. Perhaps that prompted the seller since it looks like we don´t have a heavy weighting towards residential.

Anyway take a look at the following links, it all appears to be fairly new to me.







Does anybody have a contact email/number at the company? I notice they haven´t bothered to keep us informed of developments as per usual.

[hybrasil] 14/11/2006 08:11

It occurs to me that noone bought.

[fhmktg] 13/11/2006 14:26

Wonder who the seller is?
More interesting - who bought!

[hybrasil] 03/11/2006 08:30

Arthur
The reality is that there is no size to be bought at these levels.
The tick up may mean a few sales in today but I doubt it. As I said before the share register in PIV contains more private investors than any I have seen.
---EDIT---
14.18
Despite the tick up no trades at all

[arthur_lame_stocks] 02/11/2006 18:00

There´s been a bit more activity than usual today, probably because of the tick up, but there´s still no evidence that anybody is buying in any real size.

[hybrasil] 02/11/2006 09:50

Looks like they had to move the bid to the 3.5p level. Will this bring out any stock?

__EDIT__
11.53 I see someone has now paid 4p for some stock. definetely getting warmer.

[hybrasil] 30/10/2006 17:56

our purchaser bought another 150k at the full offer price. I now doubt if the price will stay here for long.

[hybrasil] 19/10/2006 13:26

it will if the small buyers come to the share. The person buying in 100k lots is a shrewd player. He waits for the shares to come in

[arthur_lame_stocks] 19/10/2006 11:19

The bid´s gotta move up a tick soon surely?

[hybrasil] 19/10/2006 09:29

We have a prudent buyer on our hands.
He bought another 100k at the full offer price again this am.

[arthur_lame_stocks] 18/10/2006 16:31

Doesn´t look like it!

[gombie] 18/10/2006 12:34

If the agm was on Monday did anyone attend?

[hybrasil] 18/10/2006 07:45

its hard enough trying to stay interested without worrying about pivot calculators

[lumsky] 17/10/2006 11:12

Has anyone got calculated pivots for all the indices?

[fhmktg] 16/10/2006 14:00

Come on then -own up - who bought today's 100k?

[hybrasil] 16/10/2006 12:47

someone keeps buying when there is any stock around . Another 100k was sold this am at the full offer price(3.75p).
I checked with my brokers and there is only 30k offered yet 300k bid for electronically.
Obviously someone else believes there is value here.