Member Info for NoTimeTouLouse

Me too. So excited!

I increased my holding by 79K this week selling other holdings Most of which I hope to buy back at some point.

Didn’t do much for my average which has gone from 8.6 to 10.4. But at the moment I believe it is the number of shares that will count. I hope I’m right, but that’s the risk. I am willing to take.

GLA NTTL.

RIDER yes, I agree with your comments. The price may take a while to move and in that case I will wait. I hope I won’t have to wait too long or I may start regretting my selling. I am not an expert and rely heavily on the many helpful comments on the board. I realise it may be a fair wait before we know if the claim is successful and then more time until it is actually paid. If I were younger, I would be happy to wait but age and health are against me - hence my name! It is just that I woke up this morning with the thought that if the price should double in the next week or so or soon after it would be daft not to make use of the opportunity. Looking at my portfolio I realised that whilst my approach has been Improving most of my other holdings are below 100% increase and that selling and then buying back later might make sense. Of course it is all about timing and I could be wrong but that is the risk I take.

Thank you for the reminder about SL, I need to go back and read more of his stuff. ATB.

Today I have moved into kitchen sink mode!

I am selling whatever I can in my portfolio on the grounds that within nine days, nine trading days the SOC will be announced and I am hopeful that the SP will at least double. At some point, I will then Sell enough of the shares to buy back what I should not be selling now. So far have spent 4K today on PAT.

Not doing wonders for my average! But I should end up with more PAT shares which should be a good thing.🤔

GLA. NTTL.

Wow! Not just “we are pleased to announce “ but “ we are delighted to announce “ and the CEO uses the word “thrilled “.

I first bought into this company last year for the special dividend But sold later in the year to provide funds for other companies.a

This morning I am back in (my buy of 620 showed as a sale) and expect to hold this time.

What a great company. Well done holders and good luck all.

NTTL.

This morning I wanted funds in order to adjust my holdings in other companies. I was sorely tempted to sell some PAT shares.! Fortunately I resisted having told myself I would feel very foolish in three weeks time.

Panthera represents 41% of my portfolio. I have an average of 8.6.

Looking forward to my best ever birthday present on or before 16th May.

Best wishes and GLA to all holders. NTTL.

Hopefully my last post on this thread!

Ayecuramba

Thank you for your comments.

I hear what you say. In my original post, I thought I was being sufficiently cautious by saying I assumed they were well respected. I assumed they were as IBKR was providing a link to their report. I hadn’t realised it would be difficult for others to find it. Fortunately Xataxx did subsequently provide info on the report.

I was looking for reassurance having seen the recommendation but obviously didn’t go about asking for it in the right way!

PhsarKandalPP

If you look at my post history, you will see that I have been posting on PANR since December 23.

There is no way I would act against the interest of PANR holders.

To be clear, I am a holder here. I have belief in the company and immense respect for the BOD.

GLA NTTL

Thanks again X. I haven’t sold. I’m holding on. I was just mystified by that sell recommendation, now finally have some useful views as to why they are almost certainly wrong.

Thank you Xataxx. Didn’t see your posts before I sent mine. Very grateful for your help. Thought this was a friendly board before. I do learn from my mistakes and will think twice before posting anything here again. Nonetheless, I wish you all good luck. NTTL.

I tried to download the report from the IBKR app, but it doesn’t seem to have worked. At least I can’t find it on my phone. sorry to be a nuisance here so I will now put up and shut up as suggested until such time as I can find a link or a bit later when I can summarise briefly a few comments. Waiting for physio now, back later.

12.07 and 12.19: I do agree with what

you are both saying. I am invested here since autumn 23. It is my second biggest investment and my most profitable so far. I go by gut feeling, limited research, RNS’s, views of other knowledgeable board members and opinion of the BOD. I have a philosophical approach and very logical. Still tuning my strategy I’m very interested in the opinions of others.

And, of course, if they are right and we are wrong. What are we missing?

Only time will tell.

I will point out a few comments later. In the meantime one thing that intrigues me is this is I assume a highly respected company I get the impression that their recommendations may be used by other businesses to assist in their decision-making.

This is a seven page document with detailed analysis graphs and tables. If we are right and they are wrong what are they missing?

09:03 - Who is the other person who mentioned it? I must have missed that.

08:31 - if no one else can provide a link or a summary, I will have a go later. I won’t be able to reproduce any graphs!🙂.

06:28 - I accessed this report via IBKR app. The ‘news’ option on PANR. It is a detailed report, but there is no address available for the report. I googled ISS EVA but couldn’t find a way past registering which I didn’t want to get into. Maybe someone here is registered with them or has an IBKR account and is able to sort out access to the report better than I can.

Recently, this company issued a sell recommendation for PANR.

I know the SP is subject to a bit of mm manipulation, but I am wondering if some of the recent fall is due to this recommendation.

Like most who have been following this company for any length of time I have confidence in the company and the BOD but, I am concerned that this sort of recommendation by a well respected company could cause damage even if only in the short term.

Any thoughts?

Got nervous and sold for 665. Will keep watching. good luck all holders.

Anyone know why this is falling this morning?

I looked at this board yesterday and there was lots of interesting friendly chat. I thought what a great board. Beginning to wonder now 🤔

Why are you so sure that that poster is lying? A member since 2012? Maybe they are elderly and have trouble with the keyboard. Maybe they have dyslexia with spelling or typing who knows? if they had just joined, I would understand your criticism.

New holder here since early February. Followed marmaris Who knows his stuff here from PANR .

Apologies for odd capitals have to correct my dictation tool but leave it if it’s not complete rubbish.

GLA NTTL